Lunch 'n Learn - Excel: Pivot tables

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Windows Handy shortcuts and file handling

description

What is a pivot table and why should you use it?

Transcript of Lunch 'n Learn - Excel: Pivot tables

Page 1: Lunch 'n Learn - Excel: Pivot tables

Windows

Handy shortcuts and file handling

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Excel

Pivot tables

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What is a pivot table?

A PivotTable is an Excel tool for summarizing a list into a simple format.

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What is a pivot table?

You create PivotTables from lists, as you define

(1) which fields should be arranged in columns,

(2) which fields should become rows, and

(3) what data you wish to summarize.

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What is a pivot table?

You don't have to use all of the data in a spreadsheet, just the data and the fields you need to answer your questions.

Once you've created the table, you can then see the answer to your question.

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Aggregate functions

• Sum

• Count

• Average

• Min

• Max

• StdDev

• …

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Step 1 – Source

• Start by selecting yoursource range

• Tip: use a table/range.

• Insert -> Pivot Table

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Step 2 – Target

• Select Target• New worksheet

• Existing worksheet

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Step 3 – Select what to include

• Select Rows

• Select Colums

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Step 4 – Filters & Aggregates

• Filter

• Aggregate functions• Sum

• Count

• Min

• Max

• Avg

Can be combined!

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Step 5 – Layout

• Choose a layout

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Slicers

• Pick a slicer

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Delve

• Get more detail• Double click a value

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Misc

• Refresh data

• Show/hide totals

• Add extra lines

• Change field layout

• Recommended tables

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Q&A

Future questions?

• ICT intranet Training

ICT Service Lunch ‘n Learn

• Helpdesk

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