What is a pivot table?
A PivotTable is especially designed for: Querying large amounts of data in many user-friendly ways. Subtotaling and aggregating numeric data, summarizing data by categories and subcategories, and creating custom Expanding and collapsing levels of data to focus your results, and drilling down to. A pivot table is a special Excel tool that allows you to summarize and explore data interactively. It's a lot harder to explain a pivot table than to show you how one works, so let's take a look. Here we have a worksheet that contains a large set of sales data for a business that sells speciality chocolate to retailers.
By Madhuri Thakur. Pivot table in excel is used instructions on how to make a volcano categorize, sort, filter and summarize any length of data table which we want to get count, sum, values either in tabular tablw or in form of 2 column sets. To insert the pivot table, select the Pivot table option from the Insert menu tab, which will automatically find the table or range. We can also create a customized table by considering those columns which are actually required.
Start Your Free Excel Course. It is very simple and easy to use. Let us see how to create a Pivot table with the help of some examples. He can manually count those values but for a large set of data, it will be a slow task.
But there is a way to do this easily. In his excel workbook, he will hit the Insert button and click on the pivot table on the leftmost button of his screen. Now he can choose the same worksheet or a new worksheet to open this pivot table. In a sales company, we have transactional sales data which contains which product made how many sales under which quarter, and in what year.
This data is not up to 20 rows but it 66 rows in this example which can go down even further and it would be a tedious task to check for sales of a specific product under any quarter. Basically, pivot tables ni a powerful Excel tool that helps us to summarize large amounts of data and saves us a lot of time.
This has been a guide to Pivot Table in Excel. Here we discuss how to create How to stop african american hair from breakage Tables in Excel along with practical examples and a downloadable excel template.
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Building out your PivotTable
A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you see comparisons, patterns, and trends in your data. PivotTables work a little bit differently depending on what platform you are using to run Excel. Apr 14, · Follow this step by step guide to create a useful pivot table: Step 1: Enter Data Into Rows and Columns. The first step involves preparing data for your pivot table. This is because every pivot table requires a basic Excel table, which you can easily create by entering data into a specific set of rows and columns. Use the topmost column to 5/5(23).
One most powerful and intimidating feature of Microsoft Excel is the pivot tables. Learn more about creating pivot tables in Excel. But the good news is here!
Learning to create pivot tables in Excel could be much easier than you were made to believe. The seemingly endless rows and columns of figures staring back at you can be quite intimidating and confusing. But a pivot table can provide a summary of the figures in a chart that lets you see the trends on your information. You are only reorganizing the data to reveal more useful information from the tables. Pivot tables help you examine the similarities, differences, highs, and lows from large sets of data.
First, you need to know how to create them. Follow this step by step guide to create a useful pivot table :. The first step involves preparing data for your pivot table. This is because every pivot table requires a basic Excel table, which you can easily create by entering data into a specific set of rows and columns. Use the topmost column to group your values by what they represent. For example, you can create an Excel table for the various records of your business, including expenses and sales, and the various dates on which these items occur.
You could have a column for dates, another for total sales, and another for total expenses. The next step is to sort the data in your Excel sheet to make it easier to manage when you turn on the pivot table.
Click the Data tab in the navigation bar, and choose the Sort icon below it. You can choose to sort your data by any column, and in any particular order. Once you have selected the column to sort your table by, choose whether to sort from largest to smallest or from smallest to largest. Click Ok on the Sort window to apply the sorting procedure.
You will realize that your rows have been reordered to reflect the new operation. The next step is to highlight the data you wish to summarize in the pivot table. To do this, click Insert in the navigation bar, and select the Pivot Table icon. Alternatively, click anywhere in your Excel sheet, and select Pivot Table, then enter your range of cells manually.
Another option box will open to let you choose whether to open the pivot table in a new worksheet or to keep it in the current sheet. You can also highlight your range of cells, and select Recommended Pivot Tables appearing to the right of the pivot table icon.
This will let you open a pivot table with pre-set suggestions for organizing each row and column. Once Excel creates a blank pivot table for you, the next step is to drag and drop a field, which you labeled according to the column headers in your worksheet, into Row Labels.
For example, if you want to organize your business records by total sales data, just click and drag the title of the column to the Row Labels area. Having established what you want to organize your data by, you need to add some values into the pivot table.
You can accomplish this task by dragging the appropriate fields into the Values area. Once you have added your fields, the pivot table is complete and ready for analysis. While Excel keeps your formulae and calculations even when you transfer your values by default, you can change them if you want. For example, you can change values to averages, minimums, and maximums. Then, select the appropriate option, and click OK.
You may also need to include other data from other sources. You are probably wondering why your business would need to create pivot tables in the first place. Here are some compelling reasons you would want to create these tables for your firm:. If you are looking for a managed service provider to handle your IT and accounting tasks reliably and affordably, consider partnering with Pure I. With years of experience and professional staff, you can be sure of excellent results.
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Follow this step by step guide to create a useful pivot table : Step 1: Enter Data Into Rows and Columns The first step involves preparing data for your pivot table. Step 2: Sort Your Data Using Specific Attributes The next step is to sort the data in your Excel sheet to make it easier to manage when you turn on the pivot table. Step 4: Drag and Drop a Field Into the Row Labels Area Once Excel creates a blank pivot table for you, the next step is to drag and drop a field, which you labeled according to the column headers in your worksheet, into Row Labels.
Step 5: Drag and Drop a Field Into the Values Area Having established what you want to organize your data by, you need to add some values into the pivot table. Step 6: Fine-Tune Your Calculations While Excel keeps your formulae and calculations even when you transfer your values by default, you can change them if you want.
You can also watch this video for more details. Here are some compelling reasons you would want to create these tables for your firm: Compare sales of different products: Quite convenient and easier when dealing in various products Display product sales as percentages of all sales: Easier to manipulate values, so you can apply percentages as you compare different values of product sales against total sales Merge duplicate data: Find any duplicate data and merge it to avoid confusion or inaccurate calculation results Obtain employee headcounts for different departments.
Add default values to empty cells: Empty cells can be such a problem. Pivot tables can help you avoid them by filling them with default values. Work With Pure I. Troy Drever. Business hours are Read Our Reviews.