Advanced Excel
About Lesson

A Pivot Table is a powerful tool in Excel used to summarize, analyze, explore, and present data. It allows you to extract meaningful insights from large datasets by organizing data in a tabular format.

 

Key Features of Pivot Tables

  1. Summarizing Data: Aggregates data using functions like sum, average, count, etc.
  2. Dynamic Reports: Adjusts automatically when the source data is updated.
  3. Sorting and Filtering: Allows sorting and filtering for easy data analysis.
  4. Grouping: Groups data based on categories or custom ranges.
  5. Calculated Fields: Enables custom calculations on fields within the Pivot Table.

 

 

Example

Name

Department

Sales Amount

Month

John Doe

Marketing

5000

January

Jane Smith

Sales

7000

January

Alex Brown

Marketing

4500

February

Emma White

Sales

8000

February

 

Procedure to create Pivot Table from above data:

  • Select your dataset.
  • Go to the Insert tab → Click on PivotTable.
  • Choose whether to place the Pivot Table in a new or existing worksheet.
  • Drag fields to the Rows, Columns, Values, and Filters areas in the Pivot Table Field List.

 

Configuration of Pivot Table:

  • Rows: Department
  • Columns: Month
  • Values: Sum of Sales Amount

 

Final Output:

Department

January

February

Grand Total

Marketing

5000

4500

9500

Sales

7000

8000

15000

Grand Total

12000

12500

24500

 

Practice Question:

Product

Category

Region

Units Sold

Revenue

Laptop

Electronics

North

50

50000

Phone

Electronics

South

100

30000

TV

Electronics

North

30

45000

Chair

Furniture

West

40

8000

Table

Furniture

East

20

10000

 

Create a Pivot Table to find out:

  1. Total Revenue by Region.
  2. Units Sold by Category.

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