Excel Lesson 12Creating PivotTables and PivotCharts

Microsoft Office 2010 Advanced

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Objectives

Create a PivotTable. Sort and filter PivotTable data. Modify a PivotTable. Change value calculations and formats. Update data and refresh the PivotTable.

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Objectives (continued)

Create a PivotChart. Filter a PivotChart. Modify a PivotChart. Add a slicer to a PivotTable.

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Vocabulary

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child parent pivot PivotChart PivotTable slicer

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Introduction

A PivotTable lets you rearrange worksheet data so you can analyze it in a variety of ways.

A PivotChart can be created to graphically display the PivotTable.

The slicer includes column headings that you click to filter data in a PivotTable.– Looks like a free-floating note pad

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Creating a PivotTable

The data in a PivotTable can be rearranged and summarized in different ways.– Can be viewed from various perspectives

A PivotTable lets you pivot or rearrange the data.

When you create a PivotTable, you do not need to use all of the data in the worksheet.

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Creating a PivotTable (continued)

PivotTable Field List dialog box and PivotTable pane

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Sorting and Filtering PivotTable Data

The sort and filter options are displayed when you click:– The Column Labels down arrow or– The Row Labels down arrow

You can select a sort option to sort the data in ascending or descending order.

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Sorting and Filtering PivotTable Data (continued)

Sort & Filter Options list

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Modifying the PivotTable

After you create the PivotTable, you can continue to rearrange the data.

To change the location of rows and columns:– Redisplay the PivotTable Field List dialog box.– Shift the order of the fields in the dialog box.

You can add additional levels of detail. – When you add levels of fields, Outline buttons

appear in the PivotTable.

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Modifying the PivotTable (continued)

PivotTable with two levels of Row Label detail

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Changing Formats and Value Calculation

You can change the format of the PivotTable data. – For example: display numbers as dollar amounts,

percentages, or add commas, etc. You can calculate the data differently.

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Changing Formats and Value Calculation (continued)

Show Values As list– Allows you to change how

the values are displayed and calculated

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Changing Formats and Value Calculation (continued)

You can create your own calculation using any of the options that end with an ellipsis (…)

When there is more than one level of detail:– The main row heading is referred to as the

parent.– The level of detail below this level is the child.

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Updating Data and Refreshing the PivotTable

To update PivotTable data to reflect the changes to the worksheet data:– Click the Refresh button, located in the Data

group on the Options tab.

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Updating Data and Refreshing the PivotTable (continued)

PivotTable with refreshed data

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Creating a PivotChart

A PivotChart is a visual representation of the data in a PivotTable.

When you create a PivotChart with worksheet data, a PivotTable is created at the same time.

The PivotTable and PivotChart are linked.

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Creating a PivotChart (continued)

PivotTable and PivotChart

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Filtering the PivotChart

When you filter the PivotChart, the same filtered data appears in the PivotTable.

Chart filters are located in the chart itself.

19Filtered PivotChart and PivotTable

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Modifying the PivotChart

PivotCharts can be modified just like ordinary Excel charts.– For example: you can change the chart type and

add chart styles. When a PivotChart is selected, additional

tabs appear on the Ribbon– These tabs are for making changes to the

PivotChart.

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Modifying the PivotChart (continued)

Change Chart Type dialog box

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Using the Slicer

The slicer is a visual control that looks like a note pad.

Clicking selections on the slicer lets you filter your data in a PivotTable.

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Insert Slicers dialog box

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Using the Slicer (continued)

Slicer with new style

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Summary

In this lesson, you learned: You can create PivotTables based on

worksheet data. You can sort and filter PivotTable data. After a PivotTable is created, it can be

modified. You can change formats and value

calculations in a PivotTable.

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Summary (continued)

After you update worksheet data that was used to create a PivotTable, you need to refresh the PivotTable to display the changes.

PivotCharts can be created with PivotTables. PivotCharts can be filtered.

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Summary (continued)

After a PivotChart is created, it can be modified.

Adding a slicer to a PivotTable lets you filter data.

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