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OBJECTIVES
• Group and ungroup data• Subtotal data• Create a PivotTable• Change the values field• Modify a PivotTable• Sort, filter, and slice a PivotTable• Create a calculated field• Format a PivotTable• Create a PivotChart
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OUTLINES/GROUPS
• An outline is a hierarchical structure of data.
• Excel will not create an outline or group data if the dataset does not contain a formula or an aggregate function such as SUM or SUBTOTAL.
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OUTLINES/GROUPS
• Grouping is a process of joining related rows or columns of related data.
• Groups allow you to hide raw data while you work with the calculations derived from that data
• You can group rows or columns• Easily hide and unhide large chunks of data• Data->Group
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SUBTOTAL DATA
• Use Subtotal command to insert subtotal rows at each designated field change in a sorted range of data
• Allows you to aggregate groups of data using one of several functions– Sum– Average– Variance– Standard Deviation– Min/Max– Count
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USING GROUP SUBTOTALS
• Sort the data by the group identifier• Does not work on tables• Data->Subtotal• Select the sorted column for “At each
change in:”• Select your aggregation function• Select which columns to subtotal
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PIVOT TABLE
• A PivotTable is an organized structure that summarizes large amounts of data.
• Insert->PivotTable• Ensure the range is correct• Select target location (new worksheet or
existing worksheet)
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AREAS OF PIVOT TABLE
Area Description
Values Displays summary statistics, such as totals or averages.
Row Labels Organizes and groups data into categories on the left side of the PivotTable. Each group name occupies a single row.
Column Labels Subdivides data into one or more additional categories to add depth to the PivotTable.
Report Filter Filters the aggregated data to display results based on particular conditions you set.
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ADDING ROWS
• Drag field to Row Labels• Or, right click on field name -> Add to …• Check box to add to Values
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ADDING COLUMNS
• Drag field to Column Labels• Or, right click on field name -> Add to …• Automatically aggregates with SUM(), but
you can choose a different function
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MODIFY PIVOT TABLE
• Add and remove fields• Rearrange fields• Refresh
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UPDATING PIVOT TABLES
• PivotTables do not automatically update if you change the source data
• You can force a refresh via PivotTable Tools->Options->Refresh
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PIVOT TABLE OPTIONS
• Sorting• Filtering• Slicing
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PIVOT TABLE OPTIONS
• Sorting– Click a cell in the column you would like to
sort by, then PivotTable Tools->Options->Sort
• Filters– Report Filters: drag the field to the “Report
Filter” area, select desired values in B1– Group Filters: Select dropdown arrow on row
or column labels, select desired values
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PIVOT TABLE OPTIONS
• Slicers– Slicers provide quick buttons to filter the
PivotTable– PivotTable Tools->Options->Insert Slicer
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CALCULATED FIELD
• A calculated field is a user-defined field that performs a calculation based on other fields in a PivotTable.– It is not found in the original data set– PivotTable Tools->Options->Fields, Items, &
Sets->Calculated Field
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FORMAT A PIVOTTABLE
• PivotTable Tools->Design• Layouts
– Subtotals– Grand Totals– Compact/Outline/Tabular
• Styles– Row header– Column header– Banded row/column– Table styles
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PIVOT CHARTS
• A PivotChart is a graphical representation of data in a PivotTable.
• PivotTable Tools->Options->PivotChart• Chart adjusts to match the PivotTable• Edit from tools
– Design , layout, format, analyze
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