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Excel's Formula - sisman

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Part V: Miscellaneous <strong>Formula</strong> Techniques<br />

Figure 18-2: A simple pivot table.<br />

Figure 18-3: A pivot table that uses a report filter.<br />

Data Appropriate for a Pivot Table<br />

A pivot table requires that your data be in the form of a rectangular database. You can store the<br />

database in either a worksheet range (which can either be a normal range, or a table created by<br />

choosing Insert➜Tables➜Table) or an external database file. Although Excel can generate a pivot<br />

table from any database, not all databases benefit.<br />

Generally speaking, fields in the database table consist of two types:<br />

Data: Contains a value or data that you want to summarize. For the bank account example,<br />

the Amount field is a data field.<br />

Category: Describes the data. For the bank account data, the Date, Weekday, AcctType,<br />

OpenedBy, Branch, and Customer fields are category fields because they describe the<br />

data in the Amount field.<br />

A single database table can have any number of data fields and category fields. When you create<br />

a pivot table, you usually want to summarize one or more of the data fields. Conversely, the values<br />

in the category fields appear in the pivot table as row labels, column labels, or report filters.

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