Pivot Table
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Creating and Modifying Pivot Tables and Charts
A PivotTable Report (commonly called a pivot table) is a specialized report in Microsoft Excel that summarizes and analyzes data from an outside source like a spreadsheet or similar table. That is, a pivot table is a tool for taking a large and complete amount of data and formatting it in a table that makes that same information easier to understand and assimilate. You generally will create a pivot table when you want to do one of the following: extract a smaller amount of data from a larger set of data sum up a large amount of data and compare one section of the original data with another or organize sub-categories of data within larger categories. It is important to organize an Excel spreadsheet properly, but especially so when you may want to create a pivot table from it. When creating a spreadsheet, remember the following advice: Label your data well. For example, the first row of an Excel spreadsheet should have clear, descriptive column labels. Verify that each spreadsheet column contains only one set of data. For example, a column labeled Fname should contain only the first names of salespersons or vendors or customers, etc, and a column labeled Total should sum up the same type of data from cell to cell. Keep your spreadsheet free of automatic subtotals. Pivot tables will calculate subtotals and totals for you. A PivotChart Report (commonly called a pivot chart) represents in graphical form the data from a pivot table. You can modify the layout and data from a pivot chart just as you can those of a pivot table. Finally, you can use the GETPIVOTDATA function in a worksheet to create a formula that will produce, under many conditions, a consistent answer even if you later rearrange the pivot table. Lesson Goal: Understand how to plan a pivot table. Create an Excel pivot table, change its summary function, and analyze three-dimensional data. Update a report and then
custom skill custom skill
Creating and Modifying Pivot Tables and Charts
A PivotTable Report (commonly called a pivot table) is a specialized report in Microsoft Excel that summarizes and analyzes data from an outside source like a spreadsheet or similar table. That is, a pivot table is a tool for taking a large and complete amount of data and formatting it in a table that makes that same information easier to understand and assimilate. You generally will create a pivot table when you want to do one of the following: extract a smaller amount of data from a larger set of data sum up a large amount of data and compare one section of the original data with another or organize sub-categories of data within larger categories. It is important to organize an Excel spreadsheet properly, but especially so when you may want to create a pivot table from it. When creating a spreadsheet, remember the following advice: Label your data well. For example, the first row of an Excel spreadsheet should have clear, descriptive column labels. Verify that each spreadsheet column contains only one set of data. For example, a column labeled Fname should contain only the first names of salespersons or vendors or customers, etc, and a column labeled Total should sum up the same type of data from cell to cell. Keep your spreadsheet free of automatic subtotals. Pivot tables will calculate subtotals and totals for you. A PivotChart Report (commonly called a pivot chart) represents in graphical form the data from a pivot table. You can modify the layout and data from a pivot chart just as you can those of a pivot table. Finally, you can use the GETPIVOTDATA function in a worksheet to create a formula that will produce, under many conditions, a consistent answer even if you later rearrange the pivot table. Lesson Goal: Understand how to plan a pivot table. Create an Excel pivot table, change its summary function, and analyze three-dimensional data. Update a report and then