Pivot Table Tutorial 2003 Page 1

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Excel 2003
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Pivot Table Tutorial
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Part 1
0 This tutorial has been designed for beginning to intermediate users of Excel. If you have not used pivot tables before, you are about to discover
Overall : 289 one of the most powerful data analysis tools of Excel . If you already know how to use pivot tables, this tutorial will introduce you to some of the
more advanced techniques for getting the best out of pivot tables .

People This tutorial is for use with the Excel workbooks and Access database provided. Click on the links provided throughout the tutorial to download
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Contents
(1 ) A simple Pivot Table

1. Using the Wizard to set up a simple table

Contacts
2. Adding Row Fields
Ed Ferrero 3. Once you have a table, pivot it!
Web Admin 4. Creating another Pivot Table based on an existing Table

(2 ) A more complex example

Hosting Offer 1. Using Page Fields

2. Hiding data
3. Grouping data
4. Field calculations

(3 ) Pivot Tables based on external data

1. Setting up
2. Some cautions

(4 ) Using Pivot Tables to consolidate data

1. A forecasting example

(5 ) Using Calculated Fields

(6 ) Some Useful VBA Routines for Pivot Tables

1. Aligning Multiple Data Fields

2. Formatting a Pivot Table
3. Toggling Data Fields
4. Grouping and Ungrouping

1) A simple Pivot Table

a) Using the Wizard to set up a simple table

Say you have a list of data as given in the worksheet EG1.XLS. Open the worksheet now, the data looks like this ;

http://www.edferrero.com/ExcelTutorials/PivotTableTutorial2003/tabid/89/Default.aspx 09/13/2010 19:17:36

Pivot Table Tutorial 2003 Page 2

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The Pivot Table Wizard dialog appears. For now, you want to analyse the data contained in the Excel list, so click the Next button. This sends you
to the next dialog , which shows the range containing the data you wish to analyse. Excel automatically selects all the data in a contiguous range
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The third dialog asks whether you want to put the pivot table on the existing worksheet ar on a new sheet. Do not click "Finish" yet - select Large Scale
"New Worksheet" then click the Layout button. Optimization Add-
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The Layout dialog shows the headings across the top of your Excel list as buttons, which you can use in your Pivot Table. 200mm 90nm IC
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You can click-and -drag the buttons on the right of the form to any of four areas on the Pivot Table. The Page area will be explained later. For www.bissantz.de
now, drag "State" to the Row area, "Month " to the Column area, and "Sales" to the Data area. Your dialog should look like this ;

http://www.edferrero.com/ExcelTutorials/PivotTableTutorial2003/tabid/89/Default.aspx 09/13/2010 19:17:36