Excel 2013 Pivot Tables In Depth

Friday, December 23rd 2022. | Sample Templates

Excel 2013 Pivot Tables In Depth – You can analyze PivotTable data in several ways, including sorting to quickly see trends. We’ll look at how to filter, aggregate and quantify your data.

Right-click the total value of the Art and Photography category, point to Sort, click Sort Highest to Lowest, and the categories are sorted from highest to lowest total sales.

Excel 2013 Pivot Tables In Depth

Excel 2013 Pivot Tables In Depth

Click the down arrow next to Row Labels. Since we clicked on the Labels down arrow, point to Label Filters.

Video: Sort, Filter, Summarize, And Calculate Your Pivottable Data

Click on the option like Starts with. Type your criteria, such as the letter c, and click OK. And only sections of books starting with “c” will be shown.

Click the down arrow again to remove the filter. Now it looks like a funnel because the filter is used. Click Clear filter from “Genre”.

For information on using slicers, see the fourth video in this course – Use Slicers, Timelines, and PivotCharts to Analyze Your PivotTable Data.

To see only the PivotTable items you want, you can select the cells that contain the items.

Getting Started With Excel 2013 Pivot Tables®

Right-click on them (categories in this example), point to Filter, click Keep Selected Items Only, and only the selected categories will be displayed.

To show the top three categories, right-click on the category, point to Filter, and click Top 10 – Clicking on the top 10 to see the top 3 seems pointless, but take a look.

Until now, PivotTable values ​​were displayed as the sum of the Sales Amount field, but you can use other functions.

Excel 2013 Pivot Tables In Depth

For example, right-click a cell in the Total column, point to Sum Values ​​(there are several options, such as Min and Max), click an option (such as Average), and now the values ​​pivot table. Summed up as average.

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For example, right-click a cell in the Total column and point to Show Values ​​As (there are several options, such as % of Row Total and % of Column Total). Select an option (for example % of total) and you’ll see how art and photography make up more than 10% of sales and how each store contributes to that number. Microsoft PivotTables and PivotCharts should be in every data visualization toolbox. Because today they are one of the most powerful reporting and analysis tools in Microsoft Excel. Pivot Tables and Pivot Charts New, we can help at 877-392-3539.

Problem: The remaining items in your Excel pivot table have been deleted. Read on to solve the problem of duplicate items remaining in pivot tables.

Pivot tables are one of the most powerful data visualization tools in Microsoft Excel, quickly followed by pivot charts and Power BI dashboards as the most useful tools for the senior management team. All three tools let you quickly understand what your data is telling you, interactively with a point-n-click graphical user interface for easy use. KPIs are aligned with Excel pivot tables and BI dashboards.

Yes, pivot tables are a wonderful thing, but they have their downsides. One of them is that the data displayed in the filter dropdowns and slices will keep deleted data from the source. It’s a little (even extremely) annoying and it’s hard to find a place that doesn’t show ugly deleted items. Knowing how to solve this problem will make you fall in love with Excel pivot tables all over again. Indeed, there is no better analysis tool in Excel than PivotTables and PivotCharts that are available to everyone.

What Is A Pivottable

There are two areas that affect the pivot table the most – Excel filters and slicers. You can maintain it all at once by changing the pivot table settings, or fix it just for the cutters. Both are detailed below. For this example and screenshots I used a Microsoft template with Excel 2013.

The template I started with already has a pivot table, which made it easy to use for this example. Here’s how it looks:

Above is some Excel dashboard data and an overall chart, and below that to the right is our pivot table with slicers. Before we get to the solutions, we need to show the problem, and before we do that, we need to create it.

Excel 2013 Pivot Tables In Depth

To create this particular problem, I will add a new data row to the data source. Before we get there, you should have an idea of ​​what values ​​are currently in the pivot table. Here is the filter dropdown for the area field:

How To Add Conditional Formatting A Microsoft Excel Pivottable Without Expressions

Note that only three unique items are listed. We’ll revisit that in a moment. First, let’s create this behavior we’re talking about.

Tip If you don’t see the entire row of the table and you want to start typing a new row, select the cell in the lower-right corner of the table’s data body range and press the Tab key.

So I added a closet in the upstairs bathroom. Oh, and it only cost me $250. Yes! OK, added data.

Tip To refresh a PivotTable, right-click any cell in it and select Refresh (as shown in the image below) or open Table Tools.

Top 3 Tutorials On Creating A Pivot Table In Excel

After you refresh the pivot table, you will see the newly added data. We will check the filter dropdown where we should display a list of unique values ​​from that field.

Get down to the details. We will delete this newly added data record. So go to the data source table, make sure the new row (or any cell in it) is selected, right click -> Delete -> Table Rows or select Delete (in the Cells group) -> Delete Table Rows from the Home tab:

If you now refresh the pivot table and look at the filter dropdown, you’ll notice that you still see the deleted row’s data from the Source menu. Also, you will see it in all related slices.

Excel 2013 Pivot Tables In Depth

This is a very simple but hidden and somewhat mysterious solution. Very simply, if you select your slicer (any slicer you want to work with, which unfortunately has to be done separately), you can access the slicer settings via the right-click menu or the ribbon (Slicer Tools).

How To Create A Pivottable Or Pivotchart In Microsoft Excel 2013

The Slicer Settings dialog will open. What you’re looking for is a little check box in the bottom right corner that says “Show deleted items from data source.” Uncheck this box, click OK, and your slicer will no longer show phantom data.

Fixing the slicers is nice, but it doesn’t remove the deleted items from the pivot table filter dropdowns. To do this, we need to go to Pivot Table Options and look at the Data tab. Here you will see a ‘Remove and keep items from data source’ item with a combo box to set the number of items to keep in each field.

By default, it is automatic. Change this to None and click OK. Voila! That’s it, you’re done. The pivot table no longer shows phantom deleted items. The best part of this solution is that it takes care of the cutters. Think of it as a cascade of deleted data. Fix the pivot table and it will fix the slicers – all of them (with this data source).

Although PivotTable is a very powerful tool, sometimes the default settings are not very helpful. It’s one of those “Pivot Table 101” things, but it’s hard to find if you don’t know where it is. You can use Excel’s PivotTable feature to access the most powerful data analysis Excel can provide. Pivot tables allow you to organize large amounts of data in a more coherent and meaningful way to get exactly what you want to know from the data. The most useful feature of pivot tables is the ability to quickly and easily rearrange them to change the information they display and calculate. When you create a pivot table, compare the information in your worksheet and then calculate the split values ​​you choose. In addition to pivot tables, you can also create pivot tables that use data from pivot tables, but display them in a graphical format.

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The best way to learn how to use pivot tables is to create one that you can test and practice with. Excel makes it easy to create a pivot table from your data. To create a pivot table, first select the worksheet that contains the data for which you want to create a pivot table. Then click the “Insert” tab on the ribbon. In the Tables group, click the Pivot Table drop-down button and select the Pivot Table or Pivot Chart command, as appropriate.

Either way, the “Create Pivot Table” dialog box will appear. Here you need to select the pivot table data source. You can choose: “Select Table or Range”, which pulls data from your Excel worksheet, or “Use an external data source”, which allows you to use data from a query or open a database connection.

Below this area you need to select

Excel 2013 Pivot Tables In Depth

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