Excel Pivot Tables
Pivot tables are one of the most powerful and useful features in Excel. With very little effort, you can use a pivot table to build good-looking reports for large data sets. This article is an introduction to Pivot Tables and their benefits, and a step-by-step tutorial with sample data. Grab the sample data and give it a try.
Learning Pivot Tables is a skill that will pay you back again and again. Pivot tables can dramatically increase your efficiency in Excel. You can think of a pivot table as a report.
However, unlike a static report, a pivot table provides an interactive view of your data. With very little effort and no formulas you can look at the same data from many different perspectives.
You can group data into categories, break down data into years and months, filter data to include or exclude categories, and even build charts.
The beauty of pivot tables is they allow you to interactively explore your data in different ways. To understand pivot tables, you need to work with them yourself. In this section, we'll build several pivot tables step-by-step from a set of sample data.
With experience, the pivot tables below can be built in about 5 minutes. The sample data contains records with 5 fields of information: Date, Color, Units, Sales, and Region. This data is perfect for a pivot table. Data in a proper Excel Table named "Table1". Excel Tables are a great way to build pivot tablesbecause they automatically adjust as data is added or removed. Note: I know this data is very generic. But generic data is good for understanding pivot tables — you don't want to get tripped up on on a detail when learning the fun parts.
To start off, select any cell in the data and click Pivot Table on the Insert tab of the ribbon:. Excel will display the Create Pivot Table window. Notice the data range is already filled in. The default location for a new pivot table is New Worksheet.
Note: there are good reasons to place a pivot table on a different worksheet. However, when learning pivot tables, it's helpful to see both the source data and the pivot table at the same time. Excel also displays the PivotTable Fields pane, which is empty at this point.
Note all five fields are listed, but unused:. To build a pivot table, drag fields into one the Columns, Rows, or Values area.
The Filters area is used to apply global filters to a pivot table. Note: the pivot table fields pane shows how fields were used to create a pivot table. Learning to "read" the fields pane takes a bit of practice. See below and also here for more examples. Excel calculates a grand total, This is the sum of all sales values in the entire data set:.
Notice the Grand Total remains This makes sense, because we are still reporting on the full set of data. Let's take a look at the fields pane at this point. You can see Color is a Row field, and Sales is a Value field:. Pivot Tables can apply and maintain number formatting automatically to numeric fields.
This is a big time-saver when data changes frequently. Currency format will continue to be applied to Sales values, even when the pivot table is reconfigured, or new data is added.
Excel now lists top-selling colors first. This sort order will be maintained when data changes, or when the pivot table is reconfigured. Pivot how to open fuel cap on new astra data needs to be "refreshed" in order to bring in updates. To reinforce how this works, we'll make a big change to the source data and watch it flow into the pivot table. Try changing an existing color to something new, like "Gold" or "Black".
When you refresh, you'll see the new color appear. You can use undo to go back to original data and pivot. There are different ways to display values. One option is to show values as a percent of total. If you want to display the same field in different ways, add what is a normal force in physics field twice. Pivot tables have a special feature to group dates into units like years, months, and quarters.
This grouping can be customized. Notice there are no sales of Silver in and How to appeal property tax assessment in georgia can guess that Silver was introduced as a new color in Pivot tables often reveal patterns in data that are difficult to see otherwise.
Each table presents a different view of the same dataso they all sum to the same total. The above example shows how quickly you can build different pivot tables from the same data. You can create many other kinds of pivot tablesusing all kinds of data.
Basic pivot tables are very simple to set up and customize. There is no need to learn complicated formulas. You can create a good-looking, useful report with a pivot table in minutes. Even if you are very good with formulas, pivot tables are faster to set up and require much less effort.
Unlike formulas, pivot tables don't lock you into a particular view of your data. You can quickly rearrage the pivot what size of bicycle for 5- year- old girl to suit your needs. You can even clone a pivot table and build a separate view.
As long as a pivot table is set up correctly, you can rest assured results are accurate. In fact, a pivot table will often highlight problems in the data faster than any other tool. A Pivot table can apply automatically apply consistent number and style formatting, even as data changes. Pivot tables are designed for on-going updates. If you base a pivot table on an Excel Table, the table resize as needed with new data.
All you need to do is click Refreshand your pivot table will show you the latest. Pivot tables contain several tools for filtering data. Need to look at North America and Asia, but exclude Europe? A pivot table makes it simple. Once you have a what do ants like best artificial or cane sugars table, you can easily create a pivot chart.
Skip to main content. Tips Examples Training. Email HP. I've watched three of how to sort pivot table data videos this morning and while I would consider myself somewhat advanced, I thought the tutorials were helpful and extremely well done. Excel video training Quick, clean, and to the point. Learn more.
What is Pivot?
Pivot Table Source Data. How to locate and change the source data for an Excel pivot table. For missing source data, steps to try to recreate it. Change options, to save source data with pivot table file. NOTE: For macros that help manage the source data, go to the pivot table source data macros page. Oct 19, · A pivot table is a summary of your data, packaged in a chart that lets you report on and explore trends based on your information. Pivot tables are particularly useful if you have long rows or columns that hold values you need to track the sums of and easily compare to one another. Excel now lists top-selling colors first. This sort order will be maintained when data changes, or when the pivot table is reconfigured. Refresh data. Pivot table data needs to be "refreshed" in order to bring in updates. To reinforce how this works, we'll make a big change to the source data and watch it flow into the pivot table. 1.
A pivot table is an incredibly powerful tool in Excel that can be used to analyze, explore and summarize your data. Pivot Tables are in their element with huge amounts of data and allow you to create reports from this data in seconds. First of all you need to make sure your data is in a Tabular Format , otherwise you can't use PivotTables. Pivot Tables Explained. Pivot Table Video Tutorial.
Reverse Pivot Table. Excel Pivot Tables to Extract Data. Auto Refresh Pivot Tables. Group Data in a PivotTable. Compare Columns in a PivotTable. Get up to speed with PivotTables in less than 1. If you'd like to learn more tricks like these and master everything about PivotTables, then go ahead and join thousands of others and take our Xtreme PivotTable course. Your email address will not be published. Save my name, email, and website in this browser for the next time I comment.
Leave this field empty. Is this because my data is not formatted the same as in the video? Hi Greg, Yes, you can use Power Query to transform the data into the correct tabular layout.
If you get stuck please post your question on our Excel forum where you can also upload a sample file and we can help you further. Just watched the tutorial on calculating percentages on a Pivot table.
I need help calculating the percentage of work that needs to be completed on a Friday to keep from being in the negative on Saturday. Just started using PivotTables on my new job. Please start a topic in the forum and attach your workbook so we can see the data you are working with. Hi Farhan, Please prepare a sample file and upload it on our forum. Make sure you prepare a manual result of how you want it to be displayed. Your Exteme Excel Pivot Course is very interesting.
Future I will join. Now I have attended so many course, sometime no time to see vedio. Expected Near future , I will join your course. Your Excel Expert was very informative. I found Jeff Honeycutt to be thorough and his spreadsheet examples tied-in nicely with each topic.
Thank You. I want to practise. That formula is incomplete, there is no logical test. I have a pivot table in column A and B. When I update the data in the data sheet the pivot table updates. I have a column C where I want to write some comments based on data I have in column B.
When the pivot table updates, cells in column be get rearranged, cell in column C does not rearranged. Is there any way to link these cells? No, unfortunately not, unless you make them part of the source data and then include that field in your row labels. You could post your question on our Excel forum where you can upload a sample file. Hi Mynda, I created a dynamic dashboard after watching your video on this topic.
I have a glitch that is keeping me from moving this into a production environment with my team. I has to do with obtaining and refreshing the data sets which exist on SharePoint.
I pull in 5 Excel files into an Excel Table. Are these the right steps: 1. Choose Basic. Choose Organizational and Sign In. Choose Connect. If I do it this way, can I easily refresh the data sets? Kind regards, Gary.
Congratulations on building your Dashboard! I recommend you just try it and see. I liked this tutorial and it allowed me to successfully make some updates to my pivot tables. Instead it shows blank in the cells. My data sheet shows the word Open so I know the formula works, however the pivot table returns blank in the cell.
If the data sheet is housed on the workbook that has my pivot table, then the table shows the word Open. Is this happening because the pivot table is pulling from an external source? This has me perplexed. Not much you can do about this with your formula as is, but you can simply select any cell in the PivotTable that contains blank and delete it, and it will delete all of them in the PivotTable. Or you can filter them out.
My company has Excel and no power pivot software. Love your webinars and tutorials! Then do the same for column C. I found this site very useful to excel user. The leasing starting in june and continued through feb When i group by months, the pivot table is using the jan feb data and then rolling into march april may june july of How do you get the table to start at june 16 and then roll into the next year?
Did you group by both months and years? That should prevent months from multiple years being added together. Hi Praveen, What are you trying to do? Data Model refers to Power Pivot, not to a regular pivot table. We are purchasing commodities and we pay to the suppliers from all banks, we are able to create pivote table for each sheets, but to check the sumamry any single client then we were adding totals of these client from all banks seperately.
I was looking a solution whereby we can use date of various sheets and get the pivot result in one sheet with all filter options. Hi Praveen, You have to add a command to your quick Access toolbar. Add it to your Quick Access Toolbar. Now you can click on this new icon from your QA toolbar, it will open a 3 step wizard: on first step, choose Multiple Consolidating Ranges, Next, Next, choose ranges and click Add after selecting all ranges from all sheets, Next, Finish.
Now you have a pivot table made from multiple sources. Cheers, Catalin. I created a pivot table, and inserted few new columns next to pivot and put in some comments on each row next to pivot table. I would like to have those comment to move together with the pivot, my question is how do i tag the comment on each row outside pivot with each row within pivot?
Many thanks. This is my question. I use Pivot Tables. I like them. But this is my problem. I open a file on a server at work. Save it to excel. I then create a query to this file and select the columns that I want in my query.
Once I do this I open the table, I insert a column. I type in some data. I save it. The Next day I open the file on the server. Save it to the excel file.
Close it. I open the excel file that was created from the query. I hit refresh. It wipes the data I type in out. Refreshing the query brings in the original data from the server again, not the updated data you created in your Excel file. Hi Mynda.