MIS 0855 Chapter 11.1: How to Structure Source Data for Excel Pivot Tables & Unpivot (Acampora)

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23 May 2018

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How to Structure Source Data for Excel Pivot Tables & Unpivot (Acampora)

• Pivot tables used to summarize and analyze large data

• Data table structure:

o Fields → columns (column header describes data in field; ex. company, region, product)

o Data records → rows

o Record set → specific row

• Having the proper structure will prevent you from having to manually convert the data

• Can help summarize, filter, sort, and slice data

• All values of the same type must be in one column

• Solutions to fix incorrect formats

o Unpivot with Power Query – transform you data into the correct format

o Convert data with formulas – INDEX function

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