Business Excel 2010 Pivot Table Tutorial Pdf


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Pivot Tables. A PivotTable is an interactive table that contains summarised data. Once a pivot table has been created, you can manipulate it to analyse your data. Analysing data using PivotTables in. Excel What is a PivotTable? A PivotTable provides ways of summarising and sorting lists of data stored on a. Microsoft Excel allows you to quickly generate reports based on filtered information that is most useful to you. This tutorial will show you the basics of pivot.

Excel 2010 Pivot Table Tutorial Pdf

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Excel PivotTables i. About the Tutorial. PivotTable is an extremely powerful tool that you can use to slice and dice data. In this tutorial, you will learn these. PDF | 20 minutes read | Using Pivot Tables in Excel Common applications: Creating summary tables and charts of multiple series data. An Excel worksheet database/list or any range that has labelled columns. Excel will display the Create PivotTable dialog box, automatically select the entire.

Could learn to utilize edic mini solar pdf them with little effort and use them to economics of drug discovery pdf explore user data. A pivot table is a special type of summary table thats unique to Excel. Pivot tables are great for summarizing values in a table because they do their magic. Creating a Pivot Table.

A simple example of a pivot table was given in the document Microsoft Excel An Intermediate Guide. Summer A Pivot Table is way to present information in a report format. When you click OK, Excel presents you with a rather complex layout.

Things you need to learn in Excel.

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What sort of data do I easy bake oven directions pdf edward wallbanger pdf download use in pivot tables? Excels Pivot Table is probably the most useful and time-saving tool for.

If youre accustomed to creating Pivot Tables with the or earlier version of Excel. September A Pivot Table is created from a list or data base in Excel, Access, or some. Microsoft, Microsoft Office, and Microsoft Excel are trademarks. Additionally, you will learn the quickest way to troubleshoot. PivotTable reportsor PivotTablesmake the data in your worksheets much more manageable by summarizing the data and allowing you to manipulate it in. Jul 18, Training manual for internal use only. If this number makes sense to you, you're good to go.

If the number doesn't make sense to you, it's possible the pivot table is not reading the data correctly or that the data has not been defined correctly. Plan before you build Although it's a lot of fun dragging fields around a pivot table, and watching Excel churn out yet another unusual representation of the data, you can find yourself going down a lot of unproductive rabbit holes very easily.

An hour later, it's not so fun anymore. Before you start building, jot down what you are trying to measure or understand, and sketch out a few simple reports on a notepad. These simple notes will help guide you through the huge number of choices you have at your disposal. Keep things simple, and focus on the questions you need to answer.

Use a table for your data to create a "dynamic range" If you use an Excel Table for the source data of your pivot table, you get a very nice benefit: your data range becomes "dynamic".


A dynamic range will automatically expand and shrink the table as you add or remove data, so won't have to worry that the pivot table is missing the latest data. When you use a Table for your pivot table, the pivot table will always be in sync with your data.

See my personal story. Use a pivot table to count things By default, a Pivot Table will count any text field. This can be a really handy feature in a lot of general business situations. For example, suppose you have a list of employees and want to get a count by department?

Show totals as a percentage In many pivot tables, you'll want to show a percentage rather than a count.

For example, perhaps you want to show a breakdown of sales by product.

But, rather than show the total sales for each product, you want to show sales as a percentage of the total sales. Use a pivot table to build a list of unique values Because pivot tables summarize data, they can be used to find unique values in a field.

This is a good way to quickly see all the values that appear in a field and also find typos, and other inconsistencies.

For example, suppose you have sales data and you want to see a list of every product that was sold. To create a product list: Create a pivot table normally Add the Product as a Row Label Add any other text field category, customer, etc as a Value The pivot table will show a list of all products that appear in the sales data Every product that appears in the data is listed including a typo Pivot Table video training - quick, clean, and to the point 9.

Create a self-contained pivot table When you've created a pivot table from data in the same worksheet, you can remove the data if you like and the pivot table will continue to operate normally. This is because a pivot table has a pivot cache that contains an exact duplicate of the data used to create the pivot table.

Group a pivot table manually Although pivot tables automatically group data in many ways, you can also group items manually into your own custom groups. For example, assume you have a pivot table that shows a breakdown of employees by department.

Suppose you want to further group the Engineering, Fulfillment, and Support departments into Group 1, and Sales and Marketing into Group 2.

Group 1 and Group 2 don't appear in the data, they are your own custom groups. To group the pivot table into the ad hoc groups, Group 1 and Group 2: Control-click to select each item in the first group Right-click one of the items and choose Group from the menu Excel creates a new group, "Group1" Select Marketing and Sales in column B, and group as above Excel creates another group, "Group2" Starting to group manually Half way through manual grouping - Group 1 is done Finished grouping manually Group numeric data into ranges One of the most interesting and powerful features that every pivot table has is the ability to group numeric data into ranges or buckets.

For example, assume you have a list of voting results that includes voter age, and you want to summarize the results by age group: Create your pivot table normally Add Age as a Row Label, Vote as a Column Label, and Name as a Value Right-click any value in the Age field and choose Group Enter 10 as the interval in the "By:" input area When you click OK, you'll see the voting data grouped by age into year buckets The source data for voting results Grouping the age field into 10 year buckets Done grouping voting results by age range Rename fields for better readability When you add fields to a pivot table, the pivot table will display the name that appears in the source data.

Value field names will appear with "Sum of " or "Count of" when they are added to a pivot table. For example, you'll see Sum of Sales, Count of Region, and so on.

However, you can simply overwrite this name with your own. Just select the cell that contains the field you want to rename and type a new name. Rename a field by typing over the original name Add a space to field names when Excel complains When you try to rename fields, you might run into a problem if you try to use exactly the same field name that appears in the data.

For example, suppose you have a field called Sales in your source data. As a value field, it appears as Sum of Sales, but sensibly you want it to say Sales.

Using Named Sets in a PivotTable

However, when you try to use Sales, Excel complains that the field already exists, and throws a "PivotTable field name already exists" error message. Excel doesn't like your new field name As a simple workaround, just add a space to the end of your new field name. You can't see a difference, and Excel won't complain.

Adding a space to the name avoids the problem Add a field more than once to a pivot table There are many situations when it makes sense to add the same field to a pivot table more than once.

It may seem odd, but you can indeed add the same field to a pivot table more than once. For example suppose you have a pivot table that shows a count of employees by department. The count works fine, but you also want to show the count as a percentage of total employees.

In this case, the simplest solution is to add the same field twice as a Value field: Add a text field to the Value area e. First name, Name, etc. Automatically format all value fields Any time you add a numeric field as a Value in a pivot table, you should set the number format directly on the field.

You may be tempted to format the values you see in the pivot table directly, but this is not a good idea, because it's not reliable as the pivot table changes. Setting the format directly on the field will ensure that the field is displayed using the format you want, no matter how big or small the pivot table becomes.

Using Slicers in Excel Pivot Table – A Beginner’s Guide

For example, assume a pivot table that shows a breakdown of sales by Region. When you first add the Sales field to the pivot table, it will be displayed in General number format, since it's a numeric field.

To apply the Accounting number format to the field itself: Right-click on the Sales field and select Value Field Settings from the menu Click the Number Format button in the Value field settings dialog that appears Set the format to Accounting and click OK to exit Setting format directly on a value field Drill down to see or extract the data behind any total Whenever you see a total displayed in a pivot table, you can easily see and extract the data that makes up the total by "drilling down".

For example, assume you are looking at a pivot table that shows employee count by department. You can see that there are 50 employees in the Engineering department, but you want to see the actual names.A Pivot Table is created from a list or data base in Excel, Access, or some. That's how easy pivot tables can be!

To do this: Select the Slicer. Watch the video below for a quick demonstration: Video: How to quickly create a pivot table 2. For example, in the image below, I have two Slicers one for Region and the other for Retailer type. Vaibhav Gupta. Continue to manipulate the pivot table as needed until the desired results appear. Group 1 and Group 2 don't appear in the data, they are your own custom groups.