Formatting your data as a list, or in a Microsoft Excel table, prepares it for use in a PivotTable, which allows you to better organize and analyze data for new insights. This online video makes recommendations about the ideal formatting procedure, including not leaving gaps or empty rows and checking for unnecessary data that should not be in the list when you are making a PivotTable.
If you want to summarize Excel data using a PivotTable, you need to make sure…that data is formatted properly.…In this movie, I will show you what you need to do.…I'll use the FormatData sample workbook, which you can find in the Chapter01…folder of your Exercise Files archive.…The best way to format your data for use in a PivotTable is as a list.…A list is a series of columns; in this case Department, Quarter, and Sales, and…each row represents a particular fact.…So, for example, we know that for the Balance Department, Quarter number 1, Sales…were $51,992, and so on for Quarter 2, Quarter 3, Quarter 4, and so on, and then…for the Dance, Play, Sport, and Work Departments.…
And if I scroll down using my mouse wheel, you can see the rest of the data.…Some important things to note about this data list; the first is that there are no gaps.…As I scroll down through the list again, you can see that there are no blank rows.…If for some reason I were to have a blank row, so I'll just insert one here, and…
Author
Curt Frye
Released
4/11/2013- Creating a PivotTable
- Summarizing multiple data fields
- Managing subtotals and grand totals
- Grouping PivotTable fields
- Filtering with selections, rules, slicers, and search filters
- Applying PivotTable styles
- Formatting cells
- Creating PivotCharts
- Enabling PowerPivot
- Using DAX operators
- Visualizing data with matrices, cards, and tiles
- Building charts and maps
Skill Level Intermediate
Duration
Views
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Introduction
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Welcome1m 2s
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1. Creating and Pivoting PivotTables
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Introducing PivotTables3m 14s
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Creating a PivotTable2m 37s
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Pivoting a PivotTable3m 13s
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Configuring a PivotTable3m 17s
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Managing PivotTables3m 48s
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2. Summarizing PivotTable Data
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Grouping PivotTable fields2m 40s
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3. Sorting and Filtering PivotTable Data
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Sorting PivotTable data3m 41s
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Creating a custom sort order3m 52s
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Formatting slicers3m 7s
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4. Formatting PivotTables
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Applying a PivotTable style2m 36s
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Creating a PivotTable style4m 27s
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5. Applying Conditional Formats to PivotTables
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6. Creating and Manipulating PivotCharts
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Creating a PivotChart2m 34s
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Pivoting a PivotChart2m 24s
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Filtering a PivotChart2m 48s
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Formatting a PivotChart3m 38s
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7. Printing PivotTables
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Printing a PivotTable2m 53s
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Printing a PivotChart1m 14s
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8. Manipulating PivotTables Using Macros
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Running an Excel macro4m 4s
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9. Starting with PowerPivot and the Data Model
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Introducing PowerPivot4m 32s
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Importing PowerPivot data3m 24s
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Managing table columns3m 21s
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10. Introducing Data Analysis Expressions (DAX)
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Introducing the DAX language2m 29s
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Using DAX operators4m 35s
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Surveying DAX functions2m 35s
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Adding calculated columns2m 11s
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Adding calculated fields3m 7s
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11. Visualizing Power View Data Using Matrices, Cards, and Tiles
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Starting out with Power View2m 16s
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Creating a card3m 30s
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Creating a tile3m 18s
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Filtering Power View objects3m 31s
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12. Visualizing Power View Data Using Charts and Maps
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Creating a pie chart2m 7s
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Creating a line chart2m 40s
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Creating a map2m 31s
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Creating chart multiples2m 38s
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Conclusion
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Next steps54s
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Video: Formatting data for use in a PivotTable