Pivot Table in Excel
Key
Benefits
1. POWERFUL
-Uncover insights and answer key questions about your data
2. BEAUTIFUL
-Apply custom styles and conditional formatting rules to bring your
Pivots to life
3. FAST
-Create custom views, filters, and calculated fields on the fly
4. ACCURATE
-Automate calculations to minimize human error
5. FLEXIBLE
-Manipulate table layouts and create dynamic views in seconds
 Data Analysis
 Reporting
• Representation of information is more
organized.
• It provides a clear data analysis.
• It can link data to extended sources.
• Data can combined from multiple
sheets.
• It can compresses large amount of data
to a summary.
• Quick access to data report.
Pivot Table in Excel
● Summarizing data quickly
● Data Analysis and calculations
● Dashboard and reporting
● Real time refresh
● Get Insights of the data quickly
● Simplicity, Speed, Flexibility
● Accuracy
● Easy Formatting
● Quick Filtering
Pillars of Pivot table
 Report Filter - To show specific report
 Column Label - To show report Horizontally
 Row Label - To show report Vertically
 Values - Used for calculations
Pivot Table Basic to
Advance
o Inserting a Pivot Table
o The Field List
o Analyse and Design Options
o selecting, clearing & moving pivots
o Refreshing & Updating pivots
o Pivot Formatting
o Table styles
o Table layouts
o conditional formatting
o sorting, filtering
o calculated values & fields
o Pivot charts
o Different types of Pivot Table Summarization technique
o How to Group in Pivot Table
o Classic Pivot Table Layout
o Custom Grouping of Pivot Table
o Pivot Table Summarization Values
o Exploring Pivot Options
o Using Slicers to Pivot Table
o Pivot Table Calculated Fields and Calculated Items
o Consolidate multiple worksheet into one
o Dynamic Pivot Table
o Auto Refresh Pivot Table
o GetPivotData function
o Unpivot Data in Excel using Pivot Table Method
TABULAR DATA
●Each column has headers
●No empty columns/rows
●No Total /Sub Total rows
Pivot Table in Excel
Term Definition
Column
Vertical division of an Excel spreadsheet, divided
into cells
Field List
Resource used in Excel to add fields to your
PivotTable
Filter
A condition you can add to your PivotTable to filter
the results it generates
PivotTable
Analysis feature in Excel that lets you summarize a
bunch of data in a few clicks
Horizontal division of an Excel spreadsheet,
Pivot with Relationship
Value Field Settings Function Use
Average AVERAGE Calculates arithmetic mean
Count Numbers COUNT Counts numbers
Count COUNTA Counts non empty cells
Max MAX Finds largest value
Min MIN Finds smallest value
Product PRODUCT Multiplies
Stdev
STDEV
Standard Deviation for a
sample
Stdevp
STDEVP
Standard Deviation for a
population
Sum SUM Adds
Var VAR Variation for a sample
Varp VARP Variation for a population
Show Value as
Show Values As
Calculation
Use
% of Grand Total
Divides each value inside the PivotTable by The Grand Total, and adds Number
Formatting.
% of Column
Total Divides each value in the Column by the Column Total, and adds Number Formatting.
% of Row Total Divides each value in the Row by the Row Total, and adds Number Formatting.
Difference From
Displays values as the difference from the value of the Base i tem in the Base field. Our
Example takes current month and subtracts the previous month to get the "Change"
from month to month.
% Difference
From
Displays values as the difference from the value of the Base i tem in the Base field. Our
Example takes current month and subtracts the previous month and calculates the "%
Change" from month to month.
Running Total in
Displays the value for successive items in the Base field as a running total. Our Example
adds each successive month to get the "Running" Total or "Cummulative" Total.
PIVOT TABLE IN EXCEL
Preparing Data
PIVOT TABLE IN EXCEL
INSERTING A PIVOT TABLE

Microsoft Excel Pivot Options, Pivot table

  • 1.
  • 2.
    Key Benefits 1. POWERFUL -Uncover insightsand answer key questions about your data 2. BEAUTIFUL -Apply custom styles and conditional formatting rules to bring your Pivots to life 3. FAST -Create custom views, filters, and calculated fields on the fly 4. ACCURATE -Automate calculations to minimize human error 5. FLEXIBLE -Manipulate table layouts and create dynamic views in seconds
  • 3.
     Data Analysis Reporting • Representation of information is more organized. • It provides a clear data analysis. • It can link data to extended sources. • Data can combined from multiple sheets. • It can compresses large amount of data to a summary. • Quick access to data report.
  • 4.
    Pivot Table inExcel ● Summarizing data quickly ● Data Analysis and calculations ● Dashboard and reporting ● Real time refresh ● Get Insights of the data quickly ● Simplicity, Speed, Flexibility ● Accuracy ● Easy Formatting ● Quick Filtering
  • 5.
    Pillars of Pivottable  Report Filter - To show specific report  Column Label - To show report Horizontally  Row Label - To show report Vertically  Values - Used for calculations
  • 6.
    Pivot Table Basicto Advance o Inserting a Pivot Table o The Field List o Analyse and Design Options o selecting, clearing & moving pivots o Refreshing & Updating pivots o Pivot Formatting o Table styles o Table layouts o conditional formatting o sorting, filtering o calculated values & fields o Pivot charts
  • 7.
    o Different typesof Pivot Table Summarization technique o How to Group in Pivot Table o Classic Pivot Table Layout o Custom Grouping of Pivot Table o Pivot Table Summarization Values o Exploring Pivot Options o Using Slicers to Pivot Table o Pivot Table Calculated Fields and Calculated Items o Consolidate multiple worksheet into one o Dynamic Pivot Table o Auto Refresh Pivot Table o GetPivotData function o Unpivot Data in Excel using Pivot Table Method
  • 8.
    TABULAR DATA ●Each columnhas headers ●No empty columns/rows ●No Total /Sub Total rows
  • 9.
    Pivot Table inExcel Term Definition Column Vertical division of an Excel spreadsheet, divided into cells Field List Resource used in Excel to add fields to your PivotTable Filter A condition you can add to your PivotTable to filter the results it generates PivotTable Analysis feature in Excel that lets you summarize a bunch of data in a few clicks Horizontal division of an Excel spreadsheet,
  • 10.
    Pivot with Relationship ValueField Settings Function Use Average AVERAGE Calculates arithmetic mean Count Numbers COUNT Counts numbers Count COUNTA Counts non empty cells Max MAX Finds largest value Min MIN Finds smallest value Product PRODUCT Multiplies Stdev STDEV Standard Deviation for a sample Stdevp STDEVP Standard Deviation for a population Sum SUM Adds Var VAR Variation for a sample Varp VARP Variation for a population
  • 11.
    Show Value as ShowValues As Calculation Use % of Grand Total Divides each value inside the PivotTable by The Grand Total, and adds Number Formatting. % of Column Total Divides each value in the Column by the Column Total, and adds Number Formatting. % of Row Total Divides each value in the Row by the Row Total, and adds Number Formatting. Difference From Displays values as the difference from the value of the Base i tem in the Base field. Our Example takes current month and subtracts the previous month to get the "Change" from month to month. % Difference From Displays values as the difference from the value of the Base i tem in the Base field. Our Example takes current month and subtracts the previous month and calculates the "% Change" from month to month. Running Total in Displays the value for successive items in the Base field as a running total. Our Example adds each successive month to get the "Running" Total or "Cummulative" Total.
  • 12.
    PIVOT TABLE INEXCEL Preparing Data
  • 13.
    PIVOT TABLE INEXCEL INSERTING A PIVOT TABLE