“A practical guide to Excel PivotTables/PivotCharts with step-by-step instructions, working sample documents and tips from people who’ve used Office for over 20 years.”
PivotTables aren’t black magic and you don’t need a uni degree to understand them. PivotTables and PivotCharts from scratch strips away the techobabble so you can make your own PivotTables and make sense of any list of numbers or information.
We do that with plenty of step-by-step instructions and Excel worksheets you can open and try for yourself.
As usual with Office-Watch.com books, we don’t limit ourselves to the narrow topic. There’s useful extra coverage in this book that will help you make better PivotTables and PivotCharts. Excel Tables, Conditional Formatting, Relationships and the Data Model are all part of the wider PivotTable world.
A quick look at what PivotTables can do for you.
Step by step to making a first PivotTable, with a finished example for you to try out for yourself.
The next step is a ‘2D’ PivotTable with more columns of info.
Beyond that are PivotTables with many rows of nested and grouped information.
Excel will SUM PivotTable values automatically. But it can also Count, Average and so other calculations to your PivotTable. Even Standard Deviations can be included.
Now we get to the power of PivotTables that Microsoft loves to show in demonstrations. Moving the rows and columns around to show different views of the same information.
We also look closely at the PivotTable Fields pane which has a lot of options in a very cramped space.
PivotTables can do a lot more than simply sort alphabetically or numerically. Make your own custom sort orders.
There’s a lot to talk about with PivotTable filters. There are automatic filters (top sales by amount), filters by name (Coffee and Tea only) and even manual filters where you can select what to show or hide.
Slicers aren’t magic! They might look like something fancy and difficult but they’re definitely not. Both in concept and execution, Slicers are quite simple.
Even better, one or more Slicers can filter multiple PivotTables and PivotCharts.
Nothing too special about Timelines either. We’ll show you that they’re just Slicers for dates!
Since Slicers and Timelines are basically the same thing, they can also be combined to filter your PivotTable, for example ‘Show Coffee sales for January only’.
The default Slicer is a little bland but you can make it look better.
Conditional Formatting isn’t just about making a boring list look pretty. It’s essential to quickly making sense of all the PivotTable numbers.
It’s a simple way to ‘red flag’ unusual or out of range results that could be a problem.
Because Conditional Formatting isn’t well understood, we’ve added an entire chapter on the subject. How it works, how it could work better.
PivotCharts are the natural extension of PivotTables. They have some tricks of their own, beyond what normal Charts can do.
We start with a simple first PivotChart ‘from scratch’ then how to make it look better than the Excel defaults.
Excel lists and tables can have relationships just like a ‘real’ database. Link some lists to make even better PivotTables.
Data Models are an efficient way for Excel to handle large or complex lists.
Tables are a lot more than pretty formatting. They’re essential to making sure all of your list is included in a PivotTable.
Excel 2016 & 2013 for Windows.