23 Jan. 2009|
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This Excel tutorial explains how to create a pivot table in Excel 2003 and older versions (with screenshots and step-by-step instructions). Now drag the fields that you want to appear in the Page, Row, Column, and Data sections of the pivot table.
Excel table is a series of rows and columns with related data that is managed independently.
When you make a table (more on this in a sec) you can easily add more rows to it without worrying about updating formula references, formatting options, filter settings etc. To create an excel table, all you have to do is select a range of cells and press the table button from Insert ribbon in Excel 2007.
Today we will learn 10 excel data table tricks that will make you a data god, no, lets make it data GOD. If you are bored with the predefined formats, you can easily define your own table formatting color schemes and apply them.
Each data table comes with filters and sorting options so that you can filter and sort the data in that table independently.
The most important advantage of tables is that, you can write meaningful looking formulas instead of using cell references. If you have a corporate intranet Sharepoint portal, you can easily publish the excel tables as share-point lists. Chandoo, I have only been using data tables for a few weeks & have discovered that they can be used to have charts dynamically expand to take in new data. Also, inside the table, you can use [#this row] operator to calculate values for that row alone. I am using an excel workbook to enter data for several different sites (each site has its own worksheet).
I know how to use the basics of excel but know nothing about using databases like Access so I would prefer to continue to gather the information in excel if this can be done.
Excel's Pivot Table feature is an incredibly powerful tool that makes it easy to tabulate and summarise data in your spreadsheets, particularly if your data changes a lot.
The data we'll work with in this example is an Excel table that has two months of daily sales data for a team of four sales people, broken down by product.
A quick tip to check if your data is formatted in one contiguous range (a fancy term way of saying "one block of data") is to click a single cell in the table then press SHIFT+* (or CTRL+SHIFT+8).
Be warned that if your data changes a lot, or you find yourself changing the Pivot Table layout a lot, then refreshing the data in your Pivot Table can result in the Pivot Table changing shape and covering a larger area.
To create the layout, you need to first select the fields you want in your table, and then place them in the correct location. You can check the boxes for the fields you want to include, and Excel will guess which area each field should be placed in. Notice how the Pivot Table has automatically created a list of the sales people for each day covered in the source data. The example that follows has been done in Excel 2000, so the screen may look different if you are using a different version of Excel. Excel tables, (known as lists in excel 2003) is a very powerful and supercool feature that you must learn if your work involves handling tables of data. And when you add new rows to the table, excel takes care of zebra lining or banding automatically. So when you need to send that excel file to a colleague running excel 2003, you can easily convert the tables back to named ranges.
This is far more easier and cooler than trying to adjust print settings when you are printing tabular data. Pivot can be very powerful for data analysis, but tables are good for maintaining databases. If you are finding yourself writing lots of formulas to summarise data in Excel (using functions such as SUMIF and COUNTIF) then Pivot Tables can save you a lot of time and work and give you insights into your data that are otherwise too hard to discover.
While Excel 2013 offers some additional tools for creating a Pivot Table, the fundamental steps remain the same as those for Excel 2010.
So while you might look at the data in the table above and think "I could summarise that quickly by hand or with a few clever formulas", the likelihood is that it would all get too much - and would certainly take too long to do by hand. These headings will be used when you create the pivot table, and things will get very confusing without headings. Excel is good at sensing the start and end of a data table by looking for empty rows and columns at which point it stops.
By default, Excel will suggest a New Worksheet, which I think is the best choice unless you already know you want it on an existing worksheet. Assuming you chose the New Worksheet option, Excel will create a new worksheet in the current workbook, and place the blank PivotTable in the worksheet for you. However, the Pivot Table is recalculated each time you check one of the boxes which can slow you down, especially if Excel places a field in the wrong place. Every week you will receive an Excel tip, tutorial, template or example delivered to your inbox.
But if you drag the cell (thus auto-fill), then the cell references to table columns are changing.
That's where pivot tables are by far the best solution - you'll be able to convert this data in under a minute, and be able to get different summaries with a few clicks of the mouse.
In fact, at this point it's all or nothing - select the whole table or just one cell in the table.
Therefore, putting a Pivot Table on the same page as data or other information can cause you real headaches later on, and thats' why New Worksheet is the recommended option.
The beauty of calculated columns in table is that, when you write formula in one cell, excel automatically fills the formula in the rest of cells in that column. What more, as a joining bonus, I am giving away a 25 page eBook containing 95 Excel tips & tricks. This lesson will show you how to create a simple pivot table in Excel to summarise a set of daily sales data for a team of several sales people. Don't select a few cells, because Excel may think you are trying to create a pivot table from just those cells.