PivotTable - Cross Tab Wizard for Excel

Jay Arthur
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KnowWare International, Inc.
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It's easy to create a PivotTable using the QI Macros PivotTable Wizard

If you are like many Excel users, you struggle with creating PivotTables in Excel. However, PivotTables are a valuable tool that every quality improvement professional should learn know how to use. The QI Macros makes creating PivotTables easy. Here is how.

1. Perform some basic data cleanup on your "flat" transaction files like the one below:
   • Make sure each column has a distinct heading.
   • Check for misspellings or inconsistencies in your data. For example, Hosp1 and Hospital 1 will be treated as two different values by Excel. Use Excel's Find and Replace function to make these consisten.
2. Next click on one to four columns of data to select them. These columns will be included in your PivotTable. In the example below, we selected four columns of data (region, entity, admit date, and charges).
   



3. Next click on the QI Macros menu, then Data Transformation Tools, then PivotTable Wizard.

   

4. Based on the frequency of values in each column, the QI Macros PivotTable Wizard figures out where to place each slice of data and automatically creates a PivotTable for you.

   
   
   

5. These pivot tables can then be grouped by date or rearranged as required.
   
   

If you need more help analyzing data using PivotTables consider our one hour training video "Million Dollar Improvement Projects with Excel PivotTables."

QI Macros Data Transformation Tools

• Box Cox Transformation
• Stack and Restack
• Get Sample From Table
• Paste Link and Paste Link Transpose
• PivotTable Wizard - Cross Tab
• Count Words in Selection
• Change Default Language
• Quick Keys On and Off
• Show / Hide Data Sheets

Other QI Macros and Control Chart Articles

The Pivot Table Wizard is just one of the tools included in the QI Macros for Excel SPC Software for Excel.

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