The pivot table is a powerful tool that can be used to quickly analyze and report departmental, branch, or corporate production activities. Since the pivot table can be used as standard template, the source data can be replaced daily or monthly. To obtain an updated report you will press the refresh button on your keyboard.

1. The pivot table is a powerful tool that can be used to quickly analyze and report
departmental, branch, or corporate production activities.
Since the pivot table can be used as standard template, the source data can be replaced
daily or monthly. To obtain an updated report you will press the refresh button on your
keyboard.
These instructions are provided with the Power Point file “MS EXCEL ANLYSIS
TOOLS- Project #1”.
1. Open the workbook containing the data to be analyzed.
2. Open a blank MS Excel workbook.
3. Point to data tab at the top panel of the blank workbook.
4. Click “pivot table and pivotchart report”.
5. You should already have “excel list or database” as default selection chosen as
data source and “pivot table” as report type.
6. Click next.
7. You should see a selection box.
8. Click the small (black/red) box beside the browse button.
9. Click on the opened data workbook.
10. Select entire location containing the data to be used.
11. Click next.
12. Select new workbook.
13. Click next.
14. You should see a workbook with blank tables.
15. Drag Column, Row, and Page Fields, and Data Items, to appropriate boxes.
YOU HAVE A PIVOT TABLE.
OPTIONAL STEPS INCLUDE summary by branch, account, date, and frequency.