Modul 5 - Pivot Table (En)
Modul 5 - Pivot Table (En)
In doing an analysis, there are some necessary steps. Grouping, sorting, and processing data
however we need to. Microsoft Excel has served some features such as sorting, filtering, and data
analytics. However, if you think that they are not enough, then you’ll need another feature: Pivot
Table.
Pivot Table is a table that sums up data on tables in a worksheet by applying certain operation such
as data sorting, average, or grouping. It is an interactive table that can display a big data summary
in a short time, with a lot of forms and calculations per item. This feature is really essential to
summarize, analyze, and present data. Presenting data can be done without doing a lot of formulas
in Microsoft Excel.
The data you input is shown on the left, while the Pivot Table results are shown on the right.
Excel will move to the new sheet to create Pivot Table. On the right is Report Builder that is used
to modify created Pivot Table. On Report Builder / Pivot Table Fields, there are some field settings
to manage the data you wish to be shown in Row, Column, Value, or Filter.
If there are some problems in creating Pivot Table, make sure you check these things.
1. FILTERS: we fill in this area with the field we use as a filter reference that will filter data
in the pivot table we’ve created
2. COLUMNS: contains fields that will be organized horizontally / usually contains header
for data shown in pivot table
3. ROWS: contains fields that will be organized vertically in the left side of pivot table area
4. VALUE: contains fields that will determine which data will be shown in pivot table area,
usually in the form of numbers
Filters
When you want to insert a Field to a Filter area, Pivot Table will add an option to do filtering on
that column.
On the figure above, on the top-right of Pivot Table lays a box named Client, which is a filter from
Pivot Table that has been created. When you click the dropdown, there are several types you can
choose on the list (can be more than one).
Rows
Rows are values that will be analyzed in Pivot Table. You can make two or more rows on a Pivot
Table.
Values
Values from Pivot Table will be more informative if there are values inputted in Values area.
Values area doesn’t work like the other areas. This area is prepared for numeric values e.g. sum,
count, and average. When you insert a field in Values, if the field is nonnumeric, the data shown
will be a Count for each item. If you insert numeric field, the data shown will be Sum for default.
If you want to change values, right click the Pivot Table and choose Summarize Values By. Then,
choose the type of calculation you want.
3. A dialog box will show up, containing suggestion of ranges of number grouping.
4. Set the range however you like.
5. Click OK.
5. Click OK.
Another way is if the data source is static, we need to adjust the data source’s range. This can be
done in the menu Pivot Table Tools -> Analyze -> Data Group -> Change Data Source. Next, you
need to input the new data range that will be used as data source.
You can change the data shown in Pivot Chart by clicking every box in Pivot Chart.
While doing the data, you can use the feature Slicer. It functions similarly like Filters. To create
a slicer, click the button Insert Slicer.