PivotTables
PivotTables
A PivotTable is an interactive worksheet that you use to summarize and analyze data from an existing list or table.
You can update a PivotTable whenever changes occur in the original source data.
The original data remains intact, and the PivotTable stays on the worksheet you created it on.
PivotTables
You create a PivotTable by using the PivotTable Wizard.
This Wizard contains a series of interactive dialog boxes that guide you through the steps of locating and retrieving the dt you want to analyze.
PivotTables
You can create a PivotTable from data that resides in:
An Excel list or database
An external database
Another PivotTable in the same workbook
Once created, you can rearrange, organize, and analyze the data by dragging and dropping the fields in the PivotTable.
PivotTables
You can also include subtotals, change the summary function for a field, or select a custom calculation for your PivotTable.
The PivotTable Wizard
Open the database file provided so that we have a source of data to use with this example.
To activate the PivotTable wizard choose PivotTable from the Data menu.
The first screen allows you to specify the data range you will use. We will use the default selection, which is the whole database.
The PivotTable Wizard
Click next and you will be brought to the screen that allows you to interactively design the table that will display your data.
Start by dragging the Country field to the Page area.
Select the division field and drag it to the Row area.
Drag the Date field to the Column area.
The PivotTable Wizard
Finally drag the revenues to the data area.
We are now ready to produce our report by clicking on the next button.
Lets Place the new report on a new worksheet.
We can use the same database to create multiple PivotTables organizing our data in a variety of ways.
Changing the PivotTable
You can alter the look of your PivotTable by dragging selected fields around the worksheet.
You may want to do this if you want to display the data in a better way without having to recreate the entire PivotTable.
When you reorganize a PivotTable, it is automatically rrecalculated.
Pivot Table Assignment
Lets get some practice in using PivotTables by completing the following.
Use the database provided to create the following reports:
Pivot Table Assignment
Create a report with a chart that shows the total number of sales by date. Make the Country and product choice boxes for the user.
Create a second PT that shows the total sales by country with the user able to select the division to view sales by. Also draw a chart that shows the total sales by country.
Next create a PT that allows the user to specify the Channel and shows total sales by country. Chart the sales.
Create a PT which allows the user to specify the division and shows the sales by channel for each country. Get rid of the totals for each column and row and then chart just the countries based on Wholesale and Retail.