Analyzing data using pivot tables

Cambridge University Press — Order on Amazon This comprehensive textbook teaches the fundamentals of database design, modeling, systems, data storage, and the evolving world of data warehousing, governance and more.

Analyzing data using pivot tables

This post explains how pivot tables work. You will learn what actually happens when you drag a field into each area of the pivot table, and why the structure of your source data is so important.

Beginner Pivot Tables are one of the most powerful and useful tools in Excel. Understanding exactly how a pivot table works will really help you unleash the full potential of this amazing tool. This post should help both beginners and experienced users understand the mechanics of a pivot table, and why the structure of your source data is so important.

The following screencast animations shows how quickly a summary report can be created from a table list of data using a pivot table. Each row in the data set contains sales data for a product sold to a customer. You can download this workbook to follow along.

How to Insert a Pivot Table The first step is to insert a pivot table into your workbook. Typically you will want to insert your pivot table on a new worksheet. After you create the pivot table you will see a list of fields in the task pane on the right side of the screen.

These fields are the columns in your data set. The Pivot Table Areas The pivot table contains four areas that you can drag the fields into to create a report. Filters area Rows area Values area The following diagram shows where each area of the pivot table is located on the report.

This can be used as a guide to familiarize yourself with the different areas. We are going to create this quarterly sales report by region as an example.

Some magic happens when a field is placed in an area. That magic is different for each area of the pivot table. Here is another link to download the sample file. How Pivot Tables Work.

Analyzing data using pivot tables

When you drag a field into the Rows area of the pivot table, all the unique values in that field will be displayed in the first column of the pivot. The pivot table removes all the duplicates in the field column of source data and only displays the unique values.

In my sample data set you can see the regions are listed more than once because we made sales in each region multiple times throughout the years. When I place the Region field in the rows area, each region is only listed one time in the first column of the pivot table.

Again, the pivot table automatically removes the duplicates and only displays the unique values. The layout of the source data is extremely important for this to work, and I will explain more about this below.

Data - Wikipedia

The Values Area The Values area displays the data values that we want to summarize in our pivot table report. When you drag a field into the Values area, the pivot table will automatically sum or count the data in that field. If the data in the field contains numbers, then the sum will be calculated.

If the data contains text or blanks, then the count will be calculated. The calculation type can be changed later to other functions like Average, Max, Min, etc. In this example I will place the Revenue field in the Values area.This book is part of Que’s exciting new Content Update Program, which provides automatic content updates for major technology improvements!

Curt Frye is a freelance course developer and writer. He has developed more than 50 online courses on topics including Microsoft Excel, Tableau, Mathematica, and social network analysis. Analyzing Data with Power BI and Power Pivot for Excel (Business Skills) - Kindle edition by Alberto Ferrari, Marco Russo.

Download it once and read it on your Kindle device, PC, phones or tablets. Use features like bookmarks, note taking and highlighting while reading Analyzing Data with Power BI and Power Pivot for Excel (Business Skills). Etymology and terminology. The first English use of the word "data" is from the s.

The word "data" was first used to mean "transmissible and storable computer information" in This post will show you the proper way to setup or organize your source data for a pivot table.

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Pivot Table Overview. Whether you are using Excel or a Google Spreadsheet, pivot tables are a great tool for summarizing and analyzing large amounts of data. Koen Verbeeck (Mar 15, ) Definitely a must-read for everyone who wants to create their own models in Power BI Desktop.

As the title also makes clear, this book is based on the Microsoft Data Platform and more specifically with the self-service tools Power BI Desktop or Power Pivot (which are the same except Power Pivot doesn’t have all those shiny new features).

Use multiple tables to create a PivotTable - Excel