Place the Salesperson field in Filters area. (You have learnt grouping in the Chapter – Exploring Data with PivotTable Tools in this tutorial). In such a case, you can group the data by the Date field as follows −Īs you can observe, this PivotTable is not convenient to highlight significant data. Suppose you have a Date field in your data as shown below. If you want to display the results only at the level of Quarters, you can quickly collapse the Quarter field.
If you have an in-built structure for the fields in your data, such as, Year-Quarter-Month, nesting the fields to form a hierarchy will enable you to quickly expand/collapse fields to view the summarized values at the required level.įor example, suppose you have the sales data for the fiscal year 2015-16 for the regions – East, North, South and West, as given below.Īs you can observe, this is a comprehensive way of reporting the data using the nested fields as a hierarchy.
#EXCEL TABULAR FORM HOW TO#
We will take few examples to show you how to produce interactive PivotTable reports with hierarchies. You have also learnt how to group / ungroup data in a PivotTable in the Chapter – Using PivotTable Tools. You have learnt how to nest fields to form a hierarchy, in the Chapter – Nesting in a PivotTable in this tutorial. In this chapter, you will learn the different ways of making your PivotTable reports appealing with visual cues that enable quick exploration of the data. to the recipients so that they can visualize the details they want. You can also provide visual cues such as report filters, slicers, timeline, PivotCharts, etc. With filters, different summarizations, focusing on specific data, you will be able to generate several required reports based on a single PivotTable.Īs a PivotTable report is interactive, you can quickly make the necessary changes to highlight the specific results, such as data trends, data summarizations, etc. Once you have created a PivotTable, explored the data by arranging and rearranging the fields in its rows and columns, you will be ready to present the data to a wide range of audience.
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