UNIT 2:

EXCEL PIVOT TABLES

SUBMITTED BY: PRACHYODITA KAR
(24117004)
SUBMITTED TO: PROF. SOMANATH KUMAR MISHRA
 UNDERSTANDING EXCEL PIVOT TABLES
A pivot table is a powerful tool in Excel that allows you to summarize, analyze,
and visualize large datasets. It helps you to extract insights and meaningful
information from your data.
It allows you to:
Rotate (or pivot) the data to view it from different angles
Summarize data by grouping it by specific fields
Analyze data by creating custom calculations and filters
 KEY COMPONENTS OF A PIVOT TABLE
1. Pivot Table Fields: These are the fields from your original dataset that you
want to analyze.
2. Row Labels: These are the fields that you want to use to group your data.
3. Column Labels: These are the fields that you want to use to create separate
columns in your pivot table.
4. Values: These are the fields that you want to summarize (e.g., sum, average,
count).
5. Filters: These are the fields that you want to use to filter your data.
 CREATING A PIVOT TABLE
1. Select a cell range: Choose the data range you want to analyze, including
headers.
2. Go to the "Insert" tab: Click on the "PivotTable" button.
3. Select a cell: Choose a cell where you want to place the pivot table.
4. Click "OK": Excel will create a new pivot table.
 MODIFYING A PIVOT TABLE
1. Add fields: Drag and drop fields from the “PivotTable Fields” pane to the
“Row Labels”, “Column Labels”, or “Values” areas.
2. Remove fields: Drag and drop fields out of the “Row Labels”, “Column
Labels”, or “Values” areas.
3. Change field order: Drag and drop fields to reorder them.
4. Use the “PivotTable Tools” tab: Customize the pivot table's appearance and
behavior.
 GROUPING PIVOT TABLE DATA

1. Group by date: Right-click on a date field and select “Group”.

2. Group by numbers: Right-click on a number field and select “Group”.
3. Group by text: Right-click on a text field and select “Group”.
4. Create custom groups: Use the “Group” feature to create custom groups.
 FORMATTING PIVOT TABLE DATA
1. Use the "PivotTable Tools" tab: Customize the pivot table's appearance and
behavior.
2. Change number formatting: Right-click on a value field and select "Number
Formatting".
3. Change date formatting: Right-click on a date field and select "Date
Formatting".
4. Use conditional formatting: Highlight cells based on specific conditions.
MODIFYING PIVOT TABLE CALCULATIONS
Pivot tables allow you to perform various calculations, such as sum, average,
count, and more. You can modify these calculations to suit your needs.
Types of Pivot Table Calculations:
Sum: Calculates the sum of a field.
Average: Calculates the average of a field.
Count: Counts the number of items in a field.
Max: Returns the maximum value in a field.
Min: Returns the minimum value in a field.
Product: Calculates the product of a field.
Standard Deviation: Calculates the standard deviation of a field.
Variance: Calculates the variance of a field.
 MODIFYING A PIVOT TABLE CALCULATIONS
Right-click on a value field: Select “Value Field Settings”.
Select a calculation: Choose a calculation from the list.
Custom calculations: Use the “Custom Calculation” option to create a custom
calculation.
Use formulas: Use formulas to create custom calculations.
 DRILLING INTO PIVOT TABLE DATA
Drilling into pivot table data allows you to view detailed information behind a
summary value. This feature helps you analyze data more effectively.
Types of Drill-Down Options:
Double-click to drill down: Double-click on a cell to view detailed data.
Right-click to drill down: Right-click on a cell and select "Show Details".
Use the "Drill Down" button: Click on the "Drill Down" button in the
"PivotTable Tools" tab.
 DRILL DOWN OPTIONS

Show details: Displays detailed data behind a summary value.

Show details in a new worksheet: Displays detailed data in a new
worksheet.
Show details in a new workbook: Displays detailed data in a new workbook.
 CREATING PIVOT CHARTS
Pivot charts are a powerful tool in Excel that allows you to visualize pivot table
data. They help you to quickly identify trends, patterns, and correlations in your
data.
Types of Pivot Charts:
Column Charts: Compare values across different categories.
Line Charts: Show trends over time.
Pie Charts: Display how different categories contribute to a whole.
Bar Charts: Compare values across different categories.
Area Charts: Show cumulative totals over time.
 CREATING PIVOT CHARTS
1. Select a pivot table: Choose the pivot table that you want to create a chart
from.
2. Go to the "PivotTable Tools" tab: Click on the "PivotTable Tools" tab in the
ribbon.
3. Click on the "PivotChart" button: Click on the "PivotChart" button in the
"PivotTable Tools" tab.
4. Select a chart type: Choose the type of chart that you want to create.
5. Customize the chart: Customize the chart as needed.
 CUSTOMIZING A PIVOT CHART
1. Add a title: Add a title to the chart.
2. Add labels: Add labels to the x-axis and y-axis.
3. Change colors: Change the colors of the chart.
4. Add a legend: Add a legend to the chart.
5. Filter data: Filter the data that is displayed in the chart.
 FILTERING PIVOT CHART DATA
Filtering pivot chart data allows you to narrow down the data that is displayed
in the chart, making it easier to analyze and visualize.
Types of filers:
Report Filter: Filters the entire pivot table and chart.
Column Filter: Filters the data in a specific column.
Row Filter: Filters the data in a specific row.
Date Filter: Filters the data by date.
Slicer Filter: Filters the data using a slicer.
 FILTERING PIVOT CHART DATA
Filtering pivot chart data allows you to narrow down the data that is displayed
in the chart, making it easier to analyze and visualize.
Types of filers:
Report Filter: Filters the entire pivot table and chart.
Column Filter: Filters the data in a specific column.
Row Filter: Filters the data in a specific row.
Date Filter: Filters the data by date.
Slicer Filter: Filters the data using a slicer.
 APPLYING FILTERS
1. Select a filter: Choose a filter type from the "PivotTable Tools" tab.
2. Select a field: Choose a field to filter.
3. Select filter criteria: Choose the filter criteria, such as "Equals", "Does Not
Equal", "Greater Than", etc.
4. Apply the filter: Click "OK" to apply the filter.
 FILTERING WITH THE SLICER TOOL
The Slicer tool is a powerful feature in Excel that allows you to filter pivot table
data in a visual and interactive way.

WHAT IS A SLICER?
A Slicer is a graphical filter that allows you to filter pivot table data by selecting
specific items from a list.
 CREATING A SLICER
Select a pivot table: Choose the pivot table that you want to create a slicer
for.
Go to the "PivotTable Tools" tab: Click on the "PivotTable Tools" tab in the
ribbon.
Click on the "Slicer" button: Click on the "Slicer" button in the "PivotTable
Tools" tab.
Select a field: Choose the field that you want to create a slicer for.
Customize the slicer: Customize the slicer as needed.
 USING A SLICER
1. Click on a slicer item: Click on a slicer item to filter the pivot table data.
2. Select multiple items: Hold down the Ctrl key to select multiple items.
3. Clear the filter: Click on the "Clear Filter" button to clear the filter.
Thank you!