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Microsoft Excel Pivot Tables For
DASH DESIGNS PC Training and Consulting Services
Microsoft Excel Pivot Table Topics For The Haas School, UC Berkeley — Dash Designs Training
Microsoft Excel Pivot Tables For The Haas School of Business, University of California Revised: January 29, 2006
Copyrights and Trademarks
© 2006, Dash Designs, Jerry Maletsky San Rafael, CA 94903 email:
[email protected] • fax (415) 491-1490
Dash Designs gives permission to the Haas School of Business of the University of California at Berkeley to reprint this training manual for internal use only. No re-sale of this material or renunciation of copyrights are granted by this author.
Any mention or use of Microsoft®, University of California, or any third party products is hereby acknowledged by Dash Designs to be for the sole purpose of editorial and educational use of this training manual and for the benefit of the mentioned parties.
Microsoft Excel Pivot Table Topics For The Haas School, UC Berkeley — Dash Designs Training
Table of Contents Chapter 1: Working With Data ........ 2 Reference Workbook: Data Analysis.xls Sorting_Filtering Worksheet Sub-Totals Worksheet Auto Outline Worksheet Group Manually Worksheet
♦
Overview of Excel Lists ...................... 2-3
♦
Sorting Data .................................... 4-7
♦
Filtering Data ..................................8-13
♦
Grouping Data............................... 14-17
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SubTotaling Data ........................... 18-19
Chapter 2:Creating Pivot Tables .... 20 Reference Workbook: Data Analysis.xls Source Data Worksheet
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Creating Pivot Tables ..................... 20-28
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Re-Arranging Pivot Fields .....................29
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Updating Pivot Table Data............... 30-31
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Changing Data Field Functionality .... 32-33
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Changing Relationship Of Data ....... 34-37
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Filtering Pivot Table Data ................ 38-41
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Sorting Pivot Table Data ................. 42-43
♦
Grouping Pivot Table Data .............. 44-47
♦
Drilling Down Into Data .................. 48-53
♦
Charting Pivot Table Data ............... 54-55
♦
Auto Formatting Pivot Tables........... 56-60
Chapter 3: More Pivot Info ...... 61-75 Microsoft Excel Intermediate Topics For The Haas School, UC Berkeley — Dash Designs Training
Microsoft Excel Pivot Table Training For
Jerry Maletsky Dash Designs Training And Consulting
Microsoft Excel Pivot Table Topics For The Haas School of Business, UC Berkeley - Dash Designs
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Working With Data
Reference Workbook: Data Analysis.xls Sorting_Filtering Worksheet
Overview of Excel Lists An Excel list (also known as a database or flat-file) is organized into columns and rows just like a spreadsheet. A Spreadsheet consists of labels on the top row(s) and labels in the first column with numerical values in the intersection of each label. A list in Excel consists of a contiguous range of cells (no blank rows or columns) in which only the top row of the data contain the labels describing the information in the column below (fields). Every other row is considered a record of information describing that item. In Excel (and similar spreadsheet programs), they are called flatfiles. Relational databases (i.e. Microsoft Access) allow the data to be organized into separate smaller lists (tables) and then, when required, allow the user to combine that data into one report. Flatfile programs require all the data to be in one contiguous range of cells on the same worksheet for the user to be able to work with that data together. Example of a Spreadsheet
Labels
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Working With Flat-Files Example of a Flat-File List
Labels (Only in the first row)
Header Row/ Field Names Record
Field Great Tip!
It is very important that when adding new records that they be added in the next available row (i.e., A23) or in an inserted row somewhere between the first and last record. Otherwise, new data will not be considered part of the list.
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Reference Workbook: Data Analysis.xls Sorting_Filtering Worksheet
Sorting Data Sorting data is the process of rearranging data in a list or spreadsheet in particular order. A list is considered a contiguous range of cells in which the top row are the column headings (field names) and every other row in the range is considered a record. The list is separated from other data in the worksheet by at least one blank row or column. Data can be sorted one column at a time or up to three columns within one sort. Data in a list can be sorted in ascending or descending order. In an ascending sort, Excel uses the following order. (In a descending sort, this sort order is reversed except for blank cells, which are always placed last.) Numbers
Numbers are sorted from the smallest negative number to the largest positive number.
Dates
Dates are sorted from the earliest date to the latest date.
Alphanumeric When you sort alphanumeric text, Excel sorts left to right, character by character. For example, if a cell contains the text "A100," Excel places the cell after a cell that contains the entry "A1" and before a cell that contains the entry "A11." Text and text with numbers are sorted in the following order: 0 1 2 3 4 5 6 7 8 9 (space) ! " # $ % & ( ) * , . / : ; ? @ [ \ ] ^ _ ` { | } ~+ABCDEFGHIJKLMNOPQRSTUVWXYZ Apostrophes (') and hyphens (-) are ignored, with one exception: If two text strings are the same except for a hyphen, the text with the hyphen is sorted last. Logical values
In logical values, FALSE is placed before TRUE.
Error values
All error values are equal.
Blanks
Blanks are always placed last.
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Sorting Data Sorting on one column
Steps: ⇒ Click into a cell within the column the sort will be based ⇒ Click the Sort Ascending
button or Descending
button
Sorting Ascending
Sorting Descending
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Sorting Data on Multiple Columns Excel allows any one sort to include up to 3 fields at a time. The sorting toolbar buttons cannot sort on more than 1 field at a time. However, the Data menu: Sort command can sort data up to 3 fields. If more than 3 fields are necessary to sort, Sort the fields in groups of 3, using the least important fields first. Then sort the most important field last. For example, suppose a list containing First Name, Last Name, Department, and Region information needed to be sorted so that all the departments were organized by name and then region. The user would sort by Last Name, First Name, and then Region using the Data menu: Sort command. Lastly the user would sort by Department using the Sort Ascending or Sort Descending toolbar button.
Steps: ⇒ Click anywhere in the contiguous cell range of the list ⇒ Click Data menu: Sort command ⇒ In the Sort By box, select the primary field to sort and whether ascending or descending ⇒ In the Then By box, select the second field to sort and whether ascending or descending ⇒ In the next Then By box, select the third field to sort and whether ascending or descending ⇒ Click OK
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Sorting Data on Multiple Columns
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Reference Workbook: Data Analysis.xls Sorting_Filtering Worksheet
Filtering Data Filtering data provides a way to display only the preferred data while hiding the remainder of that data list. For example, in a list of hundreds of product sales containing product names, regional locations, dates, dollar amounts, etc., a user can just display only the records for a particular product or region. Autofilter is a process that allows the user to choose from a list of items in that column and hide all data except the chosen option. When activated, AutoFilter places drop-down lists at the head of each column. The user simply opens the list of the preferred data column and selects the item. In addition, a user can specify a range of values such as the Top 10 or Bottom 5% of records using the (Top 10…) option in AutoFilter. There is also a (Custom…) option in which a user can set a range of values (i.e. a field containing values from 0 to 100,000) between 5,000 and 10,000. Steps: TO
ACTIVATE
AUTOFILTER
⇒ Click in any cell within the list ⇒ Click Data menu: Filter: AutoFilter command ⇒ Click a list button in a column heading ⇒ Select the preferred item on which to filter TO
RETURN ALL RECORDS TO VIEW
⇒ Click that same list (blue) button and select (All) TO
TURN OFF
AUTOFILTER
⇒ Click Data menu: Filter: AutoFilter command
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Filtering Data
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Filtering Data Using The Top 10 Option Using the AutoFilter’s Top 10 feature allows the user to display a range of records in which its values are at the top or bottom range of that field. For example, a user could filter for only the records that contain the top 15% of sales. Steps: ⇒ Click in any cell within the list ⇒ Click Data menu: Filter: AutoFilter command ⇒ Click a list button in a column heading ⇒ Select the (Top 10…) option ⇒ In the dialog box, choose the following options: in the left-side box, select Top or Bottom In the center box, enter a value In the right-side box, select Percent or Items ⇒ Click OK TO
RETURN ALL RECORDS TO VIEW
⇒ Click that same list (blue) button and select (All)
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Filtering Data
Records Filtered on top Total Sales field
Note: when percent is selected the number of records that will be displayed will be equal to that percentage of the total records.
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Filtering Data Using The Custom Criteria Using the AutoFilter’s Custom feature allows the user to display records in which its values fall into a range of values for that field. For example, a user could filter for only the records that contain the quantities sold between 25 and 50. Steps: ⇒ Click in any cell within the list ⇒ Click Data menu: Filter: AutoFilter command ⇒ Click a list button in a column heading ⇒ Select the (Custom…) option ⇒ In the dialog box, choose the following options: in the top left-side box, select a comparison operator In the top right-side box, type or select a value in that field In the bottom left-side box, select a comparison operator (if required) In the bottom left-side box, type or select a value in that field ⇒ Click OK TO
RETURN ALL RECORDS TO VIEW
⇒ Click that same list (blue) button and select (All)
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Filtering Data Using The Custom Criteria Records Filtered on top Total Sales field
Records Filtered on custom criteria
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Reference Workbook: Data Analysis.xls Auto Outline Worksheet
Grouping Data Grouping data in a worksheet allows you to hide or display the detail but leave the calculated areas of your worksheet visible. This is particularly useful in a large itemized worksheet. For example, in a worksheet displaying monthly sales figures with quarterly subtotals, a user can hide the monthly detail and just display the quarterly subtotals along with the grand total. Data can be grouped automatically or manually. Grouping Data Automatically Steps: ⇒ Click anywhere in the worksheet ⇒ Click Data menu: Group and Outline: Auto Outline
Un-Grouping Data Automatically Steps: ⇒ Click anywhere in the worksheet ⇒ Click Data menu: Group and Outline: Clear Outline
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Grouping Data
Worksheet with AutoOutline Activated
Worksheet with AutoOutline Collapsed
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Reference Workbook: Data Analysis.xls Group Manually Worksheet
Grouping Data Grouping Data Manually Steps: ⇒ Select the Row or Columns to group ⇒ Click Data menu: Group and Outline: Group
Un-Grouping Data Manually Steps: ⇒ Select the Row or Columns to group ⇒ Click Data menu: Group and Outline: UnGroup
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Grouping Data Worksheet with Columns Grouped
Worksheet with Column Group Collapsed
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Reference Workbook: Data Analysis.xls Subtotals Worksheet
Subtotaling Data Excel provides a method to subtotal your data in a list automatically without interrupting the “contiguous” flow of the records in the list. The Subtotal command groups your data based on the field you choose and calculates a subtotal based on the function you choose (i.e. Sum Average, Count, etc.) and the field you choose to calculate. Great Tip! IMPORTANT: THE LIST MUST BE SORTED BY THE FIELD YOU WILL BE GROUPING ON PRIOR TO ACTIVATING THE SUBTOTAL COMMAND.
Subtotaling Data Steps: ⇒ Click into the list ⇒ Click Data menu: Subtotals ⇒ Set the field you want to group on in the “At Each Change In” box ⇒ Set the function you want to use to calculate in the “Use Function” box ⇒ Check the field(s) you want to calculate in the “Add Subtotal to” box ⇒ Click OK
Note: To remove the Subtotals, click the Remove All button
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Subtotaling Data
Worksheet With Data: Subtotals Activated Note: Excel provides Grouping buttons to hide or display levels of data
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Creating Pivot Tables Reference Workbook: Data Analysis.xls Source Data Worksheet
Creating Pivot Tables
A Pivot Table report is an interactive table that quickly combines and compares large amounts of data. You can rotate its rows and columns to see different summaries of the source data and you can display the details for areas of interest. Use a Pivot Table report when you want to analyze related totals, especially when you have a long list of figures to sum and you want to compare several facts about each figure. In the report illustrated above, you can easily see how the third-quarter golf sales in cell F3 stack up against sales for another sport or quarter, or the total sales. Because a Pivot Table report is interactive, you can change the view of the data to see more details or calculate different summaries, such as counts or averages.
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Creating Pivot Tables There are Four (4) types of fields in a Pivot Table: ♦
Row
♦
Column
♦
Data
♦
Page
In a Pivot Table report, each column or field in your source data becomes a Pivot Table field that summarizes multiple rows of information. In the example on the previous page, the Sport column becomes the Sport field and each record for Golf is summarized in a single Golf item. A Row field is designated as the labels for each row. A Column field is designated as the labels for each column. In choosing which field(s) will be designated as Row or Column remember that Excel is limited to 256 columns across the worksheet which may influence the decision. A Data field, such as Sum of Sales, provides the values to be summarized. Cell F3 in the report above contains the sum of the Sales value from every row in the source data for which the Sport column contains Golf and the Quarter column contains Qtr3. A Page field is designated if the user wants to filter the Pivot Table for a particular item in that Page field. To create a Pivot Table report, you run the Pivot Table and Pivot Chart Wizard. In the wizard, you select the source data you want from your worksheet list or external database. The wizard then provides you with a worksheet area for the report and a list of the available fields. As you drag the fields from the list window to the outlined areas, Microsoft Excel summarizes and calculates the report for you automatically. After you create a Pivot Table report, you can customize it to focus on the information you want: change the layout, change the format, or drill down to display more detailed data. Microsoft Excel Pivot Table Topics For The Haas School of Business, UC Berkeley - Dash Designs
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2 Creating Pivot Tables
Excel Data List
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Creating Pivot Tables
Pivot Table Summarizing Data From Excel List
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2 Creating Pivot Tables Create a Pivot Table (3-Step Wizard process) Steps:
⇒ Click anywhere in the contiguous area that makes up your list ⇒ Click Data menu: Pivot Table and Pivot Chart Report command ⇒ In Step 1 of the Pivot Table Wizard, select the source for the Pivot Table (An Excel list or Database) and click Next ⇒ In Step 2, confirm the list range and click Next ⇒ In Step 3, Select the location (New Worksheet or Existing Worksheet) and click Finish Pivot Table Wizard - Step 1
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Creating Pivot Tables Pivot Table Wizard - Step 2
Note: Above data range of source data is based on records added within the contiguous range of records on that worksheet. Therefore, it is important to add future new records by inserting new rows within the contiguous range of the list (see previous information on Page 2).
Pivot Table Wizard - Step 3
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2 Creating Pivot Tables Now you are ready to create the Pivot Table.
Just drag the fields from the Pivot Table Field List box into the area of the Pivot Table you want to populate. Great Tip! Note: Drag the Data Field item last as that will make it harder to
add the Row or Column field after that.
Empty Pivot Table Layout
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Creating Pivot Tables
Populated Pivot Table
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2 Pivot Table Toolbar Pivot Table Menu Button
Format Report
Refresh Data
Hide Detail Show Detail
Always Display Items
Include Hidden Items
Field Settings
Pivot Chart
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Show Field List
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ReArranging Pivot Table Fields Pivot Tables are extremely flexible. After placing the initial fields to be viewed in the Pivot Table, they can be resituated to another position in that Pivot Table or removed from the Pivot Table. Additional fields can also be added to a Row, Column, Data, or Page field area. Steps: Re-Arranging Pivot Table Fields
⇒ Point over the Pivot Table field heading ⇒ Drag field to another field area in that Pivot Table (i.e. Row to Column area) Removing Pivot Table Fields
⇒ Point over the Pivot Table field heading ⇒ Drag field back out of the Pivot Table area Adding Additional Pivot Table Fields
⇒ Click on the Pivot Table toolbar Show Field List button (if necessary) ⇒ Select field and drag into the preferred Pivot Table area (i.e. Row to Column area) Moving Pivot Table Fields - Before
Moving Pivot Table Fields - After
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2 Updating Pivot Tables
By default, Pivot Tables do not update as data changes in the underlying list. If you want to make sure the Pivot Table displays the latest data from the source flat-file list, manually update the Pivot Table. Manually Update a Pivot Table
Steps: ⇒ Click into the Pivot Table ⇒ Click the Refresh button on the Pivot Table toolbar
Note: Pivot Table toolbar is only visible when the user has activated the Pivot Table by clicking into it. If the toolbar is still not visible after clicking into the table it can be opened using the View menu: Toolbars command.
Great Tip!
Add New Records Within Original Data Source Range
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Not Included In Pivot Table
New data added to the bottom of the list will not be included in the Pivot Table. To avoid having to reset the original cell range the Pivot Table is based on, insert a row within the original cell range to add the new record(s). You can then sort the list to re-order the data.
2
Pivot Table Options Button The Pivot Table Options dialog box allows the user to set controls on the Pivot Table. These include setting refresh options, turning off Grand Totals, Preserving formatting, and how to display empty cells and error values.
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2 Changing The Functionality of A Data Field
By default, Data Fields summarize their data using the Sum function. Excel allows Data Fields to be summarized with a group of other functions such as Average, Count, Min, Max, and StdDev. The Field Settings dialog box contains the function options. In addition to the function, this dialog box allows the user to rename the field, format field values, and change the relationship of summarized data to the other data in that field. Steps: ⇒ Click a value in the data field ⇒ Click the Pivot Table button on the Pivot Table toolbar ⇒ Click Field Settings command ⇒ Select a different function, if necessary ⇒ Click into the Name box and rename data field, if necessary ⇒ Click on the Number button and format field, if necessary ⇒ Click OK
Field Settings Dialog Box
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Changing The Functionality of A Data Field Field Settings Menu Command
Changing The Functionality Of The Data Field
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Changing The Relationship Of Summarized Data As mentioned previously, the Field Settings dialog box contains the function options. In addition to the function, this dialog box allows the user to change the relationship of summarized data to the other data in that field. By default, the values in the Data Field display as they are. Specifically, a value of 100 displays as 100, independent of any other values. By clicking the Options button in the Field Settings box and changing the Show Data As option, the data can be viewed as it relates to other values. For example, the value can be displayed as the Difference From a selected value in that Data Field. Other options include showing data as a percentage to the row field or the column field or total.
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Changing The Relationship Of Summarized Data
Pivot Table With Data Field Displaying Percentage of Row Item
Great Tip! Note: Zero Values are hidden in this example. The command to hide zero values is the Tools menu: Options command. On the View tab, uncheck Zero Values option.
(See next 2 pages for breakdown of data field options)
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Changing The Relationship Of Summarized Data
Function
Result
Difference From
Displays all the data in the data area as the difference from the value for the specified Base field and Base item. The base field and base item provide the data used in the custom calculation.
% Of
Displays all the data in the data area as a percentage of the value for the specified Base field and Base item. The base field and base item provide the data used in the custom calculation.
% Difference From
Displays all the data in the data area as the difference from the value for the specified Base field and Base item, but displays the difference as a percentage of the base data. The base field and base item provide the data used in the custom calculation.
Running Total In Displays the data for successive items as a running total. You must select the field for which you want to show the items in a running total.
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Changing The Relationship Of Summarized Data
Function
Result
% of row
In a Pivot Table report, displays the data in each row as a percentage of the total for each row. In a Pivot Chart report, displays the data as a percentage of the total for the category.
% of column
In a Pivot Table report, displays all the data in each column as a percentage of the total for each column. In a Pivot Chart report, displays the data as a percentage of the total for the series.
% of total
In a Pivot Table report, displays the data in the data area as a percentage of the grand total of all the data in the report. In a Pivot Chart report, displays the data as a percentage of the total of all data points.
Index
Displays the data by using the following calculation: ((value in cell) x (Grand Total of Grand Totals)) / ((Grand Row Total) x (Grand Column Total))
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2 Filtering Data In Pivot Tables
The Pivot Table displays all items in the field that is placed in the table. The data in the Pivot Table can be filtered to display only the required items in that field. Data can be filtered by hiding items in a row or column field. In addition, data can be filtered by placing a field in the Page Field area and selecting an item in that field to display. All other items in that Page Field will be hidden. Filtering Data In A Row/Column Field
Steps: Filtering Data In A Row/Column Field ⇒ Click on the list button on the field name ⇒ Uncheck any field to be hidden ⇒ Click OK Redisplaying Data In A Row/Column Field
⇒ Click on the list button on the field name ⇒ Check (Show All) ⇒ Click OK Filtering Data In A Page Field ⇒ If necessary, drag a field from the field list to the Page Field area ⇒ Click the list button on the field name ⇒ Select the item to be displayed ⇒ The Pivot Table will now display only those records from that item Redisplaying Data In A Page Field ⇒ Click the list button on the field name in the Page Field area ⇒ Check (All) ⇒ Click OK
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Filtering Data In Pivot Tables Filtered Data - Before
Filtered Data - After
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2 Filtering Data In Pivot Tables With Page Fields
Page fields allow you to filter the entire Pivot Table report to display data for a single item or all the items. More than one field can be displayed as a page field.
Steps: To Add a Page Field
⇒ Drag the field from the field list to the Page Field Area of the Pivot Table To Filter a Pivot Table with a Page Field ⇒ Open the Filter button in the Page Field ⇒ Select an entry to act as criteria
Page Field
Page Field List Button Page Field List
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Filtering Data In Pivot Tables With Page Fields Page Field Filtered Data - Before
Page Field Filtered Data - After
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2
Sorting Data In Pivot Tables Data in a Pivot Table displays in the order that data appears in the source flat-file list. However, data can be sorted automatically or manually at any time after the Pivot Table is created.
Steps: To Automatically Sort Data In A Row/Column Field ⇒ Click on an item in the required row or column field ⇒ Click Sort Ascending or Sort Descending buttons To Manually Sort Data In A Row/Column Field ⇒ Click on an item in the required row or column field ⇒ Drag to the required position ⇒ Repeat for each item as necessary
Sorting Data Before
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Sorting Data In Pivot Tables Sorting Data After
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2 Grouping Data In Pivot Tables
Items in a Row or Column field can be grouped in order to view and analyze data in a higher level summary format. Groups of data can be collapsed to view the data as a set of data not available from the source flat-file list.
Steps: To Group Selected Items In A Row/Column Field ⇒ If necessary, sort the items in the field in the preferred order ⇒ Select the items needed to create the first group ⇒ Click the Pivot Table button on the Pivot Table toolbar ⇒ Click Group And Show Detail, Group command ⇒ Repeat the above 3 steps as needed To UnGroup Selected Items In A Row/Column Field ⇒ Select the items needed to un-group ⇒ Click the Pivot Table button on the Pivot Table toolbar ⇒ Click Group And Show Detail, UnGroup command ⇒ Repeat the above 3 steps as needed
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Grouping Data In Pivot Tables Grouping Data Before
Grouping Data After
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2 Renaming Groups In Pivot Tables
The names of the groups can be customized to reflect the data. In addition, the label for the group field can be customized.
Steps: To Rename Groups In A Row/Column Field ⇒ Click on the name of the group (i.e. Group1) ⇒ Type a new name To Rename The Group Field In A Row/Column Field ⇒ Click on the name of the group label (i.e. Line No2) ⇒ Type a new name
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Renaming Groups In Pivot Tables
Naming Groups
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Drilling Down On Data In Pivot Tables Groups of data can be collapsed to show just the totals for that group and then expanded to display the detail data again. Steps: To Drill Down In A Row/Column Field ⇒ Double-Click on the name of the group (i.e. Northern) -- OR -⇒ Click on the name of the group ⇒ Click the Hide Detail button on the Pivot Table toolbar ⇒ The group data will collapse to show summary data for group To Expand Data In A Row/Column Field ⇒ Double-Click on the name of the group (i.e. 300 Series) -- OR -⇒ Click on the name of the group ⇒ Click the Show Detail button on the Pivot Table toolbar ⇒ The group data will expand to show detail for group
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2 Breaking Down Data Fields
Pivot Tables summarize data in the Data Field. A value in the Data Field can represent hundreds of records in the underlying data list. You can view the detail of the summarized data in the Data Field by double-clicking a value. Excel will create a new worksheet with a list of the records that make up that summarized value. To Build Reports Based On Data Fields
Steps: ⇒ Click into the Pivot Table ⇒ Double-Click on a Data Field (A new worksheet will appear with the detail records that make up that data field value)
Double-Click
Creates New Worksheet
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Breaking Down Data Fields
Build Reports Based On Data Fields - Before
Build Reports Based On Data Fields - After
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2 Building Pivot Tables Based From Page Fields
You can build new Pivot Table reports based on Page Fields. These new reports create new worksheets containing Pivot Tables displaying data from each of the items in that Page Field.
To Build Reports Based On Page Fields
Steps: ⇒ Click into the Pivot Table ⇒ Click the Pivot Table toolbar button ⇒ Select Show Pages ⇒ Click OK
Note: Choose the preferred page field (there could be several) and click OK.
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Building Pivot Tables Based From Page Fields
New Pivot Table As A Result Of Show Pages Command
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2 Charting Pivot Tables
Pivot Tables can be charted at the same time as they are created or any time after. The default chart type is a Stacked Column. This is a very efficient way to display the chart as many times the data in a Pivot Table is not consistent (there might not be any). There may be many values in the Data Field. Typical column or line charts do not display large amounts of data well. The chart is linked to the Pivot Table. Pivot charts contain row, column, data, and page field areas just as in the table. Any changes to fields in the Pivot Table effect the chart. As well, any changes to the fields in the chart effect the Pivot Table. Pivot Table charts can be formatted just as any chart created in Excel. That includes chart type, chart options, formatting series, legends, and data labels.
To Chart Pivot Tables
Steps: ⇒ Click into the Pivot Table ⇒ Click the Pivot Table button on the toolbar ⇒ Select Pivot Chart command ⇒ Edit the chart as necessary
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Charting Pivot Tables
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2 AutoFormat Pivot Tables
Pivot Tables can be formatted just like data in any worksheet. Font, number, shading, and border formatting can be added to areas of the Pivot Table. The Pivot Table Options dialog box contains an option to Preserve formatting that will retain useradded formatting when the table data is refreshed. In addition, formatting can be added automatically using the Format Report command in the Pivot Table toolbar button. The formatting is organized by Report-types and Table-types of formatting. It is important to note that the Report-type formatting will change the orientation of the Pivot Table. They move the column fields into the row field area creating a vertical orientation. Table-type formatting will retain the vertical/horizontal orientation of the existing Pivot Table.
To AutoFormat Pivot Tables
Steps: ⇒ Click into the Pivot Table ⇒ Click the Pivot Table button on the toolbar ⇒ Select Format Report ⇒ Choose a layout from the Report-types or the Table-types ⇒ Click OK
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AutoFormat Pivot Tables AutoFormatting With Report-type Formats
Pivot Table Vertical Orientation With Report Format
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2 AutoFormat Pivot Tables AutoFormatting With Table-type Formats
Pivot Table Horizontal/Vertical Orientation With Table Format
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Additional Pivot Table Information
Creating Multiple Pivot Tables From Same Source Each time you create a new Pivot Table or Pivot Chart report, Microsoft Excel stores a copy of the data for the report in memory and saves this storage area as part of the workbook file. Thus each new report requires additional memory and disk space. However, when you use an existing Pivot Table report as the source for a new report in the same workbook, both reports share the same copy of the data. Because you reuse the same storage area, the size of the workbook file is reduced and less data is kept in memory.
Location requirements To use a Pivot Table report as the source for another report, both reports must be in the same workbook. If the source Pivot Table report is in a different workbook, copy the source report to the workbook where you want the new report to appear. Pivot Table and Pivot Chart reports in different workbooks are separate, each with their own copy of the data in memory and in the workbook files. Page field settings The source Pivot Table report cannot contain any page fields that are set to query for external data as you select each item. Reports with this setting don't appear in step 2 of the wizard. To check the setting, double-click each page field, click Advanced, and make sure Retrieve external data for all page field items is selected.
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Creating Multiple Pivot Tables From Same Source Changes affect both reports When you refresh the data in the new report, Excel also updates the data in the source report, and vice versa. When you group or ungroup items in one report, both are affected. When you create calculated fields or calculated items in one report, both reports are affected. Pivot Chart reports You can base a new Pivot Table or Pivot Chart report on another Pivot Table report, but not directly on another Pivot Chart report. However, Excel creates an associated Pivot Table report from the same data whenever you create a Pivot Chart report, so you can base a new report on the associated report. Changes to a Pivot Chart report affect the associated Pivot Table report, and vice versa. If you want to be able to change the layout or display different data without these changes affecting both reports, create a new Pivot Table report based on the same source data as the Pivot Chart report rather than basing it on the associated Pivot Table report. Pivot Table lists from Web pages You can export a Pivot Table list from your Web browser to Excel and view and save the list as a Pivot Table report. The new Pivot Table report and the Pivot Table list both use the same source data but no link is maintained between the list and the report.
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Additional Pivot Table Topics
3 Source Data Terminology
Term
Description
AutoFilter
Process of hiding records in a list that do not match the selected item.
Flat-File
A list of information in a contiguous range of cells. The top row is called the Header Row which contains the column headings. Each row below is considered a record.
Data Validation
Properties assigned to cells which limit what data can be entered into those cells. They can be displayed as drop-down lists containing the possible entries.
Pivot Table
An interactive cross-tabulated report that summarizes and analyzes records in Excel lists or external databases.
Pivot Table Fields
A Pivot Table consists of fields.
Spreadsheet
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Row Fields
Labels that describe each row.
Column fields
Labels that describe each column.
Data field
Values that are being summarized.
Page Field
Fields that act as filters in a Pivot Table.
Also called a worksheet. A spreadsheet consists of cells that are organized into columns and rows; a worksheet is always stored in a workbook.),
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Pivot Table Terminology Source data
Source data for the illustrations in this topic.
Field A category of data that's derived from a field in the source list or database. The Sport field, for example, might come from a column in the source list that's labeled Sport and contains the names of various sports (Golf, Tennis) for which the source list Region, Sum of Sales, Quarter, and has sales figures. Sport are fields.
Item A subcategory, or member, of a field. Items represent the unique entries from the field in the source data. For example, the item Golf represents all rows of data in the source list for which the Sport field contains the entry Golf. Microsoft Excel Pivot Table Topics For The Haas School of Business, UC Berkeley - Dash Designs
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Pivot Table Terminology content was taken from Microsoft ® and edited and re-formatted.
The underlying rows or database records that provide the data for a Pivot Table report. You can create a Pivot Table report from a Microsoft Excel list, an external database, multiple Excel worksheets, or another Pivot Table report.
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3 Pivot Table Terminology Row field
The Sport field is a row field.
A Pivot Table report that has more than one row field has one inner row field (Sport, in the example below), the one closest to the data area. Any other row fields are outer row fields (Region, in the example below). Items in the outermost row field are displayed only once, but items in the rest of the row fields are repeated as needed.
Region is an outer row field; Sport is an inner row field.
Column field Field labels at the top of each column in a Pivot Table. Just as in a row field, there can be more than one column field.
The Quarter field is a column field
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Pivot Table Terminology Page fields allow you to filter the entire Pivot Table report to display data for a single item or all the items.
The Region field is a page field.
Data field
The Sum of Sales field is a data field.
Data fields provide the data values to be summarized. Usually data fields contain numbers, which are combined with the Sum summary function, but data fields can also contain text, in which case the Pivot Table report uses the Count summary function. If a report has more than one data field, a single field button named Data appears in the report for access to all of the data fields.
Summary function
Data field is using the Sum function.
The type of calculation used to combine values in a data field. Pivot Table reports usually use Sum for data fields that contain numbers and Count for data fields that contain text. You can select additional summary functions such as Average, Min, Max, and Product.
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Pivot Table Terminology content was taken from Microsoft ® and edited and re-formatted.
Page field
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3 Pivot Table Terminology Drop areas
The blue outlined regions you see when you finish the steps of the Pivot Table and Pivot Chart wizard. To lay out a Pivot Table report, you drag fields from the field list window and drop them onto the drop areas.
Field list A window that lists all of the fields available from the source data for use in the Pivot Table report. If a field is organized in levels of detail, you can click or to show or hide the lower levels. To display the data from a field in the Pivot Table report, drag the field from the field list to one of the drop areas. Field drop-down list A list of the items available for display in a field. If the field is organized in levels of detail, you can click or to see which lower-level items are selected for display. A double check mark means that some or all of the lower-level items are displayed.
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Pivot Table Terminology Data area
The values under qtr1 and qtr 2 are in the data area.
Classic format
Indented format
In a Pivot Table report in indented format, the data for each row field is indented. The summarized figures for each data field appear in a single column. Refresh
To update a Pivot Table report with the most recent data from the source list or database. For example, if a Pivot Table report is based on data from a database, refreshing the report runs the query that retrieves data for the report. For reports based on worksheet data, when you change the worksheet data, you can click a button to refresh the report with the changes.
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Pivot Table Terminology content was taken from Microsoft ® and edited and re-formatted.
The part of a Pivot Table report that contains summary data for the row and column fields. For example, cell B5 contains a summary of all of the sales amounts for Golf in Qtr1.
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About calculations and formulas in Pivot Tables Pivot Table and Pivot Chart reports provide several types of calculations. Data fields use summary functions to combine values from the underlying source data. You can also use custom calculations to compare data values, or add your own formulas that use elements of the report or other worksheet data. How PivotTables Summarize Data
Source data
The values in the data area summarize the underlying source data in the report.
Pivot Table report made from the above source data The Month column field provides items March and April. The Region row field provides items North, South, East, and West. The value at the intersection of the April column and the North row is the total sales revenue from the records in the source data that have Month values of April and Region values of North.
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About calculations and formulas in Pivot Tables
Calculations and options available in a report depend on whether the source data came from an OLAP1 database or another type of database. OLAP source data For reports that are created from OLAP cubes2, the summarized values are pre-calculated on the OLAP server before Microsoft Excel displays the results. Therefore, you cannot change how these values are calculated from within the report. You cannot change the summary function used to calculate data fields or subtotals, or add calculated fields or calculated items. If the OLAP server provides calculated fields, known as calculated members, you'll see these fields in the PivotTable field list. You'll also see any calculated fields and calculated items that are created by macros that were written in Visual Basic for Applications and stored in your workbook, but you won't be able to change these fields or items. If you need additional types of calculations, contact your OLAP database administrator. Other types of source data In reports based on other types of external data or on worksheet data, Microsoft Excel uses the Sum summary function to calculate data fields that contain numeric data, and the Count summary function to calculate data fields that contain text. You can choose a different summary function— such as Average, Max, or Min— to further analyze and customize your data. You can also create your own formulas that use elements of the report or other worksheet data, by creating a calculated field or a calculated item within a field. Hidden items in totals For OLAP source data, you can include or exclude the values for hidden items when calculating subtotals and grand totals. For other types of source data, values for hidden items are excluded by default, but you can optionally include the hidden items from page fields. 1
OLAP: A database technology that has been optimized for querying and reporting, instead of processing transactions. OLAP data is organized hierarchically and stored in cubes instead of tables.
2
CUBE: An OLAP data structure. A cube contains dimensions, like Country/ Region/City, and data fields, like Sales Amount. Dimensions organize types of data into hierarchies with levels of detail, and data fields measure quantities. Microsoft Excel Pivot Table Topics For The Haas School of Business, UC Berkeley - Dash Designs
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Pivot Table Calculation content was taken from Microsoft ® and edited and re-formatted.
How the type of source data affects calculations
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3 Custom Formula Syntax In Pivot Tables
You can create formulas only in reports that are not based on OLAP source data. Formulas are available in PivotChart reports and use the same syntax as those in PivotTable reports. For best results when working in a PivotChart report, create and edit formulas in the associated PivotTable report, where you can see the individual values that make up your data, and then view the results in the PivotChart report. Formula elements In formulas you create for calculated fields and calculated items, you can use operators and expressions as you do in other worksheet formulas. You can use constants and refer to data from the report, but you cannot use cell references or defined names. You cannot use worksheet functions that require cell references or defined names as arguments, and you cannot use array functions. Names in reports Microsoft Excel provides names to identify the elements of a report in your formulas. The names are composed of the field and item names. In the following example, the data in range C3:C9 is named Dairy.
In a PivotChart report, the field names are displayed in the field buttons, and item names can be seen in each field drop-down list. Don't confuse these names with those you see in chart tips, which reflect series and data point names instead. Examples A calculated field named Forecast could forecast future orders with a formula such as the following: =Sales * 1.2 A calculated item in the Type field that estimates sales for a new product based on Dairy sales could use a formula such as the following: =Dairy * 115%
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About calculations and formulas in Pivot Tables
Spaces, numbers, and symbols in names In a name that includes more than one field, the fields can be in any order. In the example above, cells C6:D6 can be 'April North' or 'North April'. Use single quotation marks around names that are more than one word or include numbers or symbols. Totals Formulas cannot refer to totals (such as March Total, April Total, and Grand Total in the example). Field names in item references You can include the field name in a reference to an item. The item name must be in square brackets— for example, Region[North]. Use this format to avoid #NAME? errors when two items in two different fields in a report have the same name. For example, if a report has an item named Meat in the Type field and another item named Meat in the Category field, you can prevent #NAME? errors by referring to the items as Type[Meat] and Category[Meat]. Referring to items by position You can refer to an item by its position in the report as currently sorted and displayed. Type[1] is Dairy, and Type[2] is Seafood. The item referred to in this way can change whenever the positions of items change or different items are displayed or hidden. Hidden items are not counted in this index. You can use relative positions to refer to items. The positions are determined relative to the calculated item that contains the formula. If South is the current region, Region[-1] is North; if North is the current region, Region[+1] is South. For example, a calculated item could use the formula =Region[-1] * 3%. If the position you give is before the first item or after the last item in the field, the formula results in a #REF! error. In calculated item formulas, if you refer to items by their position or relative position, any options you have set under Top 10 AutoShow and AutoSort options in the PivotTable Sort and Top 10 or PivotTable Field Advanced Options dialog boxes are reset to Off or Manual, and the options become unavailable. Microsoft Excel Pivot Table Topics For The Haas School of Business, UC Berkeley - Dash Designs
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Pivot Table Calculation content was taken from Microsoft ® and edited and re-formatted.
Formulas operate on sum totals, not individual records Formulas for calculated fields operate on the sum of the underlying data for any fields in the formula. For example, the formula =Sales * 1.2 multiplies the sum of the sales for each type and region by 1.2; it does not multiply each individual sale by 1.2 and then sum the multiplied amounts. Formulas for calculated items, however, operate on the individual records; the calculated item formula =Dairy *115% multiplies each individual sale of Dairy times 115%, after which the multiplied amounts are summarized together in the data area.
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Create Calculated Item In A Pivot Table Or Pivot Chart Steps: ⇒ If items in the field to which you want to add the calculated item are grouped, ungroup them. ⇒ Select the field or an item in the field to which you want to add the calculated item. ⇒ On the PivotTable toolbar, click PivotTable or PivotChart, point to Formulas, and then click Calculated Item. ⇒ In the Name box, type a name for the calculated item. ⇒ In the Formula box, type the formula for the item. ⇒ To use data from an item in the formula, click the field in the Fields box, click the item in the Items list, and then click Insert Item. Note: You can include only items from the same field in which you are creating the calculated item. ⇒ Click Add, and then click OK. Note: If the items were originally grouped and you ungrouped them in step 1, you can group them again or create new groups that include the new calculated item, if you want.
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Create Calculated Item In A Pivot Table Or Pivot Chart
Notes Be careful that the Grand Totals do not include both the data items and the new calculated item(s) in its total (unless preferred so). If so, then remove the Grand Totals (see Pivot Table options box) and replace with another calculated item for the Grand Totals. You cannot change the summary function for fields that contain calculated items. When a cell in the data area is the intersection of a calculated item and a calculated field, the formula for the calculated field overrides the calculated item formula.
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Great Tip!
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Additional Pivot Table Topics
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Create Calculated Field In A Pivot Table Or Pivot Chart Steps: ⇒ Click a cell in the PivotTable report, or click the PivotChart report ⇒ On the PivotTable toolbar, click PivotTable or PivotChart, point to Formulas, and then click Calculated Field ⇒ In the Name box, type a name for the calculated field ⇒ In the Formula box, type the formula for the field ⇒ To use the data from a field in the formula, click the field in the Fields box, and then click Insert Field ⇒ Click Add, and then click OK ⇒ If necessary, position calculated field where you want it in the report Note: Formulas for calculated fields always operate on all the available data; you cannot narrow their scope by specifying a particular part of the data in the formula. When you create a calculated field in a PivotChart report, the formula and its results are reflected in the associated PivotTable report, and vice versa. If you are working with a PivotChart report and plan to create complex formulas, it is recommended that you create the formulas in the associated PivotTable report, where you can see the individual values that make up your data, and then view the results that are plotted in the PivotChart report.
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Create Calculated Field In A Pivot Table Or Pivot Chart
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