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Managing PivotTable reports


From:

Excel 2008 for Mac: Pivot Tables for Data Analysis

with Curt Frye

Video: Managing PivotTable reports

Pivot Tables behave a bit differently than other Excel workbook elements, so you'll need to use a few slightly different techniques to select, copy and delete them within your workbook. You can rename a Pivot Table by clicking any cell on the Pivot Table, and then on the PivotTable toolbar, clicking Table Options and typing a new name for the Pivot Table in the Name box. This Pivot Table summarizes corporate revenue so I will call it 'CorpRevenue.' When you're done, click OK or press Enter and you have changed your Pivot Table's name. If you want to move a Pivot Table to a different location within a workbook, you can do that by clicking any cell on the Pivot Table, and then on the Pivot Table toolbar, clicking the Pivot Table Wizard button.
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Watch the Online Video Course Excel 2008 for Mac: Pivot Tables for Data Analysis
1h 6m Intermediate Sep 22, 2009

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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
Subject:
Business
Software:
Excel Excel for Mac
Author:
Curt Frye

Managing PivotTable reports

Pivot Tables behave a bit differently than other Excel workbook elements, so you'll need to use a few slightly different techniques to select, copy and delete them within your workbook. You can rename a Pivot Table by clicking any cell on the Pivot Table, and then on the PivotTable toolbar, clicking Table Options and typing a new name for the Pivot Table in the Name box. This Pivot Table summarizes corporate revenue so I will call it 'CorpRevenue.' When you're done, click OK or press Enter and you have changed your Pivot Table's name. If you want to move a Pivot Table to a different location within a workbook, you can do that by clicking any cell on the Pivot Table, and then on the Pivot Table toolbar, clicking the Pivot Table Wizard button.

The last page of the Pivot Table Wizard displays the controls that you can use to relocate your Pivot Table. If you want to put it on an existing sheet, you can click the RefEdit control at the right side of this range box. Select the destination. In this case, I will select Sheet 3. Click the cell at the top left corner where you want it to end up. Click the RefEdit control to re-expand the dialog box. Verify that the destination is correct and click Finish. I want to use Sheet 3 again for a later operation, so I'll click Undo and just get rid of the data on Sheet 3.

If you want to create a second Pivot Table from the same data source, you can do that by copying the Pivot Table you've already created. To do that, click any cell in the Pivot Table and then on the PivotTable toolbar click the PivotTable button>Select>Entire Table. Then on the toolbar click Copy. Click your destination. I will use Sheet 3. Cell A1 is still selected, so I'll press Paste. And I have a second Pivot Table based on my existing data source. Once again, I will use Sheet 3 for later operation, so I'll click Undo and have Excel remove the Pivot Table.

I am going back to the Pivot Table on Sheet 1. Press Escape to remove the selection. What I'll demonstrate now is how to copy a Pivot Table arrangement without creating a new Pivot Table. To do that, once again, you select the entire Pivot Table. PivotTable>Select>Entire Table. Click Copy. Click the worksheet where you want to paste the cells. In this case, I will use Sheet 3 again. And then on the Edit menu, click Paste Special. And then in the Paste Special dialog box, select the Values option. And click OK.

Excel pastes the values but does not create a Pivot Table. If you want to delete a Pivot Table, you can select the Pivot Table. Again, PivotTable>Select>Entire Table and press the Delete key. Excel does retain the formatting, but the Pivot Table is gone. With these techniques in mind, you will be able to manage your Pivot Tables effectively.

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