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25 easy PivotTable reports
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Microsoft Excel 2002
Having trouble visualizing how to use a PivotTable© report to analyze your data? This article shows how to start with a basic data source and create PivotTable reports that answer common questions about your data. While you can use these techniques for just about any type of source data, the following sections show reports you could use to:
Compare your salespeople
Compare your products
Compare your orders
Compare your customers
To work directly with these PivotTable reports, download Excel 2002 Sample: PivotTable Reports, the companion workbooks for this article. In addition to copies of all of the source data and reports in the article, the workbooks contain four PivotChart reports that show you how to present the information graphically.
To make the examples extra easy to follow, they're all formatted with the Report 5 format, which you can apply to your own PivotTable reports with the Format Report command.
Compare your salespeople
Start with source data that contains information about your salespeople. Here are some of the source data records used for the reports in this section. To see the entire source range, download the companion workbooks for this article.
To set up your PivotTable:
1. Click a cell in the source data.
2. On the Data menu, click PivotTable and PivotChart Report.
3. Follow the instructions in steps 1 through 3 of the wizard.
NOTE You can lay out the PivotTable report by clicking the Layout button in step 3 of the wizard, or you can lay out the report directly on the worksheet.
Now you are ready to try the following reports:
What are the order amounts for each salesperson?
Drag the Salesperson field into the Row area, and then drag the Order Amount field into the Data area.
What are the order amounts for