1. Creating Reports Using Excel Pivot Tables Steve Honeycutt UNCG

2. Session Etiquette Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible. Ask questions at any time. 2

3. Why use Excel Pivot Tables Easy to use Summarizes data very quickly Help is readily available online Excel is a tool that most people already have Versatile Drilldown capabilities A number of software packages provide data in Excel format, or comma delimited format Can add data to a table with formulas 3

4. Pivot Table Requirements Data arranged in columns and rows with all columns requiring a header No blank columns or blank rows Sometimes you will have to save the file before you can create a pivot table 4

5. Pivot Table Limitations Limited by the number of rows (1,048,576 Excel 2010) and columns (16,384 Excel 2010) allowed by Excel Limited by the speed and capacity of the individual computer Cannot add or delete columns or rows within a pivot table 5

6. Building a Pivot Table Banner HR Example Banner Finance Example 6

7. Demonstrate Change row data to column data Change the order of rows and columns Using formulas with data for a pivot table Using filters Repeating rows Copying data out of a pivot table 7

8. Demonstrate Formatting data in a pivot table Design format templates Removing subtotals and grand totals Check for duplicates Separating data with report filter 8

9. Additional Resources http://excelribbon.tips.net –Daily Excel Tips (free) –Weekly Excel Tips (free) –Electronic Excel Books (reasonably priced) You Tube Videos 9