3 tips for creating pivot tables in Microsoft Excel 2010
Pivot tables are used mostly by people who are in reporting roles. Pivots are a great tool when it comes to reporting. With just a few clicks the data in the tables can be changed and the viewer does not have to look at another table on chart in a different place. So let’s see how you can use pivot tables to report, and how to make the best use of this great feature that Microsoft Excel 2010 has in place for you. Here are 3 tips for creating pivot tables in Microsoft Excel 2010.
Reports based on time
Pivot tables can be used to create weekly, monthly, and yearly reports easily. There’s a feature called “group” that helps you create weekly, monthly, and yearly based reports on pivot tables easily. Once you create a pivot table, right click on the table to find the “Group” option. Once you select the option, you can group the data in the manner you need to display it to the viewers. A small window would appear on the screen which will allow you to select the kind of grouping you require for your table. You can select the right option and press OK to group your pivot table.
Filters in pivot tables
Filters allow you to display multiple reports in the same pivot table. And this is why filters make your tables awesome. These filters help you change the face of the report or the table with just a few clicks. Here’s how you can do that. Click anywhere on the pivot table to begin the process and then go to the Options ribbon. Click the dropdown on the ‘Options’ in that tab and you would see the option ‘Show Report Filter Pages’ to enable filters in your Pivot table. Another easy way to access this option is to click on the pivot table and drag and drop the fields on which you need the filter to be created in the ‘Pivot Table Field List’ pane on the right side of your window.
Summarize your pivot tables
Pivot table usually sums up the data you present in the tables. But what if you wanted to display the average instead of the sum? That’s possible too! With Microsoft Excel 2010, your reporting becomes easy because you can not only show the sum or the count of the data that you are reporting about, you also have lot of other options that you can put to use in the pivot tables that you create. Here’s how you can do it. Right click on the numbers in the pivot table and there you would find the option ‘Summarize Data by’ which has the options like ‘Average’, ‘Max’, ‘Product’ and other such options by which you can summarize your data.
So there are the three tips that will make your pivot tables stand out from the rest. Use these features to make your reporting better.