Packing for Vacation Using PivotTables

While PivotTables can certainly be used to summarize numerical information, they can also be used to organize non-numerical information. Case in point: packing for vacation. I used to have a vacation packing list in Word, but I found I needed a more flexible method because I wanted to have a packing list for the beach that would work whether I traveled by air or chose to drive and stay at a campground. There were many similar items I would need no matter how I traveled, so I decided to convert my list from Word to Excel.

Please click this link to open an Excel 2007 file (zipped, no macros) named “Vacation Packing List.xlsx.” In this file, I started by creating a sheet named “List” and in a single column listed all the items I would pack if I traveled by air, and all the items I would pack if I traveled by car to a campground. I then added columns for category (Bath, Beach, etc), as well as two columns to show which bag I would use for the type of travel I planned. Next, I set up two sheets, each containing two PivotTables. One sheet, named “Pivot-by Category, by Bag” is what I plan to use as I gather items together to be packed.. The second sheet, named “Pivot-Final Check” is what I plan to use to make sure I actually packed everything. More information about how to create PivotTables can be found in Chapter 7 of the book “Simply Learning Excel 2007.”

How do you organize your vacation packing list(s)?

By the way, did you notice the little plus sign above Column C in the sheet named “List”? That’s another way to hide columns using a feature called Grouping, and I’ll discuss that next week.

About Robert Ryan

Robert F. Ryan, MBA, CPA, is an independent business consultant, educator, writer, and finance leader in a Fortune 50 multinational company. He has a passion for simplicity, quality, efficiency, and a unique ability to explain things to people, so they understand quickly and thoroughly. He's worked with spreadsheets extensively for almost thirty years, including VisiCalc, Lotus 1-2-3, and Excel.
This entry was posted in Excel PivotTables. Bookmark the permalink.

1 Response to Packing for Vacation Using PivotTables

  1. Pingback: Hiding and Unhiding Using the Grouping Feature | Simply Learning Excel 2007

Leave a Reply