If its’ not what you expect, simply use the Undo feature and/or have another go! What you must always remember is that you are not changing the structure of your original table in any way at all, so you can do no harm! We find the best part about Pivot Tables is their ability to be manipulated via ‘ Trial-and-Error’ and immediately show the result. It is important to note that the order in which you enter the fields in the Row labels and column labels areas affects how Excel organizes the data in Pivot Table. The possibilities are endless and the reports are displayed at just flash of a moment. Numerous reports can be created from any given set of data. Quantity field can be inserted in Values. Similarly if we want Quantity details along with revenue. Or State Wise, Customer wise, Product wise Sales is required. Just move state to Column area and Product to Row area. If in above example Product wise, state wise Sales are required. It is very simple to make changes in Pivot Tables. We have now observed how Pivot Tables can be easily used to compile and analyze large voluminous data in just few clicks!!! Product in Column area & Revenue in Value area. Just drag fields into particular area to get the desired reports.īelow example shows State wise, Product wise revenue. Pivot Table contains four areas namely Report filter, Column Labels, Row Labels & Values. Step 3: Pivot Table Field List Task Pane will be displayed as under: Step 2: Insert → Pivot Table → Wizard as shown below will be displayed → Select source data → Select worksheet where Pivot Table is to be displayed → Click Ok (You can access the excel working sheet through this link) Various columns are Date, Product, State, Customer and Revenue. In the example we have tabulated sales data of a company. Errors, caused by incorrect data entry, are the source of many problems related to data management.ĭata can also be imported from various sources. This includes NOT leaving a blank row between the column headings and the first row of data. Avoid blank rows or columns when entering the data. This is a must! They should always be in the row directly above your data. The first step in creating a pivot table is to enter the data into the worksheet. One advantage of Pivot Table is that it allows you to sort, filter, rearrange, hide, and display different category fields within the Pivot Table to provide alternate views of the data. For example, in a worksheet in which each column represents an hour in the day, each row represents a day in month, and the body of the worksheet contains total sales for every hourly period of the month, you can’t change the worksheet quickly so that it displays only sales on Tuesdays during Afternoon. One limitation of the standard Excel worksheet is that you can’t easily change how the data is organized on the page. Pivot Tables are interactive table that allow the user to group and summarize large amounts of data in a concise, tabular format for easier reporting and analysis within matter of minutes. In this article we shall deal with one of the most dynamic & import feature of Excel: Pivot Table: These features can simplify your work in relation to Auditing, Investigation of frauds, MIS Reporting, Compiling data for Income Tax Assessments or Vat Audit. EXCEL has numerous features which can reduce your time & your client’s time in day to day analysis and reporting. But do we CA’s utilize excel to its optimal? Sadly no! Most of us never realize the full potential of using Excel. Today’s spreadsheets can be significantly different and far more advanced. In the past they were used only to perform basic moths, such as adding, multiplying, subtracting and dividing. As we are all aware excel is widely used for accounting and financial purposes.
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