597 – Pivot table filtering

clip_image002Pivot Tables are a somewhat esoteric spreadsheet feature which everyday Excel users probably shy away from, but for the enlightened can help to turn potentially large tables of raw data into summarised views that can be easily rearranged.

Excel makes it easy to take a static table with rows of data arranged into columns that correspond to measures or fields – like sales of a product, or assignments of a relationship such as an export from a CRM system – and then represent the inherent hierarchy in a super-powerful fashion.

If you haven’t really used Pivot Tables, the simplest way to get your head around what they can do is to try messing around with some real data, or use some relatively simple sample data to unearth the power within. Free sample data at Contextures is a good place to start – in fact, here’s one sample that has been turned into a Pivot table to get started with (just download it somewhere, open the Zip file and then open the example XLSX file within).

clip_image004The sample data is sales of foods over a period of time; look at the FoodSales tab to see the raw data. The pivot table quickly lets you summarise by region, or category, or whatever fields are defined.

By showing the PivotTable field list (right-click on the table and you’ll see either show or hide field list at the bottom of the menu), you can easily drag things around to change the grouping order.

clip_image006It’s easier to just try it out than to try and explain, though there are plenty of tutorials around – from overviews to walkthrough videos or all kinds of more advanced stuff. And if you end up making a mess of the table, there’s also CTRL+Z to undo…

clip_image008If you’re dealing with lots of fields that would go in the Rows section then you might find it easier to use the Classic layout by right-clicking on the table and choosing Pivot Table options, though you might want to remove the auto-totalling for most of the fields (right-click on a field and choose Subtotal…) otherwise the display gets a bit unwieldy.

clip_image010When handling very large volumes of data, filtering using the drop-downs to the right side of field names is a great way of showing only the specifics you’re interested in, though sometimes it’s easy to forget there’s a filter in force and think that the data you’re working with is not showing the full picture. To reset all the filters back to the start, just go to the Data tab and Clear the filters from there.

clip_image012If you want to filter on a specific value – eg. Let’s say you have a list of customer account names and you want to show only the customers associated to a single account manager (regardless of geography, industry etc), you could click the filter on the account manager field and find the person’s name within.

In our foodstuff example, we could have a different layout of fields and want to filter on City – but a quicker way to doing so is to just right-click on the name you want to focus on, and choose Filter > Keep Only Selected Items and it will quickly set the filter to just that name.

Tip o’ the Week 485 – Excel and the Web

clip_image002For decades, it’s been possible to import data into spreadsheets from elsewhere. Excel supports many data sources, from basic stuff like CSV, ODBC and OLE DB, to more specific and advanced knowledge of particular data sources and types.

A recent tweet from @msexcel showed a simple video  on how to grab data from a website – highlighting a capability that’s been in Excel for years but has been refreshed and made a lot easier to use.
Try this as an example:

  • clip_image004In a new Excel workbook, go to the Data tab and choose From Web
  • Try a web site that has data tables – eg
  • clip_image006After confirming the authentication method to connect, Excel will retrieve the page and try to make sense of its layout – and let you choose the table you want to retrieve data from.
    This is part of a new “Get & Transform Data” set of functionality that’s available to Office 365 subscribers, that uses Power Query to retrieve data from a variety of sources, and can include some advanced transformation and editing of the query too. See here for a more detailed tutorial.

clip_image008If you want to revert to using the old data import methods, you can either enable the Legacy import wizards in Options (File > Options > Data > Show legacy data import wizards), or just type Legacy into the Search / Tell Me box in Excel, and see the available actions from there.
You can jump to the Search box quickly by pressing ALT+Q and jump straight to any Excel function, or get help on how to do many tasks.

clip_image010Another cool Office 365 data feature is to use Data clip_image012Types. Enter your data in a column, select it and choose the appropriate Data Type – let’s use Stocks as an example.

Once you’ve tagged the source data, clicking on the icon to the left of the data point will show a pop up with the background detail, or you can reference the fields within formulae to display or manipulate the data values.

clip_image014Each data source presents a number of fields that can be discovered and selected through autocomplete in a formula, and the values can be refreshed easily.

See more detail on using the Stock quotes functionality, here.