Excel - Pivot Tables - Part Two

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Crash course on Pivot Tables - Part Two

We've split this lesson into two parts: Part One will cover how to quickly create a pivot table while Part Two goes into a bit more detail. You should probably watch Part One first.

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Welcome back to T4T’s crash course in Pivot Tables. If you haven’t watched Part One of our Pivot Table topic, I’d highly recommend that you pause this clip and head back to watch Part One first.

Ok, when we last left off, we had just created a very basic pivot table that summarizes voter information. Just to remind you where we’re at, we had 4,000 voter registration records and we put them into a pivot table to summarize voter counts by precinct.

We first inserted a pivot table then dragged ‘Precinct’ down to Row Labels and ‘Voter’ down into the value box and changed it from a SUM to a ‘COUNT of Voter’ records.

You’re caught up! Let’s head over to scenario #2 where we want to make sure there are enough ballots printed by precinct by party affiliation. In our pivot table, we already have precinct and voter count, so we just need to add ‘Party’ to the pivot table. This is where the trial and error comes into play, so let’s try dragging ‘Party’ into the Row Labels with ‘Precinct’ to see what happens. You can see that our pivot table automatically updated and it looks like useful information.

Once again, the trial and error is a nice feature. For example, I could drag ‘Party’ above ‘Precinct’ to get a little different view that is just as useful. Very easy to drag and drop the information.

Onto our third scenario: We need to make sure we have enough ballots to bring to the polls. So which voters are registered with the POLL designation?
Back to our pivot table, to keep it simple I’ll remove ‘Party’ from our pivot table. In this case, I’ll grab ‘Ballot Status’ and drag that down to Row Labels. And very quickly, we can see how many people to expect actually showing up at the poll on Election Day.

To get more detailed, we can re-add ‘Party’ to the pivot table to see what happens. Don’t be afraid to experiment!

Well thank you for watching T4T’s tip #28 where we covered a little bit about Pivot Tables. We’ll see you next time.