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

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.

10. 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.

11. 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.

12. 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.

13. 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.

14. 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.

15. 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.

16. 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.

17. 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.

18. 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.

19. 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.

20. 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.

21. 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.

22. 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.

23. 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.