What is a PivotTable?
A PivotTable is a summary table of voluminous data. It used to summarize the data based on the selected data values. Consider
the following example
SalesPerson | Month | Volume |
CHAN | OCT-07 | 450 |
LEE | NOV-07 | 430 |
MANI | NOV-07 | 230 |
CHAN | NOV-07 | 110 |
MANI | DEC-07 | 420 |
LEE | DEC-07 | 110 |
CHAN | DEC-07 | 210 |
From the above table,
- If we need the total sales volume of each SalesPerson, then we can use DATA / SUBTOTAL command for each change in
SalesPerson - If we need the total sales volume of each Month, then we can use DATA / SUBTOTAL command for each change in Month
- If we need SalesPerson and Month wise breakup in a matrix format, we cannot use DATA / SUBTOTAL command
PivotTable can be used for the above summary report. A sample PivotTable will look like this.
OCT-07 | NOV-07 | DEC-07 | Total | |
CHAN | 450 | 110 | 210 | 770 |
LEE | 430 | 110 | 540 | |
MANI | 230 | 420 | 650 | |
Total | 450 | 770 | 740 | 1920 |
Procedure
- Prepare the List (You can type or fetch the data from any ODBC compatible database. Refer my earlier post in this blog)
- Select the List
- Select Data / PivotTable and PivotChart Report menu command
- Select the output location (it can be a new sheet or part of the existing sheet)
- Select the LAYOUT button and
- Place the SalesPerson in Row area
- Place the Month in Column area
- Place the Volume in the Data area
- Then Finish, now you can see the PivotTable
In the same way you can generate PivotChart
Sample Scenarios
- A Warehouse wise, product summary
- Yearwise, Monthwise, Product Sales/Purchase
- Department wise, Year wise admission for a college
Other Points
- You can have 3 dimensional PivotTables by using Page Field
Once Again I am here to help in EXCEL based solutions, as a service to society. Your comments are driving force behind the success of this blog.
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