Excel 365 Pivot Tables: Easy Excel 365 Essentials, #4

ALSO BY M.L. HUMPHREY

Listing of all books by M.L. Humphrey

Excel 365 Essentials

Excel 365 for Beginners

Intermediate Excel 365

102 Useful Excel 365 Functions

Easy Excel 365 Essentials

Formatting

Conditional Formatting

Charts

Pivot Tables

The IF Functions

LOOKUP Functions

EXCEL 365 PIVOT TABLES

EASY EXCEL 365 ESSENTIALS - BOOK 4

M.L. HUMPHREY

CONTENTS

Introduction

Pivot Tables – Insert and Build

Pivot Tables – Work With

Pivot Tables – Format

Pivot Tables – More Advanced Analysis

Pivot Tables – Pivot Charts

Pivot Tables – A Few More Items

Appendix: Basic Terminology Recap

About the Author

Copyright

INTRODUCTION

This book is part of the Easy Excel 365 Essentials series of titles. These are targeted titles that are excerpted from the main Excel 365 Essentials series and are focused on one specific topic.

If you want a more general introduction to Excel, then you should check out the Excel 365 Essentials titles instead. In this case, Intermediate Excel 365 which covers pivot tables as well as a number of other topics, such as charts and conditional formatting.

But if all you want is a book that covers this specific topic, then let’s continue with a discussion of how to create pivot tables and pivot charts in Microsoft Excel.

(Note that this book does not cover basic charts, just pivot charts, so it assumes that you already have knowledge of charts. If you don’t, Intermediate Excel 365 covers both topics.)

PIVOT TABLES – INSERT AND BUILD

Introduction

First off, Excel writes pivot table as PivotTable, but I don’t like that so I’m not going to do it. I did for the Excel 2019 books, but for this one I’ve decided not to. They let you search for pivot tables in the help screen just fine, so that’s what we’re going with.

Pivot tables are fantastic. I learned about them when I was in college and provided support to an Econ researcher who needed me to summarize some data. (He looked at me with horror when I confessed I didn’t know what they were, but in my defense this was back in the day when I didn’t even have a personal computer and the internet was not a place where I learned things.)

Once I learned about them, I was convinced that they are one of the most valuable tools in Excel. There is no better way to take a table of data and quickly summarize it.

In the beginner book and here I’ve occasionally used an anonymized version of one of my sales reports from Amazon. The one I’m using has 631 rows that include information for seven different author names with sales in ten different Amazon stores and three different sales types.

I could use filtering to see results for a single author, store, or transaction type. Or even combinations of those three. Or I could sort and then subtotal by one category. But pivot tables are just better. Let me show you.

Insert

Here are the first few rows of the data we’re working with:

Because my worksheet is set up with the header information in the first row and then only rows of data after that, I can just select the whole worksheet. (Ctrl + A or