Pivot Tables

Using
Microsoft Excel
(Step By Step)
 Table of Contents
1 What are Pivot Tables? ................................................................................................................ 1
1.1 Report Filter ............................................................................................................................ 1
1.2 Column Labels ........................................................................................................................ 1
1.3 Row Labels ............................................................................................................................. 2
1.4 Summation Values .................................................................................................................. 3
2 Requirements................................................................................................................................. 4
2.1 Requirement # 1 .................................................................................................................... 11
2.2 Requirement # 2 .................................................................................................................... 20
2.3 Requirement # 3 .................................................................................................................... 21
2.4 Requirement # 4 .................................................................................................................... 22
2.5 Requirement # 5 .................................................................................................................... 26
2.6 Requirement # 6 .................................................................................................................... 31
2.7 Requirement # 7 .................................................................................................................... 38
2.8 Requirement # 8 .................................................................................................................... 45
APPENDEX ......................................................................................................................................... 53
EXERCISE .......................................................................................................................................... 55

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1 What are Pivot Tables?

A pivot table is a program tool that allows you to reorganize and summarize selected columns
and rows of data in a spreadsheet or database table to obtain a desired report. A pivot table is
especially useful with large amounts of data. For example, a store owner might list monthly
sales totals for a large number of merchandise items in an Excel spreadsheet. If the owner
wanted to know which items sold better in a particular financial quarter, it would be very time-
consuming for her to look through pages and pages of figures to find the information. A pivot
table would allow the owner to quickly reorganize the data and create a summary for each item
for the quarter in question.

Pivot tables layout is divided into four fields that are mentioned below …

1.1 Report Filter

Report filter is used to apply a filter to an entire table. For example, if the “Region of Sales”
field is dragged to this area, then the table constructed will have a report filter inserted above
the table. This report filter will have drop-down options (East, North, South & West) as shown
in figure below …

1.2 Column Labels

Column labels are used to apply a filter to one or more columns that have to be shown in the
pivot table. For instance, if the "Sales person" field is dragged to this area, then the table
constructed will have values from the column "Sales Person". This table will not have any

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numerical values as no numerical field is selected but when it is selected, the values will
automatically get updated in the column of "Grand total" as shown in the figure below …

1.3 Row Labels

Row labels are used to apply a filter to one or more rows that have to be shown in the pivot
table. For instance, if the "Sales by Products" field is dragged on this area then the other output
table constructed will have values from the column "Sales by Products" as shown in the figure
below …

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1.4 Summation Values

This usually takes a field that has numerical values that can be used for different types of
calculations. However, using text values would also not be wrong; instead of Sum it will give
a count. For example, if the "Revenue" field is dragged to this area along with row label of
"Sales by Customers", then the instruction will add a new column, "Sum of Revenue", which
will have values against each customer as shown in the figure below …

Note: Pivot table is a general Excel tool that is used to handel the large amount of data. The
more you will use Pivot Tables, you will get more expericne & learning. There is nothing fixed
or pet formats that you must have to follow in every condition. It is totally based on your
experiments that what and how you want to show your data to your boss. In every version of
Excel either it is 2007, 2010, 2013 or 2016, woking is bit different means, some functions
which are available in latest version of excel i.e. 2016, are not available in 2010 and 2007. So
there, thing are handel in different way and here, thing are done in different ways which are
more enhanced and easy. In previous versions of Excel, Options & Processes can be different
and a bit long as compared to latest version but at the end, even the tasks will be completed in
every version but there will be some lags as compared to latest versions.

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So, in these notes, calculations are done by using “Excel 2016” because of gaining enhanced
understanding. So some functions that are available in Excel 2016 will not be easily available
specially if you are using Excel 2007. You have to find out those options by yourself. But if
you are using Excel 2013, things are approximately same as in Excel 2016. For your
facilitation, the points where things/options are different in Excel 2007, some major steps of
2007 version are also written in a paragraph of these notes (See Page # 15-16).

The Ecxel sheet that is provided to you have the following requirements …

2 Requirements
Req. # 1: Calculate “Sales By Products” with the Filter of “Sales Persons” and show that how
much % of each product is of “Grand Total. Also make a pivot chart showing the sales values
in “Ascending Order”.

Req. # 2: Calculate “Sales By Customer” with the Filter of “Region”. Also make a pivot chart
showing the sales values in “Descending Order”.

Req. # 3: Calculate “Sales By Region” with the Filter of “State”. Also make a pivot chart
showing the sales values in “Descending Order”.

Req. # 4: Calculate “Sales By Sales Persons” with the Filter of “City”. Also make a pivot chart
showing the sales values in “Ascending Order”.

Req. # 5: Identify “Top 5 Customers” and make a pivot chart showing the sales values in
“Ascending Order”.

Req. # 6: Calculate “Count Deal By Customers” against each “Region” by using “Group
Field” option satrting from 0 to 8000 having the difference of 1000 in each group. Also make
the pivot chart showing the sales values in “Descending Order”.

Req. # 7: Show the “Monthly Sales Trend” having these two constraints …

i. Show the sales of month “July” in days.

ii. Show the sales in “Quarters”.

Also make the pivot chart showing the sales “Trend Line”.

Req. # 8: Make “Sales Dashboard” of any 4 requirements including “Sales Trend” on a

separate sheet by using “Slicer”. Make the connection of these 4 slicers with each Charts and
show all the Charts updating with single click.

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Before we start the caculation of our requirements, let’s do some basic steps.

I. Step # 1

First of all, check the data. It should be in proper and correct formats by all means. This is very
important to check because it can cause problems when you are going to start the calculation
of your requirements.

When you will see the data, then there are some mistakes in “Order Dates”. It is in Un-
Understandable language or meaningless like 41666, 41643, 41651 etc. So first of all, you need
to convert it in “Date Form” by performing the following steps …

i. Select the whole column of “Order Date” by CTRL+SHFT+

ii. Do Right Click on any value from the column of “Order Date”.
iii. Go to “Format Cells” as shown in the figure below …

iv. A new window window will open. Select the option “Date” from the list at the left
corner. When you will do this, several formats will be displayed, as show in figure
below …

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v. Now select any format and press OK as shown in the figure below …

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When you will press this, your “Order Dates” will be changed in Date form as shown in the
figure below …

II. Step 2

Now convert your data into “Table”. To do this, select the whole data and press the option
“Format as Table” from HOME TAB as shown in the figure below …

When you will press this, some built in designs will appear. Select any design that looks good
to you. After the selection of design, a new window will open where you have been asked to
select the “Range” of the table which you want to format. Do nothing, just press the OK button
because you have already select the data range as shown in the figure …

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Be sure that, “My Table has Headers” box must be checked. Because it will format your data
having the headers like, Customer Names, Address, City etc. etc …

When you will press OK, you will get your data converted into some specific design having
the headers also as shown in the figure below …

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III. Step # 3

Now insert the “Pivot Tables” by performing these steps that are mentioned below …

i. Select the whole data.

ii. Go to “INSERT” tab and press “PIVOT TABLE” from the top left corner as shown in
the figure below …

When you will press this, a new window will open asking the same “Range” of the table. As
you have already selected the whole data so, do nothing & just press OK by checking the “New
Worksheet” box as shown in the figure below …

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When you will press OK, Excel will automatically create a new worksheet of “Pivot Table”
names as Sheet1 as shown in the figure below …

Now, you have performed all the basic steps to start the calculation against your requirements.
Let’s begin the caculation of each requirement step by step.

Note: when you will create a new pivot table sheet, it will always be created before the Data
Sheet. So, it’s upto you that if you want to show all the sheets of requirements after the Data
Sheet, then you have to drag this sheet and leave after Data sheet and so on for all other coming
sheets as shown in the figure below. Otherwise there’s also no issue if it is created before the
Data Sheet.

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2.1 Requirement # 1
To do 1st requirement, perform the following steps …

i. First of all change the name of this newly created sheet from Sheet1 to Sales By Product
or whatever you are going to calculate. You can also move/drag this sheet to left or
right.
ii. Now when you will click on the dialouge box of pivot table which is on the left side,
Field List will automatically show on the right side of the sheet as you can see in the
above mentioned figure.
iii. Type “Product Names” in search box of field list, pick that and Drag it to “Row Lables”
field.
iv. Type “Revenue” in the search box of field list, pick that and Drag it to “Values” field
as shown in the figure …

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When you will Drag these two catagories in these different fields, Excel will automatically
calculate the “Sum of Revenue” against each of the product with Grand Total also as you can
see in the figure below …

This is the “Power Of Pivot Tables” that you don’t need to do anything. No need of sumifs,
averageifs & countifs fuctions, no need of drop down list/data validation. Just drag the items
into dfferent fields, you will get your desired results.

v. To show the %age of each product to the Grand Total, Drag again “Revenue” to the
“Values” field. It will again show the “Sum of Revenue 2” in another column as shown
in the figure below …

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Now you need to change the format. To show the %age, perform the following steps …

a. Do Right click on any of the value from the second column of “Sum of Reveneue 2”,
go to “Show Value as” and select “% of Grand Total” as shown in the figure below …

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b. When you will press this, you data will be coverted to %age of grand total and it should
be 100% as shown in the figure below …

c. Replace the name of column of “Sum of Revenue 2” with “%age of Grand Total”.

vi. To put the flter of “Sales Persons” Type “Sales Persons” in search box of field list, pick
that and Drag it to “Filter Lables” field as shown in the figure …

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When you will Drag this category to “Filter” field, you will see that “Filter” will be added at
the top of your pivot table as shown in the figure below …

Note: Sometimes, the “Field List” option is not opend even you have sleected your pivot table
dialouge box. The reason is, it becomes disable. To enable this, go to “Analyze” tab that will
open when pivot table will be created (Read Next Paragraph). On the top right corner you will
see an option named as “Field List”. Check that one, your field list be be shown to the right
side.

“In Excel 2007, thing are not openly shown as we see in Excel 2016, for example, when you
will create the pivot table, then a new tab will open other than these 8 built in tabs. Those new
tabs are kown as “Contextual Tabs” that will only open when some advance working is going
to satrt in the Excel. In Excel 2016 when you will create your pivot chart, two new tabs named
as “Analyze” and “Design” will open. All the options related to pivot tables are in these two
tabs that will be explained when we will need it. But, in Excel 2007, this “Analyze” tab is
named as “Options” tab. Inside these two differently named tabs, fuctions are almost same but
name are different.

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Similarly, when you do right click on any of the value to change the format like in previous
caulauion we changed our data from Sum to %age, we simply done that because options were
readily avaiable. But, in Excel 2007, you have to go to “Value Field Settings” a new dailouge
box will open having options of “Summarize Value by” & “Show Value As”. So now, you have
to do “Show Values As” %age of “Grand Total” from there and so on (See APPENDIX).

Means to say that, thing are same but the mothods of performing tasks are bit lengthy. So,
whatever version you are using, these basic things are present in every version but you have to
find out. There is only one big lag of “Adding Slicers” that is not included in Excel 2007 &
2010. It will be explained at the end when we will move to our Sales Dashboard.

vii. To make the pivot chart, perform the following steps …

a. Go to “Aanalyze/ Options” tab.
b. Press “Pivot Charts” to insert the chart.
c. Select the “Type” of chart. Just use only two types here (Bar Chart or Column Chart).

When you will do this, Excel will automatically create a chart of the pivot table as shown in
the figure below …

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As you can see that a new “Contextual Tab” is also open named as “Format”. It will be used to
change the formats of chart if you want to do.

d. To expand the chart, go to “Analyze” tab and unceck the “Field Buttons” from the top
right corner of sheet to remove the buttons that are showing on chart like, product
names, values, sum of revenue etc etc …
e. To add the chart title, legends, axis etc. , click on chart, go to the newly opened tab
“Design”. On the top left corner, you will see the option named as “Add Chart
Eelements”. Select any of these options which you want to insert as shown in the figure
below …

You can see that, chart title has been inserted and you can name it as “Sales By Products” or
anything else which you want. Legends are already inserted on the right side of the chart.

viii. To show the sales value in “Ascending Order” perform the following steps ….
a. Do Right click on any value from “Sum of Revenue”.
b. Go to “Sort” and then select “Larget to Smallest” in case of “Ascending” & “Smallest
to Largest” in case of “Descending” as shown in figure below …

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When you will press this, your chart will automatically arrange the highest value in the first
and then will go to decreasing values as shown in the figure …

Now see, coffee has the highest values of sales then marmalade and then crab meat and so and
so on …

f. To put the Sales Value on these Bars, do right click on any of the bar, go to “Add Data
Lables” and then select “Add Data Lables” as shown in the figure below …

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This action will put the value of on these bars as shown in the figure below …

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2.2 Requirement # 2
To do the 2nd requirement, perfom the following steps …

i. First of all create the copy of the previous sheet “Sales By Product” By perfoming
following steps …
a. Do right click on the sheet named as “Sales By Product”.
b. Go to “Move or Copy”.
c. A new window will open. Select the sheet “Sales By Products” and check the box
named as “Create a Copy” & press OK.

This will create a copy of the previous sheet “Sales By Product”.

ii. Now Drag Out the already inserted categories like “Product Names”, “Revenue”, “Sales
Persons” from the fields and delete the chart as well as shown in figure below …

When you will do this, the chart will become empty as well as the pivot table also. We need to
do this step to aviod the selection of pivot chart again by using the raw data. So whenever, you
will go to calculate the next requiremnt, you will do this means create a copy of any of the
sheets avaialable (Except Data Sheet), Drag Out all the previos listed items and then again Drag
In the newly items/categories that you want to calculate now.

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iii. Now repeat all the previous processes and their sub processes by changing the “Field
Items/Categories” againts this requirement (HINT: See Page # 11-19).

2.3 Requirement # 3
To do the 3rd requirement, perfom the following steps …

i. First of all create the copy of the previous sheet “Sales By Product” By perfoming
following steps …
a. Do right click on the sheet named as “Sales By Product”.
b. Go to “Move or Copy”.
c. A new window will open. Select the sheet “Sales By Products” and check the box
named as “Create a Copy” & press OK.

This will create a copy of the previous sheet “Sales By Product”.

ii. Now Drag Out the already inserted categories like “Product Names”, “Revenue”, “Sales
Persons” from the fields and delete the chart as well as shown in figure below …

iii. Now repeat all the previous processes and their sub processes by changing the “Field
Items/Categories” againts this requirement (HINT: See Page # 11-19).

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2.4 Requirement # 4
To do the 4th requirement, perfom the following steps …

i. First of all create the copy of the previous sheet “Sales By Product” By perfoming
following steps …
a. Do right click on the sheet named as “Sales By Product”.
b. Go to “Move or Copy”.
c. A new window will open. Select the sheet “Sales By Products” and check the box
named as “Create a Copy” & press OK.

This will create a copy of the previous sheet “Sales By Product”.

ii. Now Drag Out the already inserted categories like “Product Names”, “Revenue”, “Sales
Persons” from the fields and delete the chart as well as shown in figure below …

iii. Now repeat all the previous processes and their sub processes by changing the “Field
Items/Categories” againts this requirement (HINT: See Page # 11-19).

Till here, things were same that’s why the full fledge calculations are not shown. However the
screen shots of these 3 requirements are shown below. You can trace your calculations by
checking these.

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Requirement # 2

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Requirement # 3

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Requirement # 4

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2.5 Requirement # 5
To do the 5th requirement, perfom the following steps …

i. First of all create the copy of the previous sheet “Sales By Product” By perfoming
following steps …
a. Do right click on the sheet named as “Sales By Product”.
b. Go to “Move or Copy”.
c. A new window will open. Select the sheet “Sales By Products” and check the box
named as “Create a Copy” & press OK.

This will create a copy of the previous sheet “Sales By Product”.

ii. Now Drag Out the already inserted categories like “Product Names”, “Revenue”, “Sales
Persons” from the fields and delete the chart as well as shown in figure below …

iii. Type “Customer Names” in search box of field list, pick that and Drag it to “Row
Lables” field.
iv. Then Type “Revenue” in the search box of field list, pick that and Drag it to “Values”
field as shown in the figure …

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When you will Drag these two catagories in these different fields, Excel will automatically
calculate the “Sum of Revenue” against each of the “Customer” with Grand Total also as you
can see in the figure below …

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i. Now to identify the top 5 customers, you need to apply the “Filter”. To do that perform
the following steps …
a. Do Right Click on any value from “Row Labels” Column.
b. Go to “Filter” and then select “Top 10” as shown in the figure below …

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c. When you will press it, a new window will open in which you will be asked to set the
“Filter Value” of your choice. Set the value to 5 by using up and down button and press
OK as show in figure below …

When you will press OK, you will see that “Filter” of top 5 will be applied on Customer Names
and sales have also been adjusted against each of these top 5 customers having their Sum also
as shown in figure below …

Now the remaining processes to make “Pivot Chart” is same as we have done in the previous
requirements. So make the pivot chart as per your requirement (HINT: See Page # 16-19).

After completing this requirement, you can trace your calculations by checking te Screen Shot
of the Requirement 5 on next page.

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Requirement # 5

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2.6 Requirement # 6
To do the 6th requirement, perfom the following steps …

i. First of all create the copy of the previous sheet “Sales By Product” By perfoming
following steps …
a. Do right click on the sheet named as “Sales By Product”.
b. Go to “Move or Copy”.
c. A new window will open. Select the sheet “Sales By Products” and check the box
named as “Create a Copy” & press OK.

This will create a copy of the previous sheet “Sales By Product”.

ii. Now Drag Out the already inserted categories like “Product Names”, “Revenue”, “Sales
Persons” from the fields and delete the chart as well as shown in figure below …

Now here, we want to see that agiants the each group of revenue, how much times sales have
been occurred means, we have to made the groups of “Revenue” and then “Count” the sales
againts each group having the difference of 1000.

iii. Type “Revenue” in search box of field list, pick that and Drag it to “Row Lables” field
& “Values” field as shown in the figure below …

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When you will do this excel will automatically calculate the sum of the revenue against the
each of the revenue value as shown in the figures below …

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iv. Now to show the revenue values as “Count” peform the following steps …
a. Do Right Click on any value from the “Sum of Revenue” column.
b. Go to “Summarize Value By” and then select “ Count”.

You will see that against each value of revenue, count is calculated that how much time sales
have been done against this value as shown in the figure below …

v. Now make the group of the revenue that are in first column by performing the following
steps …
a. Do Right Click on any value from the “Row Labels” column.
b. Go to “Group”.

You can also go to “Group” Option from TAB Menu named as “Analyze/Options” tab and
select “Group Field” as shown in the figures below …

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When you will press this, the above mentioned window “Grouping” will open by both methods.

c. Now set the starting value “0” and ending value “8000” by the difference of “1000” as
it is our requirement.
d. Press OK.

Note: it’s not necessary that always you have to keep the difference by 1000 or start and end
the value by 0 to 8000. Requirement can be different. So you will adjust this grouping against
your requirement.

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You will see that, revenue has been divided into 7 categories having the difference of 1000 and
count of revenue has also been adjusted against each of the group with the same total of 369 as
shown in the figure below …

ii. To show the count of revenue against each “Region”, type “Region” in search box of
field list, pick that and Drag it to “Column Lables” field as shown in the figure …

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When you will drag this field to column label, you will get the division of the “Count of
Revenue” against each “Region” as shown in the figure below …

Now the remaining processes to make “Pivot Chart” is same as we have done in the previous
requirements. So make the pivot chart as per your requirement (HINT: See Page # 16-19).

After completing this requirement, you can trace your calculations by checking te Screen Shot
of the Requirement 6 on next page.

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Requirement # 6

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2.7 Requirement # 7
To do the 7th requirement, perfom the following steps …

i. First of all create the copy of the previous sheet “Sales By Product” By perfoming
following steps …
a. Do right click on the sheet named as “Sales By Product”.
b. Go to “Move or Copy”.
c. A new window will open. Select the sheet “Sales By Products” and check the box
named as “Create a Copy” & press OK.

This will create a copy of the previous sheet “Sales By Product”.

ii. Now Drag Out the already inserted categories like “Product Names”, “Revenue”, “Sales
Persons” from the fields and delete the chart as well as shown in figure below …

iii. Type “Order Date” & ‘Revenue” in the search box, pick the both and Drag it to the
“Row Lables” & “Values” Field respectively as shown in the figure below …

Note: Before we move further, clear one thing again that in your Data sheet, the formats of the
dates must be in correct form. Otherwise you will get the wrong form of data enter in the row
label (See the 1st step of these notes).

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When you will do this Excel will automatically calculate the revenue against each of the months
as shown in the figure below …

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Sometimes, Excel will show the revenue values as “Count Of Revenue”. So to convert it into
sum perfom the same steps …

a. Do Right Click on any value from “Count Of Revenue” column.

b. Go to “Summarize Value By” & select “Sum” now.
iv. To show the sales of month “July”, open just july month by clicking this + sign that is
linked with all months as shown in the first figure below …

If you were asked to show the December month sales in days, then you will do also the same
as shown in the second figure above. So it’s totally depend on the requirement that what is
required from you. In our case requirement was of “July” month.

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v. To show the sales in “Quarters” perform the following steps …

a. Do Right Click on any value from “Row Labels” Column.
b. Go to “Group”.

You can also go to “Group” Option from TAB Menu named as “Analyze/Options” tab and
select “Group Field” as shown in the figures below …

When you will press this, the above mentioned window “Grouping” will open by both methods.

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You can see that, there are two selected options “Days & Months” means that, the whole data
is showing in “Days” and “Months”.

c. Now select the “Quarters” option and un select the “Days” option and press OK as
shown in the first figure below …
d. When you will do this, you will see that your data will be converted to “Quarters” in
spite of “Days” as shown in the second figure below …

Now again, it depends that what is required from you. There are also many options like
Minutes, Seconds, Years and Hours. So whatever you want to show, you can do because as in
the start of the notes, it has been cleared to you that nothing is fixed or have pet formats. Pivot
Tables totally depend upon your choice.

vi. Now to make the pivot chart, perform the following steps because this chart is different
from all previous ones.
a. Go to “Aanalyze/ Options” tab.
b. Press “Pivot Charts’ to insert the chart.
c. Select the type “Line” from charts and press OK as shown in the figure below …

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When you will do this, Excel will automatically creat a chart of the pivot table as shown in the
figure below …

Now the remaining processes to do the formatting of “Pivot Chart” are same as we have done
in the previous requirements (HINT: See Page # 16-19). After completing this requirement,
you can trace your calculations by checking the Screen Shot of the Requirement 7 on next page.

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Requirement # 7

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2.8 Requirement # 8
To do the last requirement, perform the following steps …

i. Create new sheet by clicking this + button in the bottom of the Excel and named it as
“Sales Dashboard” as shownin the figure below …

ii. Now select the whole sheet by CTRL+ A. Go to “View” TAB option and “Uncheck”
the “Gridlines” as shown in the figure below …

This action will clear the all gridlines from your sheet to show the better presentation of charts.

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iii. Give the “Heading” of “Sales Dashboard” at the top of the sheet and “Zoom Out” the
sheet to approx. 90% or 80% to see the charts completely on one sheet. The more large
your display will be, the more accurate figures you’ll see.

iv. Now put the “Sales Trend” Chart at the top of the sheet by copying the chart from the
previous “Sales Trend” Sheet as show in the figure below …

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v. After this, put any 4 charts like “Top 5 Customers”, “Sales By Region”, “Sales By Sales
Rep.”, and “Sales By Products” below the “Sales Trend” by copying them from
previous sheets. You can put any other 4 chart as shown in the figure below …

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Now after putting the charts, we have to use the fuction of “Slicer”. Slicer is an Advaced Excel
Tool that is used to show the desired result. The option of slicer is not availabale in Excel 2007
and 2010. It is avaialable in Excel 2013 and the next verions.

vi. To insert the “Slicer”, perfom the following steps …

a. Click on any chart on Dashboard Sheet.
b. Select the “Analyze” tab from TAB Menu and press “Slicer” as shown in the figure
below …

When you will press this, the following window will open as shown in the first figure. Check
any 3 or 4 options as shown in the second figure and press OK …

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You can see that the slicers has been added and arranged on the right side of sheet also …

vii. To make the “Connections” of these slicers with each Chart, perform the following
steps …
a. Select First “Slicer”.
b. Select “Options” tab from TAB Menu and press “Report Connections” as shown on
the figure blow …

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When you will press it, the following window will open ….

c. Now check all the box at left side and then press OK as shown in the figure below …

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d. Make the Connections of other slicer by repeating the same process on remaining slicers
also.

Now when you will click on any one option from the any of these 4 slicers, all the charts will
automatically update/change. For example, if you want to see the “Sales Trend” of “Jan Kotas”
In “West” Region, then if the sales had been done there by this Salesperson, the pivot chart
will only show the information of that sales and so and so on as shown in the figure below …

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As you can see that the salesperson “Jan Kotas” is selling “Bear”, “Fruit Cocktail”, &
“Chocolate” in only “West” region so pivot charts are showing only that information.

This is the “Power of the Pivot Tables with Slicers” that on a single click you can impress your
audience and present your presentation more effectively.

That’s it from the pivot tables but actually this is not the end. Be remember, pivot tables are
the largest function in Excel as compared to other Excel’s functions. You can still do a lot of
things. These notes are only made against your requirements even there is no full formatting
of charts also. You can change the colors of bars, color of charts, design of charts, designs of
tables, changing of charts types, changing of requirements, changing of slicer formats, slicer
colors, slicer designs etc. etc. …

In short, you can still do many things to impress your audience by showing the things in a well-
organized and proper formats. But for that, you have to experience and used the Pivot Tables
deeply.

___________________________________________________________________________

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APPENDEX

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These above mentioned Screen Shots are taken from the Excel 2007 in the reference of the
page no 15 and 16 (Last Paragraph). After analyzing these screen shots, you will see that the
things are same and present in every version of Excel either it’s 2007 or 2010 but you have to
find out.

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EXERCISE
An Excel Sheet is provided to you named as “Pivot Tables 2”. You are required to calculate
these requirements by using the data of that sheet.

Requirement # 1: Calculate “Sales by Product” and find out the MAXIMUM amount of sales
against each product. Also make a pivot chart showing the sales value in "Ascending Order".

Requirement # 2: Calculate “Sales by Category” with the "Filter" of Dates & make a pivot
chart showing the sales value in "Descending Order".

Requirement # 3: Calculate “Sales by Country” against each "Product" & make a pivot chart
showing the sales value in "Descending Order".

Requirement # 4: Identify “Top 5 Countries” and show the "% of Column Total". Also make
a pivot chart showing the sales values in "Ascending Order".

Requirement # 5: Calculate “Count Deal by Country” by using "Grouping" starting the value
from 0 to 10000 having the difference of 500 in each group. Also make a pivot chart showing
the sales values in "Descending Order".

Requirement # 6: Show the “Sales Trend” & make a pivot chart (show the sales in quarters).

Requirement # 7: Make "Sales Dashboard" of any 4 requirements including "Sales Trend"

with any of 2 "Slicers" & make a pivot chart. Charts must be updated with single clicks.

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