Microsoft Office Tutorials and References
In Depth Information
Analyzing Data with Pivot Tables
Analyzing Data with Pivot Tables
PivotTables give you the opportunity to reorganize data in a long worksheet
list and in so doing analyze the data in new ways. You can display data such
that you focus on one aspect of the list. You can turn columns into rows and
rows into columns. You can turn the list inside out and perhaps discover
things you didn’t notice before.
Make sure that the list you want to analyze with a PivotTable has column
headers. Column headers are the descriptive labels that appear across
the top of columns in a list. Excel needs column headers to construct
PivotTables.
Creating a PivotTable
PivotTables are an opportunity to make sense of long, unwieldy lists like
the list of sales figures shown at the top of Figure 5-8. Using a PivotTable, I
can arrange this list around any of the column headings. I can focus on sales
reps to see how much income they generate. I can arrange the list by date to
see when sales are at their highest and lowest.
Follow these steps to create a PivotTable:
Book III
Chapter 5
1. Select a cell anywhere in your list.
2. On the Insert tab, click the PivotTable button.
Excel selects what it believes is your entire list, and you see the Create
PivotTable dialog box. If the list isn’t correctly selected, click outside the
dialog box and select the data you want to analyze.
3. Choose the New Worksheet option.
You can choose the Existing Worksheet option and select cells on your
worksheet to show Excel where you want to place the PivotTable, but in
my experience, creating it on a new worksheet and moving it later is the
easier way to go.
The (PivotTable Tools) Analyze tab and PivotTable Fields task pane
appear, as shown in Figure 5-8. The task pane lists the names of fields, or
column headings, from your table.
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