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Read More: What is Pivot Cache and How to Best Use It. Since it’s a replica of the source data, when you create a pivot table, a copy of that data gets stored in the Pivot Cache. Note: One downside of pivot cache is that it increases the size of your workbook.
ADVANCED PIVOT TABLES IN EXCEL 2016 UPDATE
You can drag and drop items in the rows/columns/values/filters boxes and it will instantly update the results. Even when you have thousands of rows of data, a pivot table is super fast in summarizing the data. The reason a pivot cache gets generated is to optimize the pivot table functioning. When you create different views using a Pivot Table, Excel does not go back to the data source, rather it uses the Pivot Cache to quickly analyze the data and give you the summary/results. Excel takes a snapshot of the data and stores it in its memory. To use a Pivot Table efficiently, it’s important to know the components that create a pivot table.Īs soon as you create a Pivot Table using the data, something happens in the backend. Now before we jump into analyzing data using this Pivot Table, let’s understand what are the nuts and bolts that make an Excel Pivot Table. All you’d see is the Pivot Table name and a single line instruction on the left, and Pivot Table Fields on the right. While the Pivot Table has been created, you’d see no data in it. Else, a new worksheet is created with the Pivot Table.Īs soon as you click OK, a new worksheet is created with the Pivot Table in it.
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Here are the steps to create a pivot table using the data shown above: Let’s go ahead and create a Pivot Table using the data set (shown above). Hopefully, now you have an idea of why Pivot Tables are so awesome. It’s so simple, you may as well take a few minutes and show your boss how to do it himself. Within seconds, a Pivot Table will answer all these questions (as you’ll learn below).īut the real benefit is that it can accommodate your finicky data-driven boss by answering his questions immediately. This is where Excel Pivot Tables comes in really handy. You’ll have to go back to the data and create new formulas every time there is a change. You can go ahead and use Excel functions to give you the answers to these questions, but what if suddenly your boss comes up with a list of five more questions. How did The Home Depot’s performance compare against other retailers in the South?.What are the top five retailers by sales?.What were the total sales in the South region in 2016?.Now your boss may want to know a few things from this data: It has the sales data by region, retailer type, and customer. This is sales data that consists of ~1000 rows.
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Suppose you have a dataset as shown below: It’s as easy as dragging and dropping rows/columns headers to create reports. What is a Pivot Table and Why Should You Care?Ī Pivot Table is a tool in Microsoft Excel that allows you to quickly summarize huge datasets (with a few clicks).Įven if you’re absolutely new to the world of Excel, you can easily use a Pivot Table. The Nuts & Bolts of an Excel Pivot TableĬlick hereto download the sample data and follow along.What is a Pivot Table and Why Should You Care?.