Table of Contents

Pivot Table .............................................................................................................................................. 2

Create a PivotTable ............................................................................................................................. 3
Delete a PivotTable report .................................................................................................................. 4
Group items in a PivotTable ................................................................................................................ 4
Group numeric items ...................................................................................................................... 4
Group dates or times ...................................................................................................................... 5
Ungroup items .................................................................................................................................... 5
Insert Slicer ......................................................................................................................................... 5
Delete Slicer ........................................................................................................................................ 6
Make connection Between Slicer and pivot table .............................................................................. 6
Pivot Chart .......................................................................................................................................... 6
Data Consolidate ..................................................................................................................................... 7
Pivot Table

Use a PivotTable report to summarize, analyze, explore, and present summary of

data.

A PivotTable report is especially designed for:

Querying large amounts of data in many user-friendly ways.

Subtotaling and aggregating numeric data, summarizing data by categories

and subcategories, and creating custom calculations and formulas.

Expanding and collapsing levels of data to focus your results, and drilling
down to details from the summary data for areas of interest.

Moving rows to column or columns to rows (or "pivoting") to see different

summaries of the source data.

Filtering, sorting, grouping, and conditionally formatting the most useful

and interesting subset of data to enable you to focus on the information
that you want.

Presenting concise, attractive, and annotated online or printed reports.

In the PivotTable report illustrated below, you can easily see how the third-
quarter golf sales in cell F3 compare to sales for another sport, or quarter, or to
the total sales.
 Source data, in this case, from a worksheet

The source values for Qtr3 Golf summary in the

PivotTable report

The entire PivotTable report

The summary of the source values in C2 and C8 from

the source data

In a PivotTable report, each column or field in your source data becomes a

PivotTable field that summarizes multiple rows of information. In the preceding
example, the Sport column becomes the Sport field, and each record for Golf is
summarized in a single Golf item.

Create a PivotTable

To create a PivotTable report, you need to connect to a data source and enter the
report's location.

1. Select a cell in a range of cells, Make sure that the range of cells has
column headings.

2. To create a PivotTable report, on the Insert tab, in the Tables group, click
PivotTable, and then click PivotTable.

The Create PivotTable dialog box is displayed.

3. Select a data source. Click Select a table or range.

4. Enter a location. Do one of the following:

 To place the PivotTable report in a new worksheet starting at cell A1,

click New Worksheet.

 To place the PivotTable report in an existing worksheet, select

Existing Worksheet, and then type the first cell in the range of cells
where you want to locate the PivotTable report.

5. Click OK.

An empty PivotTable report is added to the location that you entered with
the PivotTable Field List displayed.

Delete a PivotTable report

1. Click the PivotTable report.

2. On the Options tab, in the Actions group, click Select, and then click Entire
PivotTable.

3. Press DELETE.

Group items in a PivotTable

Group numeric items

1. Select the numeric field in the PivotTable report that you want to group.

2. Do right click and choose Group Option.

3. In the Starting at box, enter the first item to group.

4. In the Ending at box, enter the last item to group.

5. In the by box, type a number that represents the interval included in each
group.

Group dates or times

1. Select the date or time field in the PivotTable report that you want to
group.

2. Do right click and choose Group Option.

3. Enter the first date or time to group in the Starting at box, and enter the
last date or time to group in the Ending at box.

4. In the By box, click one or more time periods for the groups.

To group items by weeks, click Days in the By box, make sure that Days
is the only time period selected, and then click 7 in the Number of days
box. You can then click additional time periods to group by, such as
Month, if you want.

Ungroup items

1. Select the items that you want to ungroup.

2. Do right click and choose Group Option.

For a group selection, only the selected items are ungrouped. For a
numeric or date and time field, all groups for the field are ungrouped.

Insert Slicer
Slicer is required to apply filter on pivot table.
1. Put your cursor inside pivot table. Go to Analyze -> Insert slicer
2. Choose columns where you want to apply filter and press OK
Delete Slicer
Select slicer and press delete key from keyboard

Make connection Between Slicer and pivot table

1. Select slicer. Slicer Tools -> Options -> Report Connection.
2. Select pivot tables for connection and press OK

Pivot Chart
1. Pivot table tools -> Analyze -> Pivot chart
2. Choose the type of chart and press OK
 Data Consolidate

Merge multiple sheets data and display the result on a single sheet
 Open the sheet where you want result
 Data -> consolidate
 Choose one function for calculation
 Give the references of every sheet one by one and press add button
 Uncheck label “top row” only if all sheets has same columns in same
sequence
 Uncheck label “left column” only if all sheet’s first column has same value
with same sequence in every sheet
 Choose “create link to source data” if you want result should update when
you change any of source sheet
 Press OK