A Minimal Book Example
1
Introduction
1.1
Definition and Purpose
1.2
Benefits of Pivot Tables
1.3
Pivot Table Components
2
Getting Started with Pivot Tables
2.1
Data Requirements
2.2
Preparing the Data
2.3
Creating a Pivot Table in Excel
2.4
A Pivot Table Example
2.5
Pivot Table Layout and Structure
2.6
Another Example
3
Pivot Table Fields and Values
3.1
Row Fields
3.1.1
What are Row Fields?
3.1.2
Adding Row Fields:
3.1.3
Organizing Data with Row Fields:
3.1.4
Expanding and Collapsing Row Fields:
3.1.5
Sorting and Filtering Row Fields:
3.1.6
Customizing Row Field Settings:
3.1.7
Summary Totals in Row Fields:
3.1.8
Nested Row Fields:
3.1.9
Drill-Down Analysis:
3.2
Column Fields
3.2.1
What are Column Fields?
3.2.2
Adding Column Fields:
3.2.3
Analyzing Data with Column Fields:
3.2.4
Expanding and Collapsing Column Fields:
3.2.5
Sorting and Filtering Column Fields:
3.2.6
Customizing Column Field Settings:
3.2.7
Grouping Data with Column Fields:
3.2.8
Calculations within Column Fields:
3.2.9
Advanced Column Field Techniques:
3.3
Value Fields
3.3.1
Understanding Value Fields:
3.3.2
Adding Value Fields:
3.3.3
Aggregating Data with Value Fields:
3.3.4
Customizing Value Field Settings:
3.3.5
Value Field Summarization:
3.3.6
Multiple Value Fields:
3.3.7
Calculated Fields with Value Fields:
3.3.8
Formatting and Conditional Formatting:
3.3.9
Filtering and Sorting Value Fields:
3.3.10
Drill-Down Analysis with Value Fields:
3.4
Report Filters
3.4.1
Adding Report Filters:
3.4.2
Applying Report Filters:
3.4.3
Filtering Numeric and Date Fields:
3.4.4
Customizing Report Filter Settings:
3.4.5
Slicers for Enhanced Filtering:
3.4.6
Using Timelines for Date Filtering:
3.4.7
Grouping and Hierarchical Filtering:
3.4.8
Dynamic Filtering and Interactive Analysis:
3.4.9
Filtering Best Practices:
4
Customizing Pivot Tables
4.1
Changing Field Settings
4.1.1
Accessing Field Settings:
4.1.2
Modifying Value Field Settings:
4.1.3
Field Settings Best Practices:
4.2
Grouping Data
4.2.1
Understanding Grouping Data in a Pivot Table:
4.2.2
Grouping Date and Time Data:
4.2.3
Grouping Numeric Data:
4.2.4
Grouping Text Data:
4.2.5
Creating Hierarchies:
4.2.6
Applying Multiple Groupings:
4.2.7
Dynamic Grouping:
4.2.8
Benefits of Grouping Data in a Pivot Table:
4.3
Sorting and Filtering
4.3.1
Sorting Data in a Pivot Table:
4.3.2
Filtering Data in a Pivot Table:
4.4
Custom Filters in a Pivot Table:
4.4.1
Sorting and Filtering Best Practices:
4.4.2
Sorting and Filtering Report Filters:
4.4.3
Clearing Sorting and Filtering:
4.4.4
Formatting Pivot Tables
4.4.5
Applying Pivot Table Styles:
4.4.6
Cell Formatting in a Pivot Table:
4.4.7
Charting from a Pivot Table:
4.4.8
Formatting Row and Column Headers:
5
Aggregating Data with Pivot Tables
5.1
Summarizing Data:
5.2
Counting and Averaging Data:
5.3
Calculating Percentages and Proportions:
5.4
Working with Dates and Times:
6
Advanced Pivot Table Techniques
References
Published with bookdown
Pivot Tables in Excel
References