excel learn london - Pivot tables

Hello NAME,
Hope you enjoyed your Excel training last week.

Open the workbook where you want to create the PivotTable report

If you are basing the report on a Web query (Web query: A query that retrieves data stored on your intranet or the Internet.), parameter query (parameter query: A type of query that, when you run it, prompts for values (criteria) to use to select the records for the result set so that the same query can be used to retrieve different result sets.), report template (report template: An Excel template (.xlt file) that includes one or more queries or PivotTable reports that are based on external data. When you save a report template,

Excel saves the query definition but doesn't store the queried data in the template.), Office Data Connection file, or query file, retrieve the data into the workbook, and then click a cell in the Microsoft Excel list containing the retrieved data.

If the retrieved data is from an OLAP (OLAP: A database technology that has been optimized for querying and reporting, instead of processing transactions. OLAP data is organized hierarchically and stored in cubes instead of tables.) database, or the Office Data Connection returns the data as a blank PivotTable report, continue with step 6 below.

If you are basing the report on an Excel list or database, click a cell in the list or database.

On the Data menu, click PivotTable and PivotChart Report.
In step 1 of the PivotTable and PivotChart Wizard, follow the instructions, and click PivotTable under What kind of report do you want to create?

Follow the instructions in step 2 of the wizard.

Follow the instructions in step 3 of the wizard, and then decide whether to lay out the report onscreen or in the wizard.

Usually you can lay out the report onscreen, and this method is recommended. Use the wizard to lay out the report only if you expect retrieval from a large external data source to be slow, or you need to set page fields (page field: A field that's assigned to a page orientation in a PivotTable or PivotChart report. You can either display a summary of all items in a page field, or display one item at a time, which filters out the data for all other items.) to retrieve data one page at a time. If you aren't sure, try laying out the report onscreen. You can return to the wizard if necessary.

I hope this resolves your question. If it has, please mark this question as resolved.

If you require further assistance, please reply to this post. Or perhaps you have another Microsoft Office question?

Have a great day.
Regards,

Richard
Microsoft Office Specialist Trainer