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CREATE A PIVOT TABLE Step by Step Lab 3, Step 6
A. Create a Named Range called SalesData. Open the Sales Data worksheet and select Cells A3 through H33:
From the Formulas Tab, select Define Name from the Defined Names Group:
Name the range SalesData (note that you cannot have spaces in a range name) and then click OK:
Note that the name SalesData will appear in the Name Box when all of these cells are selected:
B. Create a Pivot Table based on the SalesData range.
From the Insert Menu, select Pivot Table and then select Pivot Table:
In the Pivot Table applet, make sure that the SalesData range and New Worksheet are both selected:
Click OK. The Pivot Table Field List and template will open:
C. Select your Row, Column, and Values:
Select Selling Agent as your Row Labels:
Click on City and then drag it into the Column Labels field:
Select Percent of Asking (Price) as your Values by clicking and then dragging it onto the correct area:
The summary value of the percent will be a "SUM." To change this, click the dropdown area in the Values field and select Value Field Settings:
Change the Summary type to Average:
Change the Number Format to Percent by clicking the Number Format button:
Click OK.
Change the Summary Label to Average % of Asking Price:
Click OK. Your Pivot Table will now look like this:
D. Apply Data Bars Conditional Formatting to the percentages.
Select the percentage cells. From the Home tab, select Conditional Formatting and then Data Bars:
E. Hide the Field Headers. Click inside the Pivot Table. Select the Pivot Table Tools Menu:
From the Options Menu, Show/Hide group, select Field Headers:
Your Pivot Table will now look like this:
F. Rename the sheet PivotTable, and move it so it is the last tab in the workbook.
Right click on the worksheet tab, select Rename, and type PivotTable. Click on the worksheet tab and drag it to the right until it is positioned as the last sheet in the workbook, after the Conditional Format sheet.