So, I hope by the end of the video you'll agree with me. So I think that if you use Excel with a lot of raw data, and you need to summarize that data in different ways, and if you need to create good-looking reports, then pivot tables are definitely worth your time. I love pivot tables.Įver since I got my first pivot table to refresh correctly back in the 1990s, I realized like wow these are really useful tools. So, I think one of the best ways to understand how pivot tables can help is to look at some examples of building some reports, side by side, where one set of reports we're building manually using normal Excel functions and formulas, and the other set, we're building with pivot tables.Īnd that's exactly what we're going to do in today's video.Īnd, I want to be really upfront with you here. #1 insert a pivot table, then drag “ Product” field to the Filters area, “ Team” field to the Row area, “ Quarter” field to the Columns area and “ Cost” field to the Values area in the “ PivotTable Fields” dashboard.So, today we're going to tackle the question Why Pivot Tables?Īnd this question comes up a lot when people first run into Pivot Tables, because they're wondering.why should they care? And you're trying to explain that pivot tables are really fast, that you can summarize data interactively in different ways.blah, blah blahĪnd you can kind of see their eyes just glaze over because, until you've actually used a pivot table yourself, it's really hard to understand why they would be useful to you.
#HOW TO USE PIVOT TABLES IN EXCEL HOW TO#
The following steps will guide you how to create a two dimensional pivot table: Two-dimensional Pivot table can be created by dragging a field to the Rows area and Columns area. #3 choose one type of calculation you want to use under “ Summarize Values By” Tab. #2 the window of “ Value Field Settings” will appear. #1 click any cell inside the “ Sum of Cost” column, then click “ Value Field Settings…” To change the type of calculation that you want to use to summarize data from the selected field, just following the below steps: #3 the results of “ sum of Cost” will be sort.īy default, Excel will summarizes value field by summing the items. #2 click “ Sort”, then click “ sort Largest to Smallest” or “ sort Smallest to Largest” from the popup menu #1 right click any cell inside the “ sum of Cost” field in the pivot table.
To sort the pivot table result, just following the below steps:
#2 enter into the pivot table name that you want to use in the “ PivotTable Name” textbox. #1 Right click any cell inside the pivot table and then select “ PivotTable Options” The below steps will guide you how to rename the existing pivot table, just do the following: #2 click “ Grand Totals” button and then select “ On for Rows Only”.īy default, the first pivot table you create is named as “ PivotTable1”, the second is “ PivotTable2”… so on. #1 click “ DESIGN” Tab under “ PivotTable Tools” in Ribbon. If you want to remove grand totals for columns, just do the following: #3 the window of “ Change PivotTable Data Source” will appear, then enter the range that you want to use. #2 click “ ANALYZE” Tab, then click “ Change Data Source”. #1 click any cell inside the pivot table, then the “ PivotTable Tools” tab will show on the ribbon. To change the data source for pivot table, just following the below steps: Then click “ OK” button.Īfter created a PivotTable, you can change the range of its source data, such as, you can expand the source data to include more rows of data. #2 select one item from the drop-down list. In the above example, the “ Product” field is dragged to the Filters area, so we can filter this pivot table by “Product” field.
When creating pivot table, we need to drag fields to the Filters area, so we can filter this pivot table by this field that you dragged. The sum of cost value have been changed from 410 to 470. 2# You will see that the pivot table refreshed.
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