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Excel 2008 for Mac: Pivot Tables for Data Analysis

Creating a PivotTable report


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Excel 2008 for Mac: Pivot Tables for Data Analysis

with Curt Frye

Video: Creating a PivotTable report

Pivot Tables are powerful and flexible Excel analysis tools. A Pivot Table lets you rearrange, sort and filter a dataset on the fly, so you can analyze it from several different perspectives with a minimum of effort. In this lesson, I will show you how to create a Pivot Table from a data list that's stored in the same workbook. To create a Pivot Table, click any cell in the data list from which you want to create the Pivot Table and then on the Data menu, click PivotTable Report to display the PivotTable Wizard. In this case, the currently selected option that I want to create the Pivot Table from an Excel list or database is correct, so I can click Next.

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Excel 2008 for Mac: Pivot Tables for Data Analysis
1h 6m Intermediate Sep 22, 2009

Viewers: in countries Watching now:

In Excel 2008 for Mac: Pivot Tables for Data Analysis, Microsoft Most Valuable Professional Curt Frye helps dispel the common fear of the Pivot Table feature, demonstrating how to use this powerful tool to discover valuable business intelligence. Curt shows how to create Pivot Table reports from internal Excel data and outside data sources, use filters to focus on the most important data in the sheet, and prepare a Pivot Table report by applying formats and rules. Exercise files accompany this course.

Topics include:
  • Sorting across data sources to show relative importance Adding, removing, and positioning subtotals and grand totals Creating conditional formats to highlight subsets of data Using color scales to emphasize specific information Adding a trendline to a PivotChart report Updating and refreshing PivotTable data sources
Subjects:
Business Data Analysis
Software:
Excel Excel for Mac
Author:
Curt Frye

Creating a PivotTable report

Pivot Tables are powerful and flexible Excel analysis tools. A Pivot Table lets you rearrange, sort and filter a dataset on the fly, so you can analyze it from several different perspectives with a minimum of effort. In this lesson, I will show you how to create a Pivot Table from a data list that's stored in the same workbook. To create a Pivot Table, click any cell in the data list from which you want to create the Pivot Table and then on the Data menu, click PivotTable Report to display the PivotTable Wizard. In this case, the currently selected option that I want to create the Pivot Table from an Excel list or database is correct, so I can click Next.

The next Wizard screen identifies the data that Excel thinks that I want to include in the Pivot Table. In this case, that is the range from A1 to E49, which I know is correct, so I can click next. On the last page of the PivotTable Wizard, you can choose whether to put the Pivot Table on a new sheet or on an existing sheet. I prefer to put my Pivot Tables on new sheets, so that it's not juxtaposed with the data from which I created the Pivot Table. To me it feels more crowded and I would rather have the Pivot Table on it's own worksheet, so I can view it on isolation.

If you prefer, you can select the Existing sheet option and type in the name of the worksheet or select the worksheet using the RefEdit Control where you want to create it. But in this case, I still want to do a new sheet. I will select that option and I will click that Finish. I will bring up the zoom level a bit so you get a better view of the data. So here I have a blank Pivot Table. I have five fields of values available for me to structure the Pivot Table. I have Year, Quarter, Month, Company, and Revenue, which mirror the fields that I have in my data list. So to create the Pivot Table, I can drag the fields from the PivotTable toolbar to the body of the Pivot Table.

I will start off by adding the Year field. Then I will add the Month field. Notice that the I-bar, this gray bar, appears to the right of the Year field header. That means when I add the Month field to the PivotTable Report it will be at a lower level of organization than the Year field. So I will drop it, and along the top I will place Company. Those will go in the column fields area. So I will drop it here. And now I can add my Revenue, which will go into the Data Items area.

In my Pivot Table, I have the data arranged by year, broken out in detail by Month. And in the columns, it's broken out by FirmA and FirmB, which are the only two companies that appear in the Company field. Now that you have learned how to create a Pivot Table, you can move forward and discover how to rearrange your data dynamically.

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