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How to Use Pivot Table Excel of WPS Office

July 26, 2022
8.2K Views

A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you see comparisons, patterns, and trends in your data. PivotTables work a little bit differently depending on what platform you are using to run Excel. It does not matter on what platform you are using pivot table if you know how to use pivot table excel.

If you are aware of how to use pivot table excel, Using PivotTables, you can easily mix and compare data to build custom reports that meet your specific requirements. In pivot tables, rotating rows and columns allows users to see information from a variety of angles. As a result, WPS Spreadsheets' PivotTable function is a highly effective and practical tool.

How to Use Pivot Table Excel?

1. Select the data range from which you want to make the pivot table.

2. Go to the PivotTable icon after choosing Insert tab.

3. Once you click on the pivot table the pop-up window will be open asking to choose the data from which and location where to make the pivot table. Now as we selected the data from where to make pivot table there is no need to select again now choose the location new worksheet and hit OK.

There is an empty pivot table in the spot you selected when you select the New Worksheet option. To begin, we'll give a brief overview of the newly created worksheet, which is divided into three sections: the Spreadsheet Body, the Field List, and the Pivot Table Areas section.

The pivot report is shown in the spreadsheet body. You can see all the data in a field list The fields in the field list can be dragged between the Pivot Table Areas below.

Drag-and-drop is supported in the Pivot Table Areas section, which includes the Pivot Table Pages area. You can get a different perspective on these items by moving them to different parts of the room. Using this method, you can examine the range of data in detail.

How to Use Pivot Table Excel to View Results?

You will be able to view your pivot report once you have finished dragging the fields in the field list into the PivotTable Areas. Displayed below.

How to Use Pivot Table Excel to View Make Pivot Table in Exiting Spreadsheet?

1. Once you click on the pivot table the pop-up window will be open asking to choose the data from which and location where to make the pivot table. 

2. Now as we selected the data from where to make pivot table there is no need to select again now choose the location existing worksheet and hit OK.

Tips for Efficient Workflow

  • Understand your data: Gain a clear understanding of the data you're working with and the patterns you want to analyze.

  • Plan your layout: Determine the rows, columns, and values you want to include in your PivotTable for effective organization.

  • Clean and format your data: Ensure your data is clean, remove unnecessary columns or rows, and ensure consistent formatting.

  • Use named ranges: Consider using named ranges to define your data range, making it easier to update your PivotTable.

  • Choose the right aggregation function: Select the appropriate function (sum, count, average, etc.) based on your data type.

  • Group and summarize data: Utilize grouping and summarizing features to organize and analyze your data efficiently.

Best Alternative- WPS Office

WPS Office is a versatile office processing software that offers a reliable alternative for creating and working with pivot tables. With WPS, you can utilize pivot tables in various applications within the suite, including Word Documents, Excel Spreadsheets, and PowerPoint Slides.

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Pivot Table Tips and Tricks

  • Create Pivot Charts from Pivot Tables: Visualize your Pivot Table data by creating Pivot Charts. This allows you to present your data graphically, making it easier to identify patterns and trends.

  • Customize Pivot Tables: Improve the appearance and readability of your Pivot Tables by customizing them. Adjust column widths, apply formatting styles, and use conditional formatting to emphasize important information.

  • Use Slicers for Data Filtering: Utilize slicers to filter and analyze data within your Pivot Tables. Slicers provide an intuitive interface to select specific criteria and quickly update the displayed data, allowing for dynamic analysis.

  • Use keyboard shortcuts: Learn and utilize keyboard shortcuts to perform common tasks quickly, such as refreshing the PivotTable, navigating between fields, and applying filters.

  • Grouping by date or time: Take advantage of the ability to group data by date or time intervals, such as months, quarters, or years, to analyze trends and patterns effectively.

  • Drill down into data: Double-click on a cell within the PivotTable to drill down and view the underlying data that contributes to that value.

FAQS

What are the limitations of Pivot Tables?

  • Data structure should be well-organized.

  • Aggregation capabilities are limited to basic calculations.

  • Pivot Tables do not update automatically with changes in the data.

  • They may not be suitable for complex data sources or databases.

  • Visual customization options are limited.

Can I create Pivot Tables in older versions of Excel?

When you create a PivotTable in a newer version of Excel and save the file in a format compatible with older versions (such as .xls format), the PivotTable will be in Compatibility Mode. This allows the PivotTable to be opened and used in

How can I deal with missing data in Pivot Tables?

To handle missing data in pivot tables:

  • Use the Show Details feature: Right-click on an item in the pivot table field with missing data, and select "Show Details." This will open a new sheet displaying the records for that item, allowing you to identify any blank cells or errors in the source data columns.

  • Show blank cells instead of errors or zeros: Select any cell in the pivot table, go to the PivotTable Analyze tab, and click on Options. In the Layout & Format tab, locate the Format section and uncheck the boxes for "For error values show" and "For empty cells show." Click OK to save the changes and display blank cells instead of errors or zeros in the pivot table.

By following these steps, you can effectively handle missing data in your pivot tables and ensure accurate and informative analysis.

Can I use Pivot Tables with external data sources?

Here's how to use an existing external data connection to construct a PivotTable:

Step 1 Any cell on the worksheet may be selected by clicking it.

Step 2 Insert > PivotTable

Step 3 Click From External Data Source in the Create PivotTable dialog box.

Step 4 Select a connection.

Keep All Connections selected in the Show box on the Connections page, or select the connection category that contains the data source you wish to connect to.

How do I update a Pivot Table automatically?

To update a Pivot Table automatically, you can use one of the following methods:

  • Enable "Refresh on Open" to automatically update the Pivot Table when opening the workbook.

  • Use the "Refresh" button on the PivotTable Analyze tab to manually refresh the Pivot Table.

  • Press Alt + F5 as a keyboard shortcut to quickly refresh the Pivot Table.

  • Set up automatic data refresh for Pivot Tables connected to external data sources.

These methods ensure that your Pivot Table stays up to date with the latest data without the need for manual intervention.

Summary

The article serves as a comprehensive guide to mastering pivot tables in Excel for effective data analysis. It emphasizes the importance of utilizing pivot tables to calculate, condense, and analyze data, enabling users to identify trends, patterns, and similarities.

With WPS Office, users can leverage the power of pivot tables across different applications within the suite, including Word Documents, Excel Spreadsheets, and PowerPoint Slides. This highlights the flexibility and convenience of using WPS Office as a comprehensive office processing software that seamlessly integrates pivot table functionality into various tasks and projects.

15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.