Pivot tables in Excel
What can you do with Pivot Tables?
- Pivot tables are interactive tables
- Pivot tables help to organize and compare data
- They can help to view trends and relationships quickly
- They make it easy to change the view quickly so that you can see another interesting aspect of your data just like in a kaleidoscope
- Best of all, it just takes seconds to make the reorganization of the Excel data
How to create pivot tables in Excel:
- Ask yourself: What do I need to display in my pivot reports?
- In our example, we wanted to display the names of the sales people, how much they sold and what commission they earned
- Also we should be able to view sales in different locations – individually and totally
- We placed the names in the ‘Drop Row Fields Here’
- We placed the ‘Order Amount’ in ‘Drop Data Items Here’ because this where the calculation takes place
- We dropped the ‘Location’ items in ‘Drop Page Fields here’ because we could view each location in a different page
- Finally we added a ‘calculated filed’ to calculate the ‘commission’ using a customized ‘if’ function
- We then applied formatting to the pivot table to make it look appealing!
- And if you think this is not what you wanted, just pull out the item headings and start over again
- Refer to the Excel training video to see pivot tables in action