Microsoft Office Tutorials and References
In Depth Information
Examples of Filtering Your Data
The pivot table in Figure 14-47 gives you a view into the percent of sales that comes from each
market. Here, you have the same type of view, but this time, you use the % of Column Total option.
Figure 14-47: This view shows percent of total for the column.
Again, remember that because you built these views in a pivot table, you have the flexibility to slice
the data by region, bring in new fields, rearrange data, and most importantly, refresh this view when
new data comes in.
Creating a YTD totals view
Sometimes, it’s useful to capture a running totals view to analyze the movement of numbers on a
year-to-date (YTD) basis. Figure 14-48 illustrates a pivot table that shows a running total of revenue
by month for each year. In this view, you can see where the YTD sales stand at any given month in
each year. For example, you can see that in August 2010 revenues were about a million dollars lower
than the same point in 2009.
Figure 14-48: This view shows a running total of sales for each month.
In the sample data for this chapter, you don’t see Months and Years. You have to create
them by grouping the SalesDate field. Feel free to review the “Creating views by month,
quarter, and year” section earlier in this chapter to find out how.