PivotTableIntroduction

PivotTableIntroduction - An Introduction to Excel Pivot...

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An Introduction to Excel Pivot Tables E XCEL R EVIEW 2001-2002
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This brief introduction to Excel Pivot Tables addresses the English version of MS Excel 2000. Microsoft revised the Pivot Tables feature with the 2000 version but most of the changes were cosmetic. Paula Ecklund Spring 2001
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1 Pivot Table Introduction Microsoft introduced Pivot Tables into Excel with version 5. Pivot Tables replaced Excel’s older cross-tabulation feature. A Pivot Table lets you display the data contained in a column of an Excel list (database) by means of subtotals (or other calculations) that are defined by another column in the same list. The other calculations might be averages, counts, percentages, standard deviations, and so on. Why organize list data into a Pivot Table? Three key reasons for organizing data into a Pivot Table are: ±² To summarize the data contained in a lengthy list into a compact format ±² To find relationships within the data that are otherwise hard to see because of the amount of detail ±² To organize the data into a format that’s easy to chart Below is a simple example of how putting data in a Pivot Table can be useful. Region Year Product Units Sold Southeast 1997 Brie 63 Product Total Northwest 1998 Gouda 151 Northeast Brie 110 Southwest 1998 Brie 87 Gouda 128 Northeast 1998 Gouda 128 Northwest Brie 137 Southeast 1997 Gouda 72 Gouda 151 Northeast 1998 Brie 110 Southeast Brie 63 Northwest 1997 Brie 137 Gouda 72 Southeast 1998 Gouda 43 Southwest Brie 87 Northwest 1997 Brie 108 Grand Total 748 Northwest 1998 Gouda 49 Southwest 1997 Brie 100 Northeast 1997 Gouda 39 At left in the spreadsheet illustration above is a simple list, or Excel database. Even looking at this simple, short list it’s difficult to discern patterns in the data. For example, it takes a bit of study to see that the number of Units Sold in the Northeast region is much greater than the number of Units Sold for the Southwest region. Or to find out that Gouda outsells Brie in the Northwest. Questions of this type that you might have about the data can be answered, but only with some effort. By contrast, the Pivot Table at the right simplifies and summarizes the data to make relationships and patterns obvious. And, if you had much more data in the list at left (perhaps with many additional entries for each region), you could still achieve a condensed Pivot Table summary the same size as the one at right. The Pivot Table also allows you to include or exclude whatever list data you like. For example, I’ve excluded the year information in the sample Pivot Table above. I could easily add it back in.
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2 0 20 40 60 80 100 120 140 160 Northeast Northwest Southeast Southwest Brie Gouda You can easily chart the data organized into a Pivot Table, while to chart the data in the list at left you’d first need to restructure the data and obtain the sum for each region. The Pivot Table simplifies the process because it obtains subtotals automatically and puts them in a range you can immediately use for charting.
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This note was uploaded on 12/20/2011 for the course BUS 101 taught by Professor Ecklund during the Spring '01 term at Duke.

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PivotTableIntroduction - An Introduction to Excel Pivot...

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