Graphical Excel Add Pivot Table

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Use Excel on Mac to add pivot tables and further process the data.

Step 1: Insert a PivotTable

Open the excel sheet >> Select data >> Insert >> Pivot table

Step 2: Create a PivotTable

Select a table or range: Refilter bottom table data

New worksheet: The generated pivot table will be created as a new sheet page in excel (of course, an existing worksheet page can also be used).

Complete the detailed pivot configuration in the new sheet page:

Step 3: Configure the PivotTable

Right side - Field name : All field names of the selected data will be listed. It has no practical meaning. It is used to select the field information that needs to be operated. Right side - Filter
: Click and hold the field name with the mouse - XXX fields can be dragged directly Go to the filter window, filter means to filter the data. For example: To filter the department name
on the right side - Column : click and hold the field name - XXX field with the mouse to drag it directly to the column window. All the values ​​in this field will be split into columns, and how many values ​​there are will be split into how many columns. List. (Not commonly used in daily use)
Right - Row : Click and hold the field name - XXX field with the mouse to drag it directly to the row window and display this field in the left area of ​​Excel. (With built-in filtering function)
Right side - Value : Click and hold the field name - XXX field to drag it directly to the value window. It supports a variety of calculation formulas and can be used for sum (default), count, average, and maximum number. , product and other calculations, for example: summing the working hours split by demand departments.

Note: Click the value field >> right mouse button >> Field Settings >> Adjust the calculation formula of the value

Row: requirement name, requirement type

Value: the required working hours

At this step, the pivot table has been created. The next step is to beautify the pivot table.

Step 4: Beautify the PivotTable

1. Adjust the multi-row style in the pivot table to column display (multi-column display), that is, convert multiple rows into multiple columns.

Click on the PivotTable >> Right mouse button >> PivotTable Options >> Display >> Classic PivotTable Layout 

Adjust the classic PivotTable layout from unselected to selected, and click the OK button (the table changes)

Note: This step is irreversible. If the excel style changes, it will not be restored. Please operate with caution.

 2. Pivot table - delete summary rows

Click the mouse on any row of the pivot table-requirement name >> Right-click the mouse >> Classify and summarize "requirement name" >> Click to cancel the check

Cancel the subtotal "requirement name" 

 

 3. Pivot table-data time aggregation

First, make a simple adjustment to the pivot table, adding the fields of filling time and reporting person. After adjustment, it is as follows:

Pivot table - time data combined by month (aggregation merge)

Click the mouse on any row of the pivot table - fill in the time >> Right click on the mouse >> Group >> Click on the month >> OK 

 

Note: The time data of the PivotTable can also be combined (aggregated) according to other dimensions.

The result after aggregation is as follows:

 3. Pivot table - insert a splitter to quickly display and filter data.

Click the mouse on the PivotTable >> Insert >> Slicer >> Select the bullet >> OK >> Insert the splitter for quick retrieval 

Click on the options in the splitter to control changes to the data in the left table

 

4. Pivot table-generate Pivot chart

Click on PivotTable >> Insert >> PivotChart >> Convert PivotTable to PivotChart 

5. Pivot table - style adjustment

Click on the PivotTable >> Design >> Select Style >> Modify Number Style Sheet

To be continued 

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Origin blog.csdn.net/TimerBin/article/details/125122159
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