Analyzing Data with PivotTables Excel 2016 Module 12 Analyzing Data with PivotTables

Module Objectives Plan and design a PivotTable report Create a PivotTable report Change a PivotTable’s summary function and design Filter and sort PivotTable data Update a PivotTable report Explore PivotTable Data Relationships Create a PivotChart report Use the GETPIVOTDATA function © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Plan and Design a PivotTable Report (Slide 1 of 2) Summarizes data by rearranging (“pivoting”) rows and columns 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 © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Plan and Design a PivotTable Report (Slide 2 of 2) PivotTable report based on Sales worksheet PivotTable summarizes sales figures by product ID, branch, and quarter © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Create a PivotTable Report (Slide 1 of 3) 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 © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Create a PivotTable Report (Slide 2 of 3) Empty PivotTable ready to receive field data © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Create a PivotTable Report (Slide 3 of 3) Changing the PivotTable layout Compact form is 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 © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Change a PivotTable’s Summary Function and Design (Slide 1 of 3) Summary function controls calculations used to summarize data Default summary functions SUM for numeric data COUNT for 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 Display and hide PivotTable elements Use buttons in Show group on PivotTable Tools Analyze tab © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Change a PivotTable’s Summary Function and Design (Slide 2 of 3) Shortcut menu showing Sum function selected © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Change a PivotTable’s Summary Function and Design (Slide 3 of 3) Formatted PivotTable © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Filter and Sort PivotTable Data (Slide 1 of 3) 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 Can filter by multiple values © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Filter and Sort PivotTable Data (Slide 2 of 3) Slicers for Product ID and Branch fields © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Filter and Sort PivotTable Data (Slide 3 of 3) PivotTable filtered by Product ID and Branch © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Update a PivotTable Report (Slide 1 of 3) Data Source (data used to create PivotTable) PivotTable values read-only Refresh Update PivotTable when source changed Grouping PivotTable data Select rows and columns to group Use PivotTable Tools Analyze tab © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Update a PivotTable Report (Slide 2 of 3) Updated PivotTable report © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Update a PivotTable Report (Slide 3 of 3) 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 © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Explore PivotTable Data Relationships (Slide 1 of 3) PivotTable - powerful analysis tool due to the ability to change the way data is organized Move fields to different positions in the report Explore relationships and trends © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Explore PivotTable Data Relationships (Slide 2 of 3) PivotTable structured by branches within categories © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Explore PivotTable Data Relationships (Slide 3 of 3) Creating relationships with Power Pivot Data analysis tool included in most versions of Excel 2016 Can use to import data into Excel Can create relationships between fields with similar data types in different data sources © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Create a PivotChart Report (Slide 1 of 2) Chart created from data or from a PivotTable report Changes to PivotChart are reflected in corresponding PivotTable PivotTable and PivotChart elements © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Create a PivotChart Report (Slide 2 of 2) PivotChart with fourth quarter experience sales © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Use the GETPIVOTDATA Function (Slide 1 of 2) Retrieves summary data from a PivotTable Format of GETPIVOTDATA function © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

Use the GETPIVOTDATA Function (Slide 2 of 2) GETPIVOTDATA function in the North America sheet © 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.