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7. PivotTables and PivotCharts

Come friends, today we learn the magic of Excel: the PivotTable. Thousands of rows become a city-wise, month-wise or platform-wise summary in a few seconds. Field areas, Show Values As, grouping, calculated fields, slicers, timelines, GETPIVOTDATA and PivotCharts – all today. Almost every interview asks about PivotTables, so this module is very important.

What you will learn in this module

  • Creating a PivotTable from a Table, and the four field areas
  • Summarize Values By (Sum, Count, Average, Distinct Count) and Show Values As (% of total, running total, difference)
  • Grouping dates and numbers; calculated fields and items
  • Sorting, filtering and Top 10; slicers, timelines and report connections
  • Refreshing, GETPIVOTDATA and PivotCharts

Live story: Thirty seconds before the call

Suppose the state head joins a call in five minutes and asks, "City-wise sales, Blinkit versus Amazon Now, and each city's share of the total." Typing SUMIFS for every pair would take twenty minutes. A PivotTable gives the full grid in seconds, and a slicer lets her click one month. This chapter builds, groups, formats and connects PivotTables and PivotCharts.

All numbers in this story are fictional practice data.

Concepts in this chapter

  1. 7.1Creating a PivotTable
  2. 7.2Field Areas: Rows, Columns, Values and Filters
  3. 7.3Summarize Values By
  4. 7.4Show Values As
  5. 7.5Grouping Dates and Numbers
  6. 7.6Calculated Fields and Calculated Items
  7. 7.7Sorting, Filtering and Top 10
  8. 7.8Slicers and Timelines
  9. 7.9Report Connections, Refresh and Data Source
  10. 7.10GETPIVOTDATA
  11. 7.11PivotCharts

Review and practice

  1. ★Practice and Answer Key: PivotTable by City and Platform

The chapter recap is at the end of the last concept page.

Quick revision cards

Quick revision

Revise this chapter in two minutes. Save the cards on your phone or download them as PNG files. All names and numbers are made up for practice.

Revision card: PivotTable: totals and shares by city. Example data table with Total for Pune: ₹700; Pune's share of all sales: 70.0%; It shows Count, not Sum: switch to Sum.
Card 1 of 2: PivotTable: totals and shares by city · Download PNG
Revision card: GETPIVOTDATA, Slicer and Timeline. Example data table with Pull Pune's profit from the pivot: ₹1,200; Slicer on City, click Nagpur: ₹800; Timeline: dates only.
Card 2 of 2: GETPIVOTDATA, Slicer and Timeline · Download PNG

More cards for every chapter: Ravi Sir's Cards.