Pivot tables and charts Excel Basics Pivot tables and charts CS1100 Pivot tables and charts

Pivot tables and charts What is a pivot table? A special kind of table that summarizes information from selected fields of a data source. Is linked to the data from which its derived Data can be from an Excel sheet, or external such as from a database file Access tables can be easily imported to Excel to create pivot tables CS1100 Pivot tables and charts

Pivot tables and charts It’s difficult to see the bottom line in a flat list like this, turning the list into a Pivot Table will help. CS1100 Pivot tables and charts

Pivot tables and charts Examples Summarizing data, i.e. finding average sales for each region for each product Filtering, sorting, summarizing data without writing any formulas Transposing data Linking data sources CS1100 Pivot tables and charts

Pivot tables and charts Pivot Table Setup To create a pivot table, specify: Which fields you’re interested in How you want the table organized What kinds of calculations you want to perform You can: Rearrange it to view from alternative perspectives “pivot” the dimensions – i.e. transpose column headings to row positions CS1100 Pivot tables and charts

Creating a pivot table or chart Step 1:  Select the data range from which you want to make the pivot table. Step 2:  Go to Insert ribbon and click on new Pivot table option select pivot table or chart option. Step 3:  Excel will display a pivot table wizard where you can specify the pivot table target location etc. Select “New worksheet” option and your pivot table will be placed in new worksheet. CS1100 Pivot tables and charts

Pivot tables and charts Creating a pivot table Step 4:  Make your first pivot report The pivot report is divided into header and body sections. You can drag and drop the fields you want in each area. The body itself contains three parts. Rows, Columns and Cells. You can use any fields in these areas too. CS1100 Pivot tables and charts

You can add subtotals, from the Design Tab under PivotTable Tools. Click the down arrow to change field settings and formatting CS1100 Pivot tables and charts

Pivot tables and charts CS1100 Pivot tables and charts

Same data, different story The data is the same, only the perspective is different CS1100 Pivot tables and charts

Pivot tables and charts Add a Filter CS1100 Pivot tables and charts

Create a Pivot Chart from an Access Table From the Data Menu, choose “From Access” Find your Access file and choose the table or query to use in your pivot table. CS1100 Pivot tables and charts

Pivot tables and charts Any Questions? CS1100 Pivot tables and charts