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Creating a PivotTable

From: Excel 2007 Essential Training

Video: Creating a PivotTable

We're going to take a high level look at creating Pivot Tables, so the information we're going to be working with in the next few movies are going to show you how to easily do a Pivot Table. We're not going to get in depth in all the details behind this, but we're going to give you a taste for what a Pivot Table will actually let you work with, and hopefully spur some interest for you to explore a little bit more on your own. The data that we're going to be working with is our inventory data, and it's included in Pivot Table A's worksheet in your Exercise files, if you'd like to follow along.

Creating a PivotTable

We're going to take a high level look at creating Pivot Tables, so the information we're going to be working with in the next few movies are going to show you how to easily do a Pivot Table. We're not going to get in depth in all the details behind this, but we're going to give you a taste for what a Pivot Table will actually let you work with, and hopefully spur some interest for you to explore a little bit more on your own. The data that we're going to be working with is our inventory data, and it's included in Pivot Table A's worksheet in your Exercise files, if you'd like to follow along.

Right now I'm looking at my the Data tab. In order to create a Pivot Table, I simply select the table itself, go to the Insert tab, and pick Pivot Table. I've then select the Pivot Table option, confirming what data range I'm looking at. And you can tell that you've selected all of your data because it's highlighting it up here in your worksheet. And then you determine where you want that Pivot Table to go, so I want it to go on a brand new worksheet, which is what the default is, I click OK.

And you'll see that the information is now pulled into its own worksheet. With the Pivot Table field list on the right, and the area where the Pivot Table is going to be created here on the left. Before we go on, let's go down to the bottom and select the Sheet4 name, right-clicking on it and selecting the Rename option, and calling this Pivot Table, so if we happen to use this again in our exercises, we know that this particular tab contains our Pivot table information.

We then want to be able to go over to our Pivot Table field list, and I start identifying some of the pieces of information we want a show on here. First thing we want to select is Item Type. So if we select that, you'll see that you have all the different Item Types shown here along your rows. If I select Item Category, it will also include them on my rows. Now this makes it a little bit difficult to understand the information that I'm looking at here.

This is where you get into the real value of working with a Pivot Table, because all you need to do is to select one of your row labels, in this case Item Category, click and drag it, and pop it into the Column Labels box. So what this section of the pivot table field list allows you to do, is to mix and match where the information is stored. And what you're doing is you're pivoting your rows and columns so that you get the information in a way that's going to make sense for you to understand and analyze.

Hence, Pivot Tabling. Next what you want to identify, is now that you've got the information aligned correctly, What are you going to track? The current Costs, the Inventory levels, or the Final Costs of the different pieces of Inventory that you've got to look at. Well let's just take a look very quickly at the current cost. If I select Current Cost, it then goes and presents for me, the current costs that are sitting in the different cells in my original data file, and it presents it here.

You'll notice as I mouse over them, that you get this little dialog box that pops up, it says Sum of Current Costs and the value is No value. A Pivot Table will automatically default to want to add items up, so in this case, because I'm just pulling an individual value from my data source, it's not going to give me the sum of anything because there's nothing add up. But if I did deselect Current Cost and wanted to add Inventory, I could then see that the Inventory is the addition of all the different pieces.

So it's showing me and it's helping me identify very, very quickly the inventory levels of my particular store. I also have a Grand Total column, of the column and row summarizing all of the inventory levels for all the different ways that I'd like to look at it. So you can see, with three minutes of instruction and a few clicks, you've been able to pull the information from your data source into a Pivot Table and quickly analyze what you need to know.

Let's look further at some of the options that we can find at Pivot Tables.

Show transcript

This video is part of

Image for Excel 2007 Essential Training
Excel 2007 Essential Training

85 video lessons · 77543 viewers

Lorna Daly
Author

 
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  1. 36s
    1. Welcome
      36s
  2. 10m 57s
    1. Why use a spreadsheet?
      1m 44s
    2. What's changed in Excel 2007?
      5m 37s
    3. The Ribbon
      2m 9s
    4. The Microsoft Office Button
      1m 27s
  3. 12m 10s
    1. What's on the Ribbon?
      1m 56s
    2. Making your way around the Ribbon
      2m 12s
    3. Customizing the Ribbon
      3m 8s
    4. Customizing the Microsoft Office Button
      4m 54s
  4. 16m 15s
    1. Opening old worksheets
      2m 24s
    2. Adding and deleting worksheets
      3m 18s
    3. Inserting and deleting cells
      6m 53s
    4. Freezing areas of a worksheet
      3m 40s
  5. 20m 51s
    1. Width and height
      7m 25s
    2. Numeric formats
      2m 21s
    3. Alignment of data
      3m 19s
    4. Playing with fonts
      2m 58s
    5. AutoFilter
      2m 21s
    6. Formatting as a table
      2m 27s
  6. 21m 31s
    1. Removing duplicates
      6m 1s
    2. What is Conditional Formatting?
      2m 21s
    3. Working with Conditional Formatting
      2m 14s
    4. Managing Conditional Formatting rule preferences
      2m 39s
    5. Converting text to columns
      4m 35s
    6. Data validation
      3m 41s
  7. 10m 56s
    1. Templates
      3m 45s
    2. Styles
      3m 35s
    3. AutoFormat
      3m 36s
  8. 12m 16s
    1. Excel lists have now become tables
      2m 34s
    2. Converting text to columns
      3m 11s
    3. Sorting and Grouping
      5m 9s
    4. Creating a summary report
      1m 22s
  9. 6m 44s
    1. Proofing your work
      3m 31s
    2. Providing comments on worksheets
      3m 13s
  10. 11m 43s
    1. Protecting and sharing a worksheet
      3m 57s
    2. Allowing others to edit ranges
      4m 3s
    3. Track Changes
      3m 43s
  11. 22m 43s
    1. Preparing to print
      2m 31s
    2. Print Preview
      3m 33s
    3. The Page Layout Tab
      3m 56s
    4. Page Breaks
      4m 36s
    5. The Page Layout View
      3m 54s
    6. Headers and Footers
      4m 13s
  12. 22m 34s
    1. Adding themes to your worksheet
      2m 53s
    2. Page setup options
      8m 0s
    3. Scale to Fit
      2m 26s
    4. Worksheet options
      5m 29s
    5. Inserting images
      3m 46s
  13. 3m 50s
    1. Using templates
      3m 50s
  14. 17m 48s
    1. Workbook Views
      2m 53s
    2. Hiding and Zooming
      3m 44s
    3. Window Panes
      5m 31s
    4. More screen options
      5m 40s
  15. 8m 16s
    1. Importing from Access
      2m 24s
    2. Using the Import Wizard for text files
      5m 52s
  16. 11m 23s
    1. The Find and Select button
      4m 34s
    2. Find and Replace
      2m 48s
    3. Removing duplicates
      4m 1s
  17. 17m 3s
    1. What are formulas?
      3m 20s
    2. Order of Operations
      2m 50s
    3. Relative and absolute referencing
      4m 54s
    4. The new Formula Tab
      5m 59s
  18. 17m 29s
    1. What are Functions?
      2m 57s
    2. AutoSum
      2m 47s
    3. Minimum
      3m 55s
    4. Trim
      5m 2s
    5. Left
      2m 48s
  19. 19m 51s
    1. Concatenation
      4m 10s
    2. SumIf
      4m 23s
    3. Lookup
      7m 25s
    4. What-If Analysis
      3m 53s
  20. 16m 44s
    1. Why create a chart?
      2m 12s
    2. Creating your chart
      3m 37s
    3. Modifying your chart
      6m 46s
    4. Laying out your chart
      4m 9s
  21. 17m 23s
    1. What are PivotTable reports and PivotChart reports?
      2m 32s
    2. Creating a PivotTable
      4m 47s
    3. Laying out your PivotTable
      2m 30s
    4. Designing your PivotTable
      4m 9s
    5. Creating a PivotChart
      3m 25s
  22. 8m 57s
    1. Why use macros?
      2m 14s
    2. Creating a macro
      4m 31s
    3. Macro security
      2m 12s
  23. 5m 36s
    1. Reviewing a workflow in Excel
      5m 36s
  24. 22s
    1. Conclusion
      22s

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