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© Scott/Jones Publishing, Inc © Scott/Jones Publishing, Inc . 1 Chapter 21 Creating PivotTables and PivotCharts Excel 2003, Volume 2 Excel 2003, Volume 2 by Karen J. Jolly by Karen J. Jolly

© Scott/Jones Publishing, Inc. 1 Chapter 21 Creating PivotTables and PivotCharts Excel 2003, Volume 2 by Karen J. Jolly

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© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc. 11

Chapter 21Creating PivotTables and

PivotCharts

Excel 2003, Volume 2Excel 2003, Volume 2

by Karen J. Jollyby Karen J. Jolly

22© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.

OutcomesOutcomes

Create a PivotTable and PivotChart to visually organize data and quickly change the view of the data for analysis.

Publish a PivotTable as a Web page.

33© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.

Introduction to PivotTables and Introduction to PivotTables and PivotChartsPivotCharts

PivotTable—Interactive tool that allows data to be viewed in different ways to answer common questions for business planning.

PivotChart—Assists with analysis of data by providing visual indicators of the history and future trends of data.

44© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.

What is a PivotTable?What is a PivotTable?

An interactive table that summarizes large amounts of data. Rows and columns can be rearranged quickly to view data in different ways.

Example: a firm records sales by month, by product, by store, and by salesperson. A PivotTable summarizes the sales by each of these categories.

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Database and PivotTableDatabase and PivotTable

Database

PivotTable

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Drop-Down List of Other Drop-Down List of Other PivotTable ChoicesPivotTable Choices

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PivotTable WizardPivotTable Wizard

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Plan a PivotTablePlan a PivotTable

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The Page Field Completed in a The Page Field Completed in a PivotTablePivotTable

1010© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.

A Completed Pivot TableA Completed Pivot Table

Use the drop down arrow to change the PivotTable. The amount of sales for each salesperson can be rearranged in many different orders in this PivotTable.

1111© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.

Facts About the PivotTableFacts About the PivotTable

There are four drop areas of the PivotTable; There are four drop areas of the PivotTable; Page Fields, Column Fields, Row Fields, and Page Fields, Column Fields, Row Fields, and Data Items. Data Items. A A fieldfield is a category of data in the source data.is a category of data in the source data.ColumnColumn and and rowrow fields fields are the labels from the are the labels from the original worksheet and are listed on the original worksheet and are listed on the expanded toolbar. expanded toolbar. The The PagePage field field is a field that is selected from the is a field that is selected from the toolbar and is a filter for the entire PivotTable toolbar and is a filter for the entire PivotTable Report. This field will have an arrow to display a Report. This field will have an arrow to display a single item or all of the items.single item or all of the items.

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More About PivotTablesMore About PivotTables

Data itemsData items——Numeric values within the Numeric values within the worksheet. Each data item can be entered worksheet. Each data item can be entered separately on the PivotTable; the choices of data separately on the PivotTable; the choices of data items correspond with the row and column items correspond with the row and column labels.labels.

An An itemitem is a member of the field; it is a unique is a member of the field; it is a unique entry in the field.entry in the field.

The The data fielddata field provides values to be provides values to be summarized, usually numbers.summarized, usually numbers.

1313© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.

Format the PivotTableFormat the PivotTable

The PivotTable Report may be formatted; using AutoFormat is the quickest method. First, select the range of the report. Then access the PivotTable toolbar and click on the Format Report button.

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AutoFormat Dialog BoxAutoFormat Dialog Box

Formats designed for a PivotTable

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Move Data Within the Move Data Within the PivotTablePivotTable

Data can be rearranged directly on the PivotTable without needing to drag fields back to the PivotTable Field List—and then moving them back to a new position in the PivotTable.

1616© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.

PivotTable and PivotChart WizardPivotTable and PivotChart Wizard

Another way to create a PivotTable

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Completed LayoutCompleted Layout

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PivotTable Sort and Top 10PivotTable Sort and Top 10

Top 5 List

1919© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.

Creating A PivotChart ReportCreating A PivotChart Report

A PivotChart Report is interactive and visually shows the relationship of the PivotTable data. The chart can show different views quickly when accessing the menu.

1. Select a cell in an existing PivotTable.

2. Click in the Chart Wizard button on the PivotTable toolbar.

2020© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.

PivotChartPivotChart

2121© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.

Create a Web PivotTableCreate a Web PivotTable

A PivotTable report on a web page may be interactive.

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Consolidate to a PivotTableConsolidate to a PivotTable

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PivotTable SelectionPivotTable Selection

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Consolidated PivotTableConsolidated PivotTable

2525© Scott/Jones Publishing, Inc.© Scott/Jones Publishing, Inc.