Excel Report - A Pivot Table Review

  • The fact is that every user who may have learned to make use of PTs have experienced a tremendous rise in their productivity. Not only because of the speed of producing reports but by the quick insights you will get from large data sets.


    If you present a study of Sales by Product and by Region and someone ask you, let's say... You would say allow me to open the file and drag-and-drop it at this time.

    Listed here are the good qualities of for you to use Pivot Tables
    - Summarizes 1000s of rows in seconds.
    - Changes customized for specific cultures of report by just dragging and dropping.
    - Formats your report quickly.
    - Slices and dices your flat table by category.
    - Allows you to add calculated columns.
    - No formulas needed (at the very least you have calculated fields).
    - Will not consume enough memory resources.
    - Formats data willing to be analyzed.
    - Lets you connect with external databases: OLAP, SQL server, Access, etc.

    Listed here are the disadvantages of why you need to not use Pivot Tables
    - Doesn't allow you to begin to see the source of values reported as with formulas (by pressing F2). Anyone really wants to see the place that the data came from to allow them to easily check the formula.
    - Does not offer flexibility to arrange customized reports in cells.
    - Won't refresh the outputs immediately once the backend list changes.
    - Clutters the workbook should there be dozens of little Pivot Tables everywhere.
    - Occupies space within the worksheet.
    - Doesn't offer easiness of moving the outcomes across the worksheet.
    - Will not allow to edit calculated fields directly within the cells.
    - Offers limited supported functions in calculated fields.

    Conclusion. I am a fan of Pivot Tables however i am a fan of Lookup formulas too. If you are looking for what-ifs calculations by changing the inputs, data Lookup formulas would be a good option. However, In case your input info is relatively static but you want to do what-if analysis with drill-down, then Pivot Tables are a good choice. Unfortunately, the limited aggregate functions available in a Pivot Table, the impossibility to embed outputs in other formulas and the limited functions supported in a calculated field make the use of formulas unavoidable.
    For additional information about how to do a pivot table in excel see our webpage: this site

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