Professional Documents
Culture Documents
Pivot Table
Pivot Table
Pivot Table
each area
Pivot Table
It automatically detects the formats (Ex. when putting
Make sure you have a row of headers to describe the data Revenue in Values, it is already detected as Currency based
set on the source data)
Row of headers describes the column of data below
Activity #2
Make sure that there are no blank columns and rows, and
that there are no merged cells Creating a duplicate Pivot Table
Making Pivot Table Left click & hold “Sales by Rep” Sheet Drag sheet to right
Hold ctrl & release mouse button
Source Data Go to Insert Tab Pivot Table Pivot
table Window Select table/range & input the range 1. Sales by Product Category
(range is already detected if you selected a cell inside the
Remove Salesperson Field from Rows area Find Category
data set) New Worksheet OK
Field Drag to Rows area
Drag Salesperson field Rows
Right click data in Sum of Revenue Sort Largest to
Drag Revenue Field Values
Smallest
Changing into Currency
2. Top 10 Categories
Sorting
3. Sum of Unit Price
Right click in any value cell (Sum of Revenue) Sort Sort
Duplicate “Sales by Product Category” Sheet Clear Filters
Largest to Smallest
in Row Label
Creating Charts Drag Unit Price Field to Values
Select any cell in the pivot table Analyze Tab Pivot Chart
Bar Chart OK
Chart
Right click Names Format Axis Categories in Reverse
6. Count of Orders/Quantity
Left click Drag the fields out of the area
Enter
Go back to the sheet Select any cell (Analyze Tab
Duplicate the last sheet Remove all the fields in Values except
Sum in Revenue Drag Revenue Field to Values Right click Sales by Region
or
Sales Trend
Remove Sum of Revenue Field Drag Salesperson Field to
Columns
Select first cell of the new source data Ctrl + Shift + End, Ctrl
+ C, Select first cell of the Order ID in Data Sheet, Ctrl + , Ctrl +
Grouping Dates
Using Pivot Pal
Copy each chart Ctrl + Scroll Down (Zoom Out) Ctrl + Left
Click (Select all charts at the same time) Resize, Align, Lock
Charts [Format Size Small Button Properties Section
Adding Slicers