2. Analysis tool within Excel that allows user to:
- Extract significance from a large detailed
data set
- Group columns of data and perform
calculations within those groups
- Focus on information specific to
organizational needs
- Find recurring patterns in the data, if any
The Pivot Table
What are they? What do they do?
3. The Pivot Table
- A concise summary can be created
from long spreadsheets of raw data
- Breaks down large data sets to assist
user in accurate data forecast
- Quick report creation, saves user the
long hours of manually creating
organizational reports
- Organizational data can be
summarized in multiple ways
including frequencies, averages, and
percentages
Why are they helpful?
4. Step One: The Development
3 Key Sequence ALT D P
Pivot Tables can be developed in seconds using the following methods:
*Data is typically an organized list in tabular form
5. Step Two: Field Specifications
Choose the field
you would like to
be displayed and
drag the field to
the desired area
PivotTable Fields box allows the user to
modify each PivotTable with exactly
what data is needed Report Filter: Use filter to
conveniently display a
subset of data in your Pivot
Table. Helps to manage and
to focus on a subset of data
in the report such as credit
union type, income level, or
geographic region
Column Labels: Field that is
assigned a column
orientation in the PT
Row Labels: A field that is
assigned a row orientation
in PT
6. Step Three: The Creation
Asset Class Cus
$10-20MM 48
$20-30MM 14
$30-40MM 8
$40-50MM 7
$50-100MM 6
Under $10MM 78
Total 161
Region Cus Cus %
1 31 19%
2 39 24%
3 54 34%
4 26 16%
5 11 7%
Total 161 ######
Selected Cus
LID and MDI 26
LID ONLY 83
MDI ONLY 5
Neither MDI or LID 47
Total 161
Selected P3 P2 P1 P3 P2 P1
Nothing Identified 67 33 0 42% 20% 0%
Budgeting Guidance 5 17 13 3% 11% 8%
Consumer Compliance 8 6 6 5% 4% 4%
FOMExpansion / Capturing New Markets 16 7 21 10% 4% 13%
Internal Controls 4 8 7 2% 5% 4%
Marketing Strategy Guidance 21 28 35 13% 17% 22%
Merger Guidance 2 7 5 1% 4% 3%
New Product Selection / Development 10 23 10 6% 14% 6%
Recordkeeping Guidance 9 9 9 6% 6% 6%
Secondary Capital Guidance 1 1 6 1% 1% 4%
Strategic Planning Guidance 18 22 49 11% 14% 30%
Total 161 161 161 100.00%
7. Formula Changes
Any formula changes needed after
creation of PT can be done easily
using the PivotTable Tools
8. Pivot table data can be updated with any additional
information that may have been added to data set after PT
creation
Update your Table/Range to
coincide with additional
occupied cells within the data
list
Additional Data
9. - Access data from various data sources outside of
Excel
- Store millions of rows in Excel without increasing
the size of the file
- Create and apply complex calculations in the group
of data within the PivotTable
- Add power to pivot table while extending data
storage capacity
- Is sufficient for enterprise data, unlike PivotTables
Power Pivot Tables
Extension of the Pivot Table that allows user to:
