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HOW TO USE PIVOT TABLES IN EXCEL HOW TO

Right click on the pivot table and then PivotTable Options to access the dialog with the options. You have plenty of options to configure your pivot tables. This enables us to build rich reports using the table that was in the other spreadsheet and used as source of the pivot table. There may exist many other useful examples for pivot tables, for example you may be interested to list monthly sales totals for large number of product items. For example in this case we have added Sales Person in the first place (so it will be displayed in the top of the hierarchy) but then you can see we can drill down to see the sum of amount per Country. If you want to use drill down and drill up, you can add more than 1 label to the row labels section. For example, numeric values can be treated as values when you check it in the Pivot Table Field List and text values or labels will be added to Row Labels. You can select the fields and Excel will try to identify the right area to place it (row labels, column labels or values), however now it is your job to move the fields among the different areas to build your report. Now you need to start choosing what fields to add to the report. You can create pivot tables in Excel and then turn the data (by using the concepts of slice and dice) to view it from different perspectives. Pivot term is also used in Basketball and means the action a player will use while in possession of the ball to move in any direction while still keeping one foot in contact with the floor. The program included a feature that grouped and aggregated data to make analysis simpler. You can use some operations like rotation or pivoting of the summary table. Pivot tables were originated Lotus’ spreadsheet program, Lotus Improv. Excel user can create a Pivot Table by dragging and dropping fields graphically. This is an essential part of a business intelligence suite or OLAP tool.Įxcel Pivot Tables are very useful for quickly creating unweighted cross tabulations. Using Pivot Tables we can reorganize, sort, count, total or give the average of the data stored in one table or spreadsheet, displaying the results in a second table what is the called “pivot table” and showing the summarized data. We guarantee a connection within 30 seconds and a customized solution within 20 minutes.Excel Pivot tables is a great feature available in Excel that lets us summarize data in the spreadsheet. If you want to save hours of research and frustration, try our live Excelchat service! Our Excel Experts are available 24/7 to answer any Excel question you may have. Most of the time, the problem you will need to solve will be more complex than a simple application of a formula or function. You can also right-click to UNGROUP the data and group the data by quarterįigure 9- Pivot Table Grouped by Quarter Instant Connection to an Expert through our Excelchat Service.

We will click on any cell within the Pivot Tableįigure 8- Pivot Table Grouped by Months Note.

We will select the fields we want to add to the Pivot Table (Dates and Sales)įigure 6- Pivot Table Grouping the Pivot Table Data by Month rather than Date.

We will click on existing worksheet and specify the Location where the Pivot table will start from ( Sheet1!$D$3 ).

We will click on the Insert tab and click on Pivot Table as shown in figure 3.

We will click on OK on the dialog box that appears.

We clicked on anywhere on the table, click on the Insert tab, and click on Table as shown in figure 3.

Note that we have put the data in a table form by doing the following:

We will create a Pivot Table with the Data in figure 2.

HOW TO USE PIVOT TABLES IN EXCEL HOW TO

The steps below will walk through the process of Grouping Pivot Table Data by Month.įigure 1- How to Group Pivot Table Data by Month Setting up the Data This enables us to analyze, summarize, calculate, and visualize trends, comparisons, and patterns in our data.

We can use a PivotTable to GROUP A SET OF DATA by MONTHS. Learn How to Group Pivot Table Data by Month