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PivotTable-TrainingGESJ/APA-DataMgt&ValueCreation7/16/20241PivotTable-TrainingPivotTableReports101Let'ssupposeyou'vecompiledalargelistofdata-forexample,salesfiguresforeveryproductyourcompanymakes.Butnowyou'rereadytodistillsomemeaningfulinformationfromthedata.Forexample,youmightwanttoanswerthefollowingquestions:·Whatisthetotalsalesforeachproductbyregion?·Whichproductsaresellingbestovertime?·Whoisyourhighest-performingsalesperson?Fortheseandotherquestions,youcancreateaPivotTable?report.PivotTabledefinition:Aninteractivetablethatautomaticallyextracts,organizes,andsummarizesyourdata.Youcanthenusethereporttoanalyzethedata-forexample,MakecomparisonsDetectpatternsandrelationshipsAnalyzetrends7/16/20242PivotTable-Training7/16/20243PivotTable-TrainingAnatomyofaPivotTableReportYoumayhavenoticedthatExcelusesspecifictermstoidentifythepartsofaPivotTablereport.Ifyou'renotfamiliarwiththeseterms,readthissectionforaquickprimer.

Rowfield

AfieldfromthesourcedatathatyouassigntoaroworientationinaPivotTablereport.Forexample,RegionandSalespersonarerowfields.Columnfield

AfieldfromthesourcedatathatyouassigntoacolumnorientationinaPivotTablereport.Forexample,Typeisacolumnfield.Pagefield

Afieldfromthesourcedatathatyouassigntoapage(orfilter)orientationinaPivotTablereport.Forexample,Yearisapagefield.YoucanusetheYearfieldtodisplaysummarizeddataforonly1997,1998,andsoon.

Item

Asubcategoryofarow,column,orpagefield.Forexample,theTypefieldcontainsthefollowingitems:Beverages,Dairy,Meat,andProduce;theSalespersonfieldcontainsthefollowingitems:Buchanan,Davolio,Dodsworth,andSuyama.Datafield

Afieldfromthesourcedatathatcontainsdatatobesummarized.Forexample,SumofSalesisadatafield.Note:

Youcanchoosehowtosummarizedata(forexample,bysum,average,orcount).Adatafieldusuallysummarizesnumericdata,butitcanalsosummarizetext.Forexample,youcancountthenumberoftimesaspecifictextentry(suchasYesorNo)appearsinafield.Dataarea

ThecellsinaPivotTablereportthatcontainsummarydata.Forexample,thevalueincellC5summarizesBuchanan'sbeveragesalesfortheEastregionin1997.Inotherwords,it'sasummaryofthesalesfiguresforeveryrowinthesourcedatathatcontainstheitemsBuchanan,Beverage,East,and1997.

7/16/20244CreateaPivotTableReportTocreateaPivotTablereport,youfirstusethePivotTableandPivotChartWizardtospecifythedatayouwanttouseandtocreatethereportframework.YoucanthenusethePivotTabletoolbartoarrangethedatawithinthatframework.

Forexample,youcanchoosethecategoriesofdatatoincludeandthecorrespondingdatavaluestosummarize7/16/20245PivotTable-TrainingSummarizeandAnalyzeYourDataToseethe"bigpicture"ofyourdata,youcanuseaPivotTablereporttosummarizeandanalyzethedata.YoucancontrolhowMicrosoft?Excel2000summarizesthedata-forexample,bysum,average,orcount-withoutenteringasingleformula.AddorRemoveDataNotquiteenoughinformationinyourPivotTablereport?Forexample,maybeyouwanttoincludesalesfiguresbrokendownbysalesperson.Youcaneasilyaddorremovecategoriesofdata.7/16/20246PivotTable-TrainingQuicklyRearrangetheLayoutNotsatisfiedwiththelayoutofyourPivotTablereport?Forexample,maybeyou'dprefertodisplaythesalespersoninformationinrowsinsteadofincolumns.TheinteractivenatureofyourPivotTablereportletsyouliterallyturnthetable:youcaneasilymove(or"pivot")therowsandcolumnstoviewdifferentsummariesofthedata.7/16/20247PivotTable-TrainingViewaSubsetoftheDataWanttofilterthedatasoyoucanviewamanageablechunkatatime?Todothis,youcanuseapagefieldtobreakthePivotTablereportintoseparate"pages."Eachpagecontainsasubsetofthedatathat'ssummarizedinthePivotTablereport.7/16/20248PivotTable-TrainingArethereotherreasonstousepagefields?IfyourPivotTablereportcontainsmanyfields,youcanusepagefieldstokeepyourreportcompactandreadable.7/16/20249PivotTable-TrainingShowJusttheDetailsYouWantWanttozeroinonspecificdetailsinaPivotTablereport?Youcandisplayorhideitemsinaroworcolumn-forexample,specificproductsorsalespersons.Youcanalsodisplayorhidedetailsaboutitemsinroworcolumn.7/16/202410PivotTable-TrainingShowJusttheDetailsYouWantInaPivotTablereport,youcandrilldownonthedetailsorhideinformationfora"bigpicture"view.

Showorhideitemsinaroworcolumn

Clickthearrowbesideafield,andthenselectorclearthecheckboxesyouwant.

7/16/202411PivotTable-Training7/16/202412PivotTable-TrainingShoworhidespecificdetailsforanitem

Clickafielditem,andthenclicktheShowDetailorHideDetailbuttononthePivotTabletoolbar.Ifprompted,clickthefieldwiththedetailyouwanttoshow.7/16/202413PivotTable-TrainingDisplaytheunderlyingsourced

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