Excel Lesson 12
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Transcript Excel Lesson 12
Excel Lesson 12
Creating PivotTables and
PivotCharts
Microsoft Office 2010
Advanced
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Cable / Morrison
Objectives
Excel Lesson 12
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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Microsoft Office 2010 Advanced
Objectives (continued)
Excel Lesson 12
Create a PivotChart.
Filter a PivotChart.
Modify a PivotChart.
Add a slicer to a PivotTable.
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Microsoft Office 2010 Advanced
Vocabulary
Excel Lesson 12
child
parent
pivot
PivotChart
PivotTable
slicer
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Microsoft Office 2010 Advanced
Introduction
Excel Lesson 12
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.
–
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Looks like a free-floating note pad
Cable / Morrison
Microsoft Office 2010 Advanced
Creating a PivotTable
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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.
Cable / Morrison
Microsoft Office 2010 Advanced
Creating a PivotTable (continued)
PivotTable Field List dialog box and PivotTable pane
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Cable / Morrison
Microsoft Office 2010 Advanced
Sorting and Filtering PivotTable
Data
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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.
Cable / Morrison
Microsoft Office 2010 Advanced
Sorting and Filtering PivotTable
Data (continued)
Sort & Filter Options list
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Microsoft Office 2010 Advanced
Modifying the PivotTable
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After you create the PivotTable, you can
continue to rearrange the data.
To change the location of rows and columns:
–
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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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Microsoft Office 2010 Advanced
Modifying the PivotTable
(continued)
PivotTable with two levels of Row Label
detail
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Microsoft Office 2010 Advanced
Changing Formats and Value
Calculation
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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.
Cable / Morrison
Microsoft Office 2010 Advanced
Changing Formats and Value
Calculation (continued)
Show Values As list
Excel Lesson 12
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Allows you to change how
the values are displayed
and calculated
Cable / Morrison
Microsoft Office 2010 Advanced
Changing Formats and Value
Calculation (continued)
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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.
Cable / Morrison
Microsoft Office 2010 Advanced
Updating Data and Refreshing the
PivotTable
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To update PivotTable data to reflect the
changes to the worksheet data:
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Click the Refresh button, located in the Data
group on the Options tab.
Cable / Morrison
Microsoft Office 2010 Advanced
Updating Data and Refreshing the
PivotTable (continued)
PivotTable with
refreshed data
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Microsoft Office 2010 Advanced
Creating a PivotChart
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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.
Cable / Morrison
Microsoft Office 2010 Advanced
Creating a PivotChart (continued)
PivotTable and PivotChart
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Microsoft Office 2010 Advanced
Filtering the PivotChart
Excel Lesson 12
When you filter the PivotChart, the same
filtered data appears in the PivotTable.
Chart filters are located in the chart itself.
Filtered PivotChart and PivotTable
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Microsoft Office 2010 Advanced
Modifying the PivotChart
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PivotCharts can be modified just like ordinary
Excel charts.
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For example: you can change the chart type and
add chart styles.
When a PivotChart is selected, additional
tabs appear on the Ribbon
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These tabs are for making changes to the
PivotChart.
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Microsoft Office 2010 Advanced
Modifying the PivotChart
(continued)
Change Chart Type dialog box
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Microsoft Office 2010 Advanced
Using the Slicer
Excel Lesson 12
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.
Insert Slicers dialog box
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Microsoft Office 2010 Advanced
Using the Slicer (continued)
Slicer with new style
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Microsoft Office 2010 Advanced
Excel Lesson 12
Summary
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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.
Cable / Morrison
Microsoft Office 2010 Advanced
Summary (continued)
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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.
Cable / Morrison
Microsoft Office 2010 Advanced
Summary (continued)
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After a PivotChart is created, it can be
modified.
Adding a slicer to a PivotTable lets you filter
data.
Cable / Morrison
Microsoft Office 2010 Advanced