Pivot Table


Data Management and Analysis
  • Sorting and Filtering: Allows you to organize data in a specific order or view only certain data based on criteria, available in the Data tab.
  • Conditional Formatting: Applies formatting based on conditions, such as highlighting cells with values greater than a certain amount.
  • Tables: Convert data ranges into tables for easier management; tables automatically include features like sorting and filtering.
  • Charts and Graphs: Visualize data using various types of charts (bar, line, pie, scatter plots) available in the Insert tab.

Pivot Tables:
  • PivotTables are powerful tools for summarizing and analyzing large data sets, allowing sorting, counting, and totaling data.
  • Creating a PivotTable:
    • 1. Select the data range you want to include.
    • 2. Go to the Insert tab, and click PivotTable.
    • 3. Choose where to place the PivotTable report – on a new worksheet or in the existing one.
  • Fields and Layout: Use fields (rows, columns, values) to define how data is displayed. Drag and drop fields to rearrange the layout.
  • Filtering Data: Use filters in a PivotTable to display specific data for analysis, accessible through the Filter or Row Labels drop-down menus.
  • Summarizing Data: By default, PivotTables summarize data using the SUM function, but other functions like AVERAGE, COUNT, MAX, or MIN can be used.
  • Grouping Data: Group data within a PivotTable, such as by month or quarters, for easier trend analysis.
  • Refreshing Data: Refresh the PivotTable to reflect changes in the original worksheet data by right-clicking and selecting Refresh.
  • Pivot Charts: Charts linked to PivotTables, providing a dynamic way to visualize data. Insert a Pivot Chart from the Insert tab and select the desired chart type.