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    Pivot Tables: Insert A Pivot Table

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    avisek_basu
    Pivot tables allow users to extract meaningful insights from large datasets. The document provides step-by-step instructions on how to create a basic pivot table using sample order data with 214 rows and 6 fields, including filtering the pivot table by country and product, sorting values, and changing the summary calculation. Advanced features like two-dimensional pivot tables and pivot charts are also demonstrated.

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    Pivot Tables: Insert A Pivot Table

    Uploaded by

    avisek_basu
    453 views7 pages
    Pivot tables allow users to extract meaningful insights from large datasets. The document provides step-by-step instructions on how to create a basic pivot table using sample order data with 214 rows and 6 fields, including filtering the pivot table by country and product, sorting values, and changing the summary calculation. Advanced features like two-dimensional pivot tables and pivot charts are also demonstrated.

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    Pivot Tables

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    Pivot Tables

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    Pivot tables allow users to extract meaningful insights from large datasets. The document provides step-by-step instructions on how to create a basic pivot table using sample order data with 214 rows and 6 fields, including filtering the pivot table by country and product, sorting values, and changing the summary calculation. Advanced features like two-dimensional pivot tables and pivot charts are also demonstrated.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    453 views7 pages

    Pivot Tables: Insert A Pivot Table

    Uploaded by

    avisek_basu
    Pivot tables allow users to extract meaningful insights from large datasets. The document provides step-by-step instructions on how to create a basic pivot table using sample order data with 214 rows and 6 fields, including filtering the pivot table by country and product, sorting values, and changing the summary calculation. Advanced features like two-dimensional pivot tables and pivot charts are also demonstrated.

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    You are on page 1of 7

    Pivot Tables

    Pivot tables are one of Excel's most powerful features. A pivot table allows you
    to extract the significance from a large, detailed data set.

    Our data set consists of 214 rows and 6 fields. Order ID, Product, Category,
    Amount, Date and Country.

    Insert a Pivot Table


    To insert a pivot table, execute the following steps.

    1. Click any single cell inside the data set.

    2. On the Insert tab, click PivotTable.

    The following dialog box appears. Excel automatically selects the data for you.
    The default location for a new pivot table is New Worksheet.

    3. Click OK.
    Drag fields
    The PivotTable field list appears. To get the total amount exported of each
    product, drag the following fields to the different areas.

    1. Product Field to the Row Labels area.

    2. Amount Field to the Values area.

    3. Country Field to the Report Filter area.

    Below you can find the pivot table. Bananas are our main export product. That's
    how easy pivot tables can be!
    Sort
    To get Banana at the top of the list, sort the pivot table.

    1. Click any cell inside the Total column.

    2. The PivotTable Tools contextual tab activates. On the Options tab, click the
    Sort Largest to Smallest button (ZA).

    Result.
    Filter
    Because we added the Country field to the Report Filter area, we can filter this
    pivot table by Country. For example, which products do we export the most to
    France?

    1. Click the filter drop-down and select France.

    Result. Apples are our main export product to France.

    Note: you can use the standard filter (triangle next to Product) to only show the
    totals of specific products.
    Change Summary Calculation
    By default, Excel summarizes your data by either summing or counting the
    items. To change the type of calculation that you want to use, execute the
    following steps.

    1. Click any cell inside the Total column.

    2. Right click and click on Value Field Settings...

    3. Choose the type of calculation you want to use. For example, click Count.

    4. Click OK.

    Result. 16 out of the 28 orders to France were 'Apple' orders.


    Two-dimensional Pivot Table
    If you drag a field to the Row Labels area and Column Labels area, you can
    create a two-dimensional pivot table. For example, to get the total amount
    exported to each country, of each product, drag the following fields to the
    different areas.

    1. Country Field to the Row Labels area.

    2. Product Field to the Column Labels area.

    3. Amount Field to the Values area.

    4. Category Field to the Report Filter area.


    Below you can find the two-dimensional pivot table.

    To easily compare these numbers, create a pivot chart and apply a filter. Maybe
    this is one of the many other powerful pivot table features Excel has to offer.

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