Use of Microsoft Office 2003 Excel Pivot Tables

Use of Microsoft Office 2003 Excel Pivot Tables

ASQ Milwaukee Pre-Meeting Clinic Monday, May 21, 2012 Presented by: Jeff Stumpe

Presentation Overview

How much time do you waste analyzing and manipulating data in Microsoft Excel 2003? If you don’t know how to use Pivot Tables, a lot!!

Pivot Tables are Microsoft Excel’s premier analytical tool – the ideal feature for quickly creating summary information that can be easily manipulated with drag-and-drop techniques to show multiple levels of totals in a variety of layouts. Microsoft Excel users who need to analyze database-like data can only go so far with sorting, filtering, and inserting subtotals. Ways are needed to created multiple totals in columns and rows and have the capability to interchange these fields, add other fields and sort results without using lengthy command sequences and creating complicated formulas.

Adding the Pivot Table Menu to the Toolbar

The Pivot Table Menu Options

No Active Pivot Table Drop Down

Active Pivot Table Drop Down

Creating the Pivot Table

Creating the Pivot Table

Single Cell Column Titles!!!

Creating the Pivot Table

Text or Number Data Columns

Number Data Columns

Creating the Pivot Table – Pivot Table Field Settings

Data Columns Only

Creating the Pivot Table – Pivot Table Field Settings

Click Drop Down for Selection/De-selection

Creating the Pivot Table – Pivot Table Field Settings

Click Sort Ascending to Re-order Column Data (Alpha-Numeric)

The Pivot Table Menu – Hiding Subtotals

The Pivot Table Menu – Hiding Detail

The Pivot Table Menu – Refresh Data

Use When Changes Have Been Made to Source Data but No Changes Have Been Made to #Rows, #Columns

The Pivot Table Menu – Capture New Data

The Pivot Table Menu – Show Field List