A Complete Guide to Pivot Tables
If you have any need to analyze data in Excel, you must read this book. I learned so much more about PivotTables after I read it that they are now actually useful, rather than just being something I would occasionally try out. Every chapter is packed with excellent information in an easy-to-follow format. A beginning to intermediate user can understand most of the book; only the chapter on programming PivotTables requires intermediate to advanced knowledge to fully comprehend.
Cornell takes a tutorial approach to explaining what PivotTables are, what they are capable of doing, and how you can apply them to your needs. Each chapter in the Complete Guide gives you an overview of a single topic, a series of step-by-step examples, a Try-It section for more practice, and a summary of next steps. The book was written for Excel 2003, but most of the techniques can be applied to Excel 2002 and even Excel 2000.
When you read this book, I would recommend that you sit at your computer to try these techniques as you read them. I tried to just read the book at first, but you really get itchy to try each feature out. Take it in sequence, as there is a definite building from one chapter to the next.
Chapter 1 gives you an overview of the PivotTable feature, what it's meant to do, and why you would use it. Chapter 2 starts the in-depth training of building basic PivotTables from Excel Lists, external data sources, other PivotTables, etc. It also includes tips on formatting the information and tweaking the fields and table to your liking. Chapter 3 goes even deeper, with information on advanced settings, filters, calculated fields, and other little gems that make analysis easier. These three chapters complete your basic training and lead to chapter 4, "Using PivotTables in the Real World." Paul proceeds to give not just one, but three examples of how PivotTables could be used to provide insight into company operations.
While everything I'd known about PivotTables before picking up this book was covered in the first three chapters, the last three chapters explain additional capabilities that really make Excel valuable for data analysis. Chapter 5 explains PivotCharts, which are simply a graphical representation of the information shown in a PivotTable. Paul goes into detail on the different chart types and how they interact with the underlying PivotTable.
If you need to distill and analyze multidimensional, relational data, PivotTables are up to the task, as chapter 6 will demonstrate. The book describes how you use cube files, OLAP databases, and Microsoft Query to get the data and manipulate it. If you're a really capable programmer, comfortable with VBA, chapter 7 shows you how to work with PivotTable programmatically. There is program after program showing you exactly how to get at the data, massage it, and create the resulting PivotTable.
Finally, there is one appendix that describes the differences between Excel 2000, Excel 2002, and Excel 2003. I was originally reviewing this book while using a computer with Excel 2000. I was delighted to find out that most of the information in the book works exactly as Paul described (although the screen shots didn't match). I did recheck some of the examples on my other machine running Excel 2002, and had no problems at all.
Granted, this book is specifically written for Microsoft Excel. However, OpenOffice, the free competitor from Sun MicroSystems, mimics most of the Microsoft Office suite. How does it compare, you ask? Well, OpenOffice has a similar facility to PivotTables, called DataPilot; however, DataPilot is primitive in comparison. For example, you must select the data to summarize, choose (from the menu bar) Data --> DataPilot --> Start, then drag the fields to the appropriate place in the diagram and click OK. Like Excel, you can freely move the fields between row, column, and data areas, and change the data operation from Sum to Min, Max, or a number of others. Unlike Excel, there isn't much more you can do. You don't have Page fields; you can't sort fields on their data; PivotCharts aren't represented; and there's no programming. If you only want to do simple data analysis in OpenOffice, you can get the basics from chapters 1 and 2 of this book.
You can purchase A Complete Guide to PivotTables: A Visual Approach from bn.com. Slashdot welcomes readers' book reviews -- to see your own review here, read the book review guidelines, then visit the submission page.
I'd really like to know what the hell a pivot table is. From reading the review at Amazon and the one here a 'pivot table' is:
'something really useful for analyzing data, and really great'
Sorry, sahib, but if you want me to read (let alone purchase) a book about pivot tables, I'm going to need some explanation of what they are first.
I don't pretend that I'm speaking for any number of people here. Perhaps every slashdotter besides me knows what a pivot table is, but the description of the review would seem to imply otherwise.
Could anybody else describe a pivot table?
***********
Heh, heh. Google's first hit for "pivot table tutorial" is already slashdotted.
********* sig: If you don't like the law, get filthy stinking rich, and buy a better one.
OK then Mr Reviewer, how about cluing us in on what a Pivot Table is and why we might care?
DG
Want to learn about race cars? Read my Book
...is you do not tell anybody what PivotTables are.
Tubal-Cain smokes the white owl.
For those who do not understand what multi-dimensional database is, here is how I explain it to myself:
A traditional relational database has two dimensions - rows and columns. Now if you take a table and make a copy of it to separate records by year (e.g. 2004data, 2003data, 2002data, etc.), you get a 3rd dimension. And if you were to take your entire database and make a copy of it to separate it by something else, you now have a 4th dimension. Of course the problem with all this would be inability to tie data in one database to data in another in an easy way.
A multi-dimensional database is something that allows you to add dimensions ad-infinitum _and_ query it in a clean way.
I rank Pivot Tables about #1 in usefullness. Followed by autofilter, Vlookup, conditional Formating and regular old little VBS scripts. What are some of the higher features you guys use?
Seriously, Pivottables are one of the greatest features of Excel.
Query your sql data, put a pivottable on that sheet, and you've amazed the highest of corporate bosses. I live by this thing.
I'm on the edge of my seat. Why would I want to read a book about Pivot Tables? It could be the best book every written in the history of Pivot Tables, but it may as well be a book on Gorglemopenchausers. I mean, I realize it's a book review, but even a sentence or a short paragraph saying, "A pivot table is basically XYZ" would have added a great deal of value to me as a reader.
Pivot tables are priceless. I worked in a company with about 100 client service people, and they had no idea how they worked.
I would have to query the data out of oracle for them, and pivot the data for them, so they could send the report to the client.
Then, they would get HUGE commissions checks for pushing the "send" button in Outlook, and I would get nothing.
Then.... I quit.
Well I don't know about you guys, but the least thing I want is Microsoft products gaining more popularity.
Still, those pivot things do look nifty.
This page explains what they do, at a very basic level.
http://www.cpearson.com/excel/pivots.htm
is you do NOT tell anybody what PivotTables are
Nice review up to the last paragraph. Looks like the only reason you mentioned OpenOffice was to say that its analogous feature is "primitive" in comparison. Makes me wonder if that was the point of the entire review anyway. Hopefully someone can say something about Gnumeric and other specialized tools with respect to this TOTALLY AWESOME feature of MS Excel you so love. Here's one reason to exclude reviews of obscure MS Office features-- free alternatives without said useless features get called "primitive".
Like most people, I've only scratched the surface (well, maybe I gouged it a bit) of the capabilities of the Microsoft Office products.
Maybe it is because must of the people don't really need all that features. According with the pareto rule the 80% of the people will use only 20% of the included features. The computer systems should be built to address the needs of the customers, not to provide features and then let the users figure out what to do with them.
No, but that doesn't mean anything. It's not a single server. And gmail is beta.
Pivot tables were originally developed in Lotus Improv, Lotus's incredibly advanced word processor for the NeXT machine. Lotus attempted to develop a new paradigm (can't believe I used that word) for spreadsheet interaction, something more sophisticated that +A1+@sum(B1..B3). Pivot tables were a component of this formulaless spreadsheet.
Improv was, is friggin' amazing.
I suppose this is another example of Microsoft getting credit for company's innovations?
/* Dang, I can't type that well. */
Say you have data like this:
:)):
Name Age Height (cm)
---------------------
Jane 22 174
Dick 22 212
Mary 24 150
Greg 24 198
Dave 23 244
You can use pivot tables to come up with tables like this (but with correctly calculated values
Age Avg Height
--------------
22 190.5
23 244
24 174.5
For the most simple case, take any N-dimensional data, choose one of the dimensions to be your rows, choose one of the dimensions to be your columns, and choose a function of a dimension to be your field values. The more dimensions and data points you have, the more useful this becomes.
<ross>
Piv-ot. Piv-OT! PIVOT!!!
</ross>
My Greasemonkey scripts for Digg &
where I last worked. Sure everyone one knew what you meant when you said "let's take a look at the data in a pivot table", but at least it sounded better then "let's foos". Plus you could claim to be the PTC (pivot table champion) and not know a damn thing about Excel.
"Look Lois, the two symbols of the Republican Party: an elephant, and a fat white guy who is threatened by change."
Pivot Tables ARE PAINFUL!
That's all you need to know.
Surely SQL with group clauses is just as easy to use and does exactly the same thing?
SELECT Sport, Quarter, Sum(Sales) FROM Data
ORDER BY Sport, Quarter ASC
The pivot table looks a little different, but that is essentially the same thing. Anything Pivot tables do that isn't possible in SQL?
excel doesn't run on linux.. why the hell would i care?
Whaaaa? 38 pivot-table posts on /. and nobody has mentioned Lotus Improv yet?
Fixed.
IF you ever had to code a linear system solver using Guassian ELimination for educational purposes you have a love hate relationship with pivoting:
Damn You Engineering Fundamentals!
Excel is for chemistry students and management types. Go Go gadget MATLAB.
Using a pivot table I could end up with a matrix that looks like:Now I have the data sorted by continent. If I decide I'm not interested in population but instead in GDP, it is a simple drag and drop operation to get a table like:Basically pivot tables let you explore lists of data very quickly and efficiently. If you deal with lists of data regularly like I do, they are one of the most indespensible features in a spreadsheet. Excel has the best ones I've used but most modern spreadsheets have some version of them.
OK, got it. Think I'll make my boss' head explode next week. Think Scotty appearing to be a miracle worker to Cpt Kirk.
Someone hates these cans.
I would like a pivot table SQL aggregation function.
Something like
SELECT ROWS:GeneralLegderCode,
COLUMNS:Year,Month,
DATA:SUM(Value)
FROM GeneralLedgerTransactions
Granted it would demand careful programming sice the program would never know what fields would be contained in the results.
Does that maks sense?
For those that don't know, this entire book is dedicated to that ever-essential dining room furniture known as a lazy susan.
It sits on top of your dining table and it spins around and around. People put food on this spinning table so diners don't have to go "please pass the (insert supposedly ingestible food item here)"
I guess its inclusion in Excel was just a step above the flight-sim easter egg they once had. If Mozilla can include a kitchen sink, the MS folks took the liberty of including a lazy susan. Er, sorry, pivot table.
Look for OpenOffice to include a Pivot Chair in the next release. I, for one, can't wait to tell them MS folks to implement their own pivot chair -- so they can sit and spin, baby, yeah!
Are the object web components covered? I use them at work to genereate web based pivot tables and the API is far from fully documented.
"Have you ever thought about just turning off the TV, sitting down with your kids, and hitting them?"
I'll be happy when Excel lets me work with pivot table data the way Lotus Improv did.
Just sort of a general comment ... I think the capability of office suites to do complicated things is directly proportional to the amount of pain felt by regular IT staff. Seriously, it's nice that people can do all sorts of neat stuff and track data outside of the system... because, often due to time constraints, it's not always possible for IT staff to facilitate all requests... but then they come ask us for an on-demand parameterized report that works off an ms sql server database, mysql, access, and excel.... and we get stuck doing it regardless of the relative value proposition and it takes a lot of time and ends up crashing when someone locks the excel file or fubar's the access database... and it's our fault.
Part of what makes it so painful is you get stuck spending your time trying to figure out how to do something the-right-way in excel when the same task would be trivial in a database. It's not just a matter of burning everything to the ground because, if you take that approach, you are forced into accepting responsibility for rewriting the thing. Some of the stuff I've seen people make is just so thoroughly messed up as to be conceptually, not just technically, beyond redemption.
Of course, the flip side is, if people can do more stuff on their own, that's one less thing they have to bug me about... but the things they do hit you with become all the more painful.
deep hurting...
sandstorm....
A link for those of you who are too lazy to google the info themselves...
There's no place like ~/
Aren't pivot tables patented?
Anybody reading this article who actually thinks these pivot tables sound "powerful" should look into some of the real row-based data mining tools out there. For starters I suggest looking at Weka and Orange.
Weka in particular is extremely easy to use and you don't have to be a researcher to figure it out.
A pivot table:
- A rectangular table with rows and columns
- Along the top you some pick attribute(s) of the widget
- Along the left side you pick other attribute(s) of the widget
- You pick what goes into the interior of the table and how it is summurized
So you could compare color(along top) with location(along left side) and choose to see the sum of the inventory levels in the interior.or...
But in matrix form so that you end you with one cell for each color+location instead of one record. So the size of the matrix grows approximately by a power of 0.5 with respect to the number of results.
Simple people talk of people, better people talk of events, great people talk of ideas.
Would you like some FUD with those tips?
CEE5210S The signal SIGHUP was received.
ATTN: Please rename the article to "A Complete Guide to Shit Nobody Cares About".
Thank you!!
I must say that I indeed have this really nice solid wood table that I got a ikea. I use it mostly for food though, not so much numbers..
Who else thought the entry was about some form of air hockey, foosball or pinball machine?
It's 10 PM. Do you know if you're un-American?
There seems to be some natural and/or knee-jerk confusion that pivot tables are some Microsoft-only creation. For some folks that naturally means that they'll never want to use them. That's too bad, a little bit like concluding that referential integrity or relational table structures are "so Microsoft" just because they're discussed in SQL Server documentation and literature.
Best discussion I've read of pivot tables as a generic tool for managing data appears in O'reilly's thin "Transact SQL Cookbook". Excellent book. The first few chapters are devoted to pivot tables alone. According to the authors, PTs are fundamental to solving many data storage and display problems. Have a read, then post more. :)
I worked on a project this summer where pivot tables were used to tally up how many person hours of specified job types were needed for a project. The problem was that it was sorted by person hours per month up to 15 years, and the starting year could be changed. When the year was changed, the tables didn't update correctly. I ended up having to use a lot of vba code to rebuild the tables from scratch every time the year changed. This was using Excel 2000. Does the book address issues like this one? Did anyone else ever have a problem like this one?
I just clicked on the first link after searching for 'pivot tool tutorial' --it isn't slashdotted anymore. Then I fired up openoffice and went through the whole tutorial. It works *EXACTLY* the same, (except that OpenOffice on Linux is faster than Office on windows). Every part of the tutorial worked otherwise exactly (exactly) the same. All of the prompts looked the same, the data was arranged, highlighed and behaved the same. Woot!
Disclaimer: I'm not a shill--not even a customer, in fact. But I'm a friend of the author, and was a contributor to Quantrix's NeXTstep based predecessor.
In Soviet Washington the swamp drains you.
Cognos Powerplay does this too, and even better than excel.
sc can do this too. Actually any spreadsheet package from the 1980s can create a spreadsheet using data from another spreadsheet. It works the same way as equations do, except accross spreadsheets. big deal.
the only real difference is that PivotTable in excel can be done automatically based on the names of columns, instead of having to go to the effort of writing a 3-5 line awk or perl script.
btw- I analyze most data using gnuplot. it's an extremely powerful and easy to use package. But graphs analysis is a different sort of thing than what the poster of the article wants to do.
“Common sense is not so common.” — Voltaire
Sorry but anything you can do with Pivot Tables ...
...
... I am sticking with Python ...
I can do better in Python
Not mentioning that copying and pasting Pivot Table data has often completely unexpected results
I am not impressed and I won't criple my abilities
Pivot tables are a feature of Excel that Microsoft stole from Lotus' Improv.
So it's an enduser thingy.
Thanks for pointing that out so clearly.
Now I will just skip on and hope my users don't catch on to this thing and come to my office asking me how the freak they can use pivot tables.
( They come in with this crazy idea that I know excel and think I can show tham the magic trick in anything.)
Excel is by far the most powerfull counter productive tool in the hands of a office worker.
Thanks man, you really did us admins a favor.
-- forget
I think one of microsoft's biggest problems with Office is the Users of office (ie the general public).
... and so they get different animations for clippy, menus that hide from you so you can't remember where things are, images that once inserted are a nightmare to tweak etc etc etc.
The standard way of "improving" your software is to go and talk to the users, find out what they need, what they like, what they don't like, and put it into your next version.
This is where microsoft's biggest problem is... its users don't know what they want, because most of them don't know what their program can do, or even what it ought to do. It's just the one on their desk top that they are assumed to know how to use.
Photoshop and AutoCAD users (for example) know exactly what their application can do, and what it would be really usefull if it could do, and they tend to get these features in their upgrades.
Office users mostly don't have a clue what they want
And i can't believe, it's because microsoft just want to piss people off, somebody has to ask for these things, I'm sure they have focus group, after focus group saying how it would be nice if clippy could be a hedgehog now and then...
I feel so sorry for the developers, office can do some absolutely amazing things... It's just that 90% of its users use 1% of it's functionality...and then demand more "wordart".
Excel and Access are the two least clippified applications in the suite, probably because they have the more specialised users who actually USE the programs instead of playing with them like most users do. (of course most access users want to be using something else... but still!)
While i risk feeding the trolls, for a real business with real users, pivot table are rather important.
Sure there are other tools, but this gets the job done for a lot less cost.
---- Booth was a patriot ----
Pivot tables are a very useful tool. Unfortunately, most people just don't get them. By them, I mean the average business person. In my experience at a mid-sized retail shop, pivot tables could be an incredibly useful tool for the business types. Unfortunately, the same people that will spend hours playing with simple formulas, colored columns, and font sizes in Excel will not expend the effort to learn how to use a pivot table. As a result, I spend a lot of time coding to give them the same things they would get with pivot tables. It always depresses me when one won't put forth an effort to learn the ins and outs of a tool that is supposedly critical to their work. Oh well, it keeps me in a job.
I have just spent 4 hours in work on fucking evil Pivot Tables they are crapper the crystal reports... There just an other way of displaying shity flat excel/database in a "nicer" and "user friendly" way., but they suck to setup..... ---- Noodle http://www.tbns.net/georgis./jthm/icons/teddynny.g if
I have recently did a mathematical paper in LaTeX and included a couple approaches of converting LaTeX to other text processors. My HTML conversion process worked fairly well using OpenOffice. But then when I took that OO doc which I save as a .doc file within OO and opened it up with a Word in both Windows and Mac versions, my maths were completely mangled, missing, or destroyed. I am now left with attempting to do RTF conversion, which prelim results show to handle maths a little better.
That one ordeal I went through just helps re-enforce my position to side along with you on the matter. I don't know much anything about these pivot things, but it seems that it can be easily achieved using the OO alternative since it's basic matrix math manipulation. Apparently, the slashdot drones have succumbed to the mindless borg advertising that is and the sheer numbers rule the moderation system of slashbots. And that is notwithstanding anything to say about the editors. I feel for ya bro!
FWIW, set your preferences for Trolls at +5 modifier, and you'll find some interesting posts!
This sounds like a nifty product. Since it was written for NeXT I wonder if the sources are still around and usefully compilable for OS X.
Which brings up the suite of office software that was developed for NeXT and which is owned by Sun but which will never see the light of day. IT should port quite easily.
Sigh.
Give me a break, pivot tables are nothing more than a canned relational database query.
Now show me how to do it in OpenOffice.org and Il be a happy camper...
Pivot tables allow you to turn what had been groups of rows into columns in your spreadsheet. There is no way to do this in SQL.
In SQL you can duplicate all of the data manipulations, and have all of the same numbers somewhere in the query output. But you can't put it into a convenient display. Spreadsheets are all about putting things into convenient form.
Of course putting things into a convenient display where what it says is obvious at a glance is the difference between data and information. Customers pay for information, not data. Underestimating the value of presentation is a classic shortcoming of techies. (I should know, I am one.)
If you want to understand them better, talk to someone whose job is to understand data, for instance a financial analyst. I've met very few programmers who understands what pivot tables are for or why you want to use one. Every analyst that I know is a wizard with them.
thank god that porn article showed up, otherwise i woulda hadda use my mod points on either pivot tables or DIY cyclotrons.
Serenity now, insanity later.
Excel Pivot tables pretty much suck. With Excel 2000 you can only pivot on a tiny 8k maximum worth of unique records. With Excel 2003 it goes up to 32k unique records. I have 1G of RAM, so this is a useless amount. Pivot tables are useless for everything but a grocery list for a block party.
Which brings up the suite of office software that was developed for NeXT and which is owned by Sun but which will never see the light of day. IT should port quite easily.
PC Expo: Sun buys object developer9 6/swol-06-lighthouse.html
Lighthouse Design noted for its OpenStep tools
June 1996
http://sunsite.uakom.sk/sunworldonline/swol-06-19
Sun steps up acquisition efforts
April 24, 2001
Bungled deal
Jonathan Schwartz, who heads Sun's 63-person acquisitions team, says Sun bungled the purchase of his company, Lighthouse Design, in 1996.
"There was no integration," Schwartz said. "The only things that changed were the business cards and the T-shirts."c net
http://news.com.com/2009-1001-256399.html?legacy=
Our company has been using pivot tables in excel for years. Its always been a very powerful feature of excel, and tied in with access or a data extract from your database you have the ability to create very elaborate drilldown reports.
I don't don't know about anyone else, but I was foolish enough to show seasoned analysts the minor miricle of pivot tables.
Guess who the new data analyst is?
(along with the e-mail guy, the PBX guy, script monkey, tech support dude, etc...
Grokk-me-not
You guys have it easy.
When you read this book, I would recommend that you sit at your computer to try these techniques as you read them. I tried to just read the book at first, but you really get itchy to try each feature out. Take it in sequence, as there is a definite building from one chapter to the next.
:-)
This also applies to this site
Sorry, could not resist
As I understand (although I might have misunderstood) a pivot table is kind of the Excel equivalent of a 'view' in an SQL database.
Unfortunately my mod points expired yesterday ...
Gnuplot, Python, awk, bash, and sometimes even C make your day when analyzing megabytes of data.
I ususally find it more convenient to come up with some hacked-up solution rather than to study Excel or OOo documentation only to realize later that Excel doesn't like the raw ASCII format my data is saved in.
I am wanting to know the significance of the data selected for the example.
Can somebody please explain what these numbers would mean in relation to the Kyoto Protocol not being signed by the U.S.?
I'm beginning to think that pretty soon the sleeping dragon will wake...
I just tried the tool under objection. I tried to make a "pivot table" of a 1.6M CSV file under Open Office. It also seems like OO cannot read files with more than 32000 records. There should have been approximately 35000 in it. So what - i am testing here.
Well what should i say: It just broke because it needed more than 1G RAM...
I wonder why it seems like no one is yelling for awk? There are probably good books for it, too.
SCNR-Greetings
If the dwellers of redmond wish to entertain us; I submit that an analysis of Nureal Nets using a simple spread sheet would be comfortable.
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