Microsoft Office Tutorials and References
In Depth Information
A pivot table example
The branch at which it was opened (Central, Westside, or N. County)
The type of employee who opened the account (a teller or a new-account
representative)
Whether the account holder is a new customer or an existing customer
The bank accounts database contains quite a bit of information, but in its
current form the data does not reveal much. To make the data more useful, you need
to summarize it. Summarizing a database is essentially the process of answering
questions about the data. Following are a few questions that may be of interest to
the bank’s management:
What is the total deposit amount for each branch, broken down by
account type?
How many accounts were opened at each branch, broken down by
account type?
What’s the dollar distribution of the different account types?
What types of accounts do tellers open most often?
How does the Central branch compare to the other two branches?
Which branch opens the most accounts for new customers?
If you’re proficient with formulas, you could write formulas to answer these
questions. Often, however, a pivot table is a better choice. Creating a pivot table
takes only a few seconds and doesn’t require a single formula. And, as you’ll see, a
single button click is all it takes to convert the data into an interactive chart.
Figure 9-2 shows a pivot table created from the database displayed in
Figure 9-1. This pivot table shows the amount of new deposits, broken down by
branch (a Column field) and account type (a Row field). It also displays grand totals
for rows and for columns. This particular summary represents one of dozens of
summaries that you can produce from this data.
Figure 9-2: A simple pivot table generated from the
bank account data
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