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Excel 2007 Unit L

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  • 1. Microsoft Excel 2007 -Microsoft Excel 2007 - IllustratedIllustrated Analyzing Data withAnalyzing Data with Pivot TablesPivot Tables
  • 2. 2Microsoft Office Excel 2007 - Illustrated • Plan and design a PivotTable reportPlan and design a PivotTable report • Create a PivotTable reportCreate a PivotTable report • Change a PivotTable’s summaryChange a PivotTable’s summary function and designfunction and design • Filter and sort PivotTable dataFilter and sort PivotTable data ObjectivesObjectives
  • 3. 3Microsoft Office Excel 2007 - Illustrated • Update a PivotTable reportUpdate a PivotTable report • Change the structure and format of aChange the structure and format of a PivotTable reportPivotTable report • Create a PivotChart reportCreate a PivotChart report • Use the GETPIVOTDATA functionUse the GETPIVOTDATA function ObjectivesObjectives
  • 4. 4Microsoft Office Excel 2007 - Illustrated Unit IntroductionUnit Introduction • Use theUse the PivotTablePivotTable feature tofeature to summarize data in a worksheet, thensummarize data in a worksheet, then list and display that data in a tablelist and display that data in a table formatformat • The interactive quality of a PivotTableThe interactive quality of a PivotTable allows you to freely rearrange, orallows you to freely rearrange, or “pivot,” parts of the table structure“pivot,” parts of the table structure around the dataaround the data • Summarize data values within the tableSummarize data values within the table
  • 5. 5Microsoft Office Excel 2007 - Illustrated Planning and DesigningPlanning and Designing a PivotTable Reporta PivotTable Report • Use the following guidelines to create aUse the following guidelines to create a PivotTable:PivotTable: • Review the source dataReview the source data • Determine the purpose of the PivotTable andDetermine the purpose of the PivotTable and write down the names of the fields you want towrite down the names of the fields you want to includeinclude • Determine which field contains the data youDetermine which field contains the data you want to summarize and which summarywant to summarize and which summary function you want to usefunction you want to use • Decide how you want to arrange the dataDecide how you want to arrange the data • Determine the location of the PivotTableDetermine the location of the PivotTable
  • 6. 6Microsoft Office Excel 2007 - Illustrated Planning and DesigningPlanning and Designing a PivotTable Report (cont.)a PivotTable Report (cont.) Column fields Row fields Data summary field
  • 7. 7Microsoft Office Excel 2007 - Illustrated Creating a PivotTable ReportCreating a PivotTable Report Click to add a field to the PivotTable
  • 8. 8Microsoft Office Excel 2007 - Illustrated Creating a PivotTable ReportCreating a PivotTable Report (cont.)(cont.) Column fields Row fields Data area
  • 9. 9Microsoft Office Excel 2007 - Illustrated Changing a PivotTable’sChanging a PivotTable’s Summary Function and DesignSummary Function and Design • A PivotTable’sA PivotTable’s summary functionsummary function controls what type of calculation iscontrols what type of calculation is applied to the table dataapplied to the table data • Unless you specify otherwise, ExcelUnless you specify otherwise, Excel applies the SUM function to numericapplies the SUM function to numeric data and the COUNT function to datadata and the COUNT function to data fields containing textfields containing text • Easily change the SUM function toEasily change the SUM function to different summary functiondifferent summary function
  • 10. 10Microsoft Office Excel 2007 - Illustrated Changing a PivotTable’sChanging a PivotTable’s Summary Function and DesignSummary Function and Design (cont.)(cont.) PivotTable showing averages
  • 11. 11Microsoft Office Excel 2007 - Illustrated Filtering and Sorting PivotTableFiltering and Sorting PivotTable DataData • You can filter a PivotTable using aYou can filter a PivotTable using a report filterreport filter • Moving a field to the Report FilterMoving a field to the Report Filter area of a PivotTable filters the reportarea of a PivotTable filters the report data by that field.data by that field. • You can also sort PivotTable row andYou can also sort PivotTable row and column data to organize it incolumn data to organize it in ascending or descending order.ascending or descending order.
  • 12. 12Microsoft Office Excel 2007 - Illustrated Filtering and Sorting PivotTableFiltering and Sorting PivotTable Data (cont.)Data (cont.) Quarter is in the Report Filter area Only the 1st quarter should e displayed Sales for 1st quarter only
  • 13. 13Microsoft Office Excel 2007 - Illustrated Updating a PivotTable ReportUpdating a PivotTable Report • Data in a PivotTable Report looksData in a PivotTable Report looks like typical worksheet datalike typical worksheet data • However, because the data is linked toHowever, because the data is linked to a source list, the values and results ina source list, the values and results in the PivotTable are read-only valuesthe PivotTable are read-only values • Unable to modify or move part of aUnable to modify or move part of a PivotTablePivotTable • To change, orTo change, or refreshrefresh, PivotTable data,, PivotTable data, you must update the data in the listyou must update the data in the list used to create the table, called theused to create the table, called the source listsource list
  • 14. 14Microsoft Office Excel 2007 - Illustrated Updating a PivotTable ReportUpdating a PivotTable Report (cont.)(cont.) New record added Total reflects new CD information
  • 15. 15Microsoft Office Excel 2007 - Illustrated Changing the Structure andChanging the Structure and Format of a PivotTable ReportFormat of a PivotTable Report • PivotTable data can’t be changed,PivotTable data can’t be changed, but its structure and appearance canbut its structure and appearance can be changedbe changed • Change a PivotTable’s appearance byChange a PivotTable’s appearance by moving or adding fieldsmoving or adding fields
  • 16. 16Microsoft Office Excel 2007 - Illustrated Changing the Structure andChanging the Structure and Format of a PivotTable ReportFormat of a PivotTable Report (cont.)(cont.) Category is now in the Report Filter area
  • 17. 17Microsoft Office Excel 2007 - Illustrated Creating a PivotChart ReportCreating a PivotChart Report • AA PivotChart reportPivotChart report is a chart thatis a chart that you create from data or from ayou create from data or from a PivotTable reportPivotTable report • A PivotChart has fields that you moveA PivotChart has fields that you move to explore new data relationshipsto explore new data relationships • When you create a PivotChart directlyWhen you create a PivotChart directly from the data, Excel automaticallyfrom the data, Excel automatically creates a corresponding PivotTablecreates a corresponding PivotTable reportreport
  • 18. 18Microsoft Office Excel 2007 - Illustrated Creating a PivotChart ReportCreating a PivotChart Report (cont.)(cont.) PivotChart
  • 19. 19Microsoft Office Excel 2007 - Illustrated Using the GETPIVOTDATAUsing the GETPIVOTDATA FunctionFunction • Ordinary cell references will not workOrdinary cell references will not work when you want to reference awhen you want to reference a PivotTable cell in another worksheetPivotTable cell in another worksheet • If you change the way data is displayedIf you change the way data is displayed in a PivotTable, the data moves,in a PivotTable, the data moves, rendering an ordinary cell referencerendering an ordinary cell reference incorrectincorrect • To retrieve summary data from aTo retrieve summary data from a PivotTable, you need to use the ExcelPivotTable, you need to use the Excel GETPIVOTDATA functionGETPIVOTDATA function
  • 20. 20Microsoft Office Excel 2007 - Illustrated Using the GETPIVOTDATAUsing the GETPIVOTDATA Function (cont.)Function (cont.) GETPIVOTDATA Function Result of the GETPIVOTDATA Function
  • 21. 21Microsoft Office Excel 2007 - Illustrated SummarySummary • Spend time planning your PivotTableSpend time planning your PivotTable • Use the PivotTable dialog box toUse the PivotTable dialog box to create a PivotTablecreate a PivotTable • Filter and sort PivotTable dataFilter and sort PivotTable data • Summary functions of PivotTablesSummary functions of PivotTables can be changedcan be changed
  • 22. 22Microsoft Office Excel 2007 - Illustrated Summary (cont.)Summary (cont.) • Use the Refresh button to updateUse the Refresh button to update PivotTablesPivotTables • The structure of a PivotTable can beThe structure of a PivotTable can be alteredaltered • PivotChart reports can be createdPivotChart reports can be created directly from PivotTablesdirectly from PivotTables • Use the GETPIVOTDATA function toUse the GETPIVOTDATA function to extract information from a PivotTableextract information from a PivotTable