Analyzing Your Excel 2013 Data

  • 2/15/2013
Contents

Creating PivotTables

PivotTables are powerful tools that can help you analyze your data in a variety of ways and from a variety of perspectives. You specify to Excel 2013 how you want to display the data in the PivotTable and then—here’s the pivot part—you can easily change the data to display the information in different ways within the same table.

Create a recommended PivotTable

  1. Click a cell within the range that you want to summarize.

  2. Click the Insert tab.

  3. Click Recommended PivotTables.

  4. In the Recommended PivotTables dialog box that opens, click the PivotTable that you want to create.

  5. Click OK.

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TIP

The great thing about adding a PivotTable to your worksheet is that you can pivot your data and look at it in different ways. Click the arrow in the upper-left corner of the table and choose the field that you want to use as the pivot for the table. Select the check boxes of items that you want to include in the table; your data will be filtered and displayed accordingly.

Create a PivotTable

  1. Click a cell within the range that you want to summarize.

  2. Click the Insert tab.

  3. Click PivotTable.

  4. Verify that the proper data range appears in the Table/Range box.

  5. Click OK.

  6. Drag a field to the Values area.

  7. Drag other field headers to the Rows and Columns areas, as needed.

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TIP

To change your PivotTable, click any cell in the data area of the PivotTable, and then on the PivotTable Tools Analyze tab, choose Field Settings. Choose Field Settings in the Active Field group, and the Value Field Settings dialog box appears. If you want to change the format of numbers in the PivotTable, click the Number Format button and choose a different format in the Format Number dialog box. If you want to change the data source the table is using to create the PivotTable, in the Data group, click Change Data Source and choose a different table to use as the basis for your PivotTable. When you’re done making changes, test out the table to ensure that it shows your data to your satisfaction.

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This chapter is from the book