A field list is shown on the right with all the columns from the “Sales” table.Ĭlick and Drag the “Category” field into the Rows area of the Pivot Table, and the “Total” field into the Values area. The new worksheet is inserted and the PivotTable placed on it. And the default option is to insert the Pivot Table on a new worksheet. The “Sales” table is picked up as the data source to be used. With the category column now in the “Sales” table, we can create the Pivot Table to show the total sales for each product category.Ĭlick in the “Sales” table, then click Insert > PivotTable. It is very powerful and makes generating reports quick and simple. What is a Pivot Table?Ī Pivot Table is a reporting tool in Excel that summarises data and performs an aggregation on values.įor example, to show total sales by month or number of orders for each product. In addition to VLOOKUP, the INDEX and MATCH formula is also very useful to look up data from other Excel tables. VLOOKUP is an extremely useful function in Excel that can be used in many other clever ways such as to compare lists or test values. The following formula is added to the “Sales” table in column ID]],Products,2,FALSE) Are you looking in ranges? In our example we aren’t, because we are looking for a specific category ID. Range Lookup is the type of lookup you are performing. This will be the column containing the category, which is the second column. This will be the “Products” table.Ĭol Index Num is the column number of the table containing the information to return. Table Array is the table we need to look up this information. Lookup Value is the value you are looking for.
They are the lookup value, table array, col index num and range lookup. The VLOOKUP function has four arguments (information it needs). We can use the VLOOKUP function to bring the category information into the “sales” table. That information is stored in the “Products” table. However the “Sales” table does not have the details about the product categories. We would like to create a PivotTable showing the total sales by the different product categories. It is commonly used in a worksheet to look up and pull data from another Excel table or worksheet.įor example, we have an Excel table named “Sales” which contains details of product sales for all months of the year.Īnd another table named “Products” with product details. We hope you found the tutorial helpful.VLOOKUP is a lookup and reference function in Excel. This tutorial showed three techniques for locking a Pivot Table in Excel. If you need to keep data secure from unauthorized access, you should use other means of data protection. If a malicious user gets access to a protected worksheet, they can easily find ways around these protections (the protection that you get using VBA is not very robust). Remember that Excel’s protection features aren’t intended as a security measure. Simplification: Locking a pivot table can make a worksheet less confusing for less experienced users by restricting them from making changes.Locking the pivot table prevents these potential issues. Preventing Errors: If a user accidentally changes data in a pivot table, it can lead to errors in calculations and analysis.Only authorized users can modify the Pivot Table. Security: By protecting the cells, you can keep confidential or sensitive data safe from viewing or editing by unauthorized users.Consistency: It ensures that the pivot table and its related calculations remain consistent, especially if the Excel file is being shared with multiple users.Data Integrity: Locking a pivot table can help maintain data integrity by preventing unintentional edits, deletions, or additions to the data.Some advantages of locking a Pivot Table include the following: This is especially useful when you’re sharing the spreadsheet with others. This can prevent other users from accidentally or intentionally changing, moving, or deleting important data in the pivot table. Locking a pivot table in Excel is not a built-in feature per se, but you can protect or lock cells containing pivot tables using the methods covered above. Benefits of Locking Pivot Tables in Excel
#BENEFITS OF PIVOT TABLES IN EXCEL PASSWORD#
Users will now be required to enter the password to view the macro.
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