Creating Reports Using Excel Pivot Tables

Steve Honeycutt

UNCG

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.

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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

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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

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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

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Building a Pivot Table

• Banner HR Example

• Banner Finance Example

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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

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Demonstrate

• Formatting data in a pivot table

• Design format templates

• Removing subtotals and grand totals

• Check for duplicates

• Separating data with report filter

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Additional Resources

• http://excelribbon.tips.net

– Daily Excel Tips (free)

– Weekly Excel Tips (free)

– Electronic Excel Books (reasonably priced)

• You Tube Videos