This topic describes how to create pivot tables and efficiently analyze data using pivot tables.
Pivot table is a table that allows you to easily rearrange or pivot your data by a simple drag of a mouse until you get the layout best for understanding the data relations and dependencies. You can create pivot tables using Pivot Table view of the SQL document.
Some facts about a pivot table creation:
Let’s create a pivot table using a query file retrieving four three columns from the Sakila database.
As the original Sakila database contains a huge number of table records, they were cut down to half to illustrate the example.
Let’s analyze which film category had more rentals and brought the highest revenue in each particular month. To do this:
1. Open a query document by clicking the New Query icon on the Standard toolbar to select it as a data source for a pivot table. In Database Explorer, select required tables from the Sakila database and drag-and-drop them to the query document. They are displayed as shapes with columns. In required table shapes, select corresponding check boxes next to these four columns: category name, film title, payment amount, and payment date.
2. Switch to the Pivot Table view to see the pivot table template. The Data Source view opens automatically with the fields (when dealing with pivot tables, data source columns are referred to as fields) specified in our query document.
Any field with date or time data format is decomposed in the Data Source view to its components. In this case the payment date field has been decomposed to four fields: year, month, day, and master field. The latter allows you to add the three payment date sub-fields to a pivot table at once.
3. Let’s think how to efficiently place the selected fields in the pivot table:
To add fields to the pivot table, drag-and-drop them from the Data Source view to a required pivot table area or highlight a field in the Data Source view, select a required area from the Destination area drop-down list and click the Add To button or just press ENTER.
To add two or more fields to the same pivot table area, add the first field and then drop the second one before or after the first field in the area.
4. Now our pivot table contains the following:
For more information about the pivot table, go to the Pivot Table Components topic.
The film titles may be hidden by collapsing the category name nodes to define the most profitable category by month or year. The names of employees may be hidden by collapsing the department name. To sort the values in the fields, click the Sort button. You can filter payment amounts, for example, to display only payment amounts in 57. Click the button in the payment date (Year) field and uncheck 2006 in the dialog box. For more information about managing data in the pivot table, refer to Managing a Pivot Table topic.
5. If required, you can apply conditional styles to the pivot table to better process the data. For example, you may need to quickly see what films brought monthly revenue higher than $40.
Select payment amount in the list of fields, Greater or Equal in the Condition field, enter 0 in the Value1 field. In the Apply to section, clear all the check boxes except the Cell check box. In the Appearance section, click the BackColor field and select the LightCyan color to highlight the cells.
6. See the result in the pivot table.