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Monday, 31 December 2012

Easy way to Learn Pivot Table Step By Step - Tutorial - Case Study 4


Using Microsoft Excel 2007
 
Case4:
Create an excel with below data :

Let’s say, we need to pull the report (month wise turnover), even though here, we have details on each day wise report.
TO do this,
Highlight the A1 till C5.
Click Insert -> pivot Table -> pivot table. Click ok.
In the new sheet,
Drag the “purchased on” inside the Row labels box as below:

Here, we see that, it is showing day wise report. To change this,
Click the down arrow in “purchased on” under Row labels -> click Field Settings.
Click Number format button in the below screen

Under Category: Make sure Date is highlighted.
Under Type: highlight “Mar-01” as below

Click ok
Click OK
You will get the below screen (monthwise)

Now, drag the Product inside Row Labels as below

Since we don’t need to see Product as subitem of Purchase on, we will change the look to classic.
To do this,
Click the down arrow key in Purchase On (under row labels) -> Field Settings
Goto “Layout  & Print”. Check “Show item labels in tabular form”
Click OK. You will get the below screen

Now, Drag the Price column inside “Values” as below

From this, we can see that,
On Jan, turnover is 35 Rs
On Feb, turnover is 40 Rs
On Mar, turnover is 50+34 = 84 (to view this, just click the – sign near mar, you can view the turnover as 84 as shown below:

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