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Presentation Pivot

1. Pivot tables allow users to quickly summarize and analyze large amounts of data from tables or lists by dragging fields to different areas. 2. To create a pivot table, the user selects the data range and drags field headings to areas like row labels, column labels, values, and report filters. 3. Data can then be transformed easily by dragging fields between the different areas, allowing the user to view the data from different perspectives with just a few clicks.

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qwerty
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34 views11 pages

Presentation Pivot

1. Pivot tables allow users to quickly summarize and analyze large amounts of data from tables or lists by dragging fields to different areas. 2. To create a pivot table, the user selects the data range and drags field headings to areas like row labels, column labels, values, and report filters. 3. Data can then be transformed easily by dragging fields between the different areas, allowing the user to view the data from different perspectives with just a few clicks.

Uploaded by

qwerty
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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THE INSTITUTE OF CHARTERED ACCOUNTNT OF

INDIA

INTEGRATED COURSE ON INFORMATION TECHNOLOGY AND SOFT SKILLS (ICITSS)


TOPIC:

PIVOT TABLE AND


REPORT
INTRODUCTIO
N
• THE PIVOTTABLES TOOL IS ONE OF THE MOST POWERFUL YET INTIMIDATING FEATURES IN
EXCEL. PIVOT TABLES ALLOW US TO TURN OUR DATA INSIDE OUT, UPSIDE DOWN, SIDEWAYS AND
BACKWARDS, QUICKLY SUMMARIZE AND ANALYZE LARGE AMOUNTS OF DATA IN LISTS AND
TABLES—INDEPENDENT OF THE ORIGINAL DATA LAYOUT IN OUR SPREADSHEET—BY DRAGGING
AND DROPPING COLUMNS TO DIFFERENT ROWS, COLUMNS OR SUMMARY POSITIONS.

EXCEL PIVOTTABLES ARE VERY USEFUL AND POWERFUL FEATURE OF MS EXCEL.


THEY CAN BE USED TO SUMMARIZE, ANALYZE, EXPLORE AND PRESENT OUR
DATA. SOURCE DATA COULD BE:
• AN EXCEL WORKSHEET DATABASE/
LIST OR ANY RANGE THAT HAS LABELED COLUMNS.
•  A COLLECTION OF RANGES TO BE CONSOLIDATED. THE RANGES MUST
CONTAIN BOTH LABELED ROWS AND COLUMNS.
•  A DATABASE FILE CREATED IN AN EXTERNAL APPLICATION
A. CREATING PIVOT TABLES
To create a PivotTable we select a cell in an Excel table or the entire Excel table. As we start
creating a pivot table, that Excel table is shown as the default source range for the pivot
table. If we want to use a different table or range, we can type an Excel table name or range
address in the Table/Range box.

We see the Column Headings in the upper area of PivotTable Field Pane and at the bottom of
the PivotTable Field List pane are the four areas of the pivot table:
•  Report Filter,
• Column Labels,
• Row labels and
• Values.

We can simply drag & drop the fields into these areas and they’ll appear in the matching area of
the PivotTable layout on the worksheet
Strategy:
We can achieve our objective with a pivot table; we can create summary tables just
by choosing the columns we want to compare.
And once we’ve built our summary, we don’t need to stick with it—instead, we can
transform a sale by-month table into a Sales-by-product table just by dragging and
dropping.
We can even drill-down into the details, apply filter criteria and apply advanced
subtotaling calculations etc.

1. Before creating a PivotTable, we must ensure that we have headings in the
first row of our data in this case headers are already there. We will
select the data range from which we want to make the pivot table

Fig. 1.1: Sales Report
2. Go to Insert ribbon and click on PivotTable option as shown in Fig.1.2

Fig. 1.2: PivotTable option


3. Select the target cell  where we want to place the pivot table
if we want pivot table in same worksheet but we could also
select PivotTable to be placed in a new worksheet by choosing
“New worksheet” option in Create PivotTable Dialog Box
shown in Fig.1.3

4. The pivot report User Interface is very intuitive and sandbox like. To Fig. 1.3: Create PivotTable Dialog Box
make powerful analysis, all we have to do is drag and drop
 fields in to the pivot table grid area
Fill in the PivotTable Field List by dragging PivotTable headings or fields, into the boxes, or
zones. These zones are:

Row Labels: Fields dragged here are listed on the left side of the table in the order in which they
are added to the box, In our case we select ”Who”

Column Labels: Fields dragged here have their values listed across the top row of the PivotTable,
in our case we select “What”

Values Fields: dragged here are summarized mathematically in the table ,In our case we select
“Amount”

 Report Filter: These fields use filtering to limit which data the pivot table displays. For fields
dragged to the Report Filter area, we can easily pick any subset of the field values so that the
PivotTable shows calculations based only on that subset.
In our case we select “Month”
Fig.1.4: Creating PivotTable using PivotTable Field List
B.
SWAPPING ROWS AND COLUMNS

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