Create a Pivot Table anda Dashboard

Microsoft Excel 2016

The SUM function

Before we create a pivot table, let's calculate "Total 2015" in column F. Place your cursor in cell F2, type the following, =SUM(D2*E2)

Then press “Enter” orclick the tick sign to enter the result. Calculate “Total 2016” for column H also.

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Copy and Paste a formula

To copy and paste the formula to the rest of the cells below, on the selected cell (F2), hover your cursor at the right lower corner until you see a “+” sign. Double left click and the formula will be copied to the rest of the cells below.

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When you are done, format columnF and H.In the Home tab, under group “Number” choose “Accounting”

Create a Pivot Table

To insert a Pivot Table, highlight the data area first.Click any where on the data set and then press keysCtrl + A.

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Create a Pivot Table

On the Insert tab, choose PivotTable. Create the Pivot Table on a new worksheet.Click OK.

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Pivot Table

A new tab is created and we can now summarize the fields on the pivot table.Rename the new worksheet as “2015”

FieldsPivotTable report

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Add fields to the Pivot Table

Under "Choose fields to add to report:", you can “drag and drop” field(s) to one of the four columns below it.

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Add items to the Pivot Table

Drag and drop “Department”and “Product” into“Row Labels” column

The result of your pivot table

IMPORTANT!You must be in thepivot table in order tobring up the PivotTableTools ribbon. Click any area in the pivot table.

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Let’s add “Price”, and “Total 2015” into “Ʃ Values” column

Format cells with “$”

Format columns “Sum of Price” and “Sum of Total” with $Highlight cells B and C, using Ctrl + Shift + Arrow keys.In the Home tab, under group “Number” choose “Accounting”

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Filter button. Click the arrow and a window pops up. Uncheck all boxes and select only “Bread” and click OK.

Only Bread items are shown now with Grand Total.

Filter data

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PivotTable Tools REMINDER!You must be in thepivot table in order tobring up the PivotTableTools ribbon. Click any area in the pivot table.

Click “Design” and do some formatting.We can choose the layout to show “Subtotals” and “Grand Totals” and also add some styles to the pivot table.

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Create a dashboard

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Before we create a dashboard, let’s create 2 charts, namely Chart 2015 and Chart 2016.

On the Insert tab, click Column and then choose the first 2D column.We only want 2 fields in the PivotTable report, namely “Department” and “Total 2015”.Uncheck “Product” and “Price”

Create a dashboard

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Cut and paste your 2015Chart into the Dashboard

Click on the chart and doCtrl + X and then go to theDashboard spreadsheet anddo Ctrl + V

Rename thisto “2015”

Create a dashboardWe do the same for Chart 2016.But first, we need to create another pivot table for Chart 2016. Go back to your main spreadsheet called “PivotTable”Do the following:

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On the Insert Tab, choose Pivot Table. Create the Pivot Table on a new worksheet. Click OK.

Create a dashboardA new worksheet is created and rename it “2016”Add “Department” and “Total 2016” into your pivot table.Now let’s create a chart.

On the Insert tab, click Column and thenchoose the first 2D column.

Cut and paste your 2016Chart into the Dashboard

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Dashboard – Insert a slicer

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On the Analyze tab,Click Insert Slicer, anda window pops up

Now check “Department”Click OK.

Dashboard

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We now want to connect Spreadsheet “2015” and “2016” to the slicer.Click on the slicer and we do the following;

On the Options tab, click PivotTable Connections,

A PivotTable Connectionswindow pops up.

Check the PivotTable2box and lastly,Click OK.

Dashboard

Put labels on the charts: click the chart and do the following,

Go to Layout,click Data Labelschoose “Outside End”.

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Questions?

I hope you enjoy the class and see you next time!