Friday, April 27, 2012

How to use PivotTable to build the reports (part one)


PivotTable here is PivotTable in Microsoft excel version 2010. PivotTable can build the report in several forms from the database in the short time. The efficiency of the PivotTable report is variable to the change in options, design and your determination. Start first as to how to build the PivotTable report, part one, and go further to more complicated details next writing so that you can adapt them for your own work.

PivotTable WizardButton 
PivotTable Insert
There are more pictures in the story waiting for your viewing.


There are two ways to get the PivotTable Builder:
      1)  Via Tap and Ribbon: Insert >> PivotTable
      2)  Press Alt+D and P >> PivotTable and PivotChart Wizard 
          Press Wizard button on QAT >> PivotTable and PivotChart Wizard

1) Insert>> PivotTable
Flow of Insert Tab
Insert >> PivotTable >> Select the data you want to analyze >> Choose where you want PivotTable Report to be placed: new sheet or existing sheet



This way suits the excel list or the database which has each field (Heading Name) to each column and all data items in several fields for one row forming one record. 

By following the keys above, you will have the blank PivotTable Report to be built with PivotTable Field List. Dragging fields from the field list & placing them on the four areas: Report Filter, Column Labels, Row Labels and Values, is that you create the PivotTable Report filled in with the data and the header of the rows and the columns.

2) Press Alt+D and P or Press Wizard button on QAT
How to add Wizard button on QAT:  At the tool bar with Undo and Redo, Click the button to customize QAT>> More Commands>> Choose commands from Drop down box>> All Commands>> Scroll Down to select “PivotTable and PivotChart Wizard”>> Click Add
Flow of Wizard button:
Wizard button>> PivotTable & PivotChart Wizard: Where is the data that you want to analyze? (Microsoft excel list) and then what kind of report do you want to create?  (PivotTable)>>
 Next>> where is the data do you want to use?(Put Range of data) & Add>>
 Where do you want to put the PivotTable report? (new sheet or existing sheet).




PivotTable Report from the alternative 2, is not different from no.1, if the data is the excel list or database. However, if the data is not the database, you have to manage it into the list for easy reporting next step.