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1. Select a singe cell in the transaction data. Click the Data menu item, and from the drop-down select PivotTable and PivotChart Report.

2. In the Pivot Table and PivotChart Wizard Step 1 of 3, confirm that you are creating a pivot table from an Excel list by selecting the option button next to Microsoft Excel List or Database.

3. In Step 2 of the Wizard, confirm that Excel selected the correct range for your data.

4. In Step 3 of the Wizard, specify a location for the pivot table results. Click the Layout button, shown in Figure 12.2.

5. In the Layout dialog, drag the Region button and drop it in the Row area. Drag Product and drop it in the Column area. Leave the Page area blank for now. Drag the Revenue button and drop it in the Data area. If your Revenue column contains 100% numeric data with no blank cells, the Revenue button changes to say Sum of Revenue when it is dropped in the Data area, as shown in Figure 12.3. Click OK to return to the Pivot Table Wizard.

Figure 12.2

Click on the Layout button in Step 3 to draw the initial state of the pivot table summary report.

Figure 12.2

Click on the Layout button in Step 3 to draw the initial state of the pivot table summary report.

Figure 12.3

To use a pivot table to build a summary report, drag field names from the right and drop them in the Row,Column,and Data areas of the Pivot Table Layout dialog.

Figure 12.3

To use a pivot table to build a summary report, drag field names from the right and drop them in the Row,Column,and Data areas of the Pivot Table Layout dialog.

6. In Step 3 of the Wizard, click Finish. Almost instantly, Excel produces a summary of the transactional data, and you have a summary report, as shown in Figure 12.4.

Figure 12.4

The pivot table results are a concise summary of the transactional data.

Figure 12.4

The pivot table results are a concise summary of the transactional data.

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