Excel Formula Count Number Of Certain Words In A Column Excel Report – A Pivot Table Review

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Excel Report – A Pivot Table Review

Has the world gone pivot table crazy?

The fact is that every user who has learned to use PTs has experienced a huge increase in their productivity. Not only because of the speed of creating reports but also because of the quick insights you can gain from large data sets.

If you present a report of sales by product and region and someone asks you, what if… you’ll tell me to open the file and drag and drop it right now.

Here are the benefits of why you should use pivot tables

  • Summarizes thousands of rows in seconds.
  • Change the layout of the report by simply dragging and dropping.
  • Format your report quickly.
  • Slice and dice your flat table according to any square.
  • Allows you to add calculated columns.
  • No formulas needed (at least you use calculated fields).
  • Does not consume enough memory resources.
  • The format is ready to analyze the data.
  • Allows you to connect to external databases: OLAP, SQL Server, Access, etc.

Here’s why you shouldn’t use pivot tables

  • Does not allow you to view the source of values ​​reported in formulas (by pressing F2). Anyone who wants to see where the data came from can easily check the formula.
  • Does not provide flexibility to organize customized reports in cells.
  • The backend does not refresh the outputs immediately when the list changes.
  • Having dozens of little pivot tables all over the place makes the workbook look cluttered.
  • Takes up space on the worksheet.
  • Does not provide ease of moving results to a worksheet.
  • Does not allow editing calculated fields directly in cells.
  • Offers supported functions limited to enumerated areas.

conclusion.

I’m a fan of pivot tables but also a fan of lookup formulas.

If you are looking for what-if calculations by changing the inputs, data lookup formulas would be a good choice. On the other hand, if your input data is relatively static but you want to do what-if analysis with drill-down, pivot tables are a good choice.

Unfortunately, the limited aggregate functions available in a pivot table, the impossibility of embedding outputs in other formulas, and the limited functions supported in the calculated field make the use of formulas unavoidable.

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