Whatever you want to filter your pivot tables by (in Jason’s situation, it’s type of beer), you’ll need to apply that as a filter. Fortunately, he can do that with just a few clicks using his original pivot table as his starting point. To do so, he’s going to create a pivot table for each type of beer: one for Amber, one for Pilsner, and so on. He wants to dig in deeper and see his beer sales for each quarter for each type of beer (Amber, Pilsner, IPA, or Stout). Here’s an example: Jason has a pivot table displaying his beer sales by quarter.
#Create a pivot table excel for mac 2016 how to
When you want to break down your data even further, knowing how to split one pivot table into multiple tables is a handy trick. With that calculated field in place, Jason can easily see his profit for each type of beer-as well as his grand total profit-in the bottom row of his pivot table. So, he would click on “sales” and hit “Insert Field,” type in the minus sign, and then click on “Cost” and hit “Insert Field.” To figure out profit, he knows he needs to subtract his cost from his sales. Now, Jason needs to enter the formula that he’s trying to calculate. In the popup, enter the name of the new calculated field (in this case, Jason would name it “profit” or something similar).ģ. While clicked inside a cell of the pivot table, visit the “Pivot Table Analyze” tab of the ribbon, select the button for “Fields, Items, and Sets,” and then click on “Calculated Field.”Ģ. He can set up a calculated field that will automatically crunch the numbers and tell him his profit for each type of beer. Doing the profit calculation himself outside of the pivot table is rather cumbersome, because he needs to subtract the Q1 cost from the Q1 sales, do the same for Q2, and so on and so forth. Jason wants to figure out his profit for each type of beer he sells: Pilsner, Stout, Amber, and IPA. You know by now that Excel is a powerhouse when it comes to making calculations, and the ability to create a calculated field is something you’ll definitely want to have in your toolbox when working with pivot tables.Ī calculated field allows you to keep a calculation running throughout a pivot table-similarly to how you’d have a formula plugged in a standard spreadsheet. While getting the slicer established involves a little bit of work, it can save you tons of elbow grease down the road-particularly if you’re using a lot of different pivot tables.
With that slicer setup, Jason can simply hit the button for 2016 to only see his data for that year in his pivot tables. To do so, right click on the slicer, select “Report Connections,” and then choose the pivot tables that should be connected to that slicer. Now, Jason needs to link his existing pivot tables to that slicer so that all the data is associated with that particular slicer. I recommend positioning it on top of your pivot tables, so that you can look at everything in one glance.Ĥ. Resize and move your slicer to where you want it to appear. Select the variable you want to sort your data by (in this case, it’s the year) and click “OK.”ģ. Head to “Insert’ and then click the “Slicer” button. Instead of needing to change the year filter on both of those pivot tables, he could create a slicer for the year. He really wants to drill down and view beer sales by quarter and by size for only 2016. Right now, he’s looking at his data for both 20.
Let’s say that Jason is looking at two different pivot tables: One that displays beer sales by quarter and one that displays beer sales by size. What exactly is a slicer? Put simply, it’s a way to link multiple pivot tables together so that you can filter your data for all of your pivot tables at once-rather than needing to change the filter on each of your individual pivot tables. While a slicer might sound synonymous with a rare form of torture, it’s actually an incredibly useful tool-and definitely something you’ll want to be familiar with when you’re analyzing a lot of data.
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