If you are a beginner looking for a quick analysis table for your data, which gives you the good results instead of spending time on creation of excel dashboard. Which can save your time, patience, and energy. So, here is the amazing tool by MS Excel where you can quickly present an analysis report of data to your boss and team members using Pivot Table. This tool helps beginners to understand how to analyze, and calculate the data & compare the values with one another.
What is Pivot Table?
Pivot Table is the most powerful tool in MS Excel for table-building. It is commonly used for calculating, summarizing, & analyzing data for achieving the common goal. This can calculated in the Count, Sum, Average, and with more functions. In this, numeric values by default are calculated under the Sum.
Let us understand how to apply Pivot Table in simple steps
Here, we took some raw data and it is ready to apply the table on it.
- Step 1 – Select the data including Headers by using the Shortcut key (CTRL+A) on your keyboard to determine the fields
- Step 2 – Go to Insert Tab in the ribbon section and click on the Pivot Table as shown below.
- Step 3 – Basically, the user needs to check the selected table range and preference for pivot table location. Generally, people choose to select a new sheet for it.
Optional – If you need a table on the same sheet choose the cell location and click the OK button.
If everything looks perfect click on the OK button.
- Step 4 – New sheet will be created automatically with Pivot Table Interface, Select/Drag Section, & Navigation Section.
Pivot Table Interface:
Basically, this interface shows the presense of table.
Select/Drag Section:
This section shows all headers of the data to choose the fields in the navigation section.
Navigation Section:
- Filter – This area uses to filter the data, for example (Specific Date, Customer Name, Product Name, or SKU) and many more.
- Columns – The user can select/drag the fields from headers where he can see data vertically wise.
- Rows – The data can be arranged horizontally as opposed to the columns section.
- Values – Calculating the values in data and it can also summarize data in Sum, Count, Average, and more.
- Step 5 – We are going to select the fields from the Header to the Drag section to build a table.
By using all these steps you can easily create a Pivot Table at any level of the dataset.
Conclusion – This amazing table-building tool helps you to save tonnes of time on creating excel dashboards. This tool can provide you with quick analysis reports on sales, products wise, customers wise, location, and more reports.
Please practice in the hope that you will become an expert with this file below.