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During this Microsoft Excel 2016 advanced training tutorial video, we will cover working with pivot tables in detail. We will create pivot tables step by step and look at the more options that are available.
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Hello again and welcome back to our course on Excel 2016 Advanced.
In this section we’re going to look at creating Pivot Tables in a little more detail than we did the preceding section. And I’m going to create another Pivot Table from the same starting point but I’m going to take it step-by-step and look at more of the options that are available.
Now the first thing I’ve done is to convert the table with the source data in it back to being a range again. So it’s no longer a table. I already mentioned that it’s a good idea to use a table as the basis for a Pivot Table. So I am going to turn it back into a table again but I’m only going to use part of it and in doing that I’ll show you how easy it is to change the table later on and how that pretty much automatically changes the Pivot Table as well.
So on this occasion I’ve still got the same source data. I’m going to go up to the Insert tab. I’m going to click on Table. Now the Create Table dialog identifies the range from A1 to D34,109. What I’m going to do is just use say the first 15,000 rows in the table. So I’m going to click to the right of 34,109, change it to 15,000. So I’ve only got a little under half of that data as a table. And I’m going to change its name to Sales Table.
Now let me select the table. So I’m going to go up to the top left hand corner, get the diagonal black arrow, click, and click again to get the table and the header. And then I’m going up to the Insert tab and I’m going to click on Pivot Table. And that gives me the Create Pivot Table dialog. Now of course taking this approach we’re seeing all the option that you didn’t see before. But let’s start at the top of the Create Pivot Table dialog.
Well Excel is offering me the table that I had selected which was Sales Table. That’s fine. Note the alternative there, Use an external data source. I might choose one of my connections and get data from one of my connections. You can in fact turn any appropriate transactional data into a Pivot Table and use that as the source of a Pivot Table. You can also choose to use this workbooks data model. I mentioned the data model in a much earlier section.
And if you are, for instance, combining various data sources building a data model you may in fact use that data model as the source of a Pivot Table. That’s outside the scope of what we’re doing here. It’s a very important option if you are combining data from a number of sources.
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