Create your first pivot table in Excel 2007. Episode 706 shows you how.
This blog is the video podcast companion to the book, Learn Excel 97-2007 from MrExcel. Download a new two minute video every workday to learn one of the 377 tips from the book!
This blog is the video podcast companion to the book, Learn Excel 97-2007 from MrExcel. Download a new two minute video every workday to learn one of the 377 tips from the book!
Transcript of the video:
Hey, welcome back to the MrExcel netcast.
I'm Bill Jelen.
Today we're going to take a look at Pivot tables.
They're Excels most powerful feature allows you to take five hundred, five thousand, five hundred thousand rows of data and produce a one page summary in just a few clicks.
One excel 2007 the Pivot table command moved from Data to Insert for whatever reason.
So, we choose one cell in our data set and click Pivot table.
Excel identifies the data and we'll just click OK and what we get is a brand new worksheet and then there's two elements, there's the Pivot table field list on the left hand side.
Now, the top of the pivot table field list are all of the fields in the original data set and at the bottom of the pivot table field list are 4 drop zone.
Now, if you've been using pivot tables before, it used to be the drop zones were right over here on the Pivot table.
Well now, we're going to use drop zones in the field list we have column labels that's for the fields we want to go across the top of the report, row labels for the items to go down the report and then the sum value section for things that we want to total.
We'll talk later about how to use the report filter section, but basically let's say we wanted to build a report of Model and Region showing Revenue.
Well, as soon as we choose Model because it's a text field it automatically gets put down in the row labels area If I would just choose region, again it goes to the row labels area but it's easy enough for me to drag that to the column area.
So, that way I can see the columns going across the report.
And now, I want to add Revenue because revenue is a numeric field.
Excel automatically puts that in the sum values area and basically in six clicks insert Pivot table, OK and then Model, Region and Revenue, I had a drag region admittedly.
So, five clicks and a drag we were able to create a report that summarized that original data set and a beautiful one page summary.
Now, the rest this week we'll take a look at more things we can do with a Pivot table.
It's far more powerful than what you see here.
So, wanna thank you for stopping by.
We'll see you next time for another netcast from MrExcel.
I'm Bill Jelen.
Today we're going to take a look at Pivot tables.
They're Excels most powerful feature allows you to take five hundred, five thousand, five hundred thousand rows of data and produce a one page summary in just a few clicks.
One excel 2007 the Pivot table command moved from Data to Insert for whatever reason.
So, we choose one cell in our data set and click Pivot table.
Excel identifies the data and we'll just click OK and what we get is a brand new worksheet and then there's two elements, there's the Pivot table field list on the left hand side.
Now, the top of the pivot table field list are all of the fields in the original data set and at the bottom of the pivot table field list are 4 drop zone.
Now, if you've been using pivot tables before, it used to be the drop zones were right over here on the Pivot table.
Well now, we're going to use drop zones in the field list we have column labels that's for the fields we want to go across the top of the report, row labels for the items to go down the report and then the sum value section for things that we want to total.
We'll talk later about how to use the report filter section, but basically let's say we wanted to build a report of Model and Region showing Revenue.
Well, as soon as we choose Model because it's a text field it automatically gets put down in the row labels area If I would just choose region, again it goes to the row labels area but it's easy enough for me to drag that to the column area.
So, that way I can see the columns going across the report.
And now, I want to add Revenue because revenue is a numeric field.
Excel automatically puts that in the sum values area and basically in six clicks insert Pivot table, OK and then Model, Region and Revenue, I had a drag region admittedly.
So, five clicks and a drag we were able to create a report that summarized that original data set and a beautiful one page summary.
Now, the rest this week we'll take a look at more things we can do with a Pivot table.
It's far more powerful than what you see here.
So, wanna thank you for stopping by.
We'll see you next time for another netcast from MrExcel.
