How to Summarize Data by Month (Quantified Self Toronto Quick Tip #1)

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Sacha Chua

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How to summarize
your data by month
Quick Tip #1 from
Quantified Self Toronto (QuantifiedSelf.ca)
Sacha Chua

Let’s say that you’ve been
tracking data for a while…
File Store Date Time Name Total Item name Category

113117. Nofrills 11-24-12 12:45:41Bean 0.78Green beans Vegetables
jpg Lower Food Green
Prices
113117. Nofrills 11-24-12 12:45:41Chinese 0.87Chinese Vegetables
jpg Lower Food Cabbage cabbage
Prices
113117. Nofrills 11-24-12 12:45:41FM Pie 5.49Apple pie Snacks
jpg Lower Food App
Prices
113117. Nofrills 11-24-12 12:45:41KR Case 2.37Unknown Other
jpg Lower Food Drsg
Prices
113117. Nofrills 11-24-12 12:45:41NN Soup 2.07Beef soup Soup
jpg Lower Food Beef
Prices
113117. Nofrills 11-24-12 12:45:41Potato 3.14Baking Vegetables

Now you want to summarize
your data by month
• Balance out daily variations
• See seasonal patterns and overall
trends

How to summarize your data
(Microsoft Excel)
• Calculate the month so that you can
group by it:
=DATE(YEAR(…), MONTH(…), 1)
• Summarize your data using Insert >
Pivot Table

How to summarize your data
(OpenOffice.org)
• Calculate the month so that you can
group by it:
=DATE(YEAR(…); MONTH(…); 1)
• Summarize your data using Data >
Pivot Table > Create

Have fun analyzing!
Slides available at
quantifiedself.ca

Sacha Chua (quantified@sachachua.com)
QuantifiedAwesome.com

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How to Summarize Data by Month (Quantified Self Toronto Quick Tip #1)

1. How to summarize your data by month Quick Tip #1 from Quantified Self Toronto (QuantifiedSelf.ca) Sacha Chua

2. Let’s say that you’ve been tracking data for a while… File Store Date Time Name Total Item name Category 113117. Nofrills 11-24-12 12:45:41Bean 0.78Green beans Vegetables jpg Lower Food Green Prices 113117. Nofrills 11-24-12 12:45:41Chinese 0.87Chinese Vegetables jpg Lower Food Cabbage cabbage Prices 113117. Nofrills 11-24-12 12:45:41FM Pie 5.49Apple pie Snacks jpg Lower Food App Prices 113117. Nofrills 11-24-12 12:45:41KR Case 2.37Unknown Other jpg Lower Food Drsg Prices 113117. Nofrills 11-24-12 12:45:41NN Soup 2.07Beef soup Soup jpg Lower Food Beef Prices 113117. Nofrills 11-24-12 12:45:41Potato 3.14Baking Vegetables

3. Now you want to summarize your data by month • Balance out daily variations • See seasonal patterns and overall trends

4. How to summarize your data (Microsoft Excel) • Calculate the month so that you can group by it: =DATE(YEAR(…), MONTH(…), 1) • Summarize your data using Insert > Pivot Table

5. =DATE(YEAR(…), MONTH(…), 1)

6. Microsoft Excel: Pivot Tables

8. How to summarize your data (OpenOffice.org) • Calculate the month so that you can group by it: =DATE(YEAR(…); MONTH(…); 1) • Summarize your data using Data > Pivot Table > Create

9. Have fun analyzing! Slides available at quantifiedself.ca Sacha Chua (quantified@sachachua.com) QuantifiedAwesome.com

How to Summarize Data by Month (Quantified Self Toronto Quick Tip #1)

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