
Excel - Create a PivotTable report manually Tutorial
In this video, you will learn how to create a PivotTable report manually using Microsoft 365. Pivot table reports are a powerful way to summarize, analyze, explore, and present your data in a report.
This video will guide you through the process of creating a PivotTable and analyzing your data.
By following the steps, you will be able to make sense of your data, especially when you have a large amount of it.
This will help you gain insights and make informed decisions based on your data.
- 4:59
- 4206 views

-
Excel - Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 3867 times
-
Excel - Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2601 times
-
Excel - Create a PivotTable and analyze your data
- 1:35
- Viewed 3851 times
-
Excel - IF with AND and OR
- 3:35
- Viewed 3798 times
-
Excel - Use slicers to filter data
- 1:25
- Viewed 3491 times
-
Excel - Edit a macro
- 3:29
- Viewed 3312 times
-
Excel - Freeze panes in detail
- 3:30
- Viewed 3878 times
-
Excel - Assign a button to a macro
- 2:49
- Viewed 3750 times
-
Ink Equation
- 0:41
- Viewed 5027 times
-
AVERAGEIFS and IFERROR
- 4:45
- Viewed 5008 times
-
Convert a picture into Data with Excel
- 0:25
- Viewed 4768 times
-
3D Maps
- 1:41
- Viewed 4668 times
-
Three ways to add numbers in Excel Online
- 3:15
- Viewed 4412 times
-
Create a combo chart
- 1:47
- Viewed 4331 times
-
COUNTIFS and SUMIFS
- 5:30
- Viewed 4313 times
-
Start with "Ideas" in Excel
- 0:38
- Viewed 4309 times
-
More complex formulas
- 4:17
- Viewed 4245 times
-
Manage conditional formatting
- 4:30
- Viewed 4207 times
-
The nuts and bolts of VLOOKUP
- 3:05
- Viewed 4155 times
-
Functions and formulas
- 3:24
- Viewed 4144 times
-
Start using Excel
- 4:22
- Viewed 4122 times
-
Manage drop-down lists
- 6:12
- Viewed 4111 times
-
New Chart types
- 1:52
- Viewed 4090 times
-
Use formulas to apply conditional formatting
- 4:20
- Viewed 4074 times
-
The SUMIF function
- 5:27
- Viewed 4064 times
-
A closer look at the ribbon
- 3:55
- Viewed 4051 times
-
AVERAGEIF function
- 3:04
- Viewed 4025 times
-
VLOOKUP: How and when to use it
- 2:38
- Viewed 4021 times
-
Using functions
- 5:12
- Viewed 4006 times
-
How to simultaneously edit and calculate formulas across multiple worksheets
- 3:07
- Viewed 4001 times
-
The SUM function
- 4:37
- Viewed 3996 times
-
Copy a VLOOKUP formula
- 3:27
- Viewed 3984 times
-
Advanced formulas and references
- 4:06
- Viewed 3977 times
-
Look up values on a different worksheet
- 2:39
- Viewed 3968 times
-
Password protect workbooks and worksheets in detail
- 6:00
- Viewed 3938 times
-
Take conditional formatting to the next level
- 3:37
- Viewed 3929 times
-
How to simultaneously view multiple worksheets
- 3:25
- Viewed 3898 times
-
A first look at Excel 2016
- 3:22
- Viewed 3887 times
-
How to link cells and calculate formulas across multiple worksheets
- 2:10
- Viewed 3882 times
-
Freeze panes in detail
- 3:30
- Viewed 3878 times
-
Password protect workbooks and worksheets
- 2:27
- Viewed 3873 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 3867 times
-
Add numbers
- 2:54
- Viewed 3864 times
-
Customize charts
- 4:28
- Viewed 3864 times
-
Top tips for working in Excel Online
- 3:35
- Viewed 3863 times
-
Subtract time
- 3:58
- Viewed 3863 times
-
AutoFill
- 2:55
- Viewed 3859 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 3851 times
-
Print a worksheet on a specific number of pages
- 4:34
- Viewed 3848 times
-
Print headings, gridlines, formulas, and more
- 4:29
- Viewed 3847 times
-
Insert columns and rows
- 4:16
- Viewed 3845 times
-
How things are organized
- 1:58
- Viewed 3843 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 3843 times
-
Work with macros
- 4:40
- Viewed 3841 times
-
Advanced filter details
- 4:13
- Viewed 3834 times
-
More print options
- 5:59
- Viewed 3816 times
-
Introduction to Excel
- 0:59
- Viewed 3807 times
-
IF with AND and OR
- 3:35
- Viewed 3798 times
-
AutoFilter details
- 3:27
- Viewed 3793 times
-
Conditionally format dates
- 2:38
- Viewed 3771 times
-
Create pie, bar, and line charts
- 3:13
- Viewed 3768 times
-
Insert headers and footers
- 2:02
- Viewed 3764 times
-
Chat with your co-editors in real-time
- 0:28
- Viewed 3763 times
-
Combine data from multiple worksheets
- 2:50
- Viewed 3760 times
-
Drop-down list settings
- 4:14
- Viewed 3756 times
-
Sort details
- 4:46
- Viewed 3755 times
-
Assign a button to a macro
- 2:49
- Viewed 3750 times
-
Input and error messages
- 2:52
- Viewed 3741 times
-
Header and footer details
- 3:41
- Viewed 3716 times
-
Print worksheets and workbooks
- 1:07
- Viewed 3714 times
-
Copying formulas
- 3:00
- Viewed 3679 times
-
Basic math
- 2:28
- Viewed 3678 times
-
Operator order
- 2:04
- Viewed 3659 times
-
Save your macro
- 2:59
- Viewed 3649 times
-
Advanced IF functions
- 3:22
- Viewed 3625 times
-
Save and print an Excel workbook
- 1:53
- Viewed 3615 times
-
How to create a table
- 2:11
- Viewed 3599 times
-
TEXTJOIN
- 0:47
- Viewed 3598 times
-
Improved version history
- 0:51
- Viewed 3597 times
-
Copy a chart
- 2:59
- Viewed 3587 times
-
Cell references
- 1:34
- Viewed 3558 times
-
Use conditional formatting
- 2:02
- Viewed 3552 times
-
Save, publish, and share
- 2:22
- Viewed 3538 times
-
Add formulas and references
- 2:52
- Viewed 3538 times
-
IFS
- 1:05
- Viewed 3536 times
-
Weighted average
- 2:06
- Viewed 3527 times
-
One click Forecasting
- 1:01
- Viewed 3500 times
-
Conditionally format text
- 2:12
- Viewed 3492 times
-
Use slicers to filter data
- 1:25
- Viewed 3491 times
-
Get going fast
- 1:38
- Viewed 3487 times
-
Copy and remove conditional formatting
- 1:11
- Viewed 3451 times
-
How to use 3-D reference or tridimensional formulas
- 3:01
- Viewed 3451 times
-
Map Chart in Excel
- 0:31
- Viewed 3447 times
-
AutoFill and Flash Fill
- 1:36
- Viewed 3429 times
-
Nested IF functions
- 3:30
- Viewed 3420 times
-
Freeze or lock panes
- 1:06
- Viewed 3401 times
-
CONCAT
- 0:51
- Viewed 3382 times
-
Average a group of numbers
- 2:01
- Viewed 3378 times
-
Flash Fill
- 2:59
- Viewed 3371 times
-
Drop-down lists
- 0:55
- Viewed 3347 times
-
Create a chart
- 0:52
- Viewed 3327 times
-
Edit a macro
- 3:29
- Viewed 3312 times
-
SWITCH
- 1:03
- Viewed 3293 times
-
Sort and filter data
- 1:38
- Viewed 3271 times
-
Share documents
- 1:13
- Viewed 3196 times
-
MAXIFS & MINIFS
- 1:06
- Viewed 3157 times
-
Microsoft Search
- 0:34
- Viewed 3128 times
-
Work simultaneously with others on a workbook
- 0:43
- Viewed 3093 times
-
Page numbers in depth
- 3:06
- Viewed 3015 times
-
Funnel Chart
- 0:33
- Viewed 2969 times
-
Translate your Excel spreadsheets
- 1:16
- Viewed 2900 times
-
Check Accessibility in Excel
- 1:51
- Viewed 2892 times
-
Accessibility in Excel
- 1:12
- Viewed 2835 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2640 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2601 times
-
Create dynamic drop down lists
- 3:26
- Viewed 2460 times
-
Insert an image in a cell with image function
- 3:01
- Viewed 2448 times
-
Do things quickly with Tell Me
- 1:07
- Viewed 2427 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2322 times
-
Text before & after Function
- 4:57
- Viewed 2230 times
-
Creating a forecast sheet with Excel
- 0:43
- Viewed 2114 times
-
Change chart type
- 1:29
- Viewed 1938 times
-
Generate a Chart with Copilot
- 1:34
- Viewed 1665 times
-
Sort, Filter, and Analyze Data with Copilot
- 1:48
- Viewed 1232 times
-
Use Copilot with Right-Click
- 02:50
- Viewed 1204 times
-
Generate Formulas with Copilot
- 2:07
- Viewed 1083 times
-
Format Data with Copilot
- 1:52
- Viewed 1031 times
-
Create an insights grid
- 01:19
- Viewed 330 times
-
Generate formulas from a concept
- 01:02
- Viewed 236 times
-
Use the Copilot pane
- 01:12
- Viewed 202 times
-
Process text
- 01:03
- Viewed 192 times
-
Creating a Report
- 2:54
- Viewed 9197 times
-
Recovering your Data from different sources
- 3:26
- Viewed 4072 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 3867 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 3851 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 3843 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3706 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3572 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3572 times
-
Creating your Datasets
- 2:26
- Viewed 3567 times
-
Analyze your network and communication habits
- 2:17
- Viewed 3541 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3499 times
-
Customising your Visuals
- 2:58
- Viewed 3442 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3384 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3369 times
-
Improved version history
- 0:51
- Viewed 3078 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 2980 times
-
Customising your Report
- 3:12
- Viewed 2947 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2640 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2601 times
-
Check and share your form results
- 2:42
- Viewed 2396 times
-
Summarize Your Notes with Copilot
- 1:45
- Viewed 2325 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2322 times
-
Optimize Meetings with Viva Insights
- 1:58
- Viewed 2219 times
-
Manage video settings
- 1:27
- Viewed 2077 times
-
Receiving a briefing email from Viva Insights
- 0:54
- Viewed 1498 times
-
Draft Content Based on an Existing Document with Copilot
- 2:15
- Viewed 1367 times
-
Summarize the Content of a Note with Copilot
- 1:03
- Viewed 1282 times
-
Summarize Email Threads with Copilot
- 01:05
- Viewed 1207 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 1031 times
-
Analyze and Write Content Based on a File
- 2:16
- Viewed 1007 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 1004 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 951 times
-
Analyze Team Dynamics
- 1:19
- Viewed 926 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 562 times
-
Make changes to a text
- 01:05
- Viewed 308 times
-
Process an incoming message
- 01:53
- Viewed 304 times
-
Sort and filter emails
- 02:51
- Viewed 304 times
-
Organize into Folders
- 01:57
- Viewed 291 times
-
Manage Views
- 02:36
- Viewed 280 times
-
Analyzing multiple OneDrive documents with Copilot
- 01:01
- Viewed 270 times
-
Analyzing a OneDrive file with Copilot
- 01:25
- Viewed 251 times
-
Use Categories
- 02:51
- Viewed 249 times
-
Tracking changes in a Loop page with Copilot
- 01:16
- Viewed 249 times
-
Clean Up Your Inbox
- 01:18
- Viewed 242 times
-
Easily Sort Your Mails
- 01:38
- Viewed 217 times
-
Introduction to PowerBI
- 00:60
- Viewed 207 times
-
Extract Text from an Image
- 01:07
- Viewed 8 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 7 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 5 times
-
Query an Attached Meeting
- 01:51
- Viewed 3 times
-
Plan with Copilot
- 01:15
- Viewed 5 times
-
Share Requests with Your Team
- 03:07
- Viewed 7 times
-
Translate a presentation
- 01:38
- Viewed 5 times
-
Generate a Video
- 01:49
- Viewed 5 times
-
Add Speaker Notes
- 00:56
- Viewed 3 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 85 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 90 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 101 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 114 times
-
Copilot at the service of project reports
- 02:36
- Viewed 104 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 104 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 166 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 106 times
-
Project mode
- 01:31
- Viewed 105 times
-
Create an agent for a team
- 01:53
- Viewed 166 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 166 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 92 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 169 times
-
Copilot Studio agent settings
- 01:33
- Viewed 81 times
-
Add new actions
- 01:54
- Viewed 162 times
-
Create a first action
- 01:59
- Viewed 158 times
-
Manage topics
- 01:51
- Viewed 110 times
-
Manage knowledge sources
- 01:11
- Viewed 82 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 158 times
-
Access Copilot Studio
- 01:09
- Viewed 155 times
-
Get started with Copilot Studio
- 01:25
- Viewed 84 times
-
Introduction to PowerBI
- 00:60
- Viewed 207 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 200 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 205 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 208 times
-
Introduction to Planner
- 00:56
- Viewed 211 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 204 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 207 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 303 times
-
Introduction to Sway
- 01:53
- Viewed 199 times
-
Introducing to Word
- 01:00
- Viewed 205 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 185 times
-
Create a call group
- 01:15
- Viewed 273 times
-
Use call delegation
- 01:07
- Viewed 167 times
-
Assign a delegate for your calls
- 01:08
- Viewed 277 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 169 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 160 times
-
Manage advanced call notifications
- 01:29
- Viewed 175 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 223 times
-
Block unwanted calls
- 01:24
- Viewed 190 times
-
Disable all call forwarding
- 01:09
- Viewed 176 times
-
Manage a call group in Teams
- 02:01
- Viewed 171 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 167 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 162 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 184 times
-
Manage voicemail messages
- 01:55
- Viewed 253 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 287 times
-
Customize your voicemail greeting
- 02:17
- Viewed 163 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 160 times
-
Manage simultaneous calls
- 01:52
- Viewed 167 times
-
Support third-party apps during calls
- 01:53
- Viewed 216 times
-
Add participants quickly and securely
- 01:37
- Viewed 179 times
-
Configure call privacy and security settings
- 02:51
- Viewed 173 times
-
Manage calls on hold
- 01:20
- Viewed 169 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 161 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 172 times
-
Draft a Service Memo
- 02:33
- Viewed 228 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 208 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 316 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 285 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 107 times
-
Other Coaches
- 01:45
- Viewed 219 times
-
Agents in SharePoint
- 02:44
- Viewed 179 times
-
Prompt coach
- 02:49
- Viewed 203 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 195 times
-
Configure a Copilot Agent
- 02:39
- Viewed 186 times
-
Describe a copilot agent
- 01:32
- Viewed 214 times
-
Rewrite with Copilot
- 01:21
- Viewed 185 times
-
Analyze a video
- 01:21
- Viewed 215 times
-
Use the Copilot pane
- 01:12
- Viewed 202 times
-
Process text
- 01:03
- Viewed 192 times
-
Create an insights grid
- 01:19
- Viewed 330 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 200 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 222 times
-
Create an image with Copilot
- 00:42
- Viewed 341 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 216 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 223 times
-
Chat with Copilot
- 00:50
- Viewed 212 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 326 times
-
Data Privacy in Copilot
- 00:43
- Viewed 218 times
-
Access Copilot
- 00:25
- Viewed 356 times
-
Use a Copilot Agent
- 01:24
- Viewed 227 times
-
Edit in Pages
- 01:49
- Viewed 241 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 220 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 216 times
-
Generate the email for the recipient
- 00:44
- Viewed 205 times
-
Action Function
- 04:18
- Viewed 169 times
-
Search Function
- 03:42
- Viewed 223 times
-
Date and Time Function
- 02:53
- Viewed 204 times
-
Logical Function
- 03:14
- Viewed 325 times
-
Text Function
- 03:25
- Viewed 229 times
-
Basic Function
- 02:35
- Viewed 195 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 225 times
-
Introduction to Power Fx
- 01:09
- Viewed 214 times
-
The New Calendar
- 03:14
- Viewed 348 times
-
Sections
- 02:34
- Viewed 206 times
-
Customizing Views
- 03:25
- Viewed 197 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 372 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 226 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 175 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 126 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 209 times
-
Use the narrative Builder
- 01:31
- Viewed 252 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 217 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 226 times
-
Share a document with copilot
- 00:36
- Viewed 218 times
-
Configurate a page with copilot
- 01:47
- Viewed 223 times
-
Use Copilot with Right-Click
- 02:50
- Viewed 1204 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 230 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 254 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 317 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 413 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 393 times
Objectifs :
This document aims to provide a comprehensive guide on creating and customizing a Pivot Table using book sales data. It covers the necessary steps to prepare the source data, create the Pivot Table, and format it for better readability and analysis.
Chapitres :
-
Introduction to Pivot Tables
Pivot Tables are powerful tools in data analysis that allow users to summarize and manipulate large datasets efficiently. In this guide, we will explore how to create a Pivot Table using a dataset containing book sales information, including genres, sales amounts, dates, and store locations. -
Preparing the Source Data
Before creating a Pivot Table, it is essential to ensure that the source data is organized correctly. Here are the key requirements for the source data: - **Headings**: Each column must have a clear heading that will be used as field names in the Pivot Table. - **Consistent Data Types**: Each column should contain the same type of data (e.g., text in one column, currency in another). - **No Blank Rows or Columns**: Ensure there are no empty rows or columns in the dataset. -
Creating the Pivot Table
To create a Pivot Table from the source data, follow these steps: 1. Click any cell within the data range. 2. Navigate to the 'Insert' tab and select 'Pivot Table'. 3. The entire source data will be automatically selected. It is recommended to use a table format for the source data, as it allows for automatic updates when new data is added. 4. Choose to create the Pivot Table on a new worksheet or an existing one by selecting the appropriate option and providing the location. 5. Click 'OK' to create the Pivot Table. -
Configuring the Pivot Table Fields
Once the Pivot Table is created, you will see a list of fields corresponding to the column headings in the source data. You can add these fields to different areas of the Pivot Table: - **Rows**: Text fields (e.g., Genre) are typically added here. - **Columns**: Numeric fields (e.g., Sales Amount) are added as values. - **Values**: This area displays the summarized data, such as totals. - **Filters**: Allows for filtering the data displayed in the Pivot Table. For example, check the 'Genre' field to add it as rows and the 'Sales Amount' field to add it as values using the SUM function. -
Formatting the Pivot Table
To enhance the readability of the Pivot Table: - Right-click on a cell in the 'Sum of Sales Amount' column, select 'Number Format', and choose 'Currency'. Set decimal places to zero for cleaner presentation. - Drag the 'Store' field to the columns area to view sales by genre for each store. - To analyze sales over time, add the 'Date' field to the rows area. To make it more manageable, right-click any date, select 'Group', and choose to group by 'Months'. -
Customizing the Pivot Table Design
To further customize the appearance of the Pivot Table: - Click on the 'Pivot Table Tools' tab and select the 'Design' tab. - Under 'Report Layout', choose 'Show in Outline Form' to separate Genre and Date into distinct columns. - Enable 'Banded Rows' for improved readability. - Explore various style options by clicking the down arrow in the styles section, where hovering over each option provides a preview. -
Conclusion
In this guide, we have covered the essential steps to create and customize a Pivot Table using book sales data. By organizing the source data correctly, configuring the Pivot Table fields, and applying formatting options, users can effectively analyze and present their data. Future videos will delve into sorting, filtering, summarizing, and calculating data within the Pivot Table.
FAQ :
What is a pivot table and why should I use it?
A pivot table is a powerful tool in Excel that allows you to summarize and analyze large data sets quickly. It helps in organizing data into a more understandable format, making it easier to identify trends and insights.
How do I create a pivot table in Excel?
To create a pivot table, select any cell in your source data, go to the 'Insert' tab, and click on 'Pivot Table.' Choose whether to place it in a new worksheet or an existing one, then click OK.
What should my source data look like for a pivot table?
Your source data should be organized in a table format with clear headings for each column, containing consistent data types (e.g., text in one column, numbers in another) and no blank rows or columns.
Can I group dates in a pivot table?
Yes, you can group dates in a pivot table by right-clicking on any date and selecting 'Group.' You can choose to group by months, quarters, or years to simplify your data analysis.
How can I format numbers in my pivot table?
To format numbers in your pivot table, right-click on the cell you want to format, select 'Number Format,' and choose the desired format, such as currency or percentage.
Quelques cas d'usages :
Sales Analysis for a Bookstore
A bookstore can use a pivot table to analyze sales data by genre and store location. By grouping sales data by month, the bookstore can identify trends in customer preferences over time and adjust inventory accordingly.
Monthly Performance Reporting
A sales manager can create a pivot table to summarize monthly sales performance across different regions. This allows for quick identification of high-performing areas and those needing improvement.
Budget Tracking
A finance team can utilize pivot tables to track expenses by category and department. This helps in monitoring budget adherence and identifying areas where costs can be reduced.
Market Research Analysis
A market research analyst can use pivot tables to summarize survey data, allowing for easy comparison of responses across different demographics, which aids in strategic decision-making.
Inventory Management
A retail manager can apply pivot tables to analyze inventory sales data, helping to determine which products are selling well and which are not, thus optimizing stock levels and reducing waste.
Glossaire :
Pivot Table
A data processing tool used in Excel to summarize and analyze data from a larger data set, allowing users to reorganize and group data dynamically.
Source Data
The original data set that is used to create a pivot table, which must be organized with headings and consistent data types.
Fields
The individual columns in the source data that can be used in a pivot table, such as genre, date, sales amount, and store.
Grouping
The process of organizing data into categories, such as grouping dates by month, to make the pivot table easier to read and analyze.
SUM Function
A mathematical function in Excel that adds together a range of numbers, commonly used in pivot tables to calculate totals.
Number Format
The way numbers are displayed in Excel, which can be customized to show currency, percentages, or other formats.
Banded Rows
A formatting option in Excel that alternates row colors in a table to improve readability.