Table of Contents
Pivot tables are one of the Excel‘s most powerful and wonderful features. A pivot table enable you to extract the documents or data from a large, detailed data set.
The data set consists of around 213 records and 6 fields. Order ID, Product, Category, Amount, Date and Country.
Insert a Pivot Table
To insert a pivot table, follow the steps below.
1. Click any single cell inside the data set.
2. On the Insert tab, in the Tables group, click PivotTable.
The below dialog box will appears. Excel will automatically selects the data for you. The default location for a new pivot table is New Worksheet.
3. Click OK.
Drag fields
The PivotTable Fields pane then appears. In other To get the total amount exported of each product, drag the listed below fields to the different areas.
1. Product field to the Rows area.
2. Amount field to the Values area.
3. Country field to the Filters area.
Below you can see the pivot table. Bananas is the main export product. That’s how easy pivot tables can be!
Sort
To will get Banana at the top of the list, sort the pivot table.
1. Click any cell inside the Sum of Amount column.
2. Right click and click on Sort, Sort Largest to Smallest.
Result.
Filter
Because Country field was added to the Filters area, It can filter this pivot table by Country. As a reference: which products do we export the most to France?
1. Click the filter drop-down and select France.
Result. Apples are our main export product to France.
Note: you can also use the main standard filter (triangle next to Row Labels) so that it can only show the amounts of specific products.
Change Summary Calculation
By default, Excel will summarizes your data by either counting or summing the items. so that it can change the type of calculation that you want to use, execute the following steps.
1. Click any cell inside the Sum of Amount column.
2. Right click and click on Value Field Settings.
3. Choose the type of calculation you want to use. For example, click Count.
4. Click OK.
Result. 16 out of the 28 orders to France were ‘Apple’ orders.
Two-dimensional Pivot Table
If you drag a field to the Rows area and Columns area, you may create a two-dimensional pivot table. First, insert a pivot table. Then, to get the total amount exported to each country, of each product, drag the following fields to the different areas.
1. Country field to the Rows area.
2. Product field to the Columns area.
3. Amount field to the Values area.
4. Category field to the Filters area.
Below you can find the two-dimensional pivot table.
create a pivot chart and apply a filter to easily compare these numbers. or it may be possible this step is too far for you at this stage, but it actually shows you one of the many other powerful pivot table features Excel has to offer.
