Microsoft Office 2013 - Illustrated Unit L: Analyzing Data with Pivot Tables

Objectives Plan and design a PivotTable report Create a PivotTable report Change a PivotTable’s summary function and design Filter and sort PivotTable data Microsoft Office Excel 2013 - Illustrated

Objectives (cont’d.) Update a PivotTable report Explore PivotTable Data Relationships Create a PivotChart report Use the GETPIVOTDATA function Microsoft Office Excel 2013 - Illustrated

Plan and Design a PivotTable Report PivotTable: summarizes data by rearranging (“pivoting”) the contents Guidelines: Review the source data Know purpose of the PivotTable Determine fields to summarize and summary functions to use Decide how to arrange the data Determine PivotTable’s location Microsoft Office Excel 2013 - Illustrated

Plan and Design a PivotTable Report (cont’d.) Microsoft Office Excel 2013 - Illustrated

Create a PivotTable Report Populate: add fields to areas within the PivotTable Report Filter: field to filter to show selected data Row Labels: fields describing row values Column Labels: appear above PivotTable values to describe columns Values: summarize the numeric data Microsoft Office Excel 2013 - Illustrated

Create a PivotTable Report (cont’d.) Microsoft Office Excel 2013 - Illustrated

Create a PivotTable Report (cont’d.) Changing the PivotTable layout Compact form: default layout Click the PIVOTTABLE TOOLS DESIGN tab, click the Report Layout button in the Layout group, then click either: Show in Outline Form or Show in Tabular Form Microsoft Office Excel 2013 - Illustrated

Change a PivotTable’s Summary Function and Design Summary function: controls calculations used to summarize data Default summary functions: SUM: numeric data COUNT: data fields containing text Format PivotTable values Click the Field Settings button in the Active Field group and apply format, e.g., Currency, in the Category list Microsoft Office Excel 2013 - Illustrated

Change a PivotTable’s Summary Function and Design (cont’d.) Microsoft Office Excel 2013 - Illustrated

Change a PivotTable’s Summary Function and Design (cont’d.) Formatted PivotTable Microsoft Office Excel 2013 - Illustrated

Filter and Sort PivotTable Data Slicer: graphic object with set buttons for easy filtering Report filter: apply with list arrow Show data based on selected fields Sort: ascending or descending order Microsoft Office Excel 2013 - Illustrated

Filter and Sort PivotTable Data (cont’d.) Slicers for Product ID and Branch fields Microsoft Office Excel 2013 - Illustrated

Filter and Sort PivotTable Data (cont’d.) PivotTable filtered by Product ID and Branch Microsoft Office Excel 2013 - Illustrated

Update a PivotTable Report Data Source: linked data used to create PivotTable PivotTable values read-only Refresh: update PivotTable when source changed Microsoft Office Excel 2013 - Illustrated

Update a PivotTable Report (cont’d.) Microsoft Office Excel 2013 - Illustrated

Update a PivotTable Report (cont’d.) Adding a calculated field to a PivotTable Click any cell in the PivotTable, click the PIVOTTABLE TOOLS ANALYZE tab, click the Fields, Items, & Sets button in the Calculations group, then click Calculated Field Microsoft Office Excel 2013 - Illustrated

Update a PivotTable Report (cont’d.) Adding a calculated field to a PivotTable (cont’d.) Microsoft Office Excel 2013 - Illustrated

Explore PivotTable Data Relationships PivotTable: powerful analysis tool due to the ability to change the way data is organized Move fields to different positions in the report Microsoft Office Excel 2013 - Illustrated

Explore PivotTable Data Relationships (cont’d.) Microsoft Office Excel 2013 - Illustrated

Explore PivotTable Data Relationships (cont’d.) Adding conditional formatting to a PivotTable Applied to cells in a PivotTable the same way as it is to non-PivotTable data Microsoft Office Excel 2013 - Illustrated

Create a PivotChart Report PivotChart report: chart created from data or from a PivotTable report Changes to PivotChart are reflected in corresponding PivotTable Microsoft Office Excel 2013 - Illustrated

Create a PivotChart Report (cont’d.) Microsoft Office Excel 2013 - Illustrated

Use the GETPIVOTDATA Function Retrieves summary data from a PivotTable Microsoft Office Excel 2013 - Illustrated

Use the GETPIVOTDATA Function (cont’d.) Microsoft Office Excel 2013 - Illustrated