Microsoft Excel

Pivot Table

Prepare the data

• Remove the blank rows/columns

• Add headers for columns

• convert data to excel table: cmd + t, enter.

• Go to end/start of data: cmd + end/home.

Fields

1. Create the value field first.

• if it’s number, excel adds it up.

• If it’s a string, excel count them.

2. Create row fields

• break up the value field. Can have multiple row fields.

3. Column fields

• Break down the value field on another dimension

• Con: (vs. row fields) left to right scrolling

• Can be used for time

• Can have multiple column fields.

4. Filters - Slicer / Timeline in the ribbon

Misc

Update the pivot table when the original table changes:

• right click, refresh