Exploring PivotTables: Harnessing Their Power in Excel

Buzz

Ngày cập nhật gần nhất: 15/4/2026

Content

Create a PivotTable

Handling Data Simplified

Processing data based on various conditions/information

Report Formatting

Creating PivotChart from PivotTable

Sales Revenue by Store Breakdown

Sales Revenue by Product Breakdown

Store-wise Revenue by Quarter

Quarterly Revenue by Item Category

+ Drawing charts,...

=> Follow these steps:

Create a PivotTable

Highlight the entire data range to be processed.

Then select the Insert tab (1) => PivotTable (2).

The Create PivotTable window appears.

Choose (1) Select a table or range.

(2) You can choose New Worksheet or select Existing Worksheet.

(3) Click OK.

The PivotTable Fields window appears in the left corner of the screen.

Now our task is to drag and drop.

Handling Data Simplified

For instance, you wish to summarize revenue by each store:

Select the Store Name row and drag it into the Rows box.
Select the Total Amount (VND) row and drag it into the Values box.

Processing data based on various conditions/information

For example, you aim to analyze revenue by each store quarterly:

Select the Store Name row and drag it into the Filters box.
Select the Quarter row and drag it into the Rows box.
Select the Total Amount (VND) row and drag it into the Values box.

To view data of a specific store, select cell B1, click on the store you want to view, for example, select Hanoi Branch (1) => press OK (2).

For instance, if you want to compare revenue between stores by quarter, you can follow these steps:

Select the Store Name row and drag it into the Rows box.
Select the Quarter row and drag it into the Columns box.
Select the Total Amount (VND) row and drag it into the Values box.

Report Formatting

You can design, reformat the report according to actual needs by selecting the Design tab and choosing until satisfied.

Creating PivotChart from PivotTable

Place the cursor on the data area of the PivotTable, select the Insert (1) => Chart (2) tab.

The Insert Chart window appears, where you select the chart template you intend to use, and here is the result:

Above are some steps to use the basic Pivot table tool for data analysis in Excel, allowing you to easily summarize essential data, create charts quickly and effortlessly to serve your work. Wishing you success!

Frequently Asked Questions

What are the basic steps to create a PivotTable in Excel?

To create a PivotTable in Excel, first highlight the data range you want to analyze. Next, go to the Insert tab and select PivotTable. In the Create PivotTable window, choose whether to create it in a New Worksheet or an Existing Worksheet, and then click OK.

How can I analyze revenue by each store quarterly using a PivotTable?

To analyze revenue quarterly by store, drag the Store Name row into the Filters box, the Quarter row into the Rows box, and the Total Amount (VND) row into the Values box in your PivotTable. This allows you to filter and view specific data.

What is the process to compare revenue between stores by quarter?

To compare revenue between stores by quarter, drag the Store Name row into the Rows box, the Quarter row into the Columns box, and the Total Amount (VND) row into the Values box in your PivotTable. This setup will create a comparative analysis layout.

Can I customize the design of my PivotTable report?

Yes, you can customize the design of your PivotTable report. Click on the Design tab after selecting your PivotTable, then choose the formatting options that best fit your needs to achieve the desired look for your report.

Mytour's content is for customer care and travel encouragement only, and we are not responsible.

For errors or inappropriate content, please contact us at: [email protected]