Friday, August 17, 2012

Introduction to Pivot Tables in excel




Many  Excel users are not familiar with, or are intimidated by Pivot Tables, one of the most powerful features in Excel.  This page describes elementary Pivot Tables.   This page was written by Harald Staff, and is included here with his kind permission.

        
 
A pivot table is a great reporting tool that sorts and sums independent of the original data layout in the spreadsheet. If you never used one, this demo may be of interest.



Who
Week
What
Amount
Joe
3
Beer
18
Beth
4
Food
17
Janet
5
Beer
14
Joe
3
Food
12
Joe
4
Beer
19
Janet
5
Car
12
Joe
3
Food
19
Beth
4
Beer
15
Janet
5
Beer
19
Joe
3
Car
20
Joe
4
Beer
16
Beth
5
Food
12
Beth
3
Beer
16
Joe
4
Food
17
Joe
5
Beer
14
Janet
3
Car
19
Joe
4
Food
17
Beth
5
Beer
20
Janet
3
Food
18
Joe
4
Beer
14
Joe
5
Food
12
Janet
3
Beer
18
Janet
4
Car
17
Janet
5
Food
12
 
First, set up a create some data, in A1:D50, like this, with 4 or 5 different names, 4 or 5 different activities and a little variety of week numbers and expenses:
Add as many rows as you can stand -- around 50 will do.

Now choose any cell in this table and choose Pivot Table wizard in the Data menu. Excel asks for the data source and suggests this table.  Click OK.

Next question is the data range. Excel suggests the table. If you expect to add data in the future, set the data range to include as many rows as you think you will ever need.   Rather than A1:D50, you may want to specify $A$1:$D$500.
Now comes the layout wizard, show below.

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