Excel - Create a PivotTable and analyze your data Tutorial

In this video, you will learn how to create a PivotTable and analyze your data using Microsoft 365. Pivot tables are a powerful tool for summarizing, analyzing, exploring, and presenting data in a report.
The video demonstrates how to create a PivotTable by clicking on any cell in your data, selecting "Insert," and choosing from the recommended pivot table layouts.
You can preview each recommendation to see how your data will look.
The video also shows how to format the numbers in the PivotTable as currency.
This tutorial will help you gain a better understanding of your data and make informed decisions.

1:35
4212 views

Available in Microsoft365

Objectifs :

Understand how to create and format pivot table reports in Excel to effectively summarize and analyze large datasets.

Chapitres :

Introduction to Pivot Tables
Pivot tables are powerful tools in Excel that allow users to summarize, analyze, explore, and present data effectively. They are particularly useful when dealing with large datasets, as they help make sense of complex information.
Creating a Pivot Table
To create a pivot table, follow these steps: 1. **Select Your Data**: Click any cell within your dataset. In this case, the dataset contains 800 rows. 2. **Insert Pivot Table**: Navigate to the 'Insert' tab on the Excel ribbon and select 'Recommended Pivot Tables'. 3. **Choose a Layout**: Excel will suggest various pivot table layouts based on your data. Click on each recommendation to preview how your data will be displayed. 4. **Confirm Your Selection**: Once you find the layout that suits your needs, such as 'Sum of order amount by sales person', click 'OK'. 5. **View the Pivot Table**: Excel will create the pivot table on a new worksheet.
Understanding the Pivot Table Fields List
After creating the pivot table, the 'Pivot Table Fields' list will appear on the right side of the screen. This list allows you to customize your pivot table further. The next video will cover how to create a pivot table report manually.
Formatting the Pivot Table
To enhance the readability of your pivot table: - **Zoom In**: Adjust the zoom level to make the pivot table easier to read. - **Format Numbers**: Right-click any cell in the 'Sum of order amount' column, select 'Number Format', choose 'Currency', and click 'OK'. This will format the numbers in that column as currency, improving clarity.
Conclusion
Pivot tables are essential for summarizing and analyzing data in Excel. By following the steps outlined above, users can create effective pivot tables that present their data clearly and concisely. The next step will be to learn how to create a pivot table report manually.

FAQ :

What is a Pivot Table in Excel?

A Pivot Table is a powerful tool in Excel that allows users to summarize and analyze large amounts of data quickly and efficiently, making it easier to present findings in a report format.

How do I create a Pivot Table?

To create a Pivot Table, select your data, click on the 'Insert' tab, and choose 'Pivot Table.' Excel will then provide you with options to create a Pivot Table based on your data.

What are Recommended Pivot Tables?

Recommended Pivot Tables are layouts suggested by Excel that are optimized for the data you have selected. You can choose from these recommendations to see how your data can be visualized.

Can I format numbers in a Pivot Table?

Yes, you can format numbers in a Pivot Table. Right-click on the cell you want to format, select 'Number Format,' and choose the desired format, such as currency.

What should I do if my data has many rows?

If your data has many rows, using a Pivot Table can help you summarize and analyze the data effectively, allowing you to focus on key insights without getting overwhelmed.

Quelques cas d'usages :

Sales Data Analysis

A sales manager can use Pivot Tables to analyze sales data by summarizing total sales amounts by each salesperson, helping to identify top performers and areas for improvement.

Financial Reporting

An accountant can create a Pivot Table to present financial data, such as expenses and revenues, in a clear and concise manner, making it easier to prepare reports for stakeholders.

Market Research

A market researcher can utilize Pivot Tables to analyze survey data, summarizing responses by demographics to identify trends and insights that can inform marketing strategies.

Inventory Management

A warehouse manager can apply Pivot Tables to track inventory levels, summarizing stock quantities by product category, which aids in making informed restocking decisions.

Project Management

A project manager can use Pivot Tables to analyze project timelines and budgets, summarizing data to assess project performance and identify potential delays or budget overruns.

Glossaire :

Pivot Table

A Pivot Table is a data processing tool used in Excel that allows users to summarize, analyze, explore, and present large sets of data in a report format.

Data Analysis

The process of inspecting, cleansing, transforming, and modeling data to discover useful information, inform conclusions, and support decision-making.

Insert

In Excel, the 'Insert' function allows users to add various elements such as tables, charts, and Pivot Tables into their worksheets.

Recommended Pivot Tables

These are suggested layouts for Pivot Tables provided by Excel based on the data selected, aimed at helping users visualize their data effectively.

Worksheet

A single page within an Excel workbook where data is organized in rows and columns.

Number Format

A feature in Excel that allows users to change the appearance of numbers in a cell, such as formatting them as currency, percentage, or date.

Currency Format

A specific number format in Excel that displays numbers with a currency symbol, making it easier to read financial data.

00:00:07

analyze, explore, and present your data in a report.

00:00:12

Pivot tables can help you make sense of your data,

00:00:15

especially when you have a lot of it.

00:00:18

This table has 800 rows; click any cell in your data;

00:00:25

click Insert; Recommended pivot tables.

00:00:30

Excel recommends pivot table layouts that will work well with your data.

00:00:35

To help you decide, pick each of the recommendations,

00:00:39

to see what your data will look like in the preview box.

00:00:43

Sum of order amount by sales person is what I want; so I click OK.

00:00:50

Excel creates the pivot table on a new worksheet.

00:00:54

The pivot table fields list appears to the right.

00:00:59

We'll cover that in the Create a Pivot Table report manually video.

00:01:06

I'm going to zoom in a little; to make the pivot table easier to read.

00:01:12

Right click any cell in the Sum of order amount column;

00:01:17

click Number format; pick currency; and click OK.

00:01:24

And the numbers in the column are formatted as currency.

00:01:30

Up next: Create a Pivot table report manually.

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