Weekend poll: Formulas or Pivot Tables?

Time for a quick weekend poll. What is your favorite tool for data analysis?

  • Formulas
  • Pivot Tables
  • Or both

Post your choice in the comments. Also mention the number of years Excel experience you have.

For ex, my answer is: Both (10 years)

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167 Responses

    1. Love, love, love Pivot Tables.
      Need formulas though, for automating BW workbooks. Unless changing pivot tbl data source can be automated (but I don’t know VBA).
      10-15 years

  1. Both. Excel (8 years) After I saw QA chart using pivot 4 years ago, I learned to use it. Before that, almost exclusively formula.

  2. Both – which one I want depends on what I am trying to do.
    My Excel experience is over 15 years (but my database experience began with FoxBase on Apple years ago).

  3. I use both. Currently I work with analyzing a 400,000 row spreadsheet that takes too long to calculate formulas. Pivot Tables are more forgiving.
    A Chandoo.org expanded training on adding formulas to Pivot Tables would be very helpful.

    “Used” Excel for over 20 years. Used it as a more powerful tool only in the last 8 years.

  4. Both ,,, for me it all depends on the situation or what is required at the time. Pivot tables can be quick and easy to pull information ( and with the use of slicers etc can be useful for occasional users ).

    15 years plus Lotus 123

  5. Pivot Tables – hard for users to break.
    Formulas – as needed, but tell users YMMV

    21 years – started with old school macros.

  6. Formulas!
    Pivot tables are the one thing I just can’t seem to get the hang of, but that could very well be that the test data I work with just doesn’t fit that format well. And it’s sensitive, proprietary data, so I can’t send it out to the greater Excel HiveMind for assistance…;^) But with INDEX/MATCH formulas, they think I can walk on water AND turn it into wine! 10 years experience…

  7. Formulas – almost exclusively. Users wreak way too much havoc when given access to pivot tables! 🙂

    I can lock away the formula sheets and just show them the pretty little check boxes and drop down buttons! LOL!

  8. Both (10 years)
    I love pivot table very easy to get the results. Do special paste for formulas in another sheet.

  9. Formulas for complex analysis, then Pivot Table for simple tasks that fit into that box. (Over 30 years, started with Lotus Symphony, then 123, Quattro Pro, and finally Excel when it got up to speed.)

  10. Pivot tables. Almost 27 years since it first appeared in Windows ~ late 1987 to early 1988. I was primarily an Apple ][ (VisiCalc) and CP/M (MultiPlan & SuperCalc) user back then, and Excel was available on Macintosh before Windows. I could not afford a Macintosh and was very resistant to the graphical GUI versus command line back then.

    I’ve used VisCalc, MultiPlan, SuperCalc, Lotus 1-2-3, Quattro Pro, SmartSuite, etc. on Apple ][, CP/M, DOS, MS-DOS, and Windows over the years beginning in the late 1970’s. I never became very proficient in any of them, however. I recall Borland’s Quattro was the fist time I learned to appreciate automatically calculated and rendered “pivot tables”; I recall Borland (Quattro) referred to them as “Crosstabs”. I loved that program.

    1. Both. 15+ years experience. The bigger and more complex the data, the more likely Pivot Tables will be used to provide “analysis” and an effective use of time for this discovery purpose.

  11. Formulas, 4 years.
    Working most of the time with formulas. But am interested in developing on my basic knowledge of Pivot Tables.

  12. Good day to All Excellers of the globe!,

    I use formulas based designs – extensively. Here and there a pivot table. Data volumes at around 260 000 record up for simultaneous calculations is testing me with frustration big-time. Plots at this size causes frequent hang-ups.

    Can I use Pivots to work with a slides gliding through the information without having to use Visual basic? (I’m not good at this as yet – no time to look at this – pressure). How do I change the analysis range details via a slider?

    Using some “R” – very quick

  13. If it is one time anaylsis then I prefer Pivot table and if it is continous analysis baed on dynamic data Formuals are preferred. Using excel from last 5 years.

  14. Both. 15 years.

    As always it comes back to the appropriate tool for the task. I was something of a latecomer to Pivot Tables, and my first thought will nearly always be formulae. Particularly useful when rolling out dashboard style reporting to non technical users.

  15. I believe both complement each other.
    1. Pivot tables (in order to Analyse)
    2. Excel formulas (to structure, find, link, etc)

    The experience that i had learned is, when you manipulate information, you must structure the information as much as detail you need.
    Experience: 6 years
    Mexico
    Accountant

  16. If it’s a quick time constrained report, pivots.
    When am creating templates and such, formulas.

    intermediate 7 years 🙂

  17. Everything you can do with a Pivot can be done with a Formula. The converse is not true

    It would be difficult to build a reasonably complex model in Excel without using formulas

    However with a advent of Power Query and Power Pivot – the balance is slowing tilting towards formula free solutions is Excel

    20 Years of Pivots + Formulas

  18. Dealing with large populations or sample sets, I almost always start with descriptive statistics and certain general formulas. Once I understand the distribution and general patterns, I use PivotTables to tease out more specific details, relationships, and trends than you can quickly find with broad summary statistics. (18 years)

  19. formulas – 18 years.
    Learnt about pivot tables at a training course in 1997, but couldn’t get my head around it then.
    Starting to use them a bit now, as so much easier now with Excel 2010
    Also learnt about vlookup at the same course – I could immediately see an reason to use it, and 18 years later, vlookup is still my “go-to” formula. I do use lots of other formula’s but vlookup is what I first think of (I have “what to look up, where to find it, what to bring back, false” ringing in my head)
    Sally

  20. Most of the time I use Formulas but sometimes – when the requested report is too complex – I use Pivot tables.
    In general I prefer Formulas at least until the Pivot Tables will be capable to Auto-Refresh (without the need of VBA Event-Macro command such as: ActiveWorkbook.PivotCaches(1).Refresh
    (I met many ashamed users who published a “false report”, which didn’t meet the source data, only because they forgot to “refresh” the PT after altering the Source data).
    (Many years of experience – in fact, since “Lotus 1-2-3″ for DOS)
    —————————-
    Michael (Micky) Avidan
    “Microsoft® Answers” – Wiki author & Forums Moderator
    “Microsoft®” MVP – Excel (2009-2016)
    ISRAEL

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