Creating Reports Using Excel Pivot Tables

1. Creating Reports Using Excel Pivot Tables Steve Honeycutt UNCG

2. Session Etiquette • Please turn off all cell phones. • Please keep side conversations to a minimum. • If you must leave during the presentation, please do so as quietly as possible. • Ask questions at any time.

3. Why use Excel Pivot Tables • Easy to use • Summarizes data very quickly • Help is readily available online • Excel is a tool that most people already have • Versatile • Drilldown capabilities • A number of software packages provide data in Excel format, or comma delimited format • Can add data to a table with formulas

4. Pivot Table Requirements • Data arranged in columns and rows with all columns requiring a header • No blank columns or blank rows • Sometimes you will have to save the file before you can create a pivot table

5. Pivot Table Limitations • Limited by the number of rows (1,048,576 Excel 2010) and columns (16,384 Excel 2010) allowed by Excel • Limited by the speed and capacity of the individual computer • Cannot add or delete columns or rows within a pivot table

6. Building a Pivot Table • Banner HR Example • Banner Finance Example

7. Demonstrate • Change row data to column data • Change the order of rows and columns • Using formulas with data for a pivot table • Using filters • Repeating rows • Copying data out of a pivot table

8. Demonstrate • Formatting data in a pivot table • Design format templates • Removing subtotals and grand totals • Check for duplicates • Separating data with report filter

9. Additional Resources • http://excelribbon.tips.net • Daily Excel Tips (free) • Weekly Excel Tips (free) • Electronic Excel Books (reasonably priced) • You Tube Videos