Do You Struggle Creating PivotTables in Excel?

QI Macros Makes it Easy to Create PivotTables

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

    Above sample data found in Documents > QI Macros Test Data >
    datamining.xlsx ("Healthcare Denied Claims" tab)

  3. Next, click on the QI Macros menu, and select the PivotTable Wizard in the Data & Text Mining section:


  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. To group dates, right click on any date, then select Group and define your criteria.

    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. Tip: Use the Ctrl-key to select non-adjacent columns. Also, note that the total in cell J30 is not selected.

    create charts from a pivot table in excel
pareto chart from pivot table
control chart from pivottable in excel

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!