How to do a pivot table in excel for the mac

How to do a pivot table in excel for the mac how to#

Insert a PivotTable using that data into a new worksheet inside your workbook.Set up your data in Excel so it is in a format that is compatible with creating a PivotTable.

This lesson takes you through the following steps to build an Excel Pivot Table'

How to do a pivot table in excel for the mac how to#

This lesson will show you how to create a simple PivotTable in Excel to summarize a set of daily sales data for a team of several sales people. Not only that, but they also allow you to quickly change how your data is summarized with almost no effort at all. If you are finding yourself writing lots of formulas to summarize data in Excel (using functions such as SUMIF and COUNTIF) then PivotTables can save you a lot of time and work and give you insights into your data that are otherwise too hard to discover. This allows you to provide additional information to future users, especially those that may be visually impaired.Excel's PivotTable feature is an incredibly powerful tool that makes it easy to tabulate and summarize data in your spreadsheets, particularly if your data changes a lot. Additionally, you can give the Pivot Table a title or a description. The options allow users, for example, to hide the total results or to adjust the layout. To find this area, right click on the table. It is also worth taking a look at the PivotTable options: here, you can adjust the display of your data even further. You also have the possibility of automatically sorting the rows and columns (e.g. Users can hide rows that they do not require for the current analysis. The filters can be adjusted directly in the pivot table using the small filter icon: display only the sales for Package A. This tells us that Laura and Tim were responsible for approx. Here you can display the data as a percentage of the many different values, for example, in comparison to the total result. There are also other options available for displaying the values: in the value field settings, switch to вЂњShow values asвЂќ. From here, you can choose different formats as well as currencies. By clicking on the вЂњ Number formatвЂќ button, you will be brought to a window that allows you to format cells (this is also available when working normally with Excel). As you can see, many other types of display are also available (the calculation types correspond to the Excel functions).ДЇor monetary values, it makes sense to have them displayed in the appropriate currencies. Here, under вЂњSummarize values byвЂќ, change вЂњCountвЂќ to вЂњSumвЂњ. To do so, click on вЂњSalesвЂќ in the вЂњValuesвЂќ field and navigate to the вЂњ Value field settingsвЂќ. If you are more interested in the monetary value of the sales, and less so in the number of sales transactions, this can easily be altered. The pivot table also displays the overall results automatically: there were 3 sales in the month of June, and 24 sales for the whole year. This gives the user the option of placing the blank figures into context and then evaluating them this way: Laura made two sales in April. Instead of the original monetary values, placing them under вЂњValuesвЂќ directly results in the вЂњCount of salesвЂќ. In our case, Excel automatically determines the amount of sales per month and per employee. Excel creates the table automatically: a table with category appropriate columns and rows is created from the original table with four columns related to the data set. The two product types are applied to the filters, allowing us to evaluate the table according to Package A or Package B.ДЇinally, our sales are reported under вЂњValuesвЂќ. The pivot table automatically analyzes the information it receives from the data set and determines that twelve different months and four different employees were involved. In our example, we enter the months in the rows and the employees in the columns. Fields entered here become the main focus of the table. those you would like to view in isolation. Under вЂњFiltersвЂќ, you can specify the categories that you would like to view in the history, e.g. In general, it makes sense to define a field for the column names and one for the rows. By distributing the fields into the relevant areas, you are creating the actual pivot table.