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Creating Reports Using Excel Pivot Tables

Join Steve Honeycutt from UNCG for an informative session on creating insightful reports using Excel Pivot Tables. Learn the fundamentals and advanced techniques to summarize and analyze your data quickly and efficiently. We will cover essential requirements for setting up your data, limitations of pivot tables, and offer hands-on demonstrations, including formatting tips and formula integration. You'll leave with valuable resources for further learning, ensuring you're well-equipped to utilize this powerful tool in your work.

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Creating Reports Using Excel Pivot Tables

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  1. Creating Reports Using Excel Pivot Tables Steve Honeycutt UNCG

  2. Session Etiquette • Please turn off all cell phones. • Please keep side conversations to a minimum. • If you must leave during the presentation, please do so as quietly as possible. • Ask questions at any time.

  3. Why use Excel Pivot Tables • Easy to use • Summarizes data very quickly • Help is readily available online • Excel is a tool that most people already have • Versatile • Drilldown capabilities • A number of software packages provide data in Excel format, or comma delimited format • Can add data to a table with formulas

  4. Pivot Table Requirements • Data arranged in columns and rows with all columns requiring a header • No blank columns or blank rows • Sometimes you will have to save the file before you can create a pivot table

  5. Pivot Table Limitations • Limited by the number of rows (1,048,576 Excel 2010) and columns (16,384 Excel 2010) allowed by Excel • Limited by the speed and capacity of the individual computer • Cannot add or delete columns or rows within a pivot table

  6. Building a Pivot Table • Banner HR Example • Banner Finance Example

  7. Demonstrate • Change row data to column data • Change the order of rows and columns • Using formulas with data for a pivot table • Using filters • Repeating rows • Copying data out of a pivot table

  8. Demonstrate • Formatting data in a pivot table • Design format templates • Removing subtotals and grand totals • Check for duplicates • Separating data with report filter

  9. Additional Resources • http://excelribbon.tips.net • Daily Excel Tips (free) • Weekly Excel Tips (free) • Electronic Excel Books (reasonably priced) • You Tube Videos

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