In the side panel, drag your categories to "Rows" and your numbers to "Values." This quickly produces a summarized "piece" of information without manual formulas. Important Technical Considerations

For more complex pieces, such as a summary report from a large dataset: Click anywhere in your data table. Go to .

To address your request regarding , I have provided a step-by-step guide to generating a basic financial or data-driven "piece" (report or chart) from scratch.

: Ensure all numbers are formatted as "Currency" or "Number" via the Home tab to avoid calculation errors. 2. Creating a Visual Report (Chart) To produce a visual summary of your data: Highlight the range of cells you wish to visualize. Go to the Insert tab.