What is the first step for creating a pivot table

  1. Excel Pivot Table Tutorial
  2. Overview of PivotTables and PivotCharts
  3. Pivot Tables in Excel
  4. How to Create a Pivot Table in Excel to Slice and Dice Your Data
  5. How to Create a Simple Pivot Table in Excel
  6. Create & use pivot tables


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Excel Pivot Table Tutorial

Picture this: Your boss just sent over a massive Is your head spinning? Are your eyes glazing over? You aren’t alone. Staring at all of those rows, columns, and numbers is overwhelming. Fortunately, In this Pivot Table tutorial, we’re going to show you how to use this awesome feature, in five easy steps. What is a pivot table? Don’t run for the hills just yet. You’ve likely heard of But, they can actually be surprisingly simple to utilize—and, they’re sure to remove a lot of headaches from your data management duties. Put simply, a pivot table summarizes your data. It empowers you to extract significant trends or findings from what is otherwise a totally overwhelming spreadsheet. Curious? Check out this video to see all of the different capabilities of an Excel pivot table: Butbasically,all you need to know is that something that would typically take a long time can be done quickly and painlessly when you build a pivot table. And don't worry, this pivot table tutorial will guide you! How to build a pivot table: A case study You get it—pivot tables are awesome. However, that doesn’t change the fact that you have no clue how to build one. Well, have no fear! We’ll walk you through it step by step. And, since there’s nothing like an example to add some clarity, let’s look at a specific scenario when a pivot table could be helpful. Meet Jason. Jason brews and sells craft beer in a quaint brewery in his hometown. In order to better manage his inventory and brewing schedule, he ...

Overview of PivotTables and PivotCharts

You can use a PivotTable to summarize, analyze, explore, and present summary data. PivotCharts complement PivotTables by adding visualizations to the summary data in a PivotTable, and allow you to easily see comparisons, patterns, and trends. Both PivotTables and PivotCharts enable you to make informed decisions about critical data in your enterprise. You can also connect to external data sources such as SQL Server tables, SQL Server Analysis Services cubes, Azure Marketplace, Office Data Connection (.odc) files, XML files, Access databases, and text files to create PivotTables, or use existing PivotTables to create new tables. A PivotTable is an interactive way to quickly summarize large amounts of data. You can use a PivotTable to analyze numerical data in detail, and answer unanticipated questions about your data. A PivotTable is especially designed for: • Querying large amounts of data in many user-friendly ways. • Subtotaling and aggregating numeric data, summarizing data by categories and subcategories, and creating custom calculations and formulas. • Expanding and collapsing levels of data to focus your results, and drilling down to details from the summary data for areas of interest to you. • Moving rows to columns or columns to rows (or "pivoting") to see different summaries of the source data. • Filtering, sorting, grouping, and conditionally formatting the most useful and interesting subset of data enabling you to focus on just the information you want. • Presen...

Pivot Tables in Excel

Problem People may need to summarize large data sets and present the analysis results in a form that business stakeholders can understand and use to make decisions. In addition, these business stakeholders often ask more questions when they see the results. An Excel pivot table, which can quickly calculate data, is one of Microsoft Excel's most powerful tools for dealing with these scenarios. We can answer various business questions through a few click-and-drag steps in the Excel interface. However, the pivot table is known to be complicated (Devaney, 2023). So, how do people with limited Excel backgrounds learn to create pivot reports? Solution A practical learning approach is first to use pivot tables to solve specific problems by following examples. Then, with experience and practice, we can remember commands, understand underlying theories, and perform data analysis independently. This tip provides a step-by-step guide to creating two pivot reports which answer typical business questions. We use data from a Microsoft SQL Server database, the Microsoft sample database "AdventureWorks2019." Adventure Works Cycles, a fictitious multinational manufacturing company, uses this relational database for daily business operations. The database collected data from these five subdomains (Velichety, 2020): • Human Resources • Person • Production • Purchasing • Sales Adventure Works Cycles has two types of customers (StudyMoose, 2016): • Individuals - People who buy products from th...

How to Create a Pivot Table in Excel to Slice and Dice Your Data

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How to Create a Simple Pivot Table in Excel

If you are in the field of finance or accounting, you already know that most of the job opportunities require intermediate or advanced Excel skills. Some of the most common Excel functions in these roles are Pivot Table and VLOOKUP. This article will outline the basics of a pivot table. Go here if you want to learn more about Create a Pivot Table in Excel What is pivot table? Simply put, a pivot table is one of the built-in functions that you can use to quickly create a summary table based on a large set of data in Excel. Imagine if you own an online shop that sells different models of mobile phones with sales data as shown below. After doing business for about two months, you are curious if you have sold more product in the first month or the second. You would also like to know whether you have sold more Apple products or Samsung products. Lastly, you would like to know the total sales received in each month. The pivot table is the perfect candidate for getting a quick summary without needing to use any Excel formula, such as count or sum. The answers to the above questions can be produced in a matter of seconds once you know how to work with a pivot table. You will notice that the Pivot Table will be automatically updated to show the number of rows for each month, which indicates number of mobile phone sales for each month. If you drag Model or Warehouse Location to VALUES instead of Brand, it will produce the same numbers for each months as it is simply referring to the...

Create & use pivot tables

Want to get more out of Google Docs for work or school? You can use pivot tables to: • Narrow down a large data set. • See relationships between data points . For example, you could use a pivot table to analyze which salesperson produced the most revenue for a specific month. Add or edit pivot tables • On your computer, open a spreadsheet in • Select the cells with source data you want to use. Important: Each column needs a header. • In the menu at the top, click Insert Pivot table. Click the pivot table sheet, if it’s not already open. • In the side panel, next to "Rows" or "Columns," click Add, then choose a value. • Note: Sometimes, you'll see recommended pivot tables based on the data you choose. To add a pivot table, under "Suggested," choose a pivot table. High confidence pivot table suggestions will be automatically inserted upon pivot table creation. To turn off pivot table suggestions: • At the top, click Tools Autocomplete. • Turn off Enable Pivot table suggestions. • In the side panel, next to "Values," click Add, then choose the value you want to see over your rows or columns. • . • On your computer, open a spreadsheet in • Clickthe pop-up Edit button underneath the pivot table. • In the side panel, change or remove fields: • To move a field , drag it to another category. • To remove a field, click Remove . • To change the range of data used for your pivot table, click Select data range . • To clear all fields, click Clear all. Note: The pivot table refreshes...