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Pivot Table

A PivotTable takes data and summarizes it without formulas. The document shows examples of simple and more sophisticated PivotTables and a PivotChart summarizing spending data by buyer, type, and totals. Additional conditions can be added to the PivotTable like dividing values by type.

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Kaushal Anand
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0% found this document useful (0 votes)
12 views2 pages

Pivot Table

A PivotTable takes data and summarizes it without formulas. The document shows examples of simple and more sophisticated PivotTables and a PivotChart summarizing spending data by buyer, type, and totals. Additional conditions can be added to the PivotTable like dividing values by type.

Uploaded by

Kaushal Anand
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PivotTable

What is a PivotTable? In its most basic form, a PivotTable takes data and summarizes it so you can make
sense of it, all without typing any formulas!
This is data. This simple PivotTable summarizes the data.

Date Buyer Type Amount Buyer Sum of Amount


01-Jan Mom Fuel $74 Dad $20
15-Jan Mom Food $235 Mom $544
17-Jan Dad Sports $20 Kelly $270
Grand
21-Jan Kelly Books $125 Total $834
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

That was a simple example. Here's a more sophisticated one. This one shows the spending amounts
broken down by type of purchase and by buyer.
A more sophisticated PivotTable

Date Buyer Type Amount Sum of Amount Buyer


01-Jan Mom Fuel $74 Type Dad Kelly Mom Grand Total
15-Jan Mom Food $235 Books $125 $125
17-Jan Dad Sports $20 Food $470 $470
21-Jan Kelly Books $125 Fuel $74 $74
02-Feb Mom Food $235 Music $20 $20
20-Feb Kelly Music $20 Sports $20 $20
25-Feb Kelly Tickets $125 Tickets $125 $125
Grand Total $20 $270 $544 $834
There are also PivotCharts, which are a more visual way to summarize and make sense of the data. We
won't be covering these, but for now, just know that they're possible to do.

This PivotChart summarizes and visualizes the data.

Tickets
Sum of
Date Buyer Type Amount SportsAmount Column Labels
01-Jan Mom Fuel $74 MusicRow Labels Dad Kelly Mom Grand
Dad Total
15-Jan Mom Food $235 Books $125 Kelly$125
Fuel
17-Jan Dad Sports $20 Food $470 $470
Food Mom
21-Jan Kelly Books $125 Fuel $74 $74
02-Feb Mom Food $235 BooksMusic $20 $20
20-Feb Kelly Music $20 Sports
$0 $100 $200 $20
$300 $400 $500 $20
25-Feb Kelly Tickets $125 Tickets $125 $125
Grand Total $20 $270 $544 $834

And here's another version of the PivotTable, but this time we added the condition of Type to see how
much was spent for each type of purchase.

We added a condition here to divide the Value field


value field by Type.

Date Buyer Type Amount Type Sum of Amount


01-Jan Mom Fuel $74 Books $125
15-Jan Mom Food $235 Food $470
17-Jan Dad Sports $20 Fuel $74
21-Jan Kelly Books $125 Music $20
02-Feb Mom Food $235 Sports $20
20-Feb Kelly Music $20 Tickets $125
Grand
25-Feb Kelly Tickets $125 Total $834

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