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Tutorial: Conducting Data Analysis Using a Pivot Table

Tutorial: Conducting Data Analysis Using a Pivot Table 2026

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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, detailing how to create and manipulate them for effective data analysis. The tutorial includes step-by-step instructions for building various types of pivot tables, including basic and complex configurations, and emphasizes the skills needed for students entering the workforce. Additionally, it covers formatting options and introduces the use of slicers for filtering data.

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Click ‘Get Form’ to open the Tutorial: Conducting Data Analysis Using a Pivot Table in our editor.
Familiarize yourself with the tutorial content, which outlines how to create and manipulate pivot tables in Excel. Understand the key fields such as CUST ID, REGION, and TOTAL DOLLARS PURCHASED.
Follow the step-by-step instructions provided in the tutorial to build your first pivot table. Start by selecting the appropriate fields for rows, columns, and values based on your analysis needs.
Utilize our platform's editing features to highlight important sections or add notes as you progress through each exercise. This will help reinforce your understanding of pivot table functionalities.
Once you have completed your analysis, save your work within our editor. You can also export it directly to Google Workspace for easy sharing and collaboration.

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How can PivotTables be used to analyze data?

Pivot Tables allow you to quickly summarize data, such as calculating total amounts for each description. By dragging fields into different areas of the Pivot Table, you can view your data from various perspectives: Rows: Displays categories or descriptions.

How to use a PivotTable for analysis?

Create a PivotTable to analyze worksheet data. Filter data in a range or table. Use slicers to filter data. Use the Field List to arrange fields in a PivotTable. Import or export text (.txt or .csv) files. Filter for unique values or remove duplicate values. Quick start: Create a macro. Import data from the web.

What is a pivot analysis?

1:04 3:12 Slicers can be added to filter the pivot tables and/or pivot charts this makes your reports.MoreSlicers can be added to filter the pivot tables and/or pivot charts this makes your reports. Interactive. Making it easier for your boss. And your users to analyze different views. And trends.

How to get to PivotTable analyze?

Answer: In your excel document select File Options Customize the Ribbon. Select Tool Tabs from the drop-down list of Customize the Ribbon box. Locate PivotTable Tools. Make sure Analyze (PivotTable Analyze) Tab is enabled. Select Ok.

Which is a step in analysing data using a PivotTable?

Grouping data - This is a key step in Pivot Tables, allowing users to organize data into categories for better analysis. Applying filters - This is also a step in analyzing data, as it helps to focus on specific data points within the Pivot Table.

How do you analyse data using PivotTables?

Whats a Pivot Table and how do I use it? You can use a Pivot Table to summarise and analyse data. Make sure your data is well laid-out. Create the Pivot Table. Choose the information to display in the Pivot Table. + N + V. + T. See your data in a different way. Change the calculation used to summarise your data.

Do data analysts use PivotTables?

Excel PivotTables An essential tool for agency data analysts. If you are not already using PivotTables, you probably have heard them mentioned. They are an amazing feature of Microsoft Excel, one that can simplify the efforts of anyone who regularly deals with data.

Tutorial: Conducting Data Analysis Using a Pivot Table 2026

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Tutorial: Conducting Data Analysis Using a Pivot Table 2026

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How to use or fill out Tutorial: Conducting Data Analysis Using a Pivot Table with DocHub

Complete this form in 5 minutes or less

Got questions?

How can PivotTables be used to analyze data?

How to use a PivotTable for analysis?

What is a pivot analysis?

How to get to PivotTable analyze?

Which is a step in analysing data using a PivotTable?

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How do you analyse data using PivotTables?

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