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Excel 2010: Pivot Tables in Depth

Creating a PivotTable


From:

Excel 2010: Pivot Tables in Depth

with Curt Frye

Video: Creating a PivotTable

PivotTables are powerful and flexible Excel analysis tools. A PivotTable lets you arrange, sort, and filter a data set on the fly, so you can analyze it from several different perspectives with a minimum of effort. In this movie, I'll show you how to create a PivotTable from a data list that's stored in the same workbook. To begin you need to have a data list such as the Excel table I have here. We have five columns Year, Quarter, Month, Company and Revenue and each of the rows inside of this Excel table contains a value for each one of those columns.
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  1. 1m 38s
    1. Welcome
      55s
    2. Using the exercise files
      43s
  2. 38m 8s
    1. Introducing PivotTables
      4m 2s
    2. Formatting data for use in a PivotTable
      4m 31s
    3. Creating a PivotTable
      4m 20s
    4. Pivoting a PivotTable
      3m 47s
    5. Configuring a PivotTable
      3m 23s
    6. Connecting to an external data source
      3m 30s
    7. Connecting to an Access database
      2m 11s
    8. Consolidating data from multiple sources
      4m 37s
    9. Updating and refreshing PivotTable data sources
      4m 21s
    10. Managing PivotTables
      3m 26s
  3. 23m 33s
    1. Adding, removing, and positioning subtotals and grand totals
      3m 27s
    2. Changing the PivotTable data field summary operation
      4m 35s
    3. Summarizing more than one data field
      3m 16s
    4. Creating a calculated field
      2m 27s
    5. Grouping PivotTable fields
      3m 17s
    6. Using PivotTable data in a formula
      4m 47s
    7. Drilling down to the underlying data
      1m 44s
  4. 28m 9s
    1. Sorting PivotTable data
      2m 0s
    2. Creating a custom sort order
      2m 48s
    3. Filtering a PivotTable field by selection
      2m 59s
    4. Filtering a PivotTable by rule
      2m 56s
    5. Filtering a PivotTable using a search filter
      3m 10s
    6. Filtering a PivotTable using slicers
      4m 2s
    7. Formatting slicers
      3m 43s
    8. Filtering a PivotTable with report filter fields
      5m 2s
    9. Clearing and reapplying PivotTable filters
      1m 29s
  5. 15m 2s
    1. Applying a PivotTable style
      5m 5s
    2. Creating a PivotTable style
      4m 37s
    3. Changing the PivotTable layout
      3m 20s
    4. Changing the data field number format
      2m 0s
  6. 24m 33s
    1. Highlighting cells by applying a rule
      2m 54s
    2. Highlighting the top or bottom values in a PivotTable
      3m 30s
    3. Formatting PivotTable cells using data bars
      3m 50s
    4. Formatting PivotTable cells using color scales
      3m 40s
    5. Formatting PivotTable cells using icon sets
      2m 45s
    6. Editing conditional formatting rules
      2m 15s
    7. Controlling how multiple rules are applied
      3m 28s
    8. Deleting a conditional formatting rule
      2m 11s
  7. 24m 0s
    1. Creating a PivotChart
      3m 29s
    2. Pivoting a PivotChart
      3m 5s
    3. Filtering a PivotChart
      3m 45s
    4. Formatting a PivotChart
      3m 35s
    5. Changing a PivotChart's layout
      3m 14s
    6. Changing a PivotChart's chart type
      4m 30s
    7. Adding a trendline to a PivotChart
      2m 22s
  8. 9m 27s
    1. Printing a PivotTable
      4m 2s
    2. Printing each item on its own page
      3m 30s
    3. Printing a PivotChart
      1m 55s
  9. 13m 30s
    1. Recording and reviewing a macro
      4m 10s
    2. Running a macro
      5m 57s
    3. Creating a simple PivotTable presentation kit
      3m 23s
  10. 19m 17s
    1. Introducing PowerPivot
      2m 9s
    2. Downloading and installing PowerPivot
      2m 36s
    3. Importing PowerPivot data
      3m 14s
    4. Managing table columns
      4m 1s
    5. Adding tables to a PowerPivot model
      2m 27s
    6. Creating relationships between tables
      4m 50s
  11. 24m 30s
    1. Introducing the DAX language
      2m 58s
    2. Using DAX operators
      4m 44s
    3. Surveying DAX functions
      2m 40s
    4. Adding calculated columns and measures
      4m 22s
    5. Using aggregate functions
      4m 24s
    6. Using filters in aggregate functions
      5m 22s
  12. 59s
    1. Additional resources
      59s

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Excel 2010: Pivot Tables in Depth
3h 42m Intermediate Apr 19, 2011

Viewers: in countries Watching now:

In Excel 2010: Pivot Tables in Depth, author Curt Frye provides comprehensive, hands-on tutorials on Excel PivotTables, including more advanced techniques such as using macros and the new PowerPivot add-in. The course shows how to connect and consolidate data sources to power PivotTables, sort and filter records, display data in a PivotChart, print tables and charts, and also introduces the DAX language for performing advanced summaries in PowerPivot. Exercise files are included with the course.

Topics include:
  • Formatting data for use in a PivotTable
  • Connecting to an external data source
  • Refreshing a data source
  • Adding, removing, and positioning subtotals and grand totals
  • Creating a calculated field
  • Grouping PivotTable fields
  • Clearing and reapplying PivotTable filters
  • Applying field styles
  • Formatting cells
  • Creating a PivotChart
  • Printing PivotTables and PivotCharts
  • Creating relationships between tables in a PowerPivot model
  • Using the DAX language for advanced summaries in PowerPivot
Subjects:
Business Spreadsheets
Software:
Excel Office
Author:
Curt Frye

Creating a PivotTable

PivotTables are powerful and flexible Excel analysis tools. A PivotTable lets you arrange, sort, and filter a data set on the fly, so you can analyze it from several different perspectives with a minimum of effort. In this movie, I'll show you how to create a PivotTable from a data list that's stored in the same workbook. To begin you need to have a data list such as the Excel table I have here. We have five columns Year, Quarter, Month, Company and Revenue and each of the rows inside of this Excel table contains a value for each one of those columns.

To create the PivotTable, click the Insert tab on the ribbon and then click the PivotTable button. When you do, Excel displays the Create PivotTable dialog box. First you should verify that Excel has identified your data correctly and in this case it's Table1 and you can see the marquee outline around that selection inside of the workbook. So we know everything is right, and then you need to decide where you want the PivotTable report to be placed. I always place my reports on the new worksheet and you can see that the New Worksheet option has been selected by default, because that's the most common choice.

However, if you did want to create your PivotTable on an existing worksheet, say for example starting at cell G2 on this worksheet then, you can select the Existing Worksheet option and then click the collapse dialog box button, and I want to click cell G2 as my target, and then click the expand dialog box button and you see that location is identified within the Create PivotTable dialog box. So that's how you do it if you want to create it on an existing worksheet.

I'll go back to my original choice of creating on a New Workshee, to avoid crowding and then click OK. When I do, Excel creates a New Worksheet and displays a blank PivotTable and also displays the PivotTable Field List. If for any reason, you don't see the PivotTable Field List task pane over here on the right, then you can click any cell inside the PivotTable and then on the Options contextual tab on the Ribbon you can click the Field List button. So clicking the Field List button while the field list is displayed will hide it and clicking the button while the field list is hidden will display.

Now, you can move your data into place to create the PivotTable. So, let's say for example that I wanted to have my Year as my color labels. So in other words along the top of the PivotTable. I will have the Years, in this case 2009 and 2010, and then I will have the Company field provide the values for the row labels. So I can drag the Company field header down to the Row Labels area and now I have 2009, 2010, FirmA, and FirmB.

Now I can add the Revenue field to the Values area and that provides the values for the body of the PivotTable. If I want to add another field to the report then I can do that. So let's say for example that I want to add Month below Company in the Row Labels area. So now my PivotTable has data for FirmA and then each Month and then along the columns we have 2009 and 2010, and then we have FirmB with the data laid out exactly the same way. I always make one change to the default PivotTable layout.

When Excel creates a PivotTable, it puts the subtotals for each first level grouping at the top of the group. So for example here, we have FirmA and then in 2009 the total was 963. In 2010 it was 961 with a grand total of 1924. I personally prefer the subtotal positions to be at the bottom of the group. To make that change, click any cell in the PivotTable and then on the design contextual tab click the Subtotals button and then click Show all Subtotals at Bottom of Group.

It's simply a matter of personal preference, but I like two things about this. First I would like to see the individual values before I see the total. And secondly, I like that Excel puts a blank row beside the name FirmB instead of having all the data run together. So to me, visually this is a little easier to understand. Now that you've learned how to create a PivotTable, you can move forward and discover how to rearrange your data dynamically.

There are currently no FAQs about Excel 2010: Pivot Tables in Depth.

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