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How do I create the best Pivot tables in excel?

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Question added by Zaraq Nawaz , Regional Coordinator , Zong CMPAK
Date Posted: 2015/08/21
Haris Junaid
by Haris Junaid , Senior Consultant , KPMG Lower Gulf

Arrange your data in columnar format

Assign column names to your sorted data range

Go to Insert tab and Insert pivot table on the extreme left side of the tab

It will demand the pivot table range where you enter the table or data range

Below the table range is the option to allocate the pivot table in the existing worksheet or in the new worksheet.

Press ok.

Here is your requested pivot table

After this when you go to pivot table sheet. Two optional tabs after the view tab appears which are called the formatting tabs

You can change the layout design, color and other formats in your pivot table

nermeen youssef
by nermeen youssef , مدير حسابات , انوفشن للسياحة والسفر

1- Select a data source

2- Insert Pivot Table

3- build your table 

 

Firas Shahadi
by Firas Shahadi , Human Resources Director , SAUDI UNION

very easy

1. Understand your data.

2. Focus on what you want.

3. Do not make Excel a lot on unnecessary calculations.

4. Insert Pivot table.

5. insert the fields you need which meets your exact needs.

 

done.

sara basha
by sara basha , Accounting Assistant , IDEAL FOOD TRADE COMPANY

1- make spread sheet Your spreadsheet should include at least one column with duplicate values

2-Click the "Insert" tab at the top of the Excel window. Click the "PivotTable" button on the left side of the Insert ribbon.

Saad Imtiyaz  Khan
by Saad Imtiyaz Khan , Demand Planner , Redtag

If data is less in column then simply make pivot starting with row labels (and then column labels, if needed) and then select values in the last. You can exchange categories from row to column labels (or vice versa) for better result.

If data is more, my suggestion is to make more than 1 pivot in a single sheet.

Sameh zakaria Attiya Khalil
by Sameh zakaria Attiya Khalil , Cost Accountant , I-MAN CO for Agencies Commerce & Contracting

Click on the "insert" tab then the "pivot table" in the "tables" ribbon.

 

Deleted user
by Deleted user

Import the data you want to pivot / or click the pivot option then select the range you want to pivot if in the same workbook. then on option of pivot sort out the parameters you only want to shown column and rows ... arrange it in a tabular form. remove/hide the total average on each lines and the total of it in the bottom most.

Tanzeel ur Rahman Ghazdar
by Tanzeel ur Rahman Ghazdar , MANAGER FINANCE , Fahim, Nanji & deSouza Pvt Ltd

The PivotTable is most common and easy summarizing tool to compile a row data to a cross tab reports. In order to create a Pivot Table you should have a data in Row or Database form i.e. Should not be in Spreadsheet form. 

1. Select the data

2. Goto to Insert Tab

3. Select Pivot Table

Window will ask the location to create pivot table, select the location click ok, If data is OK , Pivot table will be created and if not recheck data if having any missing Header

Almira Del Pilar
by Almira Del Pilar , Business Analyst , Transcom Worldwide Inc.

5 Advanced Excel Pivot Table Techniques

Keep reading for a walkthrough of how to use each of these five features in the written tutorial below, covering: Slicers, Timelines, Tabular View, Calculated Fields, and Recommended PivotTables. Let's get into it.

1. Slicers

Slicers are point and click tools to refine the data included in your Excel PivotTable. Insert a slicer, and you can easily change the data that's included in your PivotTable.

2. Timelines

Timelines are a special type of slicer, used to tweak the dates included as part of your PivotTable data. If your data includes dates in it, you really need to try out Timelines as a way to select data from specific time periods.

To add a Timeline, make sure that you've selected a PivotTable (click within it) and then click on the Insert > Timeline option on Excel's ribbon. On the pop-up window, check the box of your date column (or multiple columns) and press OK to create a timeline.

3. Tabular View

Why should you use Tabular View? Putting your PivotTable data in the classic, table style view will allow you write formulas on the data more easily, or paste it in a separate report.

For me, it's easier to use the tabular view in Excel most of the time. It looks more like a standard spreadsheet view and feels easier to write formulas and work with the data inside of it. I could also take this view and paste it into a new tab more easily.

4. Calculated Fields

Calculated fields are a way to add a column to your PivotTable that isn't in your original data. You can use standard math operations to create entirely new fields to work with. Take two existing columns and use math to create entirely new ones.

Basically, calculated fields can contain any of the standard math operators, such as addition, subtraction, multiplication, and division. Use these calculated fields when you don't want to update the original data itself.

5. Recommended PivotTables

This feature is so easy to use that there's not much to say. You can use it to make advanced Pivot Tables in Excel quickly. Simply highlight your data, browse to the Insert tab on Excel's ribbon, and choose Recommended PivotTables.

The pop-up window features a litany of options for creating a PivotTable from your original data. Click through the thumbnails on the left side of this window to view the Recommended PivotTable options Excel generated.

 

Even though this is an advanced feature that not many users think about, it's also a great tool for starting with PivotTables. There's nothing stopping you from modifying the PivotTable by changing the fields on your own, but this is a time-saving starting point.

I also like this feature as a way to explore data. If I don't know what I'm looking for when I'm starting to explore data, Excel's Recommended PivotTables are often more insightful than I am!

 

Cheers! :)

Evcel Joy Almarines
by Evcel Joy Almarines , Branch Manager , SCPI Samar Crusade agains Poverty Inc.

1.gathered data

2.plot on the excel format

3.create pivot table

Mohsin Afaq Khan
by Mohsin Afaq Khan , Deputy Assistant Director Finance & Accounts , NADRA

A very simple solution. Arrange your whole data and name each column.

After that click on Insert on the top and then select Pivot table it will open the window will show the range highlighted range of your data. Click ok and then you can play around with the data according to your needs.

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