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Pivot advise

  1. #1
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    Pivot advise

    Hey there,

    I am new to this forum and am quite desperately looking for some advice on how to set up a pivot table.

    The situation is as followed:

    I would like to set up a table based on main data coming from a 50+ page .pdf file. Sadly the data is not available directly in .xls so I converted it. Well besides the initial problems with some cells being misplaced in parts of the file, I made a rather ok pivot table.
    Well, I am now tweeking this table a bit and making it look clear and understandable but I need to include quite some more data. The thing is that this data is not in the same file. There is other data that I also want to include and I am not sure how to do this best.
    I think it won't help if I go into the details of the information but I basically have sales data, and client data. Both of these can be split (sales by departments for example and client by region) and even though I am pretty sure excel won't be ideal for this, it should be able to draw up a nice looking pivot that allows me to filter to have specific overviews.

    The last mentioned is the main goal, I would like to have a clear to understand overview of a specific part of the data, I would like to do a manual correlation analysis of some sort.

    Could any of you here help me on my way on how to place the data in an excel file, so that I can make an understandable pivot out of it?

    Do I draw up one big worksheet, do I combine pivot tables, etc....

    Maybe my question is not clear, maybe I'm asking for the impossible but I am far from experienced and so would love to learn more about excel and its pivot functions.

    Any feedback is welcome! Thanks!

  2. #2
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    Re: Pivot advise

    Try to summarize the data in a single sheet so that it will be easy to pull data using pivot table


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  3. #3
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    Re: Pivot advise

    Thanks for your reply.

    How do you suggest I place all data in one sheet when I have data per month. My problem now is that if I place it in several sheets, I can pull out the data to a pivot table, however, for some reason it shows "page1", "row", "column" rather than the actual names of the headers (item, sales Q). If I make the pivot table from 1 sheet, I do get the option to drag and drop the headers independently.

    Could anyone help me with making it work that I do have them independently based on headers but with the data coming from multiple sheets.

    I don't see how one sheet would work to have all months, departments, and all item sales and be better organized than multiple.

    Thanks in advance!

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