Working with Pivot Tables

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Working with Pivot Tables

Working with Pivot Tables

Grouping Data

You can group data in a Pivot Table to show a subset of your data

To group data:

  1. In the Pivot Table, select the data you want to group.
  2. Right-click and select Group. Select Group
  3. The data appears as a new group. Data Appears as New Group

Using PowerPivot

PowerPivot is an add-on that you can use in Excel 2013 to perform more powerful data analysis.

To add PowerPivot:

  1. Select the FILE menu tab, and then select Options.
  2. In the Excel Options dialog box, on the right, select Add-Ins. Add-Ins
  3. From the Manage drop-down list, select COM Add-ins and then click Go. COM Add-ins
  4. Check the Microsoft Office PowerPivot for Excel 2013 check box and click OK. Check Box
  5. The POWERPIVOT tab now appears on the Ribbon. POWERPIVOT Tab

Once PowerPivot is installed, you can launch the PowerPivot window by selecting Manage from the POWERPIVOT tab. Here you can import and manage external data.

Managing Relationships

A new feature of Excel 2013 is the Relationships option on the DATA tab, in the Data Tools group.

To manage relationships in Pivot Tables, you must have at least two tables in your worksheet. Then, to create a relationship:

  1. From the DATA tab, select Relationships. Relationships
  2. In the Manage Relationships dialog box, select New. Manage Relationships
  3. In the Create Relationship dialog box, enter the tables and columns you want to be related, and click OK. Create Relationship
  4. The information now appears in the Manage Relationships dialog box. Manage Relationships Dialog Box