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LEARN EXCEL FROM MR EXCEL
Result:
You have a clean dataset with customer information on everyrow, as shown in Fig. 840. You can sort this data and otherwise use itfor data analysis.
Summary:
A couple of formulas with IF functions help to snap this datainto shape.
Commands Discussed:
=IF(); =LEFT(); =MID()
USE A PIVOT TABLETO SUMMARIZE DETAILED DATA
Problem:
You have 50,000 rows of sales data, as shown in Fig. 841. You want to produce a summary report showing sales by region andproduct.
Fig. 840 Fig. 841
Thanks for buying the 2nd edition of Learn Excel from MrExcel. Thescreenshots in that book are from Excel 2007. If you are here, then you musthave Excel 97-Excel 2003.Since the pivot table interface changed dramatically in Excel 2007, I amproviding this PDF of the original book so that you can follow along withscreen shots that look more like your version of Excel.This material is copyright 2005 by Bill Jelen. All rights reserved. This is anexcerpt from Learn Excel from MrExcel (ISBN 978-1-932802-12-2). Theexcerpt is made available to customers who own the 2nd edition: LearnExcel 2007 from MrExcel (ISBN 978-1-932802-27-6).If you have this file without owning a copy of the book, please visit MrExcel.com to sign up for the free preview offer so that you can obtain otherchapters from either book.
PartIII
Part 3: WRANGLING DATA
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Strategy:
Use a pivot table. As Excel’s most powerful feature, pivottables are well suited to this type of analysis. Follow these steps.1) Ensure that your data is in list format. It is important that everyheading be unique.2) Select a single cell in the database. From the Data menu, selectPivot Table and Pivot Chart Report….3) Choose Next in Wizard Step 1 to confirm that your data is in Excel,as shown in Fig. 842.4) In Step 2, Excel’s intellisense will guess the range of your data. Itis usually correct. Choose Next, as shown in Fig. 843.
Fig. 842 Fig. 843
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LEARN EXCEL FROM MR EXCEL
5) In Wizard Step 3, choose the Layout button in the lower left corner,as shown in Fig. 844. You will now see the powerful layout dialog. As shown in Fig. 845, allof your available fields are along the right side of the dialog. On the leftside of the dialog is a template where you can drop various fields.
Fig. 844 Fig. 845
Sections
« prev | next »- USE A PIVOT TABLE TO SUMMARIZE DETAILED DATA
- YOUR MANAGER WANTS YOUR REPORT CHANGED
- MOVE OR CHANGE PART OF A PIVOT TABLE
- SEE DETAIL BEHIND ONE NUMBER IN A PIVOT TABLE
- UPDATE DATA BEHIND A PIVOT TABLE
- REPLACE BLANKS IN A PIVOT TABLE WITH ZEROES
- ADD OR REMOVE FIELDS FROM AN EXISTING PIVOT TABLE
- SUMMARIZE PIVOT TABLE DATA BY THREE MEASURES
- MAKE PIVOT TABLES BE TALLER THAN WIDE
- MANUALLY RESEQUENCE THE ORDER OF DATA IN A PIVOT TABLE
- PRESENT A PIVOT TABLE IN HIGH-TO-LOW ORDER BY REVENUE
- LIMIT A PIVOT REPORT TO SHOW JUST THE TOP 12 CUSTOMERS
- QUICKLY PRODUCE REPORTS FOR EACH REGION
- CREATE AN AD-HOC REPORTING TOOL
- CREATE A UNIQUE LIST OF CUSTOMERS WITH A PIVOT TABLE
- CREATE A PIVOT TABLE WITH FEWER CLICKS
- USE MULTIPLE DATA FIELDS AS A COLUMN FIELD
- COMPARE FOUR WAYS TO SHOW TWO DATA FIELDS IN A PIVOT TABLE
- GROUP DAILY DATES UP BY MONTH IN A PIVOT TABLE
- GROUP BY WEEK IN A PIVOT TABLE
- PRODUCE AN ORDER LEAD-TIME REPORT
- USE AUTOFORMAT WITH PIVOT TABLES
- SPECIFY A NUMBER FORMAT FOR A PIVOTTABLE FIELD
- SUPPRESS TOTALS IN A PIVOT TABLE
- ELIMINATE BLANKS IN THE OUTLINE FORMAT OF A PIVOT TABLE
- USE A PIVOT TABLE TO COMPARE TWO LISTS
- CALCULATED FIELDS IN A PIVOT TABLE
- ADD A CALCULATED ITEM TO GROUP ITEMS IN A PIVOT TABLE
- QUICKLY CREATE CHARTS FOR ANY REGION
- USE QUERY TO GET A UNIQUE SET OF RECORDS
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