The Proof is in the Data …the Pivot Elizabeth Somers Investigative Analyst Farmers Insurance 813-480-7670

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Presentation transcript:

The Proof is in the Data …the Pivot Elizabeth Somers Investigative Analyst Farmers Insurance for examples and tips

Pivot Tables  SAVE THE ORIGINAL!!!  And oh, SAVE THE ORIGINAL!!! Step One: Save

Pivot Tables  What do you want to see from the data? Have a plan! Step Two: Plan

Pivot Tables  Save it with a different name than the original  Ensure you have column headers  Look through the data for potential problems/blanks/typos Step Three: Preparing the data

Pivot Tables  Place cursor anywhere inside the data  Click on the “Insert” tab Step Three: Preparing the data, cont’d.

Pivot Tables  Excel will highlight your data and insert the likely range  Click OK and your table will appear on a new worksheet Step Four: Providing the data range

This is the default view from newer Excel versions. These arrows point to areas you will want to be acquainted with.

 Click the “Display” tab

 Choose “Classic PivotTable layout”. Click OK at bottom.

This is the classic view.

Pivot Tables  Oh, the horror! Step Five: The inevitable cleanup

Pivot Tables Step Six: Now that the cleanup is done, proceed!