Elements and filtering of Pivot tables

Pivot tables have built-in options for applying autofilter to display data relative to rows, columns, and filters. By opening the autofilter menu, data sorting can be performed according to the specified reporting dimension, or it can narrow down the set of displayed values in the table by setting the conditions that relate to the description or value of the data displayed in the report. More about filtering Pivot tables can be found in the text that follows …

Appearance of a pivot table

Once we have created a Pivot table we can change the way it looks. Depending on the settings, the Pivot tables can be distinguished, although all those formatting properties that apply to the traditional Excel tables apply to them. By changing the style and displaying individual table elements (totals, subtotals, headers of rows  and columns), we can change the look of the Pivot table in accordance with the reporting needs.

Creating Pivot tables

Pivot tables (Pivot table reports) are a tool for creating interactive reports based on the range of selected data or structured tables. Columns from source tables are used as reporting dimensions by aggregation of data (measures) or using them to analyze in rows, columns, as filters (dimensions) … Once made, the Pivot tables are easily changed by adding or removing dimensions, giving us more different look at the unique original dataset.

Creating a scenario

The main feature of modern business is that the changes are quick and unpredictable. As a result, it is sometimes necessary to make several variations of the report, taking into account several possible alternatives to the value of the data that may affect the final outcome. For this purpose, the scenario method is used. Excel offers the ability to easily add, edit, and delete scenarios. The scenario shows the ability to display alternative business reports.

Structured tables

All the tables we make have some structure. However, in order to connect with external data sources, Excel requires the structure of the table to be strictly formal. The structured table (Table) represents the named range with a clearly defined header and an applied autofilter. In addition to facilitating connection with other data sources, structured tables allow easy addition of new columns and formulas based on their names …