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How to Create Pivot Tables in Excel (Under 40 Chars
1. How to Create Pivot Table in Excel
There will be times when you will be required to analyse large amounts of data
and produce easy to read and understand reports. Pivot tables allow us to
analyse such data and produce reports that meet our business reporting
requirements.
In this tutorial, we are going to cover the following topics;
What isa PivotTable?
Stepby Steptutorial oncreatingpivottables
2-Dimensionalpivottables
Visualizingpivottable datausingcharts
What is a Pivot Table?
A Pivot Table is a summary of a large dataset that usually includes the total
figures, average, minimum, maximum, etc. let's say you have a sales data for
different regions, with a pivot table, you can summarize the data by region and
find the average sales per region, the maximum and minimum sale per region,
etc. Pivot tables allow us to analyse, summarize and show only relevant data in
our reports.
Step by Step tutorial on creating pivot tables
The image below shows the sample sales data collated from North wind access
database.
2. You can download the sample Excel data here.
Download the above Excel Data File
As you can see from the above image, our spreadsheet contains a lot of data.
Let's say we want to create a summary of customers, group all of their orders by
product, and show the quantities, unit price and subtotals for all the transactions.
Open the Excel file that you downloaded
Click on INSERT tab on the ribbon
3. You will get the following window
Click on the select table/range button as shown in the image above
You will get the following mini window
4. Click in cell address A1
Press Ctrl + A on the keyboard to select all the data cells
Your mini window shown now appear as follows
Click on Close button to get back to the options window
Click on OK button
Select the following fields
5. o CompanyName
o Product Name
o UnitPrice
o Quantity
o SubTotal
Your worksheet should now look as follows
Note the above data has been grouped by customer company name,
product name, unit price, sum of quantities and the sum of the subtotals.
Notice the drop down button next to Rows Labels. This button allows us to
sort/filter our data. Let's assume we are only interested in Alfreds
Futterkiste
Click on the Row Labels drop down list as shown below
6. Remove the tick from (Select All)
Select Alfreds Futterkiste
Click on OK button
You will get the following data
7. 2-Dimensional pivottables
A two-dimensional pivot table is a table that has fields on both rows and columns.
Let's say we want to list employee names as rows and use columns to represent
customer names and fill in the cells with the total sales.
Activate the Sales Datasheet
Click on INSERT tab
Click on Pivot Chart & Table button
Select all the data. Excel should now remember the previous range so you
just have to click on OK button
A new sheet will be created with the pivot table tools
Select the fields as shown in the image below
9. Visualizing pivot table data using charts
With Excel 2013, you do not need to create the charts manually. Excel will create
the charts for you as you create your pivot tables, change aggregate functions,
apply filters, etc.
The chart below was automatically created for us from the simple pivot chart
exercise that filtered data for Alfreds Futterkiste only.
10. Summary
Pivot tables and charts enable us to summarize and analyse large datasets. We
can use aggregate functions such as SUM, MINIMUM, MAXIMUM, AVERAGE,
etc. the charts are automatically created and updated for us by excel as we work
with the data.