How To Create a Pivot Table For Your Dashboard

When creating a dashboard it usually helps to have as many options as possible available to you. While most users know how to create common and standard tables and charts, there are a number of additional charting and tabling features available in Excel which are often neglected by inexperienced users. A Pivot Table is one such feature.

Pivot Tables allow users to flip the columns and rows of the table to provide detailed information on certain aspects of your data. For example these tables can be used to summarize and analyse data in a number of ways. They can also be used to present data in a customisable layout, with calculations and subtotals. There really is a wide variety of uses to which pivot tables can be put, and it is worth spending some time researching all of the possibilities.

In order to set up a Pivot Table you must initially select the data that you wish to use, then click on Insert, followed by Pivot Table. You must then choose a cell in which to place your table. Once this has been done you will be faced with a number of options. You can set up the table any way you want using drag and drop to place the data that you wish to analyse in the table. Once the table has been created you can then format it as you choose.


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