Pivot Table & Chart_Parakramesh Jaroli_Pacific University

A

Report

On

PIVOT TABLE&

PIVOT CHARTOn 16th August, 2014

Submitted To:

Deepti Gaur Madam

Submitted By:

Parakramesh Jaroli

Faculty of Management Studies

MBA (Dual) 1st Semester

Pivot Table & Chart in MS Excel-2007

What is a Pivot Table?

A pivot table is an interactive worksheet table that quickly summarizes large amounts

of data using calculation methods you choose. It is called a pivot table because you can rotate

its row and column headings around the core data area to give you different views of the

source data. As the source data changes, you can update a pivot table. If you change data in

the source list or table, by adding new rows (records) or columns (fields), there are ways to

update (or refresh) the pivot table. However, the safest way seems to be deleting the sheet

which contains your pivot table and start over by creating a new pivot table, which usually

takes only a few seconds.

Excel’s Pivot Table is probably the most useful and time-saving tool for analyzing

data that’s in table format. In the simplest Pivot Table, one identifies a row value, a column

value, and a data value. The data value (usually a numeric value) in this simple Pivot Table is

automatically summarized at each row and column intersection.

A pivot table report summarizes the columns of information in a database in

relationship to each other. A pivot chart is the graphical representation of a pivot table.

When you need to present thousands of rows of data in a meaningful fashion, you need a

pivot table.

As example, I’ve uploaded a sample spreadsheet of 10 Products, which includes the

following data fields:

Sales ID

Sales Person’s Name

Sales Person’s Joining Date

Product ID

Product Name

Month

Region

Product Price

Quantity

Total

Note: There is no limit, other than available memory, to the number of pivot tables that can

be defined in the same workbook-or even on the same worksheet.

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How to Create a Pivot Table

1) Open our original spreadsheet and remove any blank rows or columns.

2) Make sure each column has a heading, as it will be carried over to the Field List.

3) Make sure our cells are properly formatted for their data type.

4) Highlight our data range.

5) Click the Insert tab.

6) Select the PivotTable button from the Tables group.

7) Select PivotTable from the list.

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8) Double-

check

our

Table/Range: value.

9) Select the radio button for New Worksheet.

10) Click OK.

A new worksheet opens with a blank pivot table . We’ll see that the fields

from our source spreadsheet were carried over to the PivotTable Field List .

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11) Drag an item such as Sales ID and Product ID from the PivotTable Field List down to

the Report Filter quadrant. We should also see a checkmark appear next to Sales ID

and Product ID.

12) The next step is to ask what we would like to know about each Sales ID and Product

ID. I’ll drag the Product Name field from the PivotTable Field List to the Column

Labels quadrant. This will provide an additional column for each product.

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13) Then step by step we we’ll drag all fields from the PivotTable Field List to the Drag

fields between areas below.

14) Then if we want to see particular individual data through Sales ID or Product ID then

click the Sales ID or Product ID button and select whatever we want to see.

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Creating a Pivot Chart

There are two ways to create a pivot chart:

1. In the first step of the Wizard, choose Pivot Chart Report (with Pivot Table Report), or

2. Select an existing pivot table and click the Chart button on the ribbon.

After the chart is created, we can format the chart using the commands on the Chart menu.

Manipulate the chart as we would the pivot table: by dragging field buttons to the Data, Axis,

and Legend areas of the chart, or using the task pane.

As example, I’ve uploaded a sample spreadsheet of 10 Products, which includes the

following data fields:

Sales ID

Sales Person’s Name

Sales Person’s Joining Date

Product ID

Product Name

Month

Region

Product Price

Quantity

Total

How to Create a Pivot Chart

1) Open our original spreadsheet and remove any blank rows or columns.

2) Make sure each column has a heading, as it will be carried over to the Field List.

3) Make sure our cells are properly formatted for their data type.

4) Highlight our data range.

5) Click the Insert tab.

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6) Select the PivotTable button from the Tables group.

7) Select PivotChart from the list.

8) Double-check our Table/Range: value.

9) Select the radio button for New Worksheet.

10) Click OK.

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A new worksheet opens with a blank pivot table . You’ll see that the fields

from our source spreadsheet were carried over to the PivotTable Field List .

11) Drag an item such as Sales ID and Product ID from the PivotTable Field List down to

the Report Filter quadrant. We should also see a checkmark appear next to Sales ID

and Product ID.

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12) The next step is to ask what we would like to know about each Sales ID and Product

ID. I’ll drag the Product Name field from the PivotTable Field List to the Legend

Fields (Series) quadrant. This will provide an additional column for each product.

13) Then step by step we we’ll drag all fields from the PivotTable Field List to the Drag

fields between areas below.

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14) Then if we want to see particular individual data through Sales ID or Product ID then

click the Sales ID or Product ID button and select whatever we want to see.

***

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Pivot Table & Chart_Parakramesh Jaroli_Pacific University

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