Microsoft Office Tutorials and References
In Depth Information
Data Analysis with Pivot Tables
4. To preview each pivot table that Excel 2013 can create for your data,
highlight its PivotTable button in the Quick Analysis palette.
As you highlight each PivotTable button in the options palette, Excel’s
Live Preview feature displays a thumbnail of a pivot table that can be
created using your table data. This thumbnail appears above the Quick
Analysis options palette for as long as the mouse or touch pointer is
over its corresponding button.
5. When a preview of the pivot table you want to create appears, click its
button in the Quick Analysis options palette to create it.
Excel 2013 then creates the previewed pivot table on a new worksheet that
is inserted at the beginning of the current workbook. This new worksheet
containing the pivot table is active so that you can immediately rename and
relocate the sheet as well as edit the new pivot table, if you wish.
Figures 9-1 and 9-2 show you how this procedure works. In Figure 9-1, I’ve
highlighted the third suggested PivotTable button in the Quick Analysis
tool’s option palette. The previewed table in the thumbnail displayed above
the palette shows subtotals and grand totals for company sales for each of
the three months of the first quarter organized by their sector (Retail or
Figure 9-2 shows you the pivot table that Excel created when I clicked the
highlighted button in the options palette in Figure 9-1. Note this pivot table
is selected on its own worksheet (Sheet1) that’s been inserted in front of
the Sales Table worksheet. Because the new pivot table is selected, the
PivotTable Fields task pane is displayed on the right side of the Excel
worksheet window and the PivotTable Tools contextual tab is displayed on the
Ribbon. You can use the options on this task pane and contextual tab to
then customize your new pivot table, as described in the “Formatting Pivot
Tables” and “Modifying Pivot Tables” sections later in this chapter.
Note that if Excel can’t suggest various pivot tables to create from the selected
data in the worksheet, a single Blank PivotTable button is displayed after
the Table button in the Quick Analysis tool’s options on the Tables tab. You
can select this button to manually create a new pivot table for the data, as
described later in this chapter.