7/28/2023 0 Comments Excel pivot table tabular layoutClick Show all Subtotals at Bottom of Group.Click Subtotals in the Layout Options group.You can change the position of subtotals as follows − By default, Subtotals are displayed, at the top of the group.Īs you can observe the highlighted group – East, the subtotals are at the top of the group. You have an option whether to display Subtotals or not. You can have PivotTable Layout based on your preferences for the following − The PIVOTTABLE TOOLS - DESIGN commands on the Ribbon provide you with the options to format a PivotTable, including the following − Filter the Timeline to show 5 months data, from November 2015 to March 2016.Insert a Timeline for the field Order Date.Create a PivotTable with Salesperson in ROWS area and Region in COLUMNS area.When you have a Date field in your PivotTable, inserting a Timeline also is an option to produce an aesthetic report. Three Slicers –Order Date, Quarters and Year will get created.Īdjust the sizes of the slicers, adding more columns for the buttons on the slicers.Ĭreate Slicers for Salesperson and Region fields also.Ĭhoose the Slicer Styles so that date fields are grouped to one color and the other two fields get different colors.Īs you can see, you have not only an interactive report, but also an appealing one, that can be understood easily. SlicersĪnother sophisticated feature that you have in PivotTables is Slicer that can be used to filter the fields visually.Ĭlick Order Date, Quarters and Years in the Insert Slicers dialog box. The worksheet will be named by the value of the field, which is visible on the tab of the worksheet. Select the field Salesperson and click OK.Ī separate worksheet for each of the values of the Salesperson field is created, with the PivotTable filtered to that value. The Show Report Filter Pages dialog box appears. Select Show Report Filter Pages from the dropdown list.Click the arrow next to Options in the PivotTable group.Ensure that you have Salesperson field in Filters area.Suppose you want a report for each Salesperson separately. Place the Salesperson field in Filters area. (You have learnt grouping in the Chapter – Exploring Data with PivotTable Tools in this tutorial). In such a case, you can group the data by the Date field as follows −Īs you can observe, this PivotTable is not convenient to highlight significant data. Suppose you have a Date field in your data as shown below. If you want to display the results only at the level of Quarters, you can quickly collapse the Quarter field. If you have an in-built structure for the fields in your data, such as, Year-Quarter-Month, nesting the fields to form a hierarchy will enable you to quickly expand/collapse fields to view the summarized values at the required level.įor example, suppose you have the sales data for the fiscal year 2015-16 for the regions – East, North, South and West, as given below.Īs you can observe, this is a comprehensive way of reporting the data using the nested fields as a hierarchy. We will take few examples to show you how to produce interactive PivotTable reports with hierarchies. You have also learnt how to group / ungroup data in a PivotTable in the Chapter – Using PivotTable Tools. You have learnt how to nest fields to form a hierarchy, in the Chapter – Nesting in a PivotTable in this tutorial. In this chapter, you will learn the different ways of making your PivotTable reports appealing with visual cues that enable quick exploration of the data. to the recipients so that they can visualize the details they want. You can also provide visual cues such as report filters, slicers, timeline, PivotCharts, etc. With filters, different summarizations, focusing on specific data, you will be able to generate several required reports based on a single PivotTable.Īs a PivotTable report is interactive, you can quickly make the necessary changes to highlight the specific results, such as data trends, data summarizations, etc. Once you have created a PivotTable, explored the data by arranging and rearranging the fields in its rows and columns, you will be ready to present the data to a wide range of audience. PivotTables.DataOnRows "Fields: " $ExcelPackage. PivotTables.ShowMemberPropertyTips $ExcelPackage. PivotTables.UseAutoFormatting $ExcelPackage. PivotTables.RowGrandTotals $ExcelPackage. $WorkSheetName -SourceRange $TableSourceRange ` -PivotRows "Row1 ", "Row2 ", "Row3 ", "Row4 ", "Row5 " -PivotDataToColumn -PivotData "Row6 " = "Sum " } ` -Verbose:( $PSBoundParameters -eq $true) -ErrorAction Stop # Using -NoTotalsInPivot to set `RowGrandTotals` to false: # Using -PivotDataToColumn to set `DataOnRows` to false: Add-PivotTable -PivotTableName "Sum " -NoTotalsInPivot -Address $ExcelPackage.
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