Microsoft Excel Pivot Tables - Lesson 3
Microsoft Excel is a very powerful tool. It is used by businesses, analysts, students, teachers and others to provide quick and correct information. In this lesson, I will be describing the basics of pivot tables in an Excel file and how they improve a user's process and presentation of data. For this training I will be using Microsoft Excel 2010.
Pivot tables are an important part of Microsoft Excel. They can be used to get totals of data, but are probably best suited for organizing data in an easy to read manner. Pivot tables use filters, rows, columns, and totals to output data.
If someone is working with a large amount of data in columnar format, it is not practical for presenting data to someone. With a pivot table, a person can easily see individual amounts and/or subtotals of balances between 2 items or for all items. If you need to send a large amount of data to someone, a pivot table alone can be sent and the user can then double click on a balance to get the backup data.
To create a pivot table, highlight the range of data that you would like to use. Next, go to insert-pivot table. There will be a list of items you can choose from. You may want to put in the rows Item A, in the columns Item B, and a filter for a month of X. You can then include a formatted total for a count, average or sum of the balances you would like to see.
Pivot tables are a very good thing to use in Excel, especially if you will have constantly changing data that will stay in the same format every time.