Excel Pivot tables test

1. Pivot Tables
Filtering and summarizing your Excel source data
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2. Logistics
• Toilets
• Drinks and Refreshments
• Fire Alarms
• Questions

3. http://www.flickr.com/photos/major_clanger/382513/
http://www.flickr.com/photos/tonytoo/4692186465/

4. Pivots tables
What are they and what are they used for?

5. Pivots start from your Excel Data Source
Data Source features
• Each row is a record
• Each columns has a header
• Some fields repeat
• Some fields have relationships with others
e.g. Regions, offices, employees, sales

6. Pivots start from your Excel Data Source
Sources
• Standard spreadsheet records shown as a range of cells
• Showing the same records as an Excel table

7. The most important thing in making a Pivot:

8. Question: What do I want to know?

9. Getting your session work files
1. Go to your laptop’s desktop
2. Click the link to tdu-courses$ to open
Open the Excel Courses > Pivot tables folder
Open the Excel Pivots.xlsx file.
Any of the files can be opened in a Read only condition.
They can't be re-saved into this folder. If you want to keep them then save
them to your H drive.
You can also locate these files from your work computer:
In a browser enter: opeltdu-courses$

10. Data Source Pivot
Pivot question: How many students live ON or OFF campus?

11. Source data on spreadsheet
Multiple views of the same source data

12. Shows the pivot
table’s location
when built
FIELDS:
headers imported
from the data
source
Pivot fields
design panel
Pivot parts
AREAS:
Areas in the pivot
table define how
your data is filtered
calculated &
displayed
Clicking the pivot makes the
PivotTable Fields panel
appear

13. Open the worksheet CAR SALES
By dragging the fields into
different areas what questions
can you answer?

14. Exercise 1 – do together
In your work file:
– Go to worksheet MODES
– We will start Exercise 1 together
You should have 2 handouts for this session
– Go to the handout headed How to Pivot -
Exercises

15. Exercise 2a & 2b
Filtering pivot tables:
• Think about the question and the table data fields
• Practice creating multiple pivot views (3)
• Create each one on a new worksheet

16. Exercise 3a & 3b Multiple Pivots & calculated fields
Filtering HOTELS data source:

17. Exercises 4 Various pivots from Facility
4 pivot tables from the Facility worksheet:
Practise of work to date
Adding a Slicer
Grouping dates

18. Plenary: Pivots
• Require some planning and thinking about to start
• Data sources doesn’t need to be Excel tables but
they help
• Changes in the pivots don’t affect the data source
• Are easy to set up and easier to change
• Can be formatted to suit and calculate fields
• Have some special aspects available from the
PivotTable Tools menu
• Can link with the Slicer tool and Charts to facilitate
their use

19. Excel Training @NTU
CPLD offers a series of Excel courses aimed to support your development
• Spreadsheet Features (basic)
• Conditional Formatting
• Data Validation
• Find & Replace
• IF, SUMIF and COUNTIF
• Pivot table
• Sorting and Filtering
• Trimming, joining & selecting data
• Creating visually effective spreadsheets *new
• VLOOKUP
For booking a place on these course or to arrange a 45 min 1 to 1 Surgery
session go to the CPLD website:
www.ntu.ac.uk/CPLD and look for the link to programme of events