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Pivot table requirements

Ask the participants to suggest how data must be managed/structured for pivot tables:

• data must be organised in a table format - in rows and columns
• there must be a header row
• each heading entry must be unique
• if the dataset is to be uploaded elsewhere, there may be restrictions on the format of the header entries
  • for example, no spaces, and there may be a maximum length
• there must be no completely blank rows or columns
• no merged cells
• each record should be on a single row
• each column should contain the same type of data
  • for example, all dates should be expressed the same way
• single piece of information per column
  • separate column for each piece of data that will be analysed
• source data must be separated from other data
  • preferably on its own worksheet
  • at the very least, separated by a row and a column from anything else
• no hidden rows (they probably won't suggest this; could be left for advanced course)
• no totals or subtotals rows or columns
• no columns that are calculated based on other columns
  • can lead to errors in pivot table calculations
  • best to let pivot tables do any required calculations