The left circle shows where the Pivot Table will be placed. The right circle shows the Pivot
Table Field List with areas for Report Filter, Column Labels, Row
Labels, and Values. All of the columns in the original data are listed as
fields to be added to one of these four areas.
At this point you have created a Pivot Table with eight fields. Since the
sample data is for new consults, start by counting the number of new
consults. Drag the patient field from the Field List to the Values area,
as shown in Figure 4. Since Patient is a text field, Excel assumes that
you want to count the number of patients, which is correct. Select the
drop down arrow next to Count of Patients and choose Value Field
Settings. The Value Field Settings box allows you to create a Custom
Name for the field, choose how to summarize the data (Sum, Count,
Average, etc.) and the Number Format box allows you to format the result (General, Number,
Currency, etc.). Format Count of Patients as a Number with 0 decimal places and check the box
to use a comma to separate thousands. Click OK twice to proceed. Count of Patients should be
2,541 patients.
The next step is to use the Pivot Table to analyze the 2,541
new consults. Drag the Insurance field from the Field List to
the Row Labels area. Your Pivot Table should look like
Figure 5.
Excel has quickly and easily told you that 1,360 of your 2,541
patients have Commercial Insurance. You can further analyze