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This book consolidates all the best functionality of pivot tables into one guide that provides you with a meaningful tutorial, offering practical solutions to day-to-day problems.
Within just the first 2 chapters, you will be creating basic pivot tables, increasing productivity, and producing reports in minutes instead of hours.
Within the first 6 chapters, you will learn how to use pivot tables to quickly highlight your top 10 customers or bottom 5 products in profitability; quickly create analysis comparing sales this period to last period by product or region or both; easily summarize daily transactional data by month or quarter or year in a few mouse clicks–all without knowing any formulas!
By the end of the book, you will truly be a pivot table guru, automating pivot tables using VBA, creating pivot tables with external data in OLAP cubes, and even creating dynamic reporting systems so that your managers can answer their own queries with a few mouse clicks.
• Take advantage of the numerous pivot table recipes
• Create powerful summary reports in seconds
• Build ad-hoc query tools with ease
• Enhance your Executive Reporting
• Filter reports to top 10 customers or products
• Add dynamic charts to reports
• Quickly summarize daily data by month, quarter, or year
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1 Pivot Table Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
2 Creating a Basic Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . .21
3 Customizing a Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
4 Controlling the Way You View Your Pivot Data . . . . . . . . . . . .83
5 Performing Calculations Within Your Pivot Tables . . . . . . . . 117
6 Using Pivot Charts and Other Visualizations . . . . . . . . . . . . .141
7 Analyzing Disparate Data Sources with Pivot Tables . . . . . . 167
8 Sharing Pivot Tables with Others . . . . . . . . . . . . . . . . . . . . . .189
9 Working with and Analyzing OLAP Data . . . . . . . . . . . . . . . . 201
10 Enhancing Your Pivot Table Reports with Macros . . . . . . . . .215
11 Using VBA to Create Pivot Tables . . . . . . . . . . . . . . . . . . . . . 231
12 Common Pivot Table Issues and Questions . . . . . . . . . . . . . .291
A Finding Pivot Table Commands on the Ribbon . . . . . . . . . . . .315
From the Back Cover
This book consolidates all the best functionality of pivot tables into one guide that provides you with a meaningful tutorial, offering practical solutions to day-to-day problems.
Within just the first 2 chapters, you will be creating basic pivot tables, increasing productivity, and producing reports in minutes instead of hours.
Within the first 6 chapters, you will learn how to use pivot tables to quickly highlight your top 10 customers or bottom 5 products in profitability; quickly create analysis comparing sales this period to last period by product or region or both; easily summarize daily transactional data by month or quarter or year in a few mouse clicks–all without knowing any formulas!
By the end of the book, you will truly be a pivot table guru, automating pivot tables using VBA, creating pivot tables with external data in OLAP cubes, and even creating dynamic reporting systems so that your managers can answer their own queries with a few mouse clicks.
• Take advantage of the numerous pivot table recipes
• Create powerful summary reports in seconds
• Build ad-hoc query tools with ease
• Enhance your Executive Reporting
• Filter reports to top 10 customers or products
• Add dynamic charts to reports
• Quickly summarize daily data by month, quarter, or year
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1 Pivot Table Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
2 Creating a Basic Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . .21
3 Customizing a Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
4 Controlling the Way You View Your Pivot Data . . . . . . . . . . . .83
5 Performing Calculations Within Your Pivot Tables . . . . . . . . 117
6 Using Pivot Charts and Other Visualizations . . . . . . . . . . . . .141
7 Analyzing Disparate Data Sources with Pivot Tables . . . . . . 167
8 Sharing Pivot Tables with Others . . . . . . . . . . . . . . . . . . . . . .189
9 Working with and Analyzing OLAP Data . . . . . . . . . . . . . . . . 201
10 Enhancing Your Pivot Table Reports with Macros . . . . . . . . .215
11 Using VBA to Create Pivot Tables . . . . . . . . . . . . . . . . . . . . . 231
12 Common Pivot Table Issues and Questions . . . . . . . . . . . . . .291
A Finding Pivot Table Commands on the Ribbon . . . . . . . . . . . .315
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Customer Reviews
I further think that part of the problem is the name Pivot Table. This is primarily a Microsoft term (Microsoft has trademarked the word PivotTable - with no space), but the original functionality came from Lotus Improv.
It's foolish for me to try to explain pivot tables here when the book exists. Let me just say that if your task involves taking a lot of data that would make a lot more sense to you or your boss if it were summarized in various ways, Pivot Tables are for you, and the authors of this book are recognized experts in the field.
Note that the book has been brought up to date to cover Excel 2007. There are a number of changes in 2007 that are distinct improvements over previous versions but that require you to do things that are a bit different while the overall functionality remains basically the same.
Figure 3.7 is a dialog box displaying how to change a field name. The book itself seems to have excellent content; however, I've found nomenclature to be inconsistent, practice files not identified, and references not accurate. Very informative book be very frustrating to use.
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