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Intro to Pivot Tables
Creating, adjusting and modifying basic PivotTables in Excel.
When to use
PivotTables are an amazing tool that can summarize, slice and dice data in a variety of formats. While they shine with large data sets, they are equally powerful with small data sets.
Benefits of creating PivotTables
- Extremely quick data refresh
- Drag and drop interface to look at data in different ways
Preparing your data to turn it into a PivotTable
- Make certain that your data is in tabular format (preferably formatted as a table)
- Ensure your data has a clear header row
- Select any cell in the data range
- Go to the Insert tab, choose PivotTable and place it on a new worksheet
- Drag a field into the VALUES area. (Numeric fields will return a SUM, text will return a COUNT)
- Drag a field into the ROWS area, and another field below it
Removing items from a PivotTable
- Drag the second field you added to the ROWS area back to the field list
- Drag another field into the VALUES area to generate another SUM or COUNT
- Drag the field you have in the ROWS area to COLUMNS
- Drag another field into the ROWS area
- Number Formats: Right click a value in the Pivot --> Value Field Settings --> Number Format
- Layouts can be changed via PivotTable Tools --> Design --> Report Layout
- Subtotals can be configured via PivotTable Tools --> Design --> Subtotal
Hints & tips
- Remember that PivotTables are not live, you MUST refresh your data manually
- To update the data in your Pivot Table, go to Data --> Refresh All
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