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Pivot Table Cheat Sheet

The document is a cheat sheet for Excel Pivot Tables, explaining their purpose, common terminology, and step-by-step creation process. It includes useful options, keyboard shortcuts, tips for effective use, and common mistakes to avoid. An example layout is provided to illustrate how to organize data within a Pivot Table.

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SHIVAM CHAUHAN
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47 views2 pages

Pivot Table Cheat Sheet

The document is a cheat sheet for Excel Pivot Tables, explaining their purpose, common terminology, and step-by-step creation process. It includes useful options, keyboard shortcuts, tips for effective use, and common mistakes to avoid. An example layout is provided to illustrate how to organize data within a Pivot Table.

Uploaded by

SHIVAM CHAUHAN
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel Pivot Table Cheat Sheet

1. What is a Pivot Table?


A tool in Excel to summarize, analyze, explore, and present data.

2. Common Pivot Table Terminology:


Row Labels: Fields placed here show as rows in the Pivot Table.
Column Labels: Fields placed here show as columns.
Values: Data to be summarized (sum, count, average, etc.).
Filters: Used to filter the entire Pivot Table.

3. How to Create Pivot Table (Step by Step):


1. Select your data (with headers).
2. Go to Insert -> PivotTable.
3. Choose location: New Worksheet or Existing Worksheet.
4. Drag fields to Rows, Columns, Values, and Filters sections.

4. Common Calculations:
Sum: Total of numbers.
Count: Number of entries.
Average: Mean of numbers.
Max / Min: Largest / Smallest number.
% of Grand Total: Percent relative to total.

5. Useful Pivot Table Options:


Show Values As: Show % of total, rank, difference, etc.
Group Data: Group dates, numbers, or text manually.
Refresh: Update pivot after data changes.
Sort: Sort ascending/descending in rows/columns.
Filter: Filter rows/columns with dropdown arrows.

6. Keyboard Shortcuts (Windows):


Alt + N + V: Create Pivot Table.
Alt + J T: Pivot Table Analyze Tab.
Alt + F5: Refresh Pivot Table.
Ctrl + Z: Undo.
7. Tips for Effective Pivot Tables:
- Ensure your source data has no blank rows/columns.
- Use table format for your source data (Ctrl + T).
- Use 'Group' to summarize by month, quarter, or year.
- Use slicers for quick filtering.
- Keep source data updated and refresh the pivot table regularly.

8. Example Layout:
Region | Product | Total Sales
East | A | 1000
East | B | 1500
West | A | 2000
West | B | 1700

Pivot Table Layout:


- Rows: Region
- Columns: Product
- Values: Sum of Total Sales.

9. Common Pivot Table Mistakes to Avoid:


- Forgetting to refresh after changing data.
- Not using proper headings in source data.
- Not converting source data into a table.

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