Excel Lesson 12 Creating PivotTables and PivotCharts Microsoft Office 2010 Advanced Cable / Morrison 1

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Objectives Create a PivotTable. Sort and filter PivotTable data. Modify a PivotTable. Change value calculations and formats. Update data and refresh the PivotTable. 222

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Objectives (continued) Create a PivotChart. Filter a PivotChart. Modify a PivotChart. Add a slicer to a PivotTable. 3

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Vocabulary 444 child parent pivot PivotChart PivotTable slicer

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Introduction A PivotTable lets you rearrange worksheet data so you can analyze it in a variety of ways. A PivotChart can be created to graphically display the PivotTable. The slicer includes column headings that you click to filter data in a PivotTable. – Looks like a free-floating note pad 5

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Creating a PivotTable The data in a PivotTable can be rearranged and summarized in different ways. – Can be viewed from various perspectives A PivotTable lets you pivot or rearrange the data. When you create a PivotTable, you do not need to use all of the data in the worksheet. 6

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Creating a PivotTable (continued) PivotTable Field List dialog box and PivotTable pane 7

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Sorting and Filtering PivotTable Data The sort and filter options are displayed when you click: – The Column Labels down arrow or – The Row Labels down arrow You can select a sort option to sort the data in ascending or descending order. 8

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Sorting and Filtering PivotTable Data (continued) Sort & Filter Options list 9

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Modifying the PivotTable After you create the PivotTable, you can continue to rearrange the data. To change the location of rows and columns: – Redisplay the PivotTable Field List dialog box. – Shift the order of the fields in the dialog box. You can add additional levels of detail. – When you add levels of fields, Outline buttons appear in the PivotTable. 10

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Modifying the PivotTable (continued) PivotTable with two levels of Row Label detail 11

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Changing Formats and Value Calculation You can change the format of the PivotTable data. – For example: display numbers as dollar amounts, percentages, or add commas, etc. You can calculate the data differently. 12

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Changing Formats and Value Calculation (continued) Show Values As list – Allows you to change how the values are displayed and calculated 13

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Changing Formats and Value Calculation (continued) You can create your own calculation using any of the options that end with an ellipsis (…) When there is more than one level of detail: – The main row heading is referred to as the parent. – The level of detail below this level is the child. 14

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Updating Data and Refreshing the PivotTable To update PivotTable data to reflect the changes to the worksheet data: – Click the Refresh button, located in the Data group on the Options tab. 15

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Updating Data and Refreshing the PivotTable (continued) PivotTable with refreshed data 16

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Creating a PivotChart A PivotChart is a visual representation of the data in a PivotTable. When you create a PivotChart with worksheet data, a PivotTable is created at the same time. The PivotTable and PivotChart are linked. 17

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Creating a PivotChart (continued) PivotTable and PivotChart 18

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Filtering the PivotChart When you filter the PivotChart, the same filtered data appears in the PivotTable. Chart filters are located in the chart itself. 19 Filtered PivotChart and PivotTable

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Modifying the PivotChart PivotCharts can be modified just like ordinary Excel charts. – For example: you can change the chart type and add chart styles. When a PivotChart is selected, additional tabs appear on the Ribbon – These tabs are for making changes to the PivotChart. 20

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Modifying the PivotChart (continued) Change Chart Type dialog box 21

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Using the Slicer The slicer is a visual control that looks like a note pad. Clicking selections on the slicer lets you filter your data in a PivotTable. 22 Insert Slicers dialog box

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Using the Slicer (continued) Slicer with new style 23

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Summary In this lesson, you learned: You can create PivotTables based on worksheet data. You can sort and filter PivotTable data. After a PivotTable is created, it can be modified. You can change formats and value calculations in a PivotTable. 24

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Summary (continued) After you update worksheet data that was used to create a PivotTable, you need to refresh the PivotTable to display the changes. PivotCharts can be created with PivotTables. PivotCharts can be filtered. 25

Excel Lesson 12 Cable / MorrisonMicrosoft Office 2010 Advanced Summary (continued) After a PivotChart is created, it can be modified. Adding a slicer to a PivotTable lets you filter data. 26