Create a PivotTable to analyze worksheet data - Office Support


create a report in excel

You can use the Summary button in the Scenario Manager dialog box of Excel to create a summary report that shows the changing values used in each scenario and, if you want, key resulting values that each produces. When you click the Summary button, Excel opens a Scenario Summary dialog box, where you may [ ]. An expression can use data from a field in the report's underlying table or query, or from a control in the report. When you create a report, it is probably most efficient to add and arrange all the bound controls first, especially if they make up the majority of the controls on the report. Jul 27,  · Accelerate Excel How to create Microsoft Excel reports While Excel is an optimal program to collect and organize your data, its information management features don't stop revcedess.gas: 3.

How to Produce a Summary Report in Excel - dummies

Learn how to use Excel's PivotTable feature to generate meaningful reports that summarize data. Excel's PivotTable feature lets you organize and summarize data into a meaningful report format without changing the data set.

Beyond reporting, PivotTables offer a quick and easy way to analyze information that might otherwise require specialized knowledge of functions and other features.

In this article, I'll show you the basics of creating a PivotTable. Once you're familiar with the PivotTable feature, you might find it a great go-to solution for more than reporting. You can download the example. I'm using Excel on a Windows 7 system, and I'll provide specific instructions for other versions when significantly different. A PivotTable is only as good as its data. To reduce problems, your data set should contain no blank rows or columns, no subtotals, and should be in tabular format.

Each column should have a unique header name. Once you're satisfied that the source data is in good shape, consider designing a few simple reports using pen and create a report in excel. Doing so will help guide you later when you're working in the PivotTable frame and facing lots of choices.

Create a report in excel good news is this: if you can click, you can create a PivotTable. You might need to tweak the results, but getting started is simple:. Steps 1 through 3 are easy, and this article won't repeat these steps as we work through examples. Step 4 requires specialized knowledge of your data and your reporting needs, and that's where we'll spend our time.

By default, the PivotTable frame is empty. However, you create a report in excel rely on the following guidelines most of the time:. Summarizing data is the main purpose of a PivotTable, and a PivotTable can count values and text. Figure C shows a simple configuration that counts the number of orders by region; simply drag the Region field to the Rows and Values sections in the PivotTable Fields pane to the right.

Because the Region field stores text, the Values section defaults to a simple count. In Excelyou must use the Add To control to add fields to the frame. By dragging the Transaction Date field to the Columns section, you can offer more details by returning the monthly count. After dragging Transaction Date to the Columns section, create a report in excel, do the following:.

Getting a total is just as simple as counting-but with a few more clicks, you can also show those subtotals as a percentage. Figure G shows a PivotTable that sums the Amount field by region. At this point, you could format the Amount field as currency, but instead, let's show those values as percentages as follows:. By dragging the Personnel field to the Columns section, you can display the percentage per region for each salesperson, as shown in Figure I, create a report in excel.

Luke has the highest individual percentage at 8. These are details you could glean from subtotals as well, but percentages often provide a different perspective, and this feature displays them for you quickly.

Earlier, we create a report in excel records by month, based on the date values in Transaction Date. Groups won't always be so generic. You might want to count or sum values within a range that isn't represented in the natural data, create a report in excel. For instance, let's count the number of commission amount that fall without a few ranges: 0 to 99, totoand so on:. When you modify the data set, create a report in excel, you must refresh the PivotTable to reflect those changes; the PivotTable isn't dynamic.

If you're using Excel or later, you can convert your data set to a Table and build your PivotTable on that Table. When you use a Table as the data source for a PivotTable, Excel automatically updates the PivotTable as you update the data in the Table; your PivotTable is always in sync! Using a Table as the data source can save you the trouble of remembering or the embarrassment of forgetting to update the PivotTable after modifying the source data.

We didn't work with a Table data source in this article, but it's important to know that you can and why you should consider doing so. PivotTables are worth taking the time to explore. We've reviewed only a few basic options, but it's easy to see how useful they can be. There's much more to this feature.

The next time you're faced with summarizing or reporting, try a PivotTable! I answer readers' questions when I can, but there's no guarantee.

When contacting me, be as specific as possible. For example, create a report in excel, "Please troubleshoot my workbook and fix what's wrong" probably won't get a response, but "Can you tell me why this formula isn't returning the expected results? Please mention the app and version that you're using. I'm not reimbursed by TechRepublic for my time or expertise, nor do I ask for a fee from readers.

You create a report in excel contact me at susansalesharkins gmail. Susan Sales Harkins is an IT consultant, specializing in desktop solutions. Previously, she was editor in chief for The Cobb Group, the world's largest publisher of technical journals. Easy start A PivotTable is only as good as its data. You might need to tweak the results, but getting started is simple: Select any cell in the data set, click the Insert tab, and then click PivotTable in the Tables group. If you're still using Excelchoose PivotTable and PivotChart Report from the Data menu to launch a wizard that will walk you through the process.

In the resulting dialog, check the range and specify whether you want the PivotTable in the existing worksheet or a new worksheet Figure A. Figure A Click OK. The names are slightly different in previous versions. Figure B. Editor's Picks. Python is eating the world: How one developer's side project became the hottest programming language on the planet. How iRobot used data science, cloud, and DevOps to design its next-gen smart home robots. Beyond the PC: Lenovo's ambitious plan for the future of computing.

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Create Excel reports from a work item query - TFS | Microsoft Docs


create a report in excel


Mar 13,  · By Excel Tips and Tricks from March 13, Categories: Basic Excel Excel is a powerful reporting tool, providing options for both basic and advanced users. One of the easiest ways to create a report in Excel is by using the PivotTable feature, which allows you to sort, group, and summarize your data simply by dragging and dropping fields. You can use the Summary button in the Scenario Manager dialog box of Excel to create a summary report that shows the changing values used in each scenario and, if you want, key resulting values that each produces. When you click the Summary button, Excel opens a Scenario Summary dialog box, where you may [ ]. Create a PivotTable. If you have limited experience with PivotTables, or are not sure how to get started, a Recommended PivotTable is a good choice. When you use this feature, Excel determines a meaningful layout by matching the data with the most suitable areas in the PivotTable. This helps give you a starting point for additional experimentation.