Excel has to be one of the most powerful tools available to information workers today. The problem is that many Excel users have no idea what pivot tables are and how to use them in their business. Here’s a quick guide on what they are and how you can use them.
Start with a basic set of data that consists of rows and columns like that shown above. This first step in the process is to convert that into an Excel table.
To do that, select a cell anywhere inside the range of data. Then from the menu select the Insert tab and then Table from the Ribbon Menu.
You should now see that your data has been converted into an Excel table that includes formatting, and the ability to filter and sort each column quickly and easily from column headings.
Return to the Insert tab and now select PivotTable from the menu.
After accepting a few more options you should now see a canvas like that shown above.
In essence a PivotTable allows you to quickly analyse data by dragging items to locations on this canvas.
Dragging items to Rows and Values at the bottom of the page allows you to create a simple but interactive table in the canvas area as shown above.
To further modify this,simply drag another item onto the canvas.
This is the essence of PivotTables – they allow you to quickly and easily model and analyse data.
PivotTables provide huge amount of power when it comes to working with data. There are few tools out there that compare. If you haven’t dipped your toe into PivotTables then you should because it can really help you understand your data.
For more information about getting started with PivotTables visit:
Remember, for help working with PivotTables and getting trained on unlocking tools like Excel, don’t hesitate to call us at Correct on (02) 8831 8200.