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Learning Goal
Learning Goal
Create summary reports from datasets using pivot tables
Learning Objectives
Learning Objectives
Build pivot tables using rows, columns, and values
Apply grouping techniques in pivot tables to organize data
Use functions in pivot tables to find totals by category
Objective 1: Build pivot tables using rows, columns, and values
Objective 1: Build pivot tables using rows, columns, and values
Get the Basics
Get the Basics
Select your data range, including headers
Insert a pivot table from the Insert tab
Drag fields to Rows area for categories
Drag fields to Values area for calculations
Drag fields to Columns area for comparing data across categories
Watch It in Action
Watch It in Action
Watch the video below to see this objective in action.
Try It Yourself
Try It Yourself
Using the Restaurant Social Media Metrics dataset, create a pivot table showing total likes by platform and content category.
Select all your social media data (A1:P34)
Click the Insert tab, then Pivot Table
Choose to create the pivot table in a new worksheet
Drag Platform to the Rows area
Drag Content Category to the Columns area
Drag Likes to the Values area
Take time to practice and explore these techniques at your own pace. What other new insights can you find in the data?
Objective 2: Apply grouping techniques in pivot tables to organize data
Objective 2: Apply grouping techniques in pivot tables to organize data
Get the Basics
Get the Basics
Drag date fields to the Rows area of your pivot table
Place date fields above or below other fields based on desired organization of data
Right-click on date fields to group by months, quarters, or years
Expand or collapse groups using the +/- buttons
Watch It in Action
Watch It in Action
Watch the video below to see this objective in action.
Try It Yourself
Try It Yourself
Using the Restaurant Social Media Metrics dataset, group the dates in your pivot table by week to see weekly performance trends.
Add Date to the Rows area in your pivot table (above Platform)
Right-click on any date in the pivot table
Choose Group from the context menu
Select Days and set the number of days to 7 (for weekly grouping)
Click OK to apply weekly grouping
Take time to practice and explore these techniques at your own pace. What other new insights can you find in the data?
Objective 3: Use functions in pivot tables to find totals by category
Objective 3: Use functions in pivot tables to find totals by category
Get the Basics
Get the Basics
Values automatically sum by default
Click the dropdown arrow next to values then click "Value Field Settings" to change function
Choose from Sum, Average, Count, Max, Min, or other options
Add the same field multiple times with different functions
Watch It in Action
Watch It in Action
Watch the video below to see this objective in action.
Try It Yourself
Try It Yourself
Using the Restaurant Social Media Metrics dataset, add multiple calculations to show both total and average engagement rates by platform.
Drag Engagement Rate to the Values area
Drag Engagement Rate to the Values area again (to have it twice)
Click the dropdown on the second "Sum of Engagement Rate" then click "Value Field Settings"
Change it from Sum to Average
Review your pivot table: it shows both total and average engagement rates by platform and content category
Take time to practice and explore these techniques at your own pace. What other new insights can you find in the data?
Pivot Tables Infographic
Pivot Tables Infographic
Review and save your own copy of the Pivot Tables Infographic for future reference!
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