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How to summarise data with pivot tables in Excel? If you are a data analyst or someone who works with large datasets, numbers, etc, then you must already know about pivot tables. Pivot tables in excel are used for easier data reporting and analytics. It’s one of Microsofts most significant tools, which is used in organizations on daily basis. So, if you are leaning your career towards data, then you will come across Pivot tables for your daily use.
What is Pivot Table? Working with large datasets can be time-consuming to analyze and work with. A pivot table is a Microsoft tool that summarizes your data from your already existing and larger tables. It could be a database, spreadsheet, or any other table-like form. Data summarized in the Pivot table will include sums, averages, or other statistics according to your adjustments and requirements of data.
How to summarize data with Pivot Tables? Pivot tables are designed to make your work easier and not difficult. The steps to create and summarize your data through pivot tables are very simple and easy to use even if it’s your first time. To create a pivot table, you are either required to select your internal data or you can pull external data to summarize. Here are the steps to create pivot tables and summarize your data: 1- To start with, the data you want to summarize needs to be in table format. Select your data, and click on “Pivot table” on the toolbar under the insert tap. If you are pulling data from external sources, you can directly click on “Pivot table”. 2- You can the option of creating your Pivot table on the same sheet or making a separate sheet. It depends on your preference, and wouldn’t affect the formula or summarization of data. 3- Once selected the location, the edit page will pop up on the side of your screen to manage your pivot table. 4- To summarize your data you are required to categorize your data as per your requirement into categories available (Row labels, Column Labels, Values, Filters). 5- You can summarize your data in many ways, with features available. This includes percentages, differences from numbers and totals, grand totals, etc. Make sure you input all your data accurately and remember that you can change the data according to what information you require. It is an easy way of summarizing your data, and in the formats you require.