Excel 2010 pivot table tutorial pdf

  1. Using Slicers in Excel Pivot Table – A Beginner’s Guide
  2. Pivot Tables
  3. Create a Pivot Table in Excel
  4. Excel 2010 Pivot Tables Tutorial PDF

Pivot Tables. A PivotTable is an interactive table that contains summarised data. Once a pivot table has been created, you can manipulate it to analyse your data. Analysing data using PivotTables in. Excel What is a PivotTable? A PivotTable provides ways of summarising and sorting lists of data stored on a. Microsoft Excel allows you to quickly generate reports based on filtered information that is most useful to you. This tutorial will show you the basics of pivot.

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Excel 2010 Pivot Table Tutorial Pdf

Excel PivotTables i. About the Tutorial. PivotTable is an extremely powerful tool that you can use to slice and dice data. In this tutorial, you will learn these. PDF | 20 minutes read | Using Pivot Tables in Excel Common applications: Creating summary tables and charts of multiple series data. An Excel worksheet database/list or any range that has labelled columns. Excel will display the Create PivotTable dialog box, automatically select the entire.

Video: Why Pivot Tables? You can build a pivot table in about one minute Many people think building a pivot table is complicated and time-consuming, but it's simply not true. Compared to the time it would take you to build an equivalent report manually, pivot tables are incredibly fast. Start by selecting any cell in the source data: Example source data Next, follow these four steps: On the Insert tab of the ribbon, click the PivotTable button In the Create PivotTable dialog box, check the data and click OK Drag a "label" field into the Row Labels area e. Watch the video below for a quick demonstration: Video: How to quickly create a pivot table 2. Perfect your source data To minimize problems down the road, always use good quality source data, organized in a tabular layout. Each column will have a unique name on one row only , every field will have a value in every row, and columns will not hold repeated groups of data i. Perfect data for a pivot table! Count the data first When you first create a pivot table, use it to generate a simple count first to make sure the pivot table is processing the data as you expect. To do this, simply add any text field as a Value field. You'll see a very small pivot table that displays the total record count, that is, the total number of rows in your data.

To group the pivot table into the ad hoc groups, Group 1 and Group 2: Control-click to select each item in the first group Right-click one of the items and choose Group from the menu Excel creates a new group, "Group1" Select Marketing and Sales in column B, and group as above Excel creates another group, "Group2" Starting to group manually Half way through manual grouping - Group 1 is done Finished grouping manually Group numeric data into ranges One of the most interesting and powerful features that every pivot table has is the ability to group numeric data into ranges or buckets.

Using Slicers in Excel Pivot Table – A Beginner’s Guide

For example, assume you have a list of voting results that includes voter age, and you want to summarize the results by age group: Create your pivot table normally Add Age as a Row Label, Vote as a Column Label, and Name as a Value Right-click any value in the Age field and choose Group Enter 10 as the interval in the "By:" input area When you click OK, you'll see the voting data grouped by age into year buckets The source data for voting results Grouping the age field into 10 year buckets Done grouping voting results by age range Rename fields for better readability When you add fields to a pivot table, the pivot table will display the name that appears in the source data.

Value field names will appear with "Sum of " or "Count of" when they are added to a pivot table. For example, you'll see Sum of Sales, Count of Region, and so on. However, you can simply overwrite this name with your own. Just select the cell that contains the field you want to rename and type a new name.

Rename a field by typing over the original name Add a space to field names when Excel complains When you try to rename fields, you might run into a problem if you try to use exactly the same field name that appears in the data.

For example, suppose you have a field called Sales in your source data. As a value field, it appears as Sum of Sales, but sensibly you want it to say Sales. However, when you try to use Sales, Excel complains that the field already exists, and throws a "PivotTable field name already exists" error message.

Excel doesn't like your new field name As a simple workaround, just add a space to the end of your new field name.

You can't see a difference, and Excel won't complain. Adding a space to the name avoids the problem Add a field more than once to a pivot table There are many situations when it makes sense to add the same field to a pivot table more than once.

It may seem odd, but you can indeed add the same field to a pivot table more than once. For example suppose you have a pivot table that shows a count of employees by department.

The count works fine, but you also want to show the count as a percentage of total employees. In this case, the simplest solution is to add the same field twice as a Value field: Add a text field to the Value area e.

Pivot Tables

First name, Name, etc. Automatically format all value fields Any time you add a numeric field as a Value in a pivot table, you should set the number format directly on the field.

You may be tempted to format the values you see in the pivot table directly, but this is not a good idea, because it's not reliable as the pivot table changes. Setting the format directly on the field will ensure that the field is displayed using the format you want, no matter how big or small the pivot table becomes.

Create a Pivot Table in Excel

For example, assume a pivot table that shows a breakdown of sales by Region. When you first add the Sales field to the pivot table, it will be displayed in General number format, since it's a numeric field. To apply the Accounting number format to the field itself: Right-click on the Sales field and select Value Field Settings from the menu Click the Number Format button in the Value field settings dialog that appears Set the format to Accounting and click OK to exit Setting format directly on a value field Drill down to see or extract the data behind any total Whenever you see a total displayed in a pivot table, you can easily see and extract the data that makes up the total by "drilling down".

For example, assume you are looking at a pivot table that shows employee count by department. You can see that there are 50 employees in the Engineering department, but you want to see the actual names.

To see the 50 people that make up this number, double-click directly on the number 50 and Excel will add a new sheet to your workbook that contains the exact data used to calculate 50 engineers. You can use this same approach to see and extract data behind totals wherever you see them in a pivot table. Double click a total to "drill down" The 50 Enginners, extracted into a new sheet automatically Clone your pivot tables when you need another view Once you have one pivot table set up, you might want to see a different view of the same data.

You could of course just rearrange your existing pivot table to create the new view. But if you're building a report that you plan to use and update on an on-going basis, the easiest thing to do is clone an existing pivot table, so that both views of the data are always available. There are two easy ways to clone a pivot table.

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 records and 6 fields.

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

To get the total amount exported of each product, drag the following fields to the different areas. However, to change the button size, you need to make the changes in the Options only. You may want to change the header or completely remove it. Here are the steps: Right-click on the Slicer and select Slicer Settings. In the Slicer Settings dialog box, change the header caption to what you want.

Excel 2010 Pivot Tables Tutorial PDF

This would change the header in the slicer. You can change the default setting and even use your own custom sort criteria.

Here is how to do this: Right-click on the Slicer and select Slicer Settings. In the Slicer Settings dialog box, you can change the sorting criteria, or use your own custom sorting criteria. In such cases, you can make the Slicers hide that item.

For example, in the image below, I have two Slicers one for Region and the other for Retailer type. In such cases, you can choose not display it at all. Here are the steps to do this: Right-click on the Slicer in which you want to hide the data and select Slicer Settings. This means that these are either created using the same data, or one of the Pivot Table has been copied and pasted as a separate Pivot Table.

Below is an example of two different Pivot tables. Note that the Slicer in this case only works for the Pivot Table on the left and has no effect on the one on the right. Select the ones you want to connect to the Slicer. Now your Slicer is connected to both the Pivot Tables. When you make a selection in the Slicer, the filtering would happen in both the Pivot Tables as shown below.

This will insert a Pivot Chart in a new sheet. Make the fields selections or drag and drop fields into the area section to get the Pivot chart you want. In this example, we have the chart that shows sales by region for four quarters.


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