WHAT YO

U CAN DO WITH

MICROSOFT EXC

EL PIVOT

TABLES

C O M P L I ME N T S O

F MA R Y C

H A N SA V O Y , P

M P &

M C T

M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

FIRST, WHAT’S AN EXCEL PIVOT TABLE?

An Excel table of data that can be summarized in a variety of views that are useful to different users

Based on Excel’s subtotals and filtering features 2

M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

This is a list of sales by month for farms that sell their various product types to stores.

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START WITH AN EXCEL TABLE OR LIST

M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

Initially I configure the Pivot Table to display sales totaled by farm with subtotals for product type.

THE INITIAL PIVOT TABLE!

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M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

FORMAT PIVOT TABLE THE SAME WAY YOU FORMAT CELLS IN EXCEL

Make this more legible by formatting it for currency!

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M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

THE NEW VIEW OF THE PIVOT TABLE!

I can easily re-configure the Pivot Table! Here you can see total sales by store, and for each store, subtotals by product type.

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M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

LABEL FILTERING

I can even filter by column(s) or by row(s) by selecting that object’s labels drop-down arrow and selecting the label(s).

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M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

The filter icon appears next to the drop-down arrow when filtering has been applied.

CLUE TO FILTERING

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M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

The filter icon appears next to the drop-down arrow when filtering has been applied.

CLUE TO FILTERING

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M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

COMPLEX PIVOT TABLES AREN’T REALLY THAT COMPLEX!

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Next, I’ve added another field so you can see each store’s sales by each farm’s product types!

M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

SOMETIMES LESS IS MORE!

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In this slide, I’ve filtered the Pivot Table for Andover Farms, making the sales data even more readable.

M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

EASILY CHANGE VIEWS OF COMPLEX PIVOT TABLES!

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Now I’ve grouped fields by farm, and for each farm, the sales subtotals for each store’s product types!

M A RY C H A N S AV OY , P M P & M C T , P H O N E : ( 4 1 5 ) 9 8 7 - 96 1 9 E M A I L : M A RY @ M A RYC H A N S AV OY. C O M

Pivot Tables help users to easily see their data in ways that are useful to them.

If you believe using Pivot Tables can help you analyze your data, I’m happy to schedule classes for your team.

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THANKS AGAIN!