andrew j. marsiglia, ccp august 2014lead-inspire.com/cci website doc/comp fund/excel pivot...

Developed by

Andrew J. Marsiglia, CCP

www.andymars.com

August 2014

1. Data Requirements

2. Creating a Pivot Table

3. Nested Values

4. Grouping Items

5. Calculations

6. Filtering Data

7. Charting

8. Additional Features

2 Excel Pivot Tables 2010

Excel Pivot Tables 2010 3

A pivot table is a worksheet tool used to create

concise, flexible summaries of long lists of data

values.

Primarily used by accountants & financial analysts that do not have access to server-level database tools

Pivoting is the process of rearranging the worksheet

rows and columns to view it from different

perspectives

Features to manage large amounts of data:

Subtotals

Statistical functions

Determine trends and relationships


Open the master practice workbook titled

My Documents/Pivot Tables/Sample Data/Orders.xlsx

Save as with your first name appended to the file

name in this format:

My Documents/Pivot Tables/Orders-<first name>.xlsx


At least one column has duplicate values

At least one column has numerical values

You should understand the relationship between the

raw data columns and rows


Can select a range in the worksheet or the entire

worksheet

On the Excel ribbon line select

Insert tab > Tables Group > Pivot Table

The Pivot Table dialog box will be displayed with the

following defaults:


Table Range: Entire worksheet

Location: New Worksheet


Pivot Table Placeholder

New Pivot Table is

placed in a new tab

Pivot Table Field List


Column Labels

Values


Row Labels

Report Filter


Consider a Pivot Table with the settings:

Row Labels: Category, Product

Column Labels: <empty>

Values: Quantity (Summarized by Sum)

Report Filter: <empty>


Ctrl-Click Canada, Mexico, and USA. Right-click any selected item and

choose Group. Rename the Group North America

Ctrl-Click Austria, Belgium, Denmark, Finland, France, Germany, Ireland,

Italy, Norway, Poland, Portugal, Spain, Sweden, Switzerland, UK,. Right-click

any selected item and choose Group. Rename the Group Europe.

Ctrl-Click Argentina, Brazil, Venezuela. Right-click any selected item and

choose Group. Rename the Group South America.

Ctrl-Click the group South America and North America. Right-click any

selected item and choose Group. Rename the Group Americas.


Report Filters

Slicers

Group Filters


From within the Pivot Table, select

PivotTable Tools > Options > Tools > Pivot Chart >

Column > clustered Column

Hill, T. (2012), Excel 2010 Pivot Tables (Tech 102), Questing Vole Press.

QuestingVolePress.com
