By using pivot tables to summarize data, users can quickly find any inconsistencies or errors in the data set.
Improved data accuracyĪnother benefit of pivot tables is that they can help improve data accuracy.
This image shows where we can force the pivot table to refresh.
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As new orders come in, you can simply add them to the dataset and the pivot table will automatically update to include the new data. This means that users can create a pivot table and time and then continue to use as new data becomes available, without having to manually update the pivot table each time.įor example, imagine that you have a data set that contains information about customer orders, and you create a pivot table that shows the total sales by product. One of the main advantages of pivot tables is their ability to automatically update when new data is added or existing data is changed. This image shows an Excel PivotChart for which our pivot table is the source to this visualization. This allows users to quickly identify trends and patterns and drill down into the data to explore it in more detail. By combining pivot tables with charts, slicers, and other interactive elements, users can create dashboards that allow others to easily navigate and analyze data.įor example, you can create a dashboard that shows total sales by product and region, then allow users to filter the data by date or customer type. Ability to create interactive dashboardsĮxcel’s PivotTables are a great tool for creating interactive dashboards that allow users to explore data in a more engaging and dynamic way. In this image, the pivot table is using a date-filter in which you can choose a specific day. Alternatively, you can sort the data by product name to identify which products sell the most, or sort by profit margin to see which products generate the most revenue. Users can easily change how data is displayed, sorted, and filtered, allowing them to explore different aspects of the data and identify trends and patterns that may not be apparent at first glance.įor example, you can create a pivot table that shows total sales by product, and then filter the information to show only sales for a specific region or time period. Flexibility in data analysisĮxcel’s PivotTables are incredibly flexible when it comes to data analysis. This image shows a Pivot table with total sums of quantity and price total with the company names as categories and the products as sub-categories. By creating a pivot table, you can quickly summarize this data to show total sales by customer, product, or date, as well as calculate average order size, profit margins, and other key metrics. Instead of manually sifting through data and calculating totals, averages, and other metrics, pivot tables allow users to do all of this with just a few clicks.įor example, imagine you have a data set that contains information about customer orders, including the customer’s name, order date, product name, quantity, and price. One of the main advantages of Excel’s PivotTables is the ability to quickly and easily summarize large sets of data. To use the Slicer, simply select one of the fields in the Slicer to filter your data by that field.Summarize large data sets quickly and easily.In the Insert Slicers dialog box, check the field or fields (Yes, you can create multiple slicers at once!) to use to "slice" your data, then click OK.On the PivotTable Tools Analyze tab ( PivotTable Tools Options tab in Excel 2007/2010), in the Filter group ( Sort & Filter group in Excel 2007/2010), click the Insert Slicer command (and then select Insert Slicer in Excel 2007/2010).This feature works the same in all modern versions of Microsoft Excel: 2010, 2013, and 2016.
To add a Slicer to a pivot table, follow these four steps. Adding a Slicer is similar to adding a second Page field ( Report Filter) but is even easier to use. Slicers make it really easy to filter data in a pivot table.
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How to Insert a Slicer in a Pivot Table in Microsoft Excel See Microsoft Excel: Tips and Tricks for similar articles.
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