We've looked at a bunch of tools to bring data into PowerPivot and link our data together. The payoff comes when you start to analyze this data with pivot tables. So, let's create a pivot table from PowerPivot data.
In the
PowerPivotSample.xlsx
file that we've been working with, select the Home tab.Click the PivotTable icon in the center.
Select New Worksheet in the pop-up box.
Drag Account Number from under AccountSummary and drop it in the Rows area to analyze data by account.
Also under AccountSummary, drag Year into Filters to limit our data to specific years.
For the last item under AccountSummary, drag CalculatedColumn1 into the Values section.
Under Accounts Default, drag Posting Type into Filters, under Year. This way we can easily analyze Balance Sheet versus Income Statement accounts.
Under GL00105, drag ACTNUMBER_1...