Introduction to Pivot Tables in Microsoft Excel 2016

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During this Microsoft Excel 2016 advanced training tutorial video, we will discuss the basics of pivot tables and the situations that you would use it.

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Hello again and welcome back to our course on Excel 2016 Advanced. In this section we’re going to start to look at Pivot Tables.
Now many of you may well have used Pivot Tables before but for the benefits of those of you who haven’t I am going to spend this first section explaining the basics, including explaining the situations in which you would use Pivot Tables.

If you’ve used them before and you really want to look at some of the more advanced features and in particular some of the new features, the updated features in Excel 2016, then you might well skip this first section. Having said that, I do find that a lot of people that use Pivot Tables aren’t really necessarily very comfortable with them and I am going to try to explain in some detail in this section the situations in which you use them, why you use them and really what Pivot Tables are all about, and in particular things like why they’re called Pivot Tables.

So even if you have used them before you might well benefit from working your way through this section anyway.
You may or may not be aware that Pivot Tables are really one of the great strengths of Excel. They’ve been a part of Excel for many versions, many years. And they continue to be improved in Excel. And even in this latest version, Excel 2016, there are further enhancements and improvements to existing facilities.

Now first of all what sort of data do we use in Pivot Tables? Pivot Tables are suitable for use with what we call transactional data. And transactional data is not necessarily to do with financial transactions but it’s any kind of data where each record corresponds to a measurement of something or a count of something. It could be a record of a sale in a store or it could be, for example, a measurement of the amount of rain on a particular day or perhaps a count of the number of people visiting a particular location.

Now these individual records need to be recorded in rows in a worksheet. If you actually have records recorded in columns you would need to transpose them. And each row must correspond to one record. You mustn’t have any empty rows and you mustn’t have any missing or empty columns.

The particular data we’re going to use for the first example is data on sales in a cafeteria, actually a snack shop within a convenient store. And we’re keeping four pieces of information about each sale.

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