Excel Pivot Tables: Comprehensive Beginners Guide To Get Started and Learn Excel Pivot Tables from A-Z
Pivot Tables appear very complex to many Excel users—and rightly so considering the very powerful results they can gener
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English Pages 164 Year 2019
Table of contents :
Introduction
This Guidebook Is For You If…
Chapter 1: Pivot Tables Explained
Uses of Pivot Tables
Display Percentages of Totals
Head Counts
Comparing Totals
Working with Default Values on Empty Cells
A Quick Detour
Differences between the Worksheet, Tables, and Pivot Table
A Worksheet
A Table
A Pivot Table
Chapter 2: Creating Pivot Tables
Step 1: Get Your Source Data Ready
Step 2: Sort Your Source Data (Optional)
Step 3: Highlight or Specify Cell Range for Creating Pivot Table
Step 4: Drag Fields to Appropriate Areas
Perform Additional Fine-tuning
More about Tables
Automatic Range Update
Multiple Pivot Table Refresh
No Filter Controls Error
Automatic Column Fields
No Need for Referencing an Entire Column
Smart Range Selection
Tips on Source Data
Suggestions
Quick Exercise
Chapter 3: Advantages of Pivot Tables
Speed
No Formulas
Quick and Efficient Solutions
Versatility
Accuracy and Reliability
Easily Updated
Chapter 4: Let’s Take a Few Steps Further
Test-Run Your Pivot Table
Sorting Your Report
Applying Filters
Using Slicers
Choosing Your Preferred Calculation
Tips on Pivot Table Fields
Suggestions
Quick Exercise
Chapter 5: More Functions
Grouping Data
Custom Grouping for Subtotals
Custom Grouping for Range of Numbers (Frequency Distribution)
Creating Multi-Level Reports
Inserting Multiple Fields in the Rows Area
Inserting Multiple Fields in the Values Area
Inserting Multiple Fields in the Filters Area
Tips on Dragging Fields
Suggestions
Quick Exercise
Chapter 6: Frequently Used Pivot Table Options
The Show Value As option
% of Grand Total
% of Column Total
% of Row Total
Difference From
Running Total In
The Summarize Values By option
Sum
Count
Average
Max
Min
Product
Count Numbers
An Example of the Product function
The Count Numbers versus the Count function
General Notes
Chapter 7: Editing, Formatting, and Updating Your Pivot Table Report
Editing Your Headers
Formatting Your Report
Formatting the Pivot Table Report
Formatting Numbers
Formatting Empty Cells
Formatting Error Values
Updating Your Pivot Table
Reflecting Changes in Your Pivot Table
Changing Your Source Data
AutoFit Headaches
Tips on Editing and Formatting
Suggestions
Quick Exercise
Chapter 8: Pivot Charts
Pivot Charts versus Standard Excel Charts
Inserting Pivot Charts
Using Pivot Chart Filters
Changing A Pivot Chart Type
Pivot Chart Elements
Pivot Chart Styles
Tips on Pivot Charts
Quick Exercise
Chapter 9: Moving and Deleting Pivot Tables and Charts
Moving Pivot Tables
Cut and Paste
Move PivotTable Option
Clearing Pivot Tables
Deleting Pivot Tables
Moving Pivot Charts
Clearing Pivot Charts
Deleting Pivot Charts
Tips for Deleting and Moving Pivot Tables and Charts
Suggestions
Quick Exercise
Chapter 10: Other Pivot Table Functions/Options
Report Layout
Show in Compact Form
Show in Outline Form
Show in Tabular Form
Repeat All Item Labels
Do not Repeat Item Labels
Field List
+/- Buttons
Timeline
Using Time Periods on the Timeline
Connecting and Disconnecting Timelines
Using Multiple Pivot Tables with a Single Timeline
To Remove a Timeline Filter (Clear Timeline)
To Delete a Timeline
Calculated Fields
Simple Calculated Fields
Modifying Calculated Fields
Deleting Calculated Fields
Advanced Calculated Fields
Pros and Cons of Calculated Field
Pros
Cons
About Calculated Items
Digging Deep into a Pivot Table Data
Tips on Timelines, Digging Deep, Expanding/Collapsing Items, and Calculated Field
Suggestions
Quick Exercise
Conclusion
References
