All language subtitles for 2. Creating a PivotTable from Scratch

We finished the last section of the course by putting our data into a table.

And if you recall, we gave this table a name, we called it product sales.

So now we're pretty much at the stage where we can put this data into a pivot table and start to analyze

it.

And there are a couple of different ways that you can construct a pivot table, so make sure that you're

clicked somewhere in your data up to the Insert tab.

And notice in the first group, the tables group, we have two options Pivot Table and recommended pivot

tables.

So what is the difference between these two?

Well, if we hover mouse over recommended pivot tables and take a look at that screen, tap it says.

Want us to recommend pivot tables that summarize your complex data?

Click this button to get a customized set of pivot tables that we think will best suit your data.

So that's exactly what this button is for when you click this Excel is going to basically look at your

data and then provide you with a list of pivot tables that would best suit your data.

And the one that is most appropriate for your type of data will be at the top of the list.

So Excel has looked at this data, and it's basically showing me a pivot table that's going to display

the sum of profit by country.

So if that is the information that I'm interested in, looking at the profit broken down by country,

I could simply click this pivot table and it will build it for me.

The next one down is some of manufacturing price, so if that's what I want to see, I could click on

that pivot table.

What about some of profit by product?

Well, again, if that's the one that I'm interested in, I could click to load up that pivot table.

So these are simply recommendations from Excel based on your data.

And this is a really nice, quick way of creating a pivot table without having to add the fields yourself.

Now, we're not going to do it this way because I want you to learn how to build your own pivot tables.

Once you know that if you want to use recommend pivot tables, then you absolutely can.

So let's click on Cancel.

What we're going to do is we're going to jump up to the pivot tables, but then we're going to create

a pivot table based off of a table of data.

So let's select from table slash range.

So a couple of things we need to fill out here.

First of all, we need to select the table that contains our data.

Now, if you've already put your data into a table and given that table and name which we have done,

then it should pick up your data.

And I can see here.

Yes, product sales is the data that it's picked up.

If for some reason it doesn't pick up the correct range, you can also manually select the range.

Now I need to choose where I want to put this pivot table.

So do I want to put it on a new worksheet?

Do I want to put it on an existing worksheet?

So if I had more than one worksheet down here, I could choose which one I want to put this pivot table

on, or do I want to add this data to the data model?

Now we just want to put our pivot table onto a new worksheet, and I would definitely recommend that

you do that.

Always try and keep your source data on a different worksheet to any analysis that you're doing.

So in general, I'll put my source data on one worksheet.

My pivot tables on another.

And then maybe calculations on another.

So on and so forth.

Just so everything is separated.

So let's select new worksheets and click on.

OK?

So now you can see I have a new worksheet sheet to.

I'm going to grab it and just move it to the other side of the pivot tables, worksheets and I have

a blank pivot table reports at this stage.

A couple of things to note here.

We have a couple of new contextual ribbons.

If we take a look, we have pivot table analyze and also a design ribbon as well.

So both of these ribbons are where you're going to come.

If you want to do things like apply formatting to your pivot table, add things like subtitles and grand

totals, create pivot charts, insert slices, so on and so forth.

And then the final thing to note here is the most important part of pivot tables, and that is the pivot

table feels pain over on the right hand side.

Notice in here.

It's pulled in all of the column headings from our source data.

And it's these that we're going to use to build our pivot table reports.

Also note that currently our pivot table doesn't have a name.

It's got a rather generic name of Pivot Table three.

Now we're going to change that.

Once we've completed our analysis and we know exactly what this table is showing.

So let's move on to the next lesson we're going to start to build out this pivot table.