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How to Create PivotTables and PivotCharts in Excel
6
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