Introduction to FP&A: Excel Pivot Table Quiz

Which Excel tab do you use to insert a pivot table?

• View

• Insert

• Data

• Home

If your pivot table isn’t updating, what should you check first?

• File size

• Column colors

• Refresh the table

• Add macros

How can you show average values in a pivot table instead of sum?

• Use Conditional Formatting

• Right-click value > Summarize Values By > Average

• Use VLOOKUP

• Click Insert > Average Function

Where can you change the data source for a pivot table?

• File > Options

• Data > Manage Rules

• PivotTable Analyze > Change Data Source

• View > Zoom

What does right-clicking a cell in the Pivot Table allow you to do?

• Rename the file

• Sort, filter, or format the data

• Open a new worksheet

• Start a macro

What tab lets you style a Pivot Table?

• Page Layout

• Review

• PivotTable Design

• Formulas

Which option prevents formatting from being lost after refreshing the pivot table?

• Freeze Panes

• Protect Sheet

• Preserve Cell Formatting on Update

What does the "Summarize Values By" option allow you to do?

• Translate values

• Choose different calculations (sum, average, etc.)

• Insert images

• Resize columns

How can you display subtotals in your pivot table?

• Insert a new row

• Click “Add Total”

• Right-click field > Show Subtotals

• Use the SUM() function

Which field is used to show totals like sums or averages in pivot tables?

• Rows

• Columns

• Filters

• Values