Complex pivot tables in excel 2013 how to#

If you have more than one field in the column or row box, drag one field above or below the other to change the order.

If you don't like the order that the information in the pivot table is being grouped you might consider switching the order of the fields around.

Values fields to create the Pivot Table Report If you do use the check boxes Microsoft will just put the items where it thinks you would like them.not necessarily where you want them.Дrag fields down to the Report Filter, Column Labels, Row Labels and Drag the fields from the pivot table list on the right side of your screen down to the report filter/column/row/values boxes below the list. The new sheet has been inserted to the left of the previously selected sheet.Д¤. You should not have to make any adjustments because Excel should have automatically identified the cell range and you would like the pivot table to appear on a new sheet.ДЈ. Click any cell that has data in it so that Excel will know which area of the worksheet the data is to come from.Дў. Open the file that has the data you would like to analyze. The data on the left pivots into the report on the right using the Pivot Table featureДЎ.

Complex pivot tables in excel 2013 how to#

To see a video of how to create pivot tables in Excel scroll to the end of the page. With just a few clicks this will be accomplished very easily. Creating related tables to analyze this type of information used to be time consuming and tedious. I am going to be working with over 1,000 rows of sales information that is includes the product, customer, salesperson, region, quarter and amount. Blank columns and rows indicate to Excel that information on one side of the blank area is not related to information on the other side. Although this works for individual dates, it doesnвЂ™t work for aggregated monthly percentages because excel sums up the percentages rather than doing (sum all sales for the month)/(sum product A sales for the month) * 100.The information in your worksheet should be continuous with no blank columns or rows. Then, in the data model, I created a calculated field to calculate the percentage for each date. I tried creating a new column in the total sales of ALL products table and used a SUMIF function to sum product A sales. Please see below things IвЂ™ve already tried: Is there any workaround that I can implement to achieve this? Any help would be greatly appreciated! Unfortunately, since I now have to create the pivot table/chart from the data model, I can no longer use a calculated field. However, since the data is in two separate tables, I have had to create a relationship between the two tables using the DATE field of the two tables. This would be perfectly straightforward to do if the data were all in one table as IвЂ™d just have to use a calculated field in pivot table to calculate this. My aim is to represent Percentage of Total Sales made by Product A broken down by date and since my dashboard is interactive, IвЂ™d like to give my user the option of viewing aggregated data for month or years as well using pivot table date grouping. IвЂ™ve got another table that has got sales for all of the different products against the dates when these sales were made ( see screenshot of sample data from this table). The table only contains dates where a sale for Product A has been made so there is no record in the table when a sale of product A has not been made. Within my original excel file, IвЂ™ve got a table that has got sales for product A against the date and time of when the sale was made see screenshot of small sample data from this table. The dashboard also contains a slicer that controls ALL charts in the dashboard since all are present and made from the data model. IвЂ™m creating an interactive dashboard containing pivot charts for different product sales at my work.