Membuat Pivot Table hutang piutang dan stok di Excel

Post date 21 February 2021

Last updated on March 19th, 2021 at 06:18 am

Halaman ini adalah kelanjutan dari contoh kasus pak Adi yang terdapat di halaman “Membuat laporan hutang piutang dan stok di Excel”. Jadi setelah pak Adi selesai membuat data saldo saldo awal untuk hutang, piutang dan stok toko-nya, selanjutnya pak Adi membuat Pivot Table hutang, piutang dan stok-nya di halaman Excel lainnya.

Langkah langkah yang pak Adi lakukan adalah sbb:

1. Membuat halaman baru

Disini pak Adi membuat dua buah halaman, masing masing dengan nama “PDHD” dan “STOK.

2. Menyisipkan Pivot Table

Setelah memastikan di halaman PDHD cell A1 sedang aktif, pada menu tab Insert, klik PivotTable, lalu klik PivotTable, seperti yang terlihat pada gambar diatas. Selanjutnya akan terbuka window “Create Pivot Table”.

Isi kolom Table/Range: dengan mengetik : data, lalu klik OK.

Karena dalam hal ini tombol toggle +/- didalam Pivot Table tidak pak Adi butuhkan, maka dia mematikan tombol ini dengan cara mengklik tombol +/- Buttons yang terdapat di pojok kanan atas (seperti yang terlihat pada gambar-4 diatas).

Untuk menamai Pivot Table, klik kanan area Pivot Table (yg saat ini masih kosong) —> klik PivotTable Options, lalu ketik ptPDHD di kolom Name: Seperti yang terlihat pada animasi dibawah ini.

3. Meletakkan kolom kolom yang diperlukan pada Pivot Table

Di halaman PDHD bagian kanan, di PivotTable Field List pak Adi mengklik NAMA yang terdapat di kotak Choose fields to add to report: lalu menyeretnya ke kotak Row Labels. Demikian pula hal yang sama dia lakukan pada NOTA. Sedangkan BlnThn diletakkan diantara NAMA dan NOTA. Seperti yang terlihat pada animasi dibawah ini:

Selanjutnya POS diseret ke kotak Report Filter, dan kolom SUM diseret ke kotak Values.

4. Memformat kolom kolom Pivot Table

Pada kotak Values, klik Count of .., klik Value Field Settings….

Pada window Value Field Setting, klik Sum pada tab Summarize Values By, lalu klik tombol Number Format

Pada window Format Cells, di kotak Category pilih Number, centang Use 1000 Separator dan pilih baris kedua pada Negative numbers. Klik OK.

Selanjutnya pak Adi memformat kolom BlnThn. Pada kotak Row, klik BlnThn, klik Field Settings….

Pada window Field Settings, pilih Automatic pada tab Subtotals & Filters, lalu klik Number Format

Pada window Format Cells, pilih Custom di kolom Category:, ketik mmmm yy di kolom Type: lalu klik OK dan klik OK pada window Value Field Setting

Pivot table telah selesai dibuat, lokasinya terlihat di kolom A dan B pada halaman PDHD.

5. Mendesign Pivot Table

Namun karena pak Adi tidak suka tampilan Pivot Table nya seperti diatas, pak Adi merubah nya dengan cara meng klik menu tab Design, lalu klik Report Layout dan memilih Show in Tabular Form. Seperti yang terlihat pada gambar dibawah ini.

Pada PivotTable Style Options, ikuti gambar dibawah ini:

Masih di menu tab Design, pada PivotTable Styles, klik tanda panah kebawah.

Sebenernya bebas bebas saja mau pilih Style yang mana, anyway disini pak Adi memilih Style Medium 5.

Agar sewaktu halamannya di scroll kebawah header Pivot Table-nya tetep kliatan : klik cell A4, lalu pada menu tab View, klik Freeze Panes dan pilih Freeze Panes.

Seperti yang terlihat pada gambar dibawah ini, setelah di Freeze Panes, header-nya tetep kliatan walo halamannya sudah di scroll sampai baris 94.

Demikianlah Pivot Table di halaman PDHD yang pak Adi buat. Apabila dia ingin melihat para Piutang Dagang saja, maka dia meng klik segitiga kebawah pada kolom B1 (POS) dan memilih PD. Dia juga bisa memfilter kolom NAMA, BlntThn dan NOTA.

Berikutnya pak Adi membuat Pivot Table untuk keluar masuk stok barang barang dagangannya. Caranya : pada menu tab Options, klik Actions, klik Select, klik Entire PivotTable, lalu pada keyboard komputer tekan Ctrl+c. Jadi disini pak Adi memilih (select) seluruh Pivot Table yang ada di halaman PDHD (ptPDHD nama Pivot Table ini), lalu meng-kopi ptPDHD lewat keyboard komputer.

Selanjutnya aktif-kan (pilih/klik) halaman STOK. Pastikan cell yang sedang aktif adalah cell A1 di halaman STOK ini. Lalu pada keyboard tekan Ctrl+v.

Pak Adi menamai Pivot Table yang baru di paste di halaman STOK dengan nama ptStok. Selanjutnya dia merubah field field-nya sesuai dengan keinginan dia. Sehingga hasilnya seperti pada gambar dibawah ini :

Selesai sudah pak Adi membuat Pivot Table hutang piutang dan stok di Excel. Berikutnya pak Adi akan membuat aplikasi peng-inputan transaksi jual beli.

Apabila ada pembaca yang tidak jelas ataupun ada yang ingin ditanyakan terkait topik ini, silahkan tulis di kolom Comment. Saya akan berusaha untuk bisa menjawabnya.

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