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Excel's Formula - sisman

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Chapter 18: Pivot Tables 483<br />

● Source data: The data used to create a pivot table. It can reside in a worksheet or an<br />

external database.<br />

● Subtotals: A row or column that displays subtotals for detail cells in a row or column in a<br />

pivot table. The pivot table in the figure displays subtotals for each branch.<br />

● Table Filter: A field that has a page orientation in the pivot table — similar to a slice of a<br />

3-D cube. You can include any number of items (or all items) in a page field at one time. In<br />

the figure, OpenedBy represents a page field that displays the New Accts item.<br />

● Values area: The cells in a pivot table that contain the summary data. Excel offers several<br />

ways to summarize the data (sum, average, count, and so on).<br />

The following steps create the pivot table presented earlier in this chapter (see the “A Pivot Table<br />

Example” section). For this example, I drag the items from the top of the PivotTable Field List to<br />

the areas in the bottom of the PivotTable Field List.<br />

1. Drag the Amount field into the Values area. At this point, the pivot table displays the<br />

total of all the values in the Amount column of the data source.<br />

2. Drag the AcctType field into the Row Labels area. Now the pivot table shows the total<br />

amount for each of the account types.<br />

3. Drag the Branch field into the Column Labels area. The pivot table shows the amount for<br />

each account type, cross-tabulated by branch (see Figure 18-9).<br />

Figure 18-9: After a few simple steps, the pivot table shows a summary of the data.

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