PivotTable Wizard for Excel

It's Easy to Create a PivotTable Using QI Macros 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. 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 consistent.
  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).

    pivottable column headings

  3. Next click on the QI Macros menu, and select the PivotTable Wizard in the Data Mining section.
    Pivot Table Wizard on QI Macros menu

  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.
    pivot table created by QI Macros wizard

  5. These pivot tables can then be grouped by date or rearranged as required.
    pivot table group dates into months
  6. Once you have the data view that makes sense, you can select data right from the Pivottable and draw charts using QI Macros. In the example below, select the cells highlighted in yellow to create a Pareto Chart and the cells highlighted in blue to create a control chart.
    create charts from a pivot table in excel
pareto chart from pivot table
control chart from pivottable in excel

 

Warning for Excel 2016 Professional Plus Users

Unfortunately, the PivotTable Wizard is not functional in Excel 2016 Professional Plus, as this version of Excel does not respond to VBA code pertaining to PivotTables.

While we are currently awaiting a fix from Microsoft for this issue, note that all other functionality and tools found in QI Macros, except for the Data Mining Wizard and Word Count tool, are compatible with Excel 2016 Professional Plus.

 

Learn More...

To easily create PivotTables in Excel, purchase QI Macros SPC Software for Excel through our secure shopping cart or try a free, QI Macros 30-day trial!