From the course: Excel: Scenario Planning and Analysis
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Define PivotTable dataset
From the course: Excel: Scenario Planning and Analysis
Define PivotTable dataset
- [Instructor] Pivot tables let you summarize and reorganize your data dynamically, but you can't summarize just any data set. In most cases, your data needs to be laid out as a data list, and even better, formatted as an Excel table. In this movie, I will show you how to set up your data, so you can create a pivot table, and also how to use an Excel table, which is extremely useful, in and of itself. My sample file is project analysis 0401, and you can find it in the chapter four folder of the exercise files collection. This workbook contains a single worksheet, and on it I have a data list. And when I say data list, I mean I have a set of columns, in this case for year, month, quarter and so on. And underneath it I have rows that contain a full set of values for each of those columns. The first row of data which starts at cell A2, has the year 2016, month of January, and then quarter, project, budgeted, and actual labor data for that month, for that given project. The data continues…
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Contents
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Define PivotTable dataset6m 23s
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Create and pivot a PivotTable5m 30s
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Summarize PivotTable data using subtotals and grand totals4m 22s
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Filter PivotTable data5m 10s
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Change the values area summary operation5m 55s
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Record a macro to recreate a PivotTable position6m 37s
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Link a macro to a shape6m 27s
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Walk through a scenario presentation3m 46s
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