How to Create a Dynamic Report Using Excel PivotTable
Microsoft Excel uses PivotTables to create dynamic reports. These reports offer you the ability to pivot on and off the data that you want to see. PivotTable reports are designed to work with large amounts of data, quickly aggregating and summarizing the information. You select what information you want to see at that moment. Then, when you need to analyze different data, you select, or pivot, the information to view it.
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Instructions
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Create a Pivot Table Report
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1
Open the Excel workbook that contains the data. Click any cell in the data. The data must have column headings and there cannot be any blank rows within the data.
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2
Select "PivotTable" from the "Tables" group on the "Insert" tab. Verify that the proper range is selected in the "Choose The Data That You Want To Analyze" field.
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3
Select a location from the "Choose Where You Want The PivotTable Report To Be Placed" field. The choices are "New Worksheet," which places the PivotTable report in a new worksheet starting in cell A1, or "Existing Worksheet," which prompts you to enter a location in the "Location" box.
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Click "OK." This adds an empty PivotTable.
Add Fields to a PivotTable
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Place fields in the default areas of the chart by placing a check next to the field name. The default location for non-numeric data is the "Row Label" section of the chart. Date and time fields default to the "Column Labels" section and numeric fields are defaulted to the "Values" area.
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Choose non-default field locations, if needed, by right-clicking on the field name and choosing "Add To Report Filter," "Add To Row Label," "Add To Column Label" or "Add to Values." You can also click on a field and drag it to the appropriate location.
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View the data by clicking on the Row, Column or Value label and placing a check next to the values that you want to analyze.
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Tips & Warnings
Add additional rows to your source data by clicking in the table to select it. Then, click "Change Data Source" from the "Data" group on the "Options" tab in "Pivot Table Tools."
