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Tutorial: Conducting Data Analysis Using a Pivot Table

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This document is a tutorial on conducting data analysis using Excel pivot tables, originally authored by Brian Kovar as part of 'The Pivot Table Toolkit'. It explains the importance of pivot tables in summarizing extensive data sets in business contexts, outlines the steps to create and manipulate pivot tables, and provides practical exercises using customer data from Pro Golf USA. The tutorial covers basic to advanced techniques for building pivot tables, including filtering and formatting options, and emphasizes the relevance of these skills for students entering the workforce.

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How do I use data from a PivotTable in a formula?

Click the cell in the PivotTable that you want to use in your formula in the PivotTable. A GETPIVOTDATA worksheet function is added to your formula that retrieves the data from the PivotTable. This function continues to retrieve the correct data if the report layout changes or if you refresh the data.

Do data analysts use pivot tables?

Excel Pivot Tables are an absolutely essential tool for anyone working in data analytics or business intelligence. Pivot Tables allow you to quickly explore and analyze raw data in Excel, revealing powerful insights and trends otherwise buried in the noise.

How do I sum data in a PivotTable?

Create a PivotTable in Excel for Windows Select the cells you want to create a PivotTable from. Select Insert PivotTable. This creates a PivotTable based on an existing table or range. Choose where you want the PivotTable report to be placed. Select OK.

What is the advantage of using pivot tables for data analysis?

A PivotTable is an interactive way to quickly summarize large amounts of data. You can use a PivotTable to analyze numerical data in detail, and answer unanticipated questions about your data. A PivotTable is especially designed for: Querying large amounts of data in many user-friendly ways.

How to do calculations with PivotTable data?

Create formulas in a PivotTable Select the PivotTable. On the Analyze tab, in the Calculations group, select Fields, Items, Sets, and then select Calculated Field. In the Name box, type a name for the field. In the Formula box, enter the formula for the field. Select Add.

How to do a PivotTable with data?

Count how often multiple values occur by using a PivotTable In the Summarize value field by section, select Count. In the Custom Name field, modify the name to Count. Select OK.

How to analyze data using pivot tables?

Select a cell in the source data or table range. Go to Insert Recommended PivotTable. Excel analyzes your data and presents you with several options, as in this example using the household expense data. Select the PivotTable that looks best to you and press OK.

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