By Paul Cornell

Tables are robust info research instruments, but so much Excel clients do not use them to their fullest capability. This advisor indicates why Pivot Tables are flexible for information research and the way you could leverage them to identify developments and make quick enterprise judgements.

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Additional resources for A complete guide to PivotTables: A visual approach

Example text

2. In the Add To list, select Row Area, and then click Add To. 3. In the PivotTable Field List dialog box, click Class Level. 4. In the Add To list, select Column Area, and then click Add To. Compare your results to Figure 2-52. Figure 2-52: Average scores for Chemistry classes by quarter and by class level 5. Click the Filter button in cell B2 (the School field). 6. Click Arts, and then click OK. 7. Click the Filter button in cell B3 (the Subject field). 8. Click Geography, and then click OK. The average scores in the PivotTable change to reflect the average scores for all of the academic quarters for Geography in the Arts school at the same time, as shown in Figure 2-53.

You can start the wizard by simply clicking Data PivotTable and PivotChart Report. The PivotTable and PivotChart Wizard consists of three basic steps for selecting data, specifying data details, and setting layout and formatting behaviors, in order to turn the data into a PivotTable (along with an optional PivotChart). Later in this chapter, you'll practice using the PivotTable and PivotChart Wizard in a Try It! exercise. For now, we'll introduce you gradually to the various PivotTable and PivotChart Wizard components, so that you'll be more comfortable with what each component does when you use them.

The Create New Data Source dialog box should now look similar to Figure 2-41. Figure 2-41: The Create New Data Source dialog box 15. Click OK. 16. Click OK again. The Choose Columns page of the Query Wizard appears. 17. Click the right arrow (>), and compare your results to Figure 2-42. csv file 18. Click Next. The Filter Data dialog box of the Query Wizard appears. 19. Because you don't want to filter the data right now, click Next. The Sort Order dialog box of the Query Wizard appears. 20. Again, because you don't want to sort the data right now, click Next.

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