Microsoft Excel Pivot Table Basics
Transcript of Microsoft Excel Pivot Table Basics
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Microsoft Excel
Pivot Table Basics
June 22, 2021
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What is a pivot table?
• A pivot table is a function inMicrosoft Excel that creates astatistical summary of thedatabase that allows for easeof data comparison andreporting of trends
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When to use pivot tables?
• Database Analysis– SCADA Data
– Consumer Billing Data
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Let’s Try a Pivot Table Example
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Step 1: Database Formats & Clean-Up
• It is important to clean-up your database prior to creation of a pivot table:
– Header row with description
– No blank columns
– No blank rows
– No merged cells
– Getting Data into Single Worksheet (if possible)
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• If raw data comes in multiple spreadsheets or tabs:
– Create Relationships
– Create Queries
– Combine into one sheet
Adding Data from Multiple Sources
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Step 2: Creating a Pivot Table
• Insert > Pivot Table
• Select Table or Range
• New Worksheet
• Add this data to the Data Model
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Pivot Table Items to Note
• Click in the area designated at any time to open Pivot Table Fields
• Pivot Table Fields can be dragged in and out of areas at any time
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Step 3: Pivot Table Fields
• Filters = filters the data by the selected parameter
• Rows & Columns = puts the selected data in a row or column format
• ∑ Values = sum of the selected data parameter
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Step 4: Pivot Table Formulas
• Drag field desired into ∑ Values
• Right-click on header of pivot table
• Summarize Values By
• Show Values As
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Step 4: Pivot Table Formulas (cont’d)
• Go “Analyze” on the top ribbon bar
• Select “Fields, Items & Set” > “Calculated Field…”
• Insert Field Name & Formula
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Grouping
• To group data by time, select “Analyze” on the top ribbon bar > “Group Selection”
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Step 5: Pivot Table Charts
• Analyze > PivotChart
• Select Chart Type
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Add Slicers
• Select PivotChart
• Go to “Insert” on the top ribbon > “Filters” > “Slicers”
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Duplicate Pivot Table Sheet
• Once the Pivot Chart is set-up, make a copy of the pivot table sheet
• This allows for creation of additional pivot tables utilizing the same data set without altering the original pivot table
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Questions?