Saturday, July 22, 2017

Pivot Table (Beginner)

PIVOT TABLES
 

Being able to quickly analyze data can help you make better business decisions.

When you have data especially large data, PivotTables are a great way to summarize, analyze, explore, and present it. PivotTables are highly flexible and can be quickly adjusted depending on how you need to display your results. You can also create PivotCharts based on PivotTables that will automatically update when your PivotTables do.

You can create PivotTable with just a few clicks, but before you get started be careful for …
* Data should be in tabular format
* All columns should have proper header at first row
* Not have any blank row or column
* Data types within a column should be same
* Excel tables are a great PivotTable data source, because rows or columns added to a table are automatically included in the PivotTable when you refresh the data. Otherwise, you need to manually update the data source range.
* PivotTables work on a snapshot of your data, called the cache, so your actual data doesn't get altered in any way.

GETTING STARTED

Create PivotTable: 

1. click anywhere in your source data
 
2. from Insert tab click at PivotTable button

3. Create PivotTable dialog box will be appeared. Review the selections, then click OK.


4. A blank PivotTable will be appeared on left side of your worksheet, and its field lists will be at right side.
 


Add fields to the PivotTable:

Example of PivotTable usage
1. Comparing Sales Totals of Different Products
2. Combine Duplicate Data

Our data consist of 500 rows and having 08 columns. InvNo, InvDate, Customer, City, Product, ProdCategory, QuantitySold, Amount

To see product wise sales, in PivotTable Fields pane add/drag fields as
* Product in Row area
* Amount in Values area
* ProdCategory in Filter area.






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