LearnIT@Lunch
Usingg Pivot Table Usin abless in Exce Excell 2007
Goals/Objectives
You will learn how to: ◦
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◦
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create a pivot table. modify the pivot table areas. modify the table’s table’s design. create a pivot chart.
Usin Us ingg Pi Pivot vot Tabl ables es Use a pivot table if you need to: •
Work with large amounts of transactional data
•
Find relationships and groupings within data
•
Find a list of unique values for one field in data
•
Find trends using various time periods
•
•
Create subtotals that frequently include new additions Organize your data into a format that’s that’s easy to chart * Bill Jelen, Mike Alexander. Pivot Table Data Crunching, 2007.
Usin Us ingg Pi Pivot vot Tabl ables es •
•
Allow you to quickly see numerical relationships Often created from transactional data or raw data (like UD Financials)
Usin Us ingg Pi Pivot vot Tabl ables es Rules: •
No blank rows or columns are allowed
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Each column must have a label
How to create: •
Insert tab, PivotTable
•
Select fields
Usin Us ingg Pi Pivot vot Tabl ables es Use a pivot table if you need to: •
Work with large amounts of transactional data
•
Find relationships and groupings within data
•
Find a list of unique values for one field in data
•
Find trends using various time periods
•
•
Create subtotals that frequently include new additions Organize your data into a format that’s that’s easy to chart * Bill Jelen, Mike Alexander. Pivot Table Data Crunching, 2007.
Pivot Pi vot Tab Table le Ana Anato tom my Values area – data fields you want to calculate
Row area – headings that go down the left side
Column area – heading across the top of the table, ideal for showing trends over time
Pivot Pi vot Tab Table le Ana Anato tom my Report Filter area – optional area allowing filter of data items
Pivot Pi vot Tab Table le Ana Anato tom my To modify modi fy PivotT Pi votTable able calculation calculations: s: Right-click Data field, select Summary option
Pivot Pi vot Tab able less Refreshing a PivotT PivotTable able If you modify the original data the pivot table was based on, you must refresh it.
Pivot Pi vot Tab able less Refreshing a PivotT PivotTable able If you modify the original data the pivot table was based on, you must refresh it.
Chartin Char tingg a Pivot Table PivotChart is a visual representation representation of the Pivot Table.
Formatting a PivotTable Contextual Options & Design ribbons
How do I: 1.
Sort date items in unique order? order?
2.
Turn pivot pivot table into hard data? data?
3.
Show items with no data?
4.
Create a separate pivot table for each field?
5.
Avoid constantly redefining my pivot table data range?
6.
Automate repetitive tasks?
Resources
University of Delaware Resources ◦
www.udel.edu/learn,,
[email protected] www.udel.edu/learn
◦
www.udel.edu/help,,
[email protected] www.udel.edu/help
[email protected],, 831-6000 831-6 000
Help
within Excel 2007
Microsoft Micro soft Tutorials utor ials (http://office.microsoft.com/training/ http://office.microsoft.com/training/))
Reference books ◦
Using Excel 2007, Bill Jelen, ISBN0-789703611-X
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Pivot Table Data Crunching, Cru nching, Bill Jelen and Michael Alexander Alexande r, ISBN-13:978-0-789 ISBN-13:9 78-0-7897-3601-7 7-3601-7
