50 Things You Can Do With Excel Pivot Tables
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Product field to the Columns area. For instance, if a table represents sales data of a company, it might include Date of sale, Sales person, Item sold, Color of item, Units sold, Per unit price, and Total price. We will change our values back to sum of sales.
Excel will create a PivotTable on a new sheet, and display the PivotTable Fields List. Each field must have one unique characteristic that describes the data. You will be able to quickly place the Months field in the Rows, Columns, or Filters area to see your numbers in different ways. You can show the values as the Difference From previous months, years, day etc.
50 Things You Can Do With Excel Pivot Tables - Furthermore, you can see how simple it is to get started creating one and visualising your data in many different ways.
Excel for Office 365 Excel 2019 Excel 2016 Excel 2013 Excel 2010 Excel 2007 In Excel, you can pivot data in a PivotTable or PivotChart by changing the field layout of the data. By using the PivotTable Field List, you can add, rearrange, or remove fields to show data in a PivotTable or PivotChart exactly the way that you want. By default, changes you make in the PivotTable Field List are automatically updated in the report layout. To improve performance when you are accessing a large amount of external data, you can temporarily switch to manual updating. When you create a PivotTable, Excel displays the PivotTable Field List so that you can add fields to the PivotTable, rearrange and reposition them as needed, or remove them from the PivotTable. You can also undock the PivotTable Field List, in which case, you can resize it both vertically and horizontally. If you don't see the PivotTable Field List, make sure that you click anywhere in the PivotTable. If you close the PivotTable Field List, you can display it again. Right-click the PivotTable, and then click Show Field List. If you don't see the fields that you want to use in the PivotTable Field List, refresh the PivotTable or PivotChart to display any new fields, calculated fields, measures, calculated measures, or dimensions that you have added since the last operation PivotTable Tools, Options tab, Data group. It's important to understand how the PivotTable field List works and the ways that you can arrange different types of fields so that you can achieve the results that you want when you create the field layout of a PivotTable or PivotChart. An external data source contains structured data organized as one or more fields also called columns that are displayed in the Field List. Move a field to the Report Filter area in the Field List, which simultaneously moves the field to the Report Filter area in the PivotTable. Move a field to the Column Label area in the Field List, which simultaneously moves the field to the Column Label area in the PivotTable. Move a field to the Row Label area in the Field List, which simultaneously moves the field to the Row Label area in the PivotTable. Move a field to the Values area in the Field List, which simultaneously moves the field to the Values area in the PivotTable. To create a field layout, use the following guidelines for moving Value, Name, and Dimension fields from the field section to the four report areas in the layout section. If you try to add the same field more than once — for example, to the Row Labels and the Column Labels areas in the layout section — the field is automatically removed from the original area and put in the new area. Click the expand and collapse buttons until you find the fields that you want. You can move only hierarchies, attributes, and named sets to the Row Labels, Column Labels, and Report Filters areas. You can move only measures, calculated measures, and Key Performance Indicators KPIs to the Values area. The PivotTable Field List has five different views that are designed and optimized for different types of PivotTable tasks. Fields Section and Areas Section Side-By-Side This view is designed for adding and removing fields when you have more than four fields in each area. Fields Section Only This view is designed for just adding and removing many fields. Areas Section Only 2 by 2 This view is designed for just rearranging many fields. Areas Section Only 1 by 4 This view is designed for just rearranging many fields. Tip In the Fields Section and Areas Section Stacked and Fields Section and Areas Section Side-By-Side views, you can adjust the width and height of each section by resting the pointer on the section divider until the pointer changes to a vertical double arrow or horizontal double arrow , by dragging the double arrow up or down or left or right to where you want it, and then either clicking the double arrow or pressing ENTER. After you create a PivotTable or PivotChart, you are ready to add the fields that contain the data you want to display in the report. You typically select one field for each area in the layout section. However, to see different values for a specific field, you can also add multiple copies of a field to the Values area. If the PivotTable is connected to an external data source that contains a lot of data, you can filter one or more fields before you add fields to the report, which can help reduce the time it takes to update the report. You can then rearrange fields later if you want. Note By default, nonnumeric fields are added to the Row Labels area, numeric fields are added to the Values area, and Online Analytical Processing OLAP date and time hierarchies are added to the Column Labels area. In a PivotTable that is based on data in an Excel worksheet or external data from a non-Online Analytical Processing OLAP data source, you may want to add the same field more than once to the Values area. You can do this whether the data type is numeric or non-numeric. For example, you may want to compare calculations side-by-side, such as gross and net profit margins, minimum and maximum sales, or customer counts and percentage of total customers. Tip You can also change the name of the copied fields in the PivotTable itself. You can use this field to move the field positions up and down in the Values area. You can even move the Values Column Label to the Column Labels area or Row Labels areas. However, you cannot move the Values Column label to the Report Filters area. If you try to add the same field more than once — for example, to the Row Labels and the Column Labels areas in the layout section — the field is automatically removed from the original area and put in the new area. In the PivotTable Field List, you can rearrange existing fields or reposition those fields by using one of the four areas at the bottom of the layout section: PivotTable Description Values Use to display summary numeric data. Row Labels Use to display summary numeric data. Column Labels Use to display fields as columns at the top of the report. A column lower in position is nested within another column immediately above it. Report Filter Use to filter the entire report based on the selected item in the report filter. PivotChart Description Values Use to display summary numeric data. Axis Field Categories Use to display fields as an axis in the chart. Legend Fields Series Use to display fields in the legend of the chart. Report Filter Use to filter the entire report based on the selected item in the report filter. To rearrange fields in a PivotTable, click the field name in one of the areas, and then select one of the following commands: Move Up Moves the field up one position in the area. Move Down Moves the field down position in the area. Move to Beginning Moves the field to the beginning of the area. Move to End Moves the field to the end of the area. Move to Report Filter Moves the field to the Report Filter area. Move to Row Labels Moves the field to the Row Labels area. Move to Column Labels Moves the field to the Column Labels area. Move to Values Moves the field to the Values area. Value Field Settings, Field Settings Displays the Field Settings or Value Field Settings dialog boxes. For more information about each setting, click the Help button at the top of the dialog box. Tip You can also click and hold a field name, and then drag the field between the field and layout sections, and between the different areas. Note Clearing a check box removes all instances of the field from the report. By default, changes you make in the PivotTable Field List are automatically updated in the report layout. To improve performance when you are accessing a large amount of external data, you can temporarily switch to manual updating mode. Manual updating mode allows you to quickly add, move, and remove fields in the PivotTable Field List. However, you cannot use the report until you switch back to automatic updating mode. Caution After you set the report layout to manual updating, closing the PivotTable Field List, changing to Fields only view, or exiting Excel discards all layout changes that you have made to the PivotTable without confirmation. Note A PivotTable starts with automatic updating each time that you open the workbook. When you create a PivotTable, Excel displays the PivotTable Field List so that you can add fields to the PivotTable, rearrange and reposition them as needed, or remove them from the PivotTable. You can also undock the PivotTable Field List, in which case, you can resize it both vertically and horizontally. If you don't see the PivotTable Field List, make sure that you click anywhere in the PivotTable. If you close the PivotTable Field List, you can display it again. Control-click the PivotTable, and then click Show Field List. You can also click Field List on the PivotTable Analyze tab. It's important to understand how the PivotTable field List works and the ways that you can arrange different types of fields so that you can achieve the results that you want when you create the field layout of a PivotTable or PivotChart. An external data source contains structured data organized as one or more fields also called columns that are displayed in the Field List. Move a field to the Report Filter area in the Field List, which simultaneously moves the field to the Report Filter area in the PivotTable. Move a field to the Column Label area in the Field List, which simultaneously moves the field to the Column Label area in the PivotTable. Move a field to the Row Label area in the Field List, which simultaneously moves the field to the Row Label area in the PivotTable. Move a field to the Values area in the Field List, which simultaneously moves the field to the Values area in the PivotTable. To create a field layout, use the following guidelines for moving Value, Name, and Dimension fields from the field section to the four report areas in the layout section. If you try to add the same field more than once — for example, to the Row Labels and the Column Labels areas in the layout section — the field is automatically removed from the original area and put in the new area. Click the expand and collapse buttons until you find the fields that you want. You can move only hierarchies, attributes, and named sets to the Row Labels, Column Labels, and Report Filters areas. You can move only measures, calculated measures, and Key Performance Indicators KPIs to the Values area. After you create a PivotTable or PivotChart, you are ready to add the fields that contain the data you want to display in the report. You typically select one field for each area in the layout section. However, to see different values for a specific field, you can also add multiple copies of a field to the Values area. If the PivotTable is connected to an external data source that contains a lot of data, you can filter one or more fields before you add fields to the report, which can help reduce the time it takes to update the report. You can then rearrange fields later if you want. Note By default, nonnumeric fields are added to the Row Labels area, numeric fields are added to the Values area, and Online Analytical Processing OLAP date and time hierarchies are added to the Column Labels area. In a PivotTable that is based on data in an Excel worksheet or external data from a non-Online Analytical Processing OLAP data source, you may want to add the same field more than once to the Values area. You can do this whether the data type is numeric or non-numeric. For example, you may want to compare calculations side-by-side, such as gross and net profit margins, minimum and maximum sales, or customer counts and percentage of total customers. Tip You can also change the name of the copied fields in the PivotTable itself. You can use this field to move the field positions up and down in the Values area. You can even move the Values Column Label to the Column Labels area or Row Labels areas. However, you cannot move the Values Column label to the Report Filters area. If you try to add the same field more than once — for example, to the Row Labels and the Column Labels areas in the layout section — the field is automatically removed from the original area and put in the new area. Note Clearing a check box removes all instances of the field from the report. You can always ask an expert in the , get support in the , or suggest a new feature or improvement on.
When your criteria references a cell, then you can make this conditional format interactive. If you want to get rid of this sample data, all you have to do is press CTRL+Z and press DELETE in the pop up pox. Move to Row Labels Moves the field to the Row What is pivot table in excel area. Pivot Table example So, what does using a pivot table to perform these calculations look like. Skill level: Beginner Pivot Tables are one of the most powerful and useful tools in Excel. From the dialogue box you can choose to Group by Days, Months, Quarters or Years. STEP 7: To change the Sum of SALES2 name within the Pivot Table, you need to click on a cell in the Pivot Table which contains Sum of SALES2 and manually make the change and press Enter STEP 8: You need to select the whole column that contains the empty values and Right Click and select Hide You now have your Pivot Table, all formatted and showing the Difference from the previous Year: 19. You can always ask an expert in theget support in theor suggest a new feature or improvement on. Slicer Styles There are several different Slicer Stylesavailable for you when you click on an. STEP 1:Select your Slicer.
