Pivot Table Training

Agenda

Purpose of a Pivot TableCreating a Pivot Table: CountTailoring Your InformationCloning Pivot TablesBehind the Scenes: Pivot Table LayoutPivot Tables: AveragesUsing Pivot Tables: ReportingUsing Pivot Tables: Data CleaningSaving Your Pivot Tables

Purpose of a Pivot Table

A Pivot Table is a data summarization tool that provides quick views of sorted, counted, averaged, or summed data.

Pivot Tables provide easy access to information that might not stand out by just looking at an excel spreadsheet.

Step 1: Find a Location for Your Pivot Table

Step 2: Select Data Source

Step 3: Select Data Range

Step 4: Placing the Count Indicator

Step 4 ½: Placing First Additional Indicator

Step 4¾: Placing Additional Indicators

Tailoring Your Information

Additional Tailoring

Cloning Pivot Tables

Adding/Dropping Indicators From Table

Behind the Scenes: Pivot Table Layout

Pivot Table Layout

Creating Pivot Tables: Averages

Creating Pivot Tables: Averages

Averages: Additional Tailoring

Using Pivot Tables: Reporting

Using Pivot Tables: Data Cleaning

Using Pivot Tables: Data Cleaning

Saving Your Pivot Tables

Important: Once you have built pivot tables in a

specific file, DO NOT change the file name• Tables are built to read data from THAT PARTICULAR file• Tables always look for the same sheet• Once changed, you will be unable to refresh your data

Questions?