Excel ch08

1. Microsoft
Excel 2013
Chapter 8
Working with Trendlines,
PivotTable Reports,
PivotChart Reports, and
Slicers

2. Objectives
• Analyze worksheet data using a trendline
• Create a PivotTable report
• Format a PivotTable report
• Apply filters to a PivotTable report
• Create a PivotChart report
• Format a PivotChart report
• Apply filters to a PivotChart report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 2

3. Objectives
• Analyze worksheet data using PivotTable and
PivotChart reports
• Create calculated fields
• Create slicers to filter PivotTable and PivotChart
reports
• Format slicers
• Analyze PivotTable and PivotChart reports using
slicers
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 3

4. Project – On Your Feet Sneakers Sales
Analysis
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 4

5. Roadmap
• Create the line chart and trendline
• Create the PivotTable
• Change the layout and view of the PivotTable
• Filter the PivotTable
• Format the PivotTable
• Create the PivotChart
• Change the PivotChart view and contents
• Add slicers
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 5

6. Creating a 2-D Line Chart
• Select the range of cells to be charted
• Tap or click the Insert Line Chart button on the
INSERT tab to display the Line Chart gallery
• Tap or click the Line with Markers chart type in
the 2-D Line area of the Insert Line Chart
gallery to insert a 2-D line chart with data
markers
• Tap or click the Move Chart button on the
CHART TOOLS DESIGN tab to display the Move
Chart dialog box
Working with Trendlines, PivotTable Reports, PivotChart Reports and Slicers 6

7. Creating a 2-D Line Chart
• If necessary, double-tap or double-click the
default text in the New sheet text box to select
the text
• Type the desired chart name
• Tap or click the OK button to move the chart to
a new sheet
• Tap or click the default title to select it
• Type the desired chart title and then press the
ENTER key
Working with Trendlines, PivotTable Reports, PivotChart Reports and Slicers 7

8. Creating a 2-D Line Chart
Working with Trendlines, PivotTable Reports, PivotChart Reports and Slicers 8

9. Adding a Trendline to a Chart
• Tap or click the chart to select it
• Tap or click the Add Chart Elements button on the CHART
TOOLS DESIGN tab to display the Add Chart Element menu
• Tap or click the More Trendline Options to display the Format
Trendline dialog box
• If necessary, tap or click the Trendline Options button
• Tap or click the desired trendline type
• Tap or click the desired options in the Format Trendline dialog
box
• Tap or click the Close button to add the trendline with the
selected options
• Tap or click a desired theme on the PAGE LAYOUT tab
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 9

10. Adding a Trendline to a Chart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 10

11. Changing the Format of a Data Point
• Tap or click the desired data point twice to select the
single point
• Right-click or press and hold (touchscreen) the
selected data point do display the shortcut menu
• Tap or click Format Data Point on the shortcut menu
to display the Format Data Point task pane
• Tap or click the Fill & Line button, then tap or click
MARKER
• If necessary, tap or click MARKER OPTIONS to expand
the section and select the desired options
• Tap or click the Close button
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 11

12. Changing the Format of a Data Point
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 12

13. Creating a Blank PivotTable
• Tap or click the desired cell containing the data for
the PivotTable
• Tap or click the PivotTable button on the INSERT tab
to display the Create PivotTable dialog box
• Click the OK button to create a blank PivotTable
report on a new worksheet and display the PivotTable
Fields task pane
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 13

14. Creating a Blank PivotTable
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 14

15. Adding Data to the PivotTable
• Drag the desired field from the Choose fields to add
to report area to the desired locations (rows or
columns)
• Drag the desired fields to the VALUES area
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 15

16. Adding Data to the PivotTable
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 16

17. Changing the Layout of a PivotTable
• Tap or click the Report Layout button on the
PIVOTTABLE TOOLS DESIGN tab to display the
Report Layout
menu
• Click the desired
layout
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 17

18. Changing the View of a PivotTable
Report
• Change the order of the fields in the ROWS or COLUMNS
area to change the view
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 18

19. Filtering a PivotTable Report Using a
Report Filter
• Drag the desired field from the ‘Choose fields to add to
report’ area to the Report Filter area in the PivotTable
Fields task pane
• Tap or click the field’s Filter button to display the Filter
menu
• Click to select the desired criterion
• Click the OK button to update the display
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 19

20. Filtering a PivotTable Report Using a
Report Filter
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 20

21. Filtering a PivotTable Report Using
Multiple Selection Criteria
• Drag the desired button from the ROWS or
COLUMNS area to the FILTERS area
• Drag the desired button from the FILTERS area to
the ROWS or COLUMNS area
• Tap or click the filter button to display the filter
menu
• Tap or click the desired check boxes to prepare to
select multiple criteria
• Tap or click the OK button
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 21

22. Filtering a PivotTable Report Using
Multiple Selection Criteria
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 22

23. Removing a Report Filter from a
PivotTable Report
• Tap or click the filter button and tap or click the
All check box to include all criteria in the
PivotTable report
• Tap or click the OK button
• Drag the desired button out of the PivotTable
Fields task pane to remove it from the report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 23

24. Removing a Report Filter from a
PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 24

25. Filtering a PivotTable Report Using the
Row Label Filter
• Drag the desired button out of the ROWS area in the
PivotTable Fields task pane to remove the field from the
report
• Tap or click the desired check box in the Choose fields to
add to report list to add the desired field to the ROWS
area
• Tap or click the filter button to display the filter menu for
the desired field
• Tap or click the desired check boxes on the filter menu
• Tap or click the OK button to update the display
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 25

26. Filtering a PivotTable Report Using the
Row Label Filter
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 26

27. Removing a Row Label Filter from am PivotTable
Report
• Tap or click the Filter button to display the Filter menu
• Tap or click the Clear Filter From command to remove the
row label
filter
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 27

28. Formatting a PivotTable Report
• Select a cell in the PivotTable
• Tap or click the More button in the PivotTable Styles
gallery in the PIVOTTABLE TOOLS DESIGN tab to expand
the gallery
• Click the desired style
• Format the cells as desired using the Format Cells dialog
box
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 28

29. Formatting a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 29

30. Switching Summary Functions in a
PivotTable
• Press and hold or right-click the desired cell to display the
shortcut menu and prepare for changing the summary
function
• Point to Summarize Values By on the shortcut menu to
display the Summarize Values By menu
• Click the desired command
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 30

31. Switching Summary Functions in a
PivotTable
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 31

32. Adding a Second Value Calculation to a
PivotTable Report
• Drag the desired field from the PivotTable Fields
task pane to the VALUES area
• Tap or click the desired calculation
• Tap or click the Value Field Settings to display the
Value Field Settings dialog box
• Tap or click the desired settings and then tap or
click the OK button
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 32

33. Adding a Second Value Calculation to a
PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 33

34. Customizing the Display of the Field List and
Field Headers in the PivotTable Report
• Tap or click the Field list button and the Field
Headers button on the PIVOTTABLE TOOLS
ANALYZE tab to show or hide the fields
• Tap or click the PivotTable Options button on the
PIVOTTABLE TOOLS ANALYZE tab to display the
PivotTable Options dialog box
• Tap or click the desired settings
• Tap or click the OK button
Working with Trendlines, PivotTable Reports, PivotChart Reports and Slicers 34

35. Customizing the Display of the Field List and
Field Headers in the PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 35

36. Customizing the Display of the Expand and
Collapse Buttons in a PivotTable Report
• Tap or click the Collapse button to collapse or expand the
desired selection
• Press and hold or right-click the desired cell to display the
shortcut menu and then point to Expand/Collapse to
display the Expand/Collapse submenu
• Tap or click the desired settings
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 36

37. Customizing the Display of the Expand and
Collapse Buttons in a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 37

38. Updating the Contents of a PivotTable
Report
• Modify the contents of the desired cell on the desired
sheet tab
• Tap or click the desired PivotTable sheet tab to make it
active
• Tap or click any cell in the PivotTable report to make it
active
• Tap or click the Refresh button on the PIVOTTABLE TOOLS
ANALYZE tab to update the PivotTable report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 38

39. Updating the Contents of a PivotTable
Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 39

40. Creating a PivotChart Report from an
Existing PivotTable Report
• Select a cell in the PivotTable report
• Click the Field List button on the PIVOTTABLE TOOLS
ANALYZE tab to display the PivotTable Field List pane
• Click the PivotChart button on the PIVOTTABLE TOOLS
ANALYZE tab to display the Insert Chart dialog box
• Click the desired chart type
• Click the OK button to add the chart to the worksheet
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 40

41. Creating a PivotChart Report from an
Existing PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 41

42. Changing the Location of a PivotChart
Report and Deleting Data
• With the chart selected, click the Move Chart button on
the PIVOTTABLE TOOLS DESIGN tab PivotChart Tools to
display the Move Chart dialog box
• Tap or click the New sheet option button to select it
• Type the desired name in the New sheet text box
• Tap or click the OK button to move the chart to the new
sheet
• In the PivotTable Field List pane, drag the desired items
out of the Values area
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 42

43. Changing the Location of a PivotChart
Report and Deleting Data
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 43

44. Changing the PivotChart Type and
Formatting the Chart
• Tap or click the chart to select the data series
• Press and hold or right-click to display the shortcut menu
• Tap or click Format Data Series on the shortcut menu to
open the Format Data Series task pane
• Tap or click the desired chart type
• Tap or click the Close button
• Tap or click the Chart Elements arrow on the
PIVOTCHART
• TOOLS FORMAT tab to display the Chart Elements menu
• Tap or click the desired formatting changes
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 44

45. Changing the PivotChart Type and
Formatting the Chart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 45

46. Changing the View of a PivotChart
• If necessary, click the Field List button on the
PIVOTCHART TOOLS ANALYZE tab to display the
PivotTable Field List pane
• Select and deselect the fields as desired
• Add, delete, and reorder the desired fields in the
AXIS area
• Tap or click the PivotChart Report sheet tab to
make it the active tab
Working with Trendlines, PivotTable Reports, PivotChart Reports and Slicers 46

47. Changing the View of a PivotChart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 47

48. Creating a PivotChart Report Directly
from Data
• Select a cell containing the data
• Tap or click the PivotChart arrow on the INSERT tab to
display the PivotChart menu
• Tap or click the PivotChart & PivotTable on the PivotChart
menu to display the Create PivotTable with PivotChart
dialog box
• If necessary, tap or click the New Worksheet option button
• Tap or click the OK button to add a new worksheet
containing a blank PivotTable and blank PivotChart
• Add the desired fields to the Axis Fields and Values areas
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 48

49. Creating a PivotChart Report Directly
from Data
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 49

50. Adding a Calculated Field to a PivotTable
Report
• If necessary, tap or click the PivotTable to make it
active
• Tap or click the Fields, Items, & Sets button on the
PIVOTTABLE TOOLS ANALYZE tab to display the Fields,
Items, & Sets menu
• Tap or click the Calculated Field command on the
Fields, Items, & Sets menu to display the Insert
Calculated Field dialog box
• Enter the name, and formula, and then click the Add
button to add the calculated field to the Fields list
• Click the OK button to close the dialog box
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 50

51. Adding a Calculated Field to a PivotTable
Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 51

52. Formatting the PivotTable and PivotChart
• Tap or click the Field List button on the
PIVOTTABLE TOOLS ANALYZE tab to display the
PivotTable Fields task pane
• Tap or click DESIGN on the ribbon to display the
PIVOTTABLE TOOLS DESIGN tab and make the
desired formatting changes
• Use the Field List button, the +/- Buttons button,
and the Field Headers button on the PIVOTTABLE
TOOLS ANALYZE to hide the field list, the
Expand/Collapse buttons, and the field headers
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 52

53. Formatting the PivotTable and PivotChart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 53

54. Formatting the PivotChart
• Tap or click in the PivotChart report to select it
• Apply the desired styles from the Chart Styles gallery
• Use the ‘Chart Quick Colors’ button on the
PIVOTCHART TOOLS DESIGN tab to change the colors
• Use the ‘Add Chart Element’ button on the
PIVOTCHART TOOLS DESIGN tab to position the
legend
• Tap or click the Field Buttons button on the
PIVOTCHART TOOLS ANALYZE tab to show or hide the
field button
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 54

55. Formatting the PivotChart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 55

56. Copying a PivotTable and PivotChart
• Create a copy of the worksheet
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 56

57. Formatting the PivotChart
• Use the ‘Chart Quick Colors’ button on the
PIVOTCHART DESIGN tab to apply the desired
color
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 57

58. Formatting the PivotChart
• If necessary, tap or click to make the PivotChart
active
• Tap or click the Insert Slicer button arrow on the
PIVOTCHART TOOLS ANALYZE tab to display the
Insert Slicers dialog box
• Click the check boxes to select the desired slicers
to insert
• Click the OK button to display the selected slicers
on the worksheet
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 58

59. Formatting the PivotChart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 59

60. Formatting Slicers
• Tap or click and then drag the desired slicer to the
desired location
• Hold down the ctrl key and then tap or click to
select multiple slicers
• Tap or click the Height box on the SLICER TOOLS
OPTIONS tab to set the button height
• Tap or click the desired Slicer style on the SLICER
TOOLS OPTIONS tab to apply it to the slicers
• Tap or click any cell to deselect the slicer
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 60

61. Formatting Slicers
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 61

62. Using the Slicers to Review Groups in the
PivotTable
• Hold down the CTRL key and then tap or click the
desired slicer to remove the data from the
PivotTable and PivotChart calculations.
• Release the CTRL key and then tap or click the
desired slicer to display that slicer’s data only
• Tap or click different slicers slicer to see the data
for those slicers only
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 62

63. Using the Slicers to Review Groups in the
PivotTable
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 63

64. Using the Slicers to Review Groups Not in
the PivotTable
• Tap or click the Clear Filter button on the desired
slicers to remove the filters and return the
PivotTable and PivotCharts to their unfiltered
states
• Tap or click Custom in the desired slicer to see the
aggregate data options
• Tap or click different styles and combinations of
styles to see how the aggregate data changes
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 64

65. Using the Slicers to Review Groups Not in
the PivotTable
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 65

66. Chapter Summary
• Analyze worksheet data using a trendline
• Create a PivotTable report
• Format a PivotTable report
• Apply filters to a PivotTable report
• Create a PivotChart report
• Format a PivotChart report
• Apply filters to a PivotChart report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 66

67. Chapter Summary
• Analyze worksheet data using PivotTable and
PivotChart reports
• Create calculated fields
• Create slicers to filter PivotTable and PivotChart
reports
• Format slicers
• Analyze PivotTable and PivotChart reports using
slicers
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 67

68. Microsoft
Excel 2013
Chapter 8
Complete