Guided Notes

PivotTables & Summary Reports

Summarize thousands of rows fast with PivotTables — rows, columns, values, filters, slicers, percent of total, grouping dates — and build monthly healthcare summaries.

What a PivotTable does

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A PivotTable summarizes a table without formulas: • Rows: categories (department, payer, diagnosis group). • Columns: another category (month, sex). • Values: count, sum, average, min, max (count of visits, sum of cost). • Filters/slicers: limit to a year, a facility, a payer. It's the fastest way to explore data and answer 'by group' questions.