Good Pivot Tables Start with Good Ingredients

Know Your Ingredients

Basics• Source data• Field• Item• Summary function• Refresh

Field types• Row field• Column field

Formats• PivotTable reports• PivotChart reports

Build Your PivotTable in 6 Easy Steps

1. Decide what info you need to extract from your data

2. Organize your data• Put fields along the top

row• No blank rows• Split up data if it makes

sense, example: City and Country, Time and Date

• Check spelling and format

3. Create your PivotTable4. Analyze5. Get fancy!6. Serve with conviction

Team CAP

Team

MKTG

EXERCISE & PRESENTATION

1.What information do you seek?2.How is your data organized?3.What does your PivotTable

reveal?

Resources

PivotTable how-to sites and blogs are all over the web. Here are a few I’ve found helpful:• Microsoft Office Online has a good

Help and How-To section covering both basics and advanced PivotTable topics. Read Pivot Table Terminology Demystified to get going.

• If you just want to get stuck in, Train Signal Training‘s well-written articles with screenshots is your cheat sheet for creating pivot tables in Excel 2007.

• For pure pivot table dedication, my vote goes to Just Pivot Tables. Start with an Excel tutorial (includes videos) then check out examples of pivot tables to see concepts in action.

Credits: Adventures in Bentomaking, Asian OffbeatPresented by @timisiytangco