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Sonia also wants to insert a PivotTable that includes other policy information so that she can analyze the sales of life insurance policies in 2

 

Sonia also wants to insert a PivotTable that includes other policy information so that she can analyze the sales of life insurance policies in 2024.

Return to the Sales Table worksheet, and then create a PivotTable based on the Policies table. Place the PivotTable on a new worksheet, using Policies by Type as the worksheet name. Make sure the 'Add this data to the Data Model' checkbox is unchecked. [Mac hint: There is no checkbox, so Mac users can ignore this.] Display the policy types and then the agent IDs as the row headings, the branch offices as the column headings, the policies sold in 2024 as the values, and the years of experience as the filter.

 

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