This presentation is a set of supporting slides for basic pivot table training that I conducted for colleagues. It's about knowing what you want to learn from your data, then organizing it well. Feel free to use these if they are helpful, just retain all credits.
2. Know Your Ingredients
Basics
• Source data
• Field
• Item
• Summary function
• Refresh
Field types
• Row field
• Column field
Formats
• PivotTable reports
• PivotChart reports
3. Build Your PivotTable
in 6 Easy Steps
1. Decide what info you
need to extract from
your data
2. Organize your data
• Put fields along the top
row
• No blank rows
• Split up data if it makes
sense, example: City and
Country, Time and Date
• Check spelling and
format
3. Create your PivotTable
4. Analyze
5. Get fancy!
6. Serve with conviction
4. EXERCISE & PRESENTATION
1.What information do you seek?
2.How is your data organized?
3.What does your PivotTable
reveal?
5. Resources
PivotTable how-to sites and blogs are all over the
web. Here are a few I’ve found helpful:
• Microsoft Office Online has a good Help and
How-To section covering both basics and
advanced PivotTable topics. Read Pivot Table
Terminology Demystified to get going.
• If you just want to get stuck in, Train Signal
Training‘s well-written articles with
screenshots is your cheat sheet for creating
pivot tables in Excel 2007.
• For pure pivot table dedication, my vote goes
to Just Pivot Tables. Start with an Excel
tutorial (includes videos) then check out
examples of pivot tables to see concepts in
action.
Credits: Adventures in Bentomaking, Asian Offbeat
Presented by @timisiytangco