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How To Create and Use

Pivot Tables & Pivot Charts

Microsoft Excel

Questions?

What is...

...a Pivot Table / Pivot Chart?

...the goal of today's training?

What is...?

Definitions

Pivot Table

  • An interactive way to quickly summarize large amounts of data
  • An easy way to reorganize and analyze data

Pivot Chart

  • Provides graphical representations of the data in their associated Pivot Tables.
  • Charts, graphs, maps, etc.

Learning Objectives

Training Goals

Create a Pivot Table

Format a Pivot Table

Analyze a Pivot Table

Create a Pivot Chart

Creating a Pivot Table

What ingredients are needed?

Create

Data

Gathering/Entering Data in Excel to make data useful is priority!

Data

Example for Today

WG - Direct Billing Team

WG - Direct Bill - Bank Drafts - September

ZNON8A1

1

WG - Direct Billing Team

WG - Direct Bill - Bank Drafts - September

YCXS44L

1

WG - Direct Billing Team

WG - Direct Bill - Bank Drafts - February

ZKEG7N6

1

Structure

Data must be structured with categories for the Pivot Table to know how to analyzed your data

Structure

Popular Data Categories

  • Amounts
  • Names
  • Dates
  • Locations
  • Processes

Creation

Once you have gathered and structured your data in Excel, now you can easily create your Pivot Table!

Buckle Up! It's Time To Learn!

https://scribehow.com/shared/How_To_Create_A_PivotTable__D2FTOxe9TKCAJK0c8rwSYg

Creation

Formatting Your Pivot Table

Format

Fields

How to select PivotTable Fields to pull-in relevant data

Sorting

Sorting

How to sort columns/rows/values within the PivotTable to make the data consumable

Analyzing The Pivot Table Data

Analyze

Filtering/Drill Down

By selecting specific data points, your can focus on what is important to you within the larger data set.

Creating Pivot Charts

Creating PivotCharts

Get Ready

To Create!

https://scribehow.com/shared/How_To_Create_A_PivotChart__jsGq2F5MSdyVSukoJndwQw

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