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Pivoting a PivotTable

From: Excel 2010: Pivot Tables in Depth

Video: Pivoting a PivotTable

Excel lets you summarize your data quickly, but the real power of the pivot table comes when you want to rearrange your data dynamically. A task that would take several minutes of done by hand takes just a few seconds when you summarize your data in a PivotTable. The row headers and column headers provide the basic structure for your PivotTable. In this case my rows are the months January through December and the columns are the two companies, FirmA and FirmB, for which I have data. If I wanted to, I could change my data layout so that the companies provided the headers for the rows and the months provided the values for the column labels.

Pivoting a PivotTable

Excel lets you summarize your data quickly, but the real power of the pivot table comes when you want to rearrange your data dynamically. A task that would take several minutes of done by hand takes just a few seconds when you summarize your data in a PivotTable. The row headers and column headers provide the basic structure for your PivotTable. In this case my rows are the months January through December and the columns are the two companies, FirmA and FirmB, for which I have data. If I wanted to, I could change my data layout so that the companies provided the headers for the rows and the months provided the values for the column labels.

To do that I can go into the PivotTable Field List task pane. And then in the lower part of the field list, I can change the position of the labels by dragging them from one area to another. So for example I can drag Company to the Row Labels area and Month to the Column Labels area. As I desired, the companies provide the values for the rows and the months provide the values for the columns. If I want to divide my data a little more to provide more detail as opposed to the summary that I have right now, then I can add the second rows or columns headers to create the subdivisions. So for example, let's return to the PivotTable to its original position where I have Month in the row area and the Company in the column area.

Let's say that I want to divide my months into quarters. To do that, I would drag the Quarter field down to the top of the Row Labels area and you can see a thim bluish gray line that appears just above the Months header here in the Row Labels area. If I were to drag Quarter below Month, then the line appears below it indicating its position, but I'll put Quarter above Month and when I release the left mouse button then you see that the data is arranged first by Quarter and then by Month.

If I were to reverse the order of those two labels, by putting Quarter below Month. then we would have January, which belongs in quarter 1, and February, which belongs in quarter 1, and so on. That arrangement doesn't make much sense, so I'll put it back and have the months arranged by quarter for January, February, March, Quarter 1, April, May, June, Quarter 2, and so on. If I want I can add another layer. In this case I'll use the Year field and I'll put it above Quarter in the Row Labels area and then again, you can see the line when it will be dropped.

So here we have Quarter 1 for 2009 Quarter 2, and so on, and if I use my mouse scroll wheel to move down, you'll see the same data for 2010. There's one other thing about pivoting a PivotTable that I'd like to show you and that is how to defer the layout updates when you're pivoting. So let's say that they you have an extremely large dataset. It could be tens of thousands or hundreds of thousands of rows, or it could be a dataset you're connecting to over a network and the network connection might be slow for some reason.

If that's the case then you can do what's called deferring to the layout update. To do that, at the bottom of the PivotTable Field List, check of the Deferral Layout Update box and then make your changes. So let's say for example that I want to take out Month and then also take out Quarter. Now you notice that the PivotTable hasn't changed to reflect my update. When I'm ready and I've made all the changes I want to make, click the Update button and Excel updates the PivotTable.

And I will drag the scroll bar up so that you can see the PivotTable in its new state, which is Year providing in the value for the row labels and Company providing the value for the column labels. Changing a PivotTable's arrangement shifts the data's emphasis, which enables you to examine the data from different perspectives quickly and easily.

Show transcript

This video is part of

Image for Excel 2010: Pivot Tables in Depth
Excel 2010: Pivot Tables in Depth

66 video lessons · 37914 viewers

Curt Frye
Author

 
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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 layout
      3m 14s
    6. Changing a PivotChart 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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