what function is used to narrow down the data in a pivot table? course hero

What are the main functionalities of pivot tables?

To recap, here are the main functionalities of pivot tables: 1 Calculate various descriptive statistics of the underlying data 2 Filter data based on a specific criterion/criteria 3 Create visualisations of the conducted analysis More ...

Do you need a pivot table for data analysis?

If you are an aspiring data analyst, you have probably heard of pivot tables. You might have even used a pivot table already, perhaps without realizing it. Pivot tables are a staple in any kind of analysis, and, if you’re building a career in data, you’ll come across them quite often in your day-to-day work.

What data can be summarized in a pivot table?

The data summarized in a pivot table might include sums, averages, or other statistics which the pivot table groups together in a meaningful way.

What data is Jason looking at on his pivot table?

Let’s say that Jason is looking at two different pivot tables: One that displays beer sales by quarter and one that displays beer sales by size. Right now, he’s looking at his data for both 2016 and 2017.

What function is used to narrow down the data in a PivotTable?

FiltersFilters can be used to narrow down the data in your PivotTable, so you can view only the information you need.

Which function is used to fetch data from PivotTable?

To extract data from a cell in a pivot table, use the Excel GetPivotData function, which is specially designed to extract data from a pivot table.

How do I minimize PivotTable data?

Right-click the item, click Expand/Collapse, and then do one of the following:To see the details for the current item, click Expand.To hide the details for the current item, click Collapse.To hide the details for all items in a field, click Collapse Entire Field.More items...

Which tool can be used to filter the data in a table or PivotTable?

You can use Slicers and Timelines to filter your PivotTable data, and at a glance, you can see what filters are applied. To add a slicer, click a cell in your PivotTable, and the PIVOTTABLE TOOLS tab appears. Click ANALYZE, click Insert Slicer. The Insert Slicer dialog box has options for each field in the PivotTable.

How do you use data in a pivot table?

You can quickly enter a simple GETPIVOTDATA formula by typing = (the equal sign) in the cell you want to return the value to and then clicking the cell in the PivotTable that contains the data you want to return.

What are slicers used for?

0:314:26How To Use Slicers in Excel: User Guide for Beginners - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo what is a slicer a slicer is a set of clickable buttons that allow you to quickly filter a pivotMoreSo what is a slicer a slicer is a set of clickable buttons that allow you to quickly filter a pivot table or pivot chart.

How do I minimize row labels in a PivotTable?

Right-click the item, click Expand/Collapse, and then do one of the following: To see the details for the current item, click Expand. To hide the details for the current item, click Collapse. To hide the details for all items in a field, click Collapse Entire Field.

How do you expand data in a PivotTable?

Click the PivotTable report. On the Analyze tab, in the Data group, click Change Data Source, and then click Change Data Source. The Change PivotTable Data Source dialog box is displayed. Click select a Use an external data source, and then click Choose Connection.

How do I resize a PivotTable field list?

Excel Pivot Table Field List – Activate, move, resize & layoutSTEP 1: Right-click on your Pivot Table and select Show Field List.STEP 2: Click on the down arrow and you get these options: Move, Resize and Close.STEP 3: Click on the Gear icon and you will be able to change the layout of your Field List.

What is slicer in PivotTable?

Slicers provide buttons that you can click to filter tables, or PivotTables. In addition to quick filtering, slicers also indicate the current filtering state, which makes it easy to understand what exactly is currently displayed.

What is PivotTable filter?

By using a report filter, you can quickly display a different set of values in the PivotTable. Items you select in the filter are displayed in the PivotTable, and items that are not selected will be hidden.

How do I filter values in a PivotTable?

In the PivotTable, select one or more items in the field that you want to filter by selection. Right-click an item in the selection, and then click Filter.

How to filter pivot tables?

Whatever you want to filter your pivot tables by (in Jason’s situation, it’s type of beer), you’ll need to apply that as a filter. Click within your pivot table, head to the “Pivot Table Analyze” tab within the ribbon, click “Field List,” and then drag “Type” to the filters list. 2.

How to calculate a pivot table?

1. While clicked inside a cell of the pivot table, visit the “Pivot Table Analyze” tab of the ribbon, select the button for “Fields, Items, and Sets,” and then click on “Calculated Field.”. 2. In the popup, enter the name of the new calculated field (in this case, Jason would name it “profit” or something similar). 3.

How to show subtotals in pivot table?

Click inside the pivot table and click the “Design” tab in the ribbon. 2. Click “Subtotals” and then select whether to show the subtotals at the bottom or the top of your group (either way is fine—it’s all up to personal preference!). After doing so, Jason sees subtotals for each size of his beer offerings.

How to sort pivot table by year?

1. Click inside of the pivot table. 2. Head to “Insert’ and then click the “Slicer” button. Select the variable you want to sort your data by (in this case, it’s the year) and click “OK.”. 3.

Can Jason see 2016 data in pivot tables?

With that slicer setup, Jason can simply hit the button for 2016 to only see his data for that year in his pivot tables. While getting the slicer established involves a little bit of work, it can save you tons of elbow grease down the road—particularly if you’re using a lot of different pivot tables. 2.

Custom Field to Calculate Profit Amount

This is the most often used calculated field in the pivot table. Please take a look at the below data; I have Country Name, Product Name, Units Sold, Unit Price, Gross Sales, COGS (Cost of Goods Sold), Date, and Year column.

Advanced Formula in Calculated Field

Whatever I have shown now is the basic stuff of Calculated Field. In this example, I will show you the advanced formulas in pivot table calculated fields. Now I want to calculate the incentive amount based on the profit percentage.

Recommended Articles

This has been a guide to Pivot Table Formula in Excel. Here we discussed the Steps to Use Formula of Pivot Table in Excel along with Examples and downloadable excel template. You may also look at these useful functions in excel –

What is pivot table?

Let’s find out. 1. What is a pivot table? A pivot table is a summary tool that wraps up or summarizes information sourced from bigger tables. These bigger tables could be a database, an Excel spreadsheet, or any data that is or could be converted in a table-like form.

Can you use a pivot table to do exploratory analysis?

Using some grouping techniques and summary measures in a pivot table, you could perform some quick explorations. Pivot tables also support another handy tool for exploratory analysis. Once you have your data summarized, you can create some plots like bar charts and scatter plots in order to visualize your findings.

What Is A Pivot table?

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What Are Pivot Tables Used for?

Pivot Table Functionalities

Wrap-Up