Download here: http://gg.gg/o1bp8
*I have Excel for Mac – these solutions work on PC however when I move to my Mac – it painfully does not. Anyone have any experience with the silly bratty date grouping issue for Pivot tables on Mac. The leading zeros are in the raw data and when create the pivot it loses them and moves all of my single digit dates throughout the grouped.
*A pivot table is an interactive table that lets you group and summarize data in a concise, tabular format. To create a pivot table, click the Insert tab, and then click the PivotTable icon on the toolbar. You can enter your data range manually, or quickly select it by dragging the mouse cursor across all cells in the range, including the.
*Insert a Pivot Table. To insert a pivot table, execute the following steps. Click any single cell inside the data set. On the Insert tab, in the Tables group, click PivotTable. The following dialog box appears. Excel automatically selects the data for you. The default location for a new pivot table is New Worksheet.
*Format the table. There are many ways to format a table. Only a few are covered here. A great way to learn about the other formatting options is to open the Format pane (paint roller icon ) and explore. Try formatting the table grid. Here you’ll add a blue vertical grid, add space to the rows, and increase the outline and text size.
Below is a table with the Excel sample data used for many of my web site examples. You can use this sample data to create test files, and build Excel tables and pivot tables from the data. Copy and paste from this table, or download the sample data file.
If you need more variety in your Excel sample data, go to the More Sample Data Files section below. There are sample files with property insurance data, food sales records, and hockey player data.
There are hundreds more sample Excel files that you can download, and Excel lessons, with videos and written steps.Sample Data
To use this office supply sales sample data:
Pivot Tables are absolutely essential tools for data exploration in Excel, allowing you to instantly sort, filter, and analyze your data while keeping your source tables intact. Consider this course a master class in Pivot Tables and Pivot Charts.
*Copy and paste the data from the table below.
*Or, go to the Download section below, to get the Excel file
* Or, go to the More Sample Data Files section below
OrderDate
Region
Rep
Item
Units
UnitCost
Total
1/6/2019
East
Jones
Pencil
95
1.99
189.05
1/23/2019
Central
Kivell
Binder
50
19.99
999.50
2/9/2019
Central
Jardine
Pencil
36
4.99
179.64
2/26/2019
Central
Gill
Pen
27
19.99
539.73
3/15/2019
West
Sorvino
Pencil
56
2.99
167.44
4/1/2019
East
Jones
Binder
60
4.99
299.40
4/18/2019
Central
Andrews
Pencil
75
1.99
149.25
5/5/2019
Central
Jardine
Pencil
90
4.99
449.10
5/22/2019
West
Thompson
Pencil
32
1.99
63.68
6/8/2019
East
Jones
Binder
60
8.99
539.40
6/25/2019
Central
Morgan
Pencil
90
4.99
449.10
7/12/2019
East
Howard
Binder
29
1.99
57.71
7/29/2019
East
Parent
Binder
81
19.99
1,619.19
8/15/2019
East
Jones
Pencil
35
4.99
174.65
9/1/2019
Central
Smith
Desk
2
125.00
250.00
9/18/2019
East
Jones
Pen Set
16
15.99
255.84
10/5/2019
Central
Morgan
Binder
28
8.99
251.72
10/22/2019
East
Jones
Pen
64
8.99
575.36
11/8/2019
East
Parent
Pen
15
19.99
299.85
11/25/2019
Central
Kivell
Pen Set
96
4.99
479.04
12/12/2019
Central
Smith
Pencil
67
1.29
86.43
12/29/2019
East
Parent
Pen Set
74
15.99
1,183.26
1/15/2020
Central
Gill
Binder
46
8.99
413.54
2/1/2020
Central
Smith
Binder
87
15.00
1,305.00
2/18/2020
East
Jones
Binder
4
4.99
19.96
3/7/2020
West
Sorvino
Binder
7
19.99
139.93
3/24/2020
Central
Jardine
Pen Set
50
4.99
249.50
4/10/2020
Central
Andrews
Pencil
66
1.99
131.34
4/27/2020
East
Howard
Pen
96
4.99
479.04
5/14/2020
Central
Gill
Pencil
53
1.29
68.37
5/31/2020
Central
Gill
Binder
80
8.99
719.20
6/17/2020
Central
Kivell
Desk
5
125.00
625.00
7/4/2020
East
Jones
Pen Set
62
4.99
309.38
7/21/2020
Central
Morgan
Pen Set
55
12.49
686.95
8/7/2020
Central
Kivell
Pen Set
42
23.95
1,005.90
8/24/2020
West
Sorvino
Desk
3
275.00
825.00
9/10/2020
Central
Gill
Pencil
7
1.29
9.03
9/27/2020
West
Sorvino
Pen
76
1.99
151.24
10/14/2020
West
Thompson
Binder
57
19.99
1,139.43
10/31/2020
Central
Andrews
Pencil
14
1.29
18.06
11/17/2020
Central
Jardine
Binder
11
4.99
54.89
12/4/2020
Central
Jardine
Binder
94
19.99
1,879.06
12/21/2020
Central
Andrews
Binder
28
4.99
139.72 Sample Data Notes
The sample data on this page is sales data for an imaginary office supply company, and each row represents one order. Each row shows:
*OrderDate: when the order was placed,
*Region: geographical area in which the sale was made
*Rep: sales representative’s name
*Item: name of the item sold
*Units: number of units sold
*UnitCost: cost of one unit
*Total: total cost of the order - Units x UnitCostGet the Sample Data
To use this sample data, download the sample file, or copy and paste it from the table on this page. Download the Sample File
*To download the sample data in an Excel file, click this link: Excel sample data workbook
*The zipped file is in xlsx format, and does not contain any macros
*NOTE: The Total column contains values. You could change it to a formula, to multiply the Units and Cost columns. Copy and Paste
*Click at the end of the ’Sample Data’ heading, above the table (you won’t see anything happen)
*Scroll down to the end of the sample data table
*Press Shift, and click at the end of the last number in the table, to select all the data
*Press Ctrl + C to copy the data
*Paste it into an Excel workbook, for use in your own tests. Create an Excel Table
After you paste the sample data into Excel, you can format it as a named Excel table. This will make it easier to sort and filter the data.
Watch this short video to see the steps, and there are written instructions on the Creating an Excel Table page.Sample Data - Formatted Numbers
If you copy numbers such as 1-4 or 3/5 and paste them into Excel, they will usually change to dates.
For example, copy the numbers below, and paste them onto a worksheet, to see how Excel adjusts them.
*3/4
*02345
*1-3
Learn how to paste this type of data, and keep the formatting -- instructions on the Data Entry Tips page.More Sample Data Files
Here are 4 more sample data files, if you’d like a bit of variety in your Excel testing.Insurance Policies
This sample file has fake commercial property insurance policy data.
*There are 10 columns of data, with no calculations.
*There are 500 rows of data in the insurance policy table.
Click here to download the insurance policy data file. The zipped Excel file is in xlsx format, and does not contain any macros.Food Sales
This sample file has fake food sales data.
*There are 8 columns of data, including 1 column with a calculation.
*There are 244 rows of data in the food sales table.
Click here to download the food sales data file. The zipped Excel file is in xlsx format, and does not contain any macros.Workplace Safety
This sample file has fake workplace safety report data.
*There are 14 columns of data, including 3 columns with a calculation.
*There are 514 rows of data in the workplace safety report table.
Click here to download the workplace safety data file. The zipped Excel file is in xlsx format, and does not contain any macros.Hockey Players
This sample file has data from the 2018 Olympic Hockey teams, from Canada and the USA. I used this data in my blog post on hockey player data analysis.
*There are 15 columns of data, including 4 columns with calculations.
*There are 96 rows of data in the hockey player table.
Click here to download the hockey player data file. The zipped Excel file is in xlsx format, and does not contain any macros.Related LinksDon’t Miss Our Excel Tips
Don’t miss my latest Excel tips and videos! Click OK, to get my weekly newsletter with Excel tips, and links to other Excel news and resources.
_____________________
This page provides a step-by-step guide of how to create an advanced pivot table in Excel.
Note that the directions on this page apply to current versions of Excel (2007 and later). If you have an earlier version of Excel, go to the page on how to create an advanced pivot table in Excel 2003.Excel For Apple Mac Tabular View Vs Outline Pivot Table Setting
For this pivot table example we use the spreadsheet below, which lists a company’s sales figures during the first quarter of 2016. The spreadsheet records the sale date, the invoice reference, the invoice total, the name of the sales person, and the sales region.ABCDE1DateInvoice RefAmountSales Rep.Region201/01/20162016-0001$819BarnesNorth301/01/20162016-0002$456BrownSouth401/01/20162016-0003$538JonesSouth501/01/20162016-0004$1,009BarnesNorth601/02/20162016-0005$486JonesSouth701/02/20162016-0006$948SmithNorth801/02/20162016-0007$740BarnesNorth901/03/20162016-0008$543SmithNorth1001/03/20162016-0009$820BrownSouth11...............
The following example creates a pivot table that displays the total sales for each month of the year, broken down by sales region and sales rep. The process for creating this Pivot Table is as follows:
*
Select any cell within the data range or select the entire data range to be used in your Pivot Table.
(Note: If you select a single cell in the data range, Excel will automatically identify, and select the whole data range for your Pivot Table.)
*
Click on the Pivot Table button, which is located within the ’Tables’ grouping, on the ’Insert’ tab of the Excel ribbon.
*
You will be presented with the ’Create PivotTable’ dialog box (shown on the rightabove).
Make sure that the selected range refers to the range of cells that you want to use for your Pivot Table.
There is also an option asking where you want the Pivot Table to be placed. This allows you to place your pivot table in a specified worksheet. Otherwise, select the default option New worksheet.
Click OK.
*
You will now be presented with an empty Pivot Table, and the ’Pivot Table Field List’ task pane, which contains several data fields. Note that these are the headers from your initial data spreadsheet.
We want the Pivot Table to show the sums of the sales figures for each month, broken down by region and sales rep.
Therefore, from the ’Pivot Table Field List’ task pane:
*Drag the ’Date’ field into the area marked ’Row Labels’ (or ’Rows’);
*Drag the ’Amount’ field into the area marked ’Σ Values’;
*Drag the ’Region’ field into the area marked ’Column Labels’ (or ’Columns’);
*Drag the ’Sales Rep.’ field into the area marked ’Column Labels’ (or ’Columns’).
*
The resulting Pivot Table will be populated with the daily sales totals for each sales region and each sales rep, as shown below.
However, we want to group the dates by month. To do this:
*Right click on any of the dates in the left hand column of the Pivot Table;
*Select the option Group...;
*The ’Grouping’ dialog box for dates will be displayed (see rightabove). Select the option Months (note that you can also group dates and times by other time periods, such as quarters, days, hours, etc);
*Click OK.
As required, the final pivot table (shown below) displays the total monthly sales, broken down by sales region and sales rep.
If you want to visually improve the above Pivot Table, you could format columns B-G as currencies.Excel For Apple Mac Tabular View Vs Outline Pivot Table Example
The easiest way to format a range of cells as currencies is to select the range to be formatted (columns B-G in the above example), and then to click on the currency format button, which is found in the ’Number’ group on the ’Home’ tab of the Excel ribbon (see rightabove)).Excel For Apple Mac Tabular View Vs Outline Pivot TablesPivot Table Report Filters
The Pivot Table report filter allows you to view the data for a single value, or a selection of specified values in your data fields.
For example, in the pivot table above, you could view just the data for the North sales region or just the data for the South sales region.
In order to view just the data for the ’North’ sales region, return to the ’Pivot Table Field List’ task pane, and drag the ’Region’ field header into the ’Report Filter’ (or ’Filters’) area.Excel For Apple Mac Tabular View Vs Outline Pivot Tablet
You will see that a ’Region’ field appears at the top of the Pivot Table. Use the drop-down list of this field to select the Region ’North’. The resulting Pivot Table (shown on the rightabove) displays just the sales for the North region.
You can also quickly view just the sales for the South region by selecting ’South’ from the drop down menu.Go To Excel Pivot Table Tutorial Part 5 - How to Sort a Pivot Table in ExcelReturn to the Excel Pivot Table Tutorial Page
Download here: http://gg.gg/o1bp8
https://diarynote-jp.indered.space
*I have Excel for Mac – these solutions work on PC however when I move to my Mac – it painfully does not. Anyone have any experience with the silly bratty date grouping issue for Pivot tables on Mac. The leading zeros are in the raw data and when create the pivot it loses them and moves all of my single digit dates throughout the grouped.
*A pivot table is an interactive table that lets you group and summarize data in a concise, tabular format. To create a pivot table, click the Insert tab, and then click the PivotTable icon on the toolbar. You can enter your data range manually, or quickly select it by dragging the mouse cursor across all cells in the range, including the.
*Insert a Pivot Table. To insert a pivot table, execute the following steps. Click any single cell inside the data set. On the Insert tab, in the Tables group, click PivotTable. The following dialog box appears. Excel automatically selects the data for you. The default location for a new pivot table is New Worksheet.
*Format the table. There are many ways to format a table. Only a few are covered here. A great way to learn about the other formatting options is to open the Format pane (paint roller icon ) and explore. Try formatting the table grid. Here you’ll add a blue vertical grid, add space to the rows, and increase the outline and text size.
Below is a table with the Excel sample data used for many of my web site examples. You can use this sample data to create test files, and build Excel tables and pivot tables from the data. Copy and paste from this table, or download the sample data file.
If you need more variety in your Excel sample data, go to the More Sample Data Files section below. There are sample files with property insurance data, food sales records, and hockey player data.
There are hundreds more sample Excel files that you can download, and Excel lessons, with videos and written steps.Sample Data
To use this office supply sales sample data:
Pivot Tables are absolutely essential tools for data exploration in Excel, allowing you to instantly sort, filter, and analyze your data while keeping your source tables intact. Consider this course a master class in Pivot Tables and Pivot Charts.
*Copy and paste the data from the table below.
*Or, go to the Download section below, to get the Excel file
* Or, go to the More Sample Data Files section below
OrderDate
Region
Rep
Item
Units
UnitCost
Total
1/6/2019
East
Jones
Pencil
95
1.99
189.05
1/23/2019
Central
Kivell
Binder
50
19.99
999.50
2/9/2019
Central
Jardine
Pencil
36
4.99
179.64
2/26/2019
Central
Gill
Pen
27
19.99
539.73
3/15/2019
West
Sorvino
Pencil
56
2.99
167.44
4/1/2019
East
Jones
Binder
60
4.99
299.40
4/18/2019
Central
Andrews
Pencil
75
1.99
149.25
5/5/2019
Central
Jardine
Pencil
90
4.99
449.10
5/22/2019
West
Thompson
Pencil
32
1.99
63.68
6/8/2019
East
Jones
Binder
60
8.99
539.40
6/25/2019
Central
Morgan
Pencil
90
4.99
449.10
7/12/2019
East
Howard
Binder
29
1.99
57.71
7/29/2019
East
Parent
Binder
81
19.99
1,619.19
8/15/2019
East
Jones
Pencil
35
4.99
174.65
9/1/2019
Central
Smith
Desk
2
125.00
250.00
9/18/2019
East
Jones
Pen Set
16
15.99
255.84
10/5/2019
Central
Morgan
Binder
28
8.99
251.72
10/22/2019
East
Jones
Pen
64
8.99
575.36
11/8/2019
East
Parent
Pen
15
19.99
299.85
11/25/2019
Central
Kivell
Pen Set
96
4.99
479.04
12/12/2019
Central
Smith
Pencil
67
1.29
86.43
12/29/2019
East
Parent
Pen Set
74
15.99
1,183.26
1/15/2020
Central
Gill
Binder
46
8.99
413.54
2/1/2020
Central
Smith
Binder
87
15.00
1,305.00
2/18/2020
East
Jones
Binder
4
4.99
19.96
3/7/2020
West
Sorvino
Binder
7
19.99
139.93
3/24/2020
Central
Jardine
Pen Set
50
4.99
249.50
4/10/2020
Central
Andrews
Pencil
66
1.99
131.34
4/27/2020
East
Howard
Pen
96
4.99
479.04
5/14/2020
Central
Gill
Pencil
53
1.29
68.37
5/31/2020
Central
Gill
Binder
80
8.99
719.20
6/17/2020
Central
Kivell
Desk
5
125.00
625.00
7/4/2020
East
Jones
Pen Set
62
4.99
309.38
7/21/2020
Central
Morgan
Pen Set
55
12.49
686.95
8/7/2020
Central
Kivell
Pen Set
42
23.95
1,005.90
8/24/2020
West
Sorvino
Desk
3
275.00
825.00
9/10/2020
Central
Gill
Pencil
7
1.29
9.03
9/27/2020
West
Sorvino
Pen
76
1.99
151.24
10/14/2020
West
Thompson
Binder
57
19.99
1,139.43
10/31/2020
Central
Andrews
Pencil
14
1.29
18.06
11/17/2020
Central
Jardine
Binder
11
4.99
54.89
12/4/2020
Central
Jardine
Binder
94
19.99
1,879.06
12/21/2020
Central
Andrews
Binder
28
4.99
139.72 Sample Data Notes
The sample data on this page is sales data for an imaginary office supply company, and each row represents one order. Each row shows:
*OrderDate: when the order was placed,
*Region: geographical area in which the sale was made
*Rep: sales representative’s name
*Item: name of the item sold
*Units: number of units sold
*UnitCost: cost of one unit
*Total: total cost of the order - Units x UnitCostGet the Sample Data
To use this sample data, download the sample file, or copy and paste it from the table on this page. Download the Sample File
*To download the sample data in an Excel file, click this link: Excel sample data workbook
*The zipped file is in xlsx format, and does not contain any macros
*NOTE: The Total column contains values. You could change it to a formula, to multiply the Units and Cost columns. Copy and Paste
*Click at the end of the ’Sample Data’ heading, above the table (you won’t see anything happen)
*Scroll down to the end of the sample data table
*Press Shift, and click at the end of the last number in the table, to select all the data
*Press Ctrl + C to copy the data
*Paste it into an Excel workbook, for use in your own tests. Create an Excel Table
After you paste the sample data into Excel, you can format it as a named Excel table. This will make it easier to sort and filter the data.
Watch this short video to see the steps, and there are written instructions on the Creating an Excel Table page.Sample Data - Formatted Numbers
If you copy numbers such as 1-4 or 3/5 and paste them into Excel, they will usually change to dates.
For example, copy the numbers below, and paste them onto a worksheet, to see how Excel adjusts them.
*3/4
*02345
*1-3
Learn how to paste this type of data, and keep the formatting -- instructions on the Data Entry Tips page.More Sample Data Files
Here are 4 more sample data files, if you’d like a bit of variety in your Excel testing.Insurance Policies
This sample file has fake commercial property insurance policy data.
*There are 10 columns of data, with no calculations.
*There are 500 rows of data in the insurance policy table.
Click here to download the insurance policy data file. The zipped Excel file is in xlsx format, and does not contain any macros.Food Sales
This sample file has fake food sales data.
*There are 8 columns of data, including 1 column with a calculation.
*There are 244 rows of data in the food sales table.
Click here to download the food sales data file. The zipped Excel file is in xlsx format, and does not contain any macros.Workplace Safety
This sample file has fake workplace safety report data.
*There are 14 columns of data, including 3 columns with a calculation.
*There are 514 rows of data in the workplace safety report table.
Click here to download the workplace safety data file. The zipped Excel file is in xlsx format, and does not contain any macros.Hockey Players
This sample file has data from the 2018 Olympic Hockey teams, from Canada and the USA. I used this data in my blog post on hockey player data analysis.
*There are 15 columns of data, including 4 columns with calculations.
*There are 96 rows of data in the hockey player table.
Click here to download the hockey player data file. The zipped Excel file is in xlsx format, and does not contain any macros.Related LinksDon’t Miss Our Excel Tips
Don’t miss my latest Excel tips and videos! Click OK, to get my weekly newsletter with Excel tips, and links to other Excel news and resources.
_____________________
This page provides a step-by-step guide of how to create an advanced pivot table in Excel.
Note that the directions on this page apply to current versions of Excel (2007 and later). If you have an earlier version of Excel, go to the page on how to create an advanced pivot table in Excel 2003.Excel For Apple Mac Tabular View Vs Outline Pivot Table Setting
For this pivot table example we use the spreadsheet below, which lists a company’s sales figures during the first quarter of 2016. The spreadsheet records the sale date, the invoice reference, the invoice total, the name of the sales person, and the sales region.ABCDE1DateInvoice RefAmountSales Rep.Region201/01/20162016-0001$819BarnesNorth301/01/20162016-0002$456BrownSouth401/01/20162016-0003$538JonesSouth501/01/20162016-0004$1,009BarnesNorth601/02/20162016-0005$486JonesSouth701/02/20162016-0006$948SmithNorth801/02/20162016-0007$740BarnesNorth901/03/20162016-0008$543SmithNorth1001/03/20162016-0009$820BrownSouth11...............
The following example creates a pivot table that displays the total sales for each month of the year, broken down by sales region and sales rep. The process for creating this Pivot Table is as follows:
*
Select any cell within the data range or select the entire data range to be used in your Pivot Table.
(Note: If you select a single cell in the data range, Excel will automatically identify, and select the whole data range for your Pivot Table.)
*
Click on the Pivot Table button, which is located within the ’Tables’ grouping, on the ’Insert’ tab of the Excel ribbon.
*
You will be presented with the ’Create PivotTable’ dialog box (shown on the rightabove).
Make sure that the selected range refers to the range of cells that you want to use for your Pivot Table.
There is also an option asking where you want the Pivot Table to be placed. This allows you to place your pivot table in a specified worksheet. Otherwise, select the default option New worksheet.
Click OK.
*
You will now be presented with an empty Pivot Table, and the ’Pivot Table Field List’ task pane, which contains several data fields. Note that these are the headers from your initial data spreadsheet.
We want the Pivot Table to show the sums of the sales figures for each month, broken down by region and sales rep.
Therefore, from the ’Pivot Table Field List’ task pane:
*Drag the ’Date’ field into the area marked ’Row Labels’ (or ’Rows’);
*Drag the ’Amount’ field into the area marked ’Σ Values’;
*Drag the ’Region’ field into the area marked ’Column Labels’ (or ’Columns’);
*Drag the ’Sales Rep.’ field into the area marked ’Column Labels’ (or ’Columns’).
*
The resulting Pivot Table will be populated with the daily sales totals for each sales region and each sales rep, as shown below.
However, we want to group the dates by month. To do this:
*Right click on any of the dates in the left hand column of the Pivot Table;
*Select the option Group...;
*The ’Grouping’ dialog box for dates will be displayed (see rightabove). Select the option Months (note that you can also group dates and times by other time periods, such as quarters, days, hours, etc);
*Click OK.
As required, the final pivot table (shown below) displays the total monthly sales, broken down by sales region and sales rep.
If you want to visually improve the above Pivot Table, you could format columns B-G as currencies.Excel For Apple Mac Tabular View Vs Outline Pivot Table Example
The easiest way to format a range of cells as currencies is to select the range to be formatted (columns B-G in the above example), and then to click on the currency format button, which is found in the ’Number’ group on the ’Home’ tab of the Excel ribbon (see rightabove)).Excel For Apple Mac Tabular View Vs Outline Pivot TablesPivot Table Report Filters
The Pivot Table report filter allows you to view the data for a single value, or a selection of specified values in your data fields.
For example, in the pivot table above, you could view just the data for the North sales region or just the data for the South sales region.
In order to view just the data for the ’North’ sales region, return to the ’Pivot Table Field List’ task pane, and drag the ’Region’ field header into the ’Report Filter’ (or ’Filters’) area.Excel For Apple Mac Tabular View Vs Outline Pivot Tablet
You will see that a ’Region’ field appears at the top of the Pivot Table. Use the drop-down list of this field to select the Region ’North’. The resulting Pivot Table (shown on the rightabove) displays just the sales for the North region.
You can also quickly view just the sales for the South region by selecting ’South’ from the drop down menu.Go To Excel Pivot Table Tutorial Part 5 - How to Sort a Pivot Table in ExcelReturn to the Excel Pivot Table Tutorial Page
Download here: http://gg.gg/o1bp8
https://diarynote-jp.indered.space
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