In this article, I will guide you in 3 easy steps to make professional reports in Excel.
One of the common requirements in Excel is that you have to do a report. In addition to the general reporting needs, in many cases we also need to extract some detailed content from the data table. This is the process of generating detailed reports. This article will guide you in 3 steps to make a professional report in Excel.
Step 1: Create PivotTable
For example, we have a data table as shown below. To create a PivotTable, first you need to place the mouse pointer on any cell in the data area. Then you choose the card Insert in the toolbar and then tap PivotTable section Tables.
At this point, the Create PivotTable dialog box appears. At Table/Range will display the address of the data area. You choose where you want to put the PivotTable in the Choose where you want the PivotTable report to be replaced, .
- New Worksheet: put in new sheet.
- Existing Worksheet: placed in the current sheet. If you select this item, you need to choose where to place the PivotTable in the Location box.
Finally, you press OK to create a PrivotTable.
After clicking OK, Excel will appear the PivotTable Fields window on the right side of the screen. In this section there are 2 parts:
– Choose fields to add to report: select the data field to add to the PivotTable report,
– Drag fields between areas below: 4 areas to drop selected data fields from section Choose fields to add to report
- Filter: data filter area
- Columns: column name
- Rows: line name
- Values: the value you want to display
Step 2: Insert the chart
Next, you need to insert the chart by highlighting the entire PivotTable data table. Then you choose the card Analyze => PivotChart.
At this point, the Insert Chart dialog box appears. You choose a chart you want to create and then press OK.
Step 3: Insert Slicer
After creating a successful chart, you click on that chart and then select the card Insert => Slicer.
At this point, the Insert Slicers dialog box will appear. You tick a content you want to analyze and then click OK.
Just like that, a list of the content you want to analyze will appear. You just need to click on an item in the list and the chart will automatically switch to its own data analysis quickly.
Thus, the above article has guided you in 3 steps to make a professional report in Excel. Hope the article will be useful to you in the working process. Good luck!