When you have a lot of information to store, organize, and analyze, you have a challenge in how best to gain deeper insights from your data. Microsoft Excel gives users a simple way to present large amounts of data in a way that can be easily sorted and filtered using pivot tables.
Microsoft Excel has a multitude of built-in features ranging from basic to incredibly innovative, designed to give users a unique experience and get insight from data. Microsoft Excel helps users review comparisons and find patterns, with rows and columns of information filtered for greater meaning using pivot tables.
Using Microsoft Excel’s automated workflow widget, you can create a pivot table in a few quick clicks:
When you’ve prepared your data and are ready to create your pivot table, take a few moments to review the final items from this helpful checklist:
Pivot tables have been around for decades, but they haven’t always been the best way to present data for every user – though the number of users who rely on pivot tables for data sorting and filtering is growing. New users benefit from the built-in feature designed to guide you through the process and learn to use the features: “Recommended PivotTable”.
Microsoft Excel interprets your data set for you; click “Insert” and then instead of choosing “PivotTable” you’ll click “Recommended PivotTable”. Learn how data is organized, and how it will look in a pivot table, then find the most meaningful presentation for your needs by making a few changes in your data set. When you make edits to the data, the same edits are automatically applied to pivot tables, including new columns you add will be added to your pivot table fields list.
Sort, filter, or conditionally format portions or all of your data set to focus on specific information. You can also connect external data sources, like XML files, Microsoft Access databases, and more, to make the most of pivot tables.