Excel 2013 Pivot Table Data Crunching

by Bill Jelen, Michael Alexander

Overview

CRUNCH ANY DATA, FROM ANY SOURCE, QUICKLY AND EASILY, WITH EXCEL 2013 PIVOT TABLES!

Use Excel 2013 pivot tables and pivot charts to produce powerful, dynamic reports in minutes instead of hours… understand exactly what’s going on in your business… take control, and stay in control!

Even if you’ve never created a pivot table before, this book will help you leverage all their amazing flexibility and analytical power. In just the first seven chapters, you learn how to generate complex pivot reports complete with drill-down capabilities and accompanying charts. Then, you go even further, discovering how to build a comprehensive, dynamic pivot table reporting system for any business task or function.

Learning advanced pivot table and pivot chart techniques for Excel 2013 or the newest Office 365 has never been easier. You’ll find simple, step-by-step instructions, real-world case studies, even complete, easy recipes for solving your most common business analysis problems.

• Create, customize, and change your pivot tables and pivot charts

• Transform gigantic data sets into crystal-clear summary reports

• Summarize and analyze data even faster with new Excel 2013 recommended pivot tables

• Instantly highlight your most (and least) profitable customers, products, or regions

• Quickly filter pivot tables using slicers

• Use dynamic dashboards using Power View to see exactly where your business stands right now

• Revamp analyses on the fly by simply dragging and dropping fields

• Build dynamic self-service reporting systems your entire team can use

• Use PowerPivot or the Data Model to create pivot tables from multiple data sources and worksheets

• Work with and analyze OLAP data, and much more

About MrExcel Library: Every book in the MrExcel Library pinpoints a specific set of crucial Excel tasks and presents focused skills and examples for performing them rapidly and effectively. Selected by Bill Jelen, Microsoft Excel MVP and mastermind behind the leading Excel solutions website MrExcel.com, these books will

• Dramatically increase your productivity—saving you 50 hours a year or more

• Present proven, creative strategies for solving real-world problems

• Show you how to get great results, no matter how much data you have

• Help you avoid critical mistakes that even experienced users make

CATEGORY: Spreadsheets

COVERS: Microsoft Office Excel 2013

Product Details

ISBN-13:	9780789748751
Publisher:	Pearson Education
Publication date:	01/16/2013
Series:	MrExcel Library Series
Pages:	432
Product dimensions:	7.00(w) x 9.00(h) x 0.90(d)

About the Author

Bill Jelen, Excel MVP and the host of MrExcel.com, has been using spreadsheets since 1985, and he launched the MrExcel.com website in 1998. Bill was a regular guest on Call for Help with Leo Laporte and has produced more than 1,500 episodes of his daily video podcast, Learn Excel from MrExcel. He is the author of 38 books about Microsoft Excel and writes the monthly Excel column for Strategic Finance magazine and his Excel tips appear regularly in CFO Excel Pro newsletter and CFO Magazine. Before founding MrExcel.com, Bill Jelen spent 12 years in the trenches, working as a financial analyst for the finance, marketing, accounting, and operations departments of a $500 million public company. He lives near Akron, Ohio with his wife, Mary Ellen.

Mike Alexander is a Microsoft Certified Application Developer (MCAD) and author of several books on advanced business analysis with Microsoft Access and Excel. He has more than 15 years of experience consulting and developing Office solutions. Mike has been named a Microsoft MVP for his ongoing contributions to the Excel community. In his spare time, he runs a free tutorial site, www.datapigtechnologies.com, where he shares basic Access and Excel tips to the Office community.

Table of Contents

Introduction

Chapter 1 Pivot Table Fundamentals

What Is a Pivot Table?

Why Should You Use a Pivot Table?

When Should You Use a Pivot Table?

The Anatomy of a Pivot Table

Values Area

Rows Area

Columns Area

Filters Area

Pivot Tables Behind the Scenes

Limitations of Pivot Table Reports

A Word About Compatibility

Next Steps

Chapter 2 Creating a Basic Pivot Table

Ensure Your Data Is in a Tabular Layout

Avoid Storing Data in Section Headings

Avoid Repeating Groups as Columns

Eliminate Gaps and Blank Cells in Your Data Source

Apply Appropriate Type Formatting to Your Fields

Summary of Good Data Source Design

Creating a Basic Pivot Table

Adding Fields to the Report

Adding Layers to Your Pivot Table

Rearranging Your Pivot Table

Creating a Report Filter

Understanding the Recommended PivotTables Feature

Using Slicers

Creating a Standard Slicer

Creating a Timeline Slicer

Keeping Up with Changes in Your Data Source

Changes Have Been Made to Your Existing Data Source

Your Data Source’s Range Has Been Expanded with the Addition of Rows or Columns

Sharing the Pivot Cache

Saving Time with New Pivot Table Tools

Deferring Layout Updates

Starting Over with One Click

Relocating Your Pivot Table

Next Steps

Chapter 3 Customizing a Pivot Table

Making Common Cosmetic Changes

Applying a Table Style to Restore Gridlines

Changing the Number Format to Add Thousands Separators

Replacing Blanks with Zeros

Changing a Field Name

Making Report Layout Changes

Using the New Compact Layout

Using the Outline Form Layout

Using the Traditional Tabular Layout

Controlling Blank Lines, Grand Totals, and Other Settings

Customizing the Pivot Table Appearance with Styles and Themes

Customizing a Style

Modifying Styles with Document Themes

Changing Summary Calculations

Understanding Why One Blank Cell Causes a Count