Microsoft Office 2007

Excel Chapter 9Part 3: Creating and Formatting Pivot Charts and PivotTables

Creating a PivotTable

• Select cell A3 and then click the Insert tab on the Ribbon

• Click the PivotTable button arrow on the Ribbon to display the PivotTable menu

• Click PivotTable to display the Create PivotTable dialog box

• Click the OK button to create the PivotTable on a new worksheet and display the PivotTable Field List pane

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Creating a PivotTable

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Adding Data to the PivotTable• Drag the Shop Type field from the ‘Choose fields to add to

report’ list to the Row Labels area to add the Shop Type field to the PivotTable

• Drag the State field from the ‘Choose fields to add to report’ list below the Shop Type button in the Row Labels area to add the State field to the PivotTable

• Drag the Revenue per Repair Person 2007 field to the Values area to add the field to column B of the PivotTable

• Drag the Revenue per Repair Person 2008 field to the Values area to add the field to column C of the PivotTable

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Adding Data to the PivotTable

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Changing the View of a PivotTable• Drag the Shop Type button in the Row Labels area below the

State button to group revenue by shop type, rather than by state• Click the Sum of Revenue per Repair Person 2007 button arrow in

the Values area to display the shortcut menu• Click Remove Field on the shortcut menu to remove Sum of

Revenue per Repair Person 2007 from the PivotTable• Click the Undo button on the Quick Access Toolbar to undo the

removal of Sum of Revenue per Repair Person 2007 column from the PivotTable

• Click the Row Labels AutoFilter button in cell A4 to display the Row Labels AutoFilter menu

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Changing the View of a PivotTable

• When Excel displays the Row Labels AutoFilter menu, click the check boxes for Kansas and North Dakota to clear them

• Click the OK button to display only the Nebraska and South Dakota data in the PivotTable

• Click the Undo button on the Quick Access Toolbar to display the data for all states

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Changing the View of a PivotTable

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Filtering a PivotTable Using a Page Field• Drag the State button in the Row Labels area to

the Report Filter area in the PivotTable Field List pane to create a new page field in the PivotTable

• Click the State AutoFilter button in cell B1, click South Dakota on the AutoFilter menu, and then click the OK button to display totals for South Dakota

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Filtering a PivotTable Using a Page Field

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Formatting a PivotTable

• Double-click the Sheet1 tab• Type PivotTable and then press the ENTER

key.• Select cell A4, right-click the PivotTable tab, and

then point to Tab Color on the shortcut menu.• Click Olive Green, Accent 3 (column 7, row 1) in

the Theme Color area• If necessary, select a cell in the PivotTable and

then click the Design tab on the Ribbon

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Formatting a PivotTable• Click the PivotTable Styles More button to display the

PivotTable Styles gallery• Point to the Pivot Style Medium 11 PivotTable style in

the PivotTable Styles gallery to view a preview of the style in the PivotTable

• Click the Pivot Style Medium 11 PivotTable style to apply the style to the PivotTable

• Right-click anywhere in cell B4 to display the shortcut menu

• Click Number Format on the shortcut menu to display the Format Cells dialog box

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Formatting a PivotTable• When Excel displays the Format Cells dialog box, if necessary,

click Currency in the Category list, type 0 in the Decimal places box, and then click the OK button

• Right-click anywhere in cell C4 to display the shortcut menu• Click Number Format on the shortcut menu to display the Format

Cells dialog box• When Excel displays the Format Cells dialog box, click Currency in

the Category list, type 0 in the Decimal places box, and then click the OK button to format the numeric values in the PivotTable with the Currency style

• Select cell A9 to deselect the worksheet• Click the Save button on the Quick Access toolbar to save the

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Formatting a PivotTable

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Switching Summary Functions in a PivotTable• Select cell B4 and then drag the State button in the

Report Filter area above the Shop Type button in the Row Labels area

• Right-click cell B4 to display the shortcut menu• Point to Summarize Data By on the shortcut menu• Click Average on the Summarize Data By submenu to

change the numbers in column B from sums to averages• Right-click cell C4 to display the shortcut menu

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Switching Summary Functions in a PivotTable• Point to Summarize Data By on the shortcut

menu• Click Average on the Summarize Data By

submenu to change the numbers in column C from sums to averages

• Click cell A19 to deselect the PivotTable and close the PivotTable Field List

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Switching Summary Functions in a PivotTable

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Creating a PivotChart, Changing the PivotChart Type, and Formatting the Chart• Select cell A4• Click the Options tab on the Ribbon and then click the PivotChart button

on the Ribbon to display the Insert Chart dialog box• Click Clustered Cylinder (column 1, row 2) in the ‘Column chart type’

gallery• Click the OK button to add the chart to the PivotTable worksheet• With the chart selected, click the Move Chart button on the Ribbon to

display the Move Chart dialog box• When Excel displays the Move chart dialog box, click New sheet to

select it and then type PivotChart in the New sheet text box

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Creating a PivotChart, Changing the PivotChart Type, and Formatting the Chart• Click the OK button• Right-click the PivotChart tab and then point to Tab Color on the

shortcut menu• Click Purple, Accent 4 (column 8, row1) to change the color of the

PivotChart sheet tab• Click the Layout tab on the Ribbon and then click the Chart Title

button on the Ribbon to display the Chart Title menu• Point to Above Chart on the Chart Title menu• Click Above Chart on the Chart Title menu• When the title is placed above the chart, select the title text. Type FasToast Ovens Analysis and then click anywhere on the chart to add the title to the chart

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Creating a PivotChart, Changing the PivotChart Type, and Formatting the Chart

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Changing the View of a PivotChart

• Drag the Shop Type button in the Row Labels above the State button to group the data by state within shop type

• Click the PivotTable sheet tab

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Changing the View of a Pivot Chart

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Closing the Workbook

• Click the workbook Close button• When Excel displays the Microsoft Office Excel

dialog box, click the Yes button

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