The DataHero Blog

How Excel Pivot Tables on iPad Are Now Easier Than Ever

April 17th, 2014

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Microsoft recently announced their long-anticipated launch of Office for iPad. While the iPad version of Excel contains some upgrades for touch-centric iPads, it has some limitations as well. In this post I’ll walk you through how DataHero addresses these limitations and allows you to be just as productive (or more) on your iPad with Office and DataHero.

Perhaps the biggest hindrance of  the Excel app for iPad is that it does not offer the ability to create new pivot tables, only the option to view existing ones. By extension, it does not offer the slicer for pivot tables, which means filtering a pivot table is impossible on your iPad. Luckily, you’ll find using pivot tables in DataHero even easier than in Excel on your desktop. I’ll step you through the process quickly using this demo spreadsheet.

Office for iPad connects directly OneDrive, so everything you save in Office is automatically saved to OneDrive, MIcrosoft’s cloud storage service. DataHero connects directly to OneDrive and will display all the available files for import.

OneDrive

Once you’ve selected the file you’d like to import, DataHero will categorize the data for you, and create suggested charts based on your specific data. You don’t have to lift a finger, DataHero has already analyzed your data for trends and displays these in the suggested charts. Of course, you can also create your own chart by clicking the large “Create a New Chart” button.

KelliRequest copy

This chart below, for example, you can create in three drags of the mouse.

 a) drag on Medium

 b) drag on Visits

 c) drag on Date

Without worrying about rows, columns, aggregations or groupings, DataHero automatically created the recommended visualization it felt best conveyed the answer to my question.  Beneath the hood, it automatically pivoted the data AND created this beautiful chart in a matter of a few seconds.

Easily change time groupings as well by simply selecting the dropdown menu under date.

Along with the limitations in creating pivot tables, Excel for iPad does not offer the ability to filter those pivot tables. DataHero makes this filtering quick and simple, with an accessible dropdown menu under the attribute you’d like to filter.

Once you’ve pivoted, filtered, etc, and created the charts you need, simply export the chart (or entire dashboard if you’d like to combine charts from multiple datasets and connected services) and upload that file to your cloud storage service. Microsoft Office for iPad connects exclusively to OneDrive, limiting you if you use other cloud storage services.

If you’re a new Office for iPad user, sign up free for DataHero to make your data analysis even easier and more portable. Create pivot tables, filter, change time groupings and much more by connecting your Office 365 account and importing your data.


DataHero helps you unmask the answers in your data. There’s nothing to download or install. Simply create an account and connect to the data services you use every day (like Salesforce, Stripe, MailChimp, and Google Drive). DataHero automatically decodes your data and shows you the answers you need through dynamic visualizations.

 

 

Start Charting On My iPad

By Kelli Simpson

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