The following information is based on having the following file.

ANANLYZE.XLS - click file to download.

This file originally came from the Catapult PBT book. You can download this file from this web site and follow the instructions to become more aware of what you can do with a Pivot Table.

Now that you have downloaded the file and opened it in Excel 5.0 (Office 4.X), Excel 7.0 (Office 95), Excel 8.0 (Office 97), Excel 9.0 (Office 2000) we are ready to play.

We are going to start by working with the toolbar.

 - toolbar for version 5 & 7

(If you do not have your toolbar showing, select View, Toolbars and put a check mark by Query and Pivot. If you are using version 8 in Office 97, the title will be Pivot Table.)

 - toolbar for version 8

Most of the following you can do in all versions. So you might want to just go for it.

First Item:

1. Salesperson is the label at the top; let’s say you want a worksheet for each salesperson, with a Pivot Table for that person.
2. Click the Page button. (It is the one with 3 sheets of paper on it. Next to last on the first toolbar.)
   This will give you two new worksheets with Pivot Tables on them for each individual person.
3. The above works because you have Salesperson as the Page label. The Page label is the top label on your Pivot table.

Second Item:

1. Press and hold on the Year label, drag it up and under the Salesperson label, then release.
2. Click the Page button again; but this time select Year in the dialog. Click OK
3. Now you have worksheets for each year with an individual pivot table for each year.

Third Item:

Under the word East, double-click the figure 10350. This will give you a new worksheet with the information on Camping Stove. Any figure you double-click on will give you a new worksheet for that product.

 

Fourth Item:

In this next step we want to see what the Group buttons can do for us.

1. Click on Camping Stove (in your main Pivot Table)
   
2. Hold down the CTRL key and Click on House Builder and Space Command.
   
3. We now have 3 items selected. We want to group these items together…Why?

For some reason these three items we need added together. Maybe they sale the same type of products, we pay them all at the same time of the month. What ever the reason we would like to group them together.

4. Click your Group button. (The group button is the Green arrow pointing at the right side of the page.)
   
5. Now double-click the Group 1 title and you will get the total for all three products on one line.
   
6. Click on the title Group 1, and in the formula bar (sometimes call the edit bar) delete the word Group 1 and replace it with something like; 30^th of the month. Or of course what ever you like.
   
7. Now if you double-click the new label 30^th of the month the original numbers will pop back out. The double-click is just a toggle.

Fifth Item:

What if I want to ungroup this item later?  Click the green button with the arrow pointing at the left margin. The group name will go away and you will have your standard pivot table again.