Data Management with Pivot Table using Microsoft Excel

PivotTables is a powerful tool that allows you to summarize and analyze data quickly and efficiently, yet most Excel users do not use them to their fullest potential. This class shows you why PivotTables are so versatile for data analysis and how you can leverage PivotTables to rapidly spot trends and make business decisions on mountains of data.

Purpose of PivotTables

• A PivotTable helps you organize and understand large datasets.
• Given an input table with numerous rows, you can extract answers to basic questions about your data effortlessly.

How PivotTables Work?

• Data Format: The data you use must be in tabular format (rows and columns).
• Components:
  • Columns: Represent vertical tabular data. Each column has a unique header defining the data listed below it.
  • Rows: Represent horizontal tabular data. Data in the same row are related.
  • Filters: Allow you to select specific data to display.
  • Values: Define how data is presented (e.g., summarized using sum, average, etc.).

Benefits of PivotTables

• Summarize Data: Easily summarize data by category, date, or any other relevant field.
• Dynamic Analysis: Quickly change the view by rearranging fields.
• Filtering: Use filters to focus on specific subsets of data.
• Aggregation: Perform calculations (e.g., sum, average) on data.

In summary, PivotTables are a valuable tool for data analysis, allowing you to gain insights from complex datasets with minimal effort.

In this training you will learn:

• PivotTable - A brief introduction on what is a Pivot Table and when it is used and the limitations of the Pivot Table.
• Source Data - Perfecting your source data in the right structure is important to minimize problems in creating reports, analyze data and finding trends. A host of things can go wrong as a result of bad data preparation, from inaccurate reporting to problems with grouping and sorting.
• Creating a Basic Pivot Table - Setup your source data and use Pivot Tables to create meaningful reports.
• Introducing Slicers - With Excel 2010 and up, Microsoft introduces a new feature called slicers. They are visual controls that allow you to quickly and easily filter your data in an interactive way.
• Customizing a Pivot Table and the Fields - There are many powerful settings to tweak the information in your pivot table. These tweaks range from making cosmetic changes to changing the underlying calculation used in the pivot table.
• Investigating Your Data with Pivot Tables - “Which products are not selling well?”, “What are the top 10 product categories?”,  “Who are our top 5 Salesperson?”, “What is the average unit price for each category?”, “How many orders did we have for each category?”, “Which categories make up over 50% of our total revenue?”, “Comparing monthly sales, MoM”, “Monthly sales vs YTD sales”.
• Grouping - An awesome feature in Pivoting as it allows reports to be summarized even further in special situations.
• Using Pivot Charts - This will look at how pivot charts work. A PivotChart is an interactive chart that provides a graphic image of the data contained in a PivotTable.
• Create Interactive Dashboard with Pivot Table and Pivot Chart - Applying all that we have learned in creating an interactive dashboard.