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Pivot Table Data Crunching for Microsoft Office Excel 2007

  • By Bill Jelen, Michael Alexander
  • Published Dec 26, 2006 by Que. Part of the Business Solutions series.
    • Copyright 2007
    • Dimensions: 7x9-1/8
    • Pages: 360
    • Edition: 1st
    • Book
    • ISBN-10: 0-7897-3601-2
    • ISBN-13: 978-0-7897-3601-7
    • eBook (Adobe DRM)
    • ISBN-10: 0-7686-6861-1
    • ISBN-13: 978-0-7686-6861-2

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Product Author Bios

Bill Jelen is Mr. Excel! He is principal behind the leading Excel website, MrExcel.com. He honed his pivot table wizardry during a 12-year tenure as a financial analyst for a fast growing public computer firm. Armed with only a spreadsheet, he learned how to turn thousands of rows of transactional data into meaningful summaries in record time. He is an accomplished author of books on Excel and is a regular guest on “Call For Help” on TechTV Canada. As an Excel consultant, he has written Excel VBA solutions for hundreds of clients around the English-speaking world. His website hosts over 12 million page views annually.

 

Michael Alexander is a Microsoft Certified Application Developer (MCAD) with over 14 years experience developing business solutions with Microsoft Office, VBA, and .Net. He currently lives in Frisco, Texas, where he works as a senior program manager for a top technology firm. In his spare time, he runs a free tutorial site, www.datapigtechnologies.com, where he shares basic Access and Excel tips with intermediate users.

This book consolidates all the best functionality of pivot tables into one guide that provides you with a meaningful tutorial, offering practical solutions to day-to-day problems.

 

Within just the first 2 chapters, you will be creating basic pivot tables, increasing productivity, and producing reports in minutes instead of hours.

 

Within the first 6 chapters, you will learn how to use pivot tables to quickly highlight your top 10 customers or bottom 5 products in profitability; quickly create analysis comparing sales this period to last period by product or region or both; easily summarize daily transactional data by month or quarter or year in a few mouse clicks–all without knowing any formulas!

 

By the end of the book, you will truly be a pivot table guru, automating pivot tables using VBA, creating pivot tables with external data in OLAP cubes, and even creating dynamic reporting systems so that your managers can answer their own queries with a few mouse clicks.

 

• Take advantage of the numerous pivot table recipes

• Create powerful summary reports in seconds

• Build ad-hoc query tools with ease

• Enhance your Executive Reporting

• Filter reports to top 10 customers or products

• Add dynamic charts to reports

• Quickly summarize daily data by month, quarter, or year

 

 

 

 

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

1              Pivot Table Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

2              Creating a Basic Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . .21

3              Customizing a Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

4              Controlling the Way You View Your Pivot Data . . . . . . . . . . . .83

5              Performing Calculations Within Your Pivot Tables . . . . . . . . 117

6              Using Pivot Charts and Other Visualizations . . . . . . . . . . . . .141

7              Analyzing Disparate Data Sources with Pivot Tables . . . . . . 167

8              Sharing Pivot Tables with Others . . . . . . . . . . . . . . . . . . . . . .189

9              Working with and Analyzing OLAP Data . . . . . . . . . . . . . . . . 201

10           Enhancing Your Pivot Table Reports with Macros . . . . . . . . .215

11           Using VBA to Create Pivot Tables . . . . . . . . . . . . . . . . . . . . . 231

12           Common Pivot Table Issues and Questions . . . . . . . . . . . . . .291

A             Finding Pivot Table Commands on the Ribbon . . . . . . . . . . . .315

Customer Reviews

50 of 53 people found the following review helpful
5.0 out of 5 stars Buidence from the Experts, January 30, 2007
By 
John Matlock "Gunny" (Winnemucca, NV) - See all my reviews
(REAL NAME)   
This review is from: Pivot Table Data Crunching for Microsoft Office Excel 2007 (Paperback)
Pivot Tables are one of the most powerful yet least used features of Excel. The author's MrExcel web site conducted a survey that showed that less than 42% of Excell users make use of pivot tables. I believe his estimate is high. Only experts are likely to visit his web site. I don't believe that 42% of the people who use Excel have even heard of pivot tables.

I further think that part of the problem is the name Pivot Table. This is primarily a Microsoft term (Microsoft has trademarked the word PivotTable - with no space), but the original functionality came from Lotus Improv.

It's foolish for me to try to explain pivot tables here when the book exists. Let me just say that if your task involves taking a lot of data that would make a lot more sense to you or your boss if it were summarized in various ways, Pivot Tables are for you, and the authors of this book are recognized experts in the field.

Note that the book has been brought up to date to cover... Read more
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20 of 21 people found the following review helpful
3.0 out of 5 stars This Book Needs to be Edited, August 13, 2009
By 
Bob V (Denver, CO) - See all my reviews
This review is from: Pivot Table Data Crunching for Microsoft Office Excel 2007 (Paperback)
There are no references in the book to the applicaplbe practice files (downloadable leaveing the user to open the various files and determine which is applicable to a given exercises. I'm only in Ch 3 and have found references within the text to tables within the text that do not exist. Example, Ch 3, pg 51 references Cell B7 in figure 3.7.
Figure 3.7 is a dialog box displaying how to change a field name. The book itself seems to have excellent content; however, I've found nomenclature to be inconsistent, practice files not identified, and references not accurate. Very informative book be very frustrating to use.
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20 of 21 people found the following review helpful
5.0 out of 5 stars Great stuff, July 2, 2007
This review is from: Pivot Table Data Crunching for Microsoft Office Excel 2007 (Paperback)
This book helped tremendously during my early stages using PT, without a doubt I would recommend this book to someone who just started to incorporate Pivot Table into their work. One recommendation, It would be nice if a CD with all the work examples came with the book, unfortunately you have to download the example files from a website.
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Online Sample Chapter

Customizing an Excel 2007 Pivot Table

Table of Contents

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

1              Pivot Table Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

2              Creating a Basic Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . .21

3              Customizing a Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

4              Controlling the Way You View Your Pivot Data . . . . . . . . . . . .83

5              Performing Calculations Within Your Pivot Tables . . . . . . . . 117

6              Using Pivot Charts and Other Visualizations . . . . . . . . . . . . .141

7              Analyzing Disparate Data Sources with Pivot Tables . . . . . . 167

8              Sharing Pivot Tables with Others . . . . . . . . . . . . . . . . . . . . . .189

9              Working with and Analyzing OLAP Data . . . . . . . . . . . . . . . . 201

10           Enhancing Your Pivot Table Reports with Macros . . . . . . . . .215

11           Using VBA to Create Pivot Tables . . . . . . . . . . . . . . . . . . . . . 231

12           Common Pivot Table Issues and Questions . . . . . . . . . . . . . .291

A             Finding Pivot Table Commands on the Ribbon . . . . . . . . . . . .315

Sample Pages

Download the Table of Contents

Download the Introduction

Download Chapter 3: Customizing a Pivot Table

 
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