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In Excel for Mac 2011 Essential Training, author Curt Frye gives a comprehensive overview of Excel, the full-featured spreadsheet software from Microsoft. The course covers key skills such as manipulating workbook and cell data, using functions, automating actions, printing worksheets, and collaborating with others. Exercise files accompany the course.
When most users visualize a PivotTable, they see it with a single data set in the data area. While that's certainly the most common configuration, you can summarize more than one data field at a time. For example, let's take a look at the PivotTable I have on the screen right now. I have a single bit of information in the data area, and that is the revenue for each of my companies broken down by month, by year, and so on. But let's say that I wanted to add a second data field to that area, and I have added a field to this PivotTable, and it is Customers, and that's the number of new customers that were picked up during an individual month.
I can drag the Customers field down into the Values area. I'll drop it below the Sum of Revenue. And when I drop it, it appears inside the body of the PivotTable. So now, we have two fields: we have the revenue, and we have the customers. If I wanted to change their order and look at Customers first, I could drag Sum of Revenue below Sum of Customers. I just find that to be easier than dragging one up to the top of the box; there is a larger landing area here at the bottom. So when I do, we now have Sum of Customers to the left and Sum of Revenue to the right.
So there is FirmA and FirmB. And then, at the right side, I have summaries, or grand totals, for each of those two fields. So I have Total Sum of Customers and Total Sum of Revenue. PivotTables can get a bit crowded when you display more than one data field in the data area, but if you use the space wisely, you can gain a lot of insights by viewing two or more data sets simultaneously.
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