Familiarize yourself with PivotTable reports in Excel
Familiarize yourself with PivotTable reports in Excel. What are PivotTable reports? - PivotTable reports are the most useful feature of Excel that helps you to statistic data according to many different criteria. From there, you save time and effort to produce a spending report
The following article will help you familiarize yourself with PivotTable reports in Excel 2013 accurately and quickly.
To gain a thorough understanding of PivotTable reports, learn the following:
1. What are PivotTable reports?
- PivotTable reports are the most useful feature of Excel that helps you to statistic data according to many different criteria. From there, you save time and effort to produce a detailed report describing the above data.
- A PivotTable reports will turn all data into brief reports that help you determine the information and direction you need for the future.
2. Create a PivotTable reports
2.1 Review the source data.
Before creating a PivotTable report, you should review the source data to avoid unnecessary errors.
- The title in the PivotTable report will be taken from the title names of the columns in the data table.
- There should be no blank columns in the source data table to create a PivotTable report.
2.2 Create a PivotTable report dialog box.
Step 1: Select the data to create a report -> Insert -> Tables -> Pivot Table:
Step 2: After selecting the dialog box appears including the following options:
- Select a table or range: Select the data area to create a report.
- Choose where you want the PivotTable report to be placed: Choose where to save the report:
+ New Worksheet: Save in a new sheet.
+ Existing Worsheet: Save the report in the current sheet.
- After making your selection click OK:
Step 3: After selecting OK the report table appears but there is no data:
Step 4: Check the name of the fields to create a report -> be PivotTable report:
3. Basic PivotTable report.
- PivotTable report includes 2 main parts:
+ Layout area for the report: An area that displays all the information of the report.
+ PivotTable Field List : This is where the column headings of source data you want to display on the report and you can optionally select the fields to display on the report.
- In case you want the PivotTable Field List to disappear -> click on the outside of the report, want the report to appear again -> click on the area inside the report layout.
Above is a detailed guide on how to create PivotTable reports in Excel 2013.
Good luck!
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