How To Work A Pivot Table?

How to Create a Pivot Table

  1. Enter your data into a range of rows and columns.
  2. Sort your data by a specific attribute.
  3. Highlight your cells to create your pivot table.
  4. Drag and drop a field into the “Row Labels” area.
  5. Drag and drop a field into the “Values” area.
  6. Fine-tune your calculations.

Contents

What is a pivot table and what is it used for?

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.

What is the formula for pivot table?

Edit a calculated field formula

  1. Click the PivotTable.
  2. On the Analyze tab, in the Calculations group, click Fields, Items, & Sets, and then click Calculated Field.
  3. In the Name box, select the calculated field for which you want to change the formula.
  4. In the Formula box, edit the formula.
  5. Click Modify.

How do I prepare data for a pivot table?

8 Steps to Prepare Excel Data for PivotTables

  1. Give each column in your dataset a unique heading.
  2. Assign the category for each column such as currency or date.
  3. Do not use any totals, averages, subtotals, etc.
  4. Remove all blank cells from the data.
  5. Remove duplicated data.
  6. Remove all filters from the data.

What is Pivot Table example?

A Pivot table is a table of stats which summarizes the data as sums, averages, and many other statistical measures. Let’s assume that we got data of any real estate project with different fields like type of flats, block names, area of the individual flats, and their different cost as per different services, etc.

What is pivot table in simple words?

A pivot table is a table of grouped values that aggregates the individual items of a more extensive table (such as from a database, spreadsheet, or business intelligence program) within one or more discrete categories.They arrange and rearrange (or “pivot”) statistics in order to draw attention to useful information.

How do you use data in a pivot table formula?

Click the PivotTable. On the Options tab, in the Tools group, click OLAP tools, and then click Convert to Formulas. If there are no report filters, then the conversion operation completes. If there are one or more report filters, then the Convert to Formulas dialog box is displayed.

How do I drill down in a pivot table?

Drill into PivotTable data

  1. In your OLAP cube or Data Model PivotTable, pick an item (like Accessories in our example) in the field (like the Category field in our example).
  2. Click the Quick Explore button.
  3. In the Explore box, pick the item you want to explore, and click Drill Down.

How do I show values in a pivot table without calculations?

Inside the Pivot Column dialog, select the column with the values that will populate the new columns to be created. In this case “Time” but could be any field type, including text. In the Advanced Options part, select “Don´t Aggregate” so the values will displayed without any modification.

How do I add a pivot table?

Edit a pivot table. Click anywhere in a pivot table to open the editor. Add data—Depending on where you want to add data, under Rows, Columns, or Values, click Add. Change row or column names—Double-click a Row or Column name and enter a new name.

How do I view pivot table fields?

To see the PivotTable Field List:

  1. Click any cell in the pivot table layout.
  2. The PivotTable Field List pane should appear at the right of the Excel window, when a pivot cell is selected.
  3. If the PivotTable Field List pane does not appear click the Analyze tab on the Excel Ribbon, and then click the Field List command.

How do you explain pivot table in interview?

A pivot table is a program tool that allows you to reorganize and summarize selected columns and rows of data in a spreadsheet or database table to obtain a desired report. A pivot table doesn’t actually change the spreadsheet or database itself.

Why is it called a pivot table?

A pivot table is a spreadsheet feature that allows data tables to be rearranged in many ways for different views of the same data (pivot from one view to another).Pivot tables were invented in 1986 by the Father of Pivot Tables Pito Salas who was, at that time, working for Lotus Corp.

What are the features of pivot table?

The seven unique features

  • Totaling values.
  • Hierarchical grouping by rows and columns.
  • Persisting node states on dynamic updates.
  • Displaying no data items.
  • Conditionally formatting values with color and text styles.
  • Linking with relevant page URLs.
  • Interactive sorting by value columns.

How do you analyze data in a pivot table?

With the PivotTable selected, browse to the Analyze tab and click on Change Data Source. You can type in a new selection of columns, or click on the arrow to re-select which columns and rows to include your data. With a PivotTable selected, browse to the Analyze > Change Data Source option.

What is the difference between pivot table and normal table?

Some of the key difference are: Straight tables allow interactive sorting, sorting is fixed by the sort order property in pivot tables. Pivot tables allow you to have dimensions displayed on both rows and columns.

What is the first step for creating a pivot table?

Manually create a PivotTable

  • Click a cell in the source data or table range.
  • Go to Insert > PivotTable.
  • Excel will display the Create PivotTable dialog with your range or table name selected.
  • In the Choose where you want the PivotTable report to be placed section, select New Worksheet, or Existing Worksheet.

What is the drill down approach?

Drill down is a simple technique for breaking complex problems down into progressively smaller parts. To use the technique, start by writing the problem down on the left-hand side of a large sheet of paper. A little to the right of this, write down a list of points relating to the problem.

How do you use a drill down?

Add drill up/drill down using an existing hierarchy

  1. Create a visualization using an existing hierarchy.
  2. Convert the table to a matrix or chart.
  3. To enable drill-down, collapse the matrix.
  4. Double click a top-level hierarchy field.
  5. Drill down further by clicking one of the fields.
  6. Drill up by clicking the up arrow.

How do you show actual text in a pivot table?

Excel: Reporting Text in a Pivot Table

  1. Select one cell in your data set and press Ctrl+T (or go to Home, Format as Table).
  2. By default, the new table will be called Table1.
  3. Select one cell in the table.
  4. In the Create Pivot Table dialog, choose the box for “Add this data to the Data Model.”

How do I show values as text in a pivot table?

To show text, you can combine conditional formatting with custom number formats.

  1. If your pivot table only has a few numbers, you can apply the conditional formatting manually.
  2. If your pivot table has many numbers that you want to show a text, it will be easier to use a macro to apply the conditional formatting.