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

2. Objectives Plan and design a PivotTable report
Create a PivotTable report
Change a PivotTable’s summary function and design
Filter and sort PivotTable data
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3. Objectives (cont’d.) Update a PivotTable report
Explore PivotTable Data Relationships
Create a PivotChart report
Use the GETPIVOTDATA function
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4. 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
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5. Plan and Design a PivotTable Report (cont’d.)
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6. 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
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7. Create a PivotTable Report (cont’d.)
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8. 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
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9. 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
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10. Change a PivotTable’s Summary Function and Design (cont’d.)
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11. Change a PivotTable’s Summary Function and Design (cont’d.)
Formatted PivotTable
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12. 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
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13. Filter and Sort PivotTable Data (cont’d.)
Slicers for Product ID and Branch fields
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14. Filter and Sort PivotTable Data (cont’d.)
PivotTable filtered by Product ID and Branch
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15. Update a PivotTable Report
Data Source: linked data used to create PivotTable
PivotTable values read-only
Refresh: update PivotTable when source changed
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16. Update a PivotTable Report (cont’d.)
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17. 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
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18. Update a PivotTable Report (cont’d.)
Adding a calculated field to a PivotTable (cont’d.)
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19. 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
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20. Explore PivotTable Data Relationships (cont’d.)
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21. 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
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22. Create a PivotChart Report
PivotChart report: chart created from data or from a PivotTable report
Changes to PivotChart are reflected in corresponding PivotTable
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23. Create a PivotChart Report (cont’d.)
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24. Use the GETPIVOTDATA Function
Retrieves summary data from a PivotTable
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25. Use the GETPIVOTDATA Function (cont’d.)
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