What does it take to get data into a Pivot Table? | Excel Ignited Day 12 | SSSVEDA
In a previous video I showed pivot tavles and said that they big problem with pivot tables isn’t the pivot table; it’s having the data being ready to go into the pivot table.
In this video I list some features and concepts that make source data pivot table ready.
The first is the data must be contiguous: no empty rows or columns. This also means getting rid of summaries and subtotals.
Next. All columns must have headers, and those headers need to reflect the possible ways that you might want to look at your data. If you want to look at regions, you need a ‘regions’ column header.
An important concept: sweep all of your data together into as few places as possible, Excel can peel down what you want to see.
If you have expenses and income and want a monthly view. Don’t make 24 different worksheets. Instead, make just TWO sheets, Income and Expenses. And let Excel peel out the monthly views using pivot tables and other Excel features.
My book: Guerrilla Data Analysis 2nd Edition
My blog: http://datascopic.net/blog-2-2