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    Pivot Tables

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    haryanto abu khonsaa'
    The document discusses using pivot tables in Excel 2007. It covers how to create a pivot table, modify pivot table areas and design, and create a pivot chart. It describes when pivot tables are useful, such as working with large transactional data or finding relationships within data. It also covers pivot table anatomy, including the values, row, column, and report filter areas. Finally, it discusses refreshing pivot tables if the original data changes and formatting pivot tables.

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    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd

    Pivot Tables

    Uploaded by

    haryanto abu khonsaa'
    338 views15 pages
    The document discusses using pivot tables in Excel 2007. It covers how to create a pivot table, modify pivot table areas and design, and create a pivot chart. It describes when pivot tables are useful, such as working with large transactional data or finding relationships within data. It also covers pivot table anatomy, including the values, row, column, and report filter areas. Finally, it discusses refreshing pivot tables if the original data changes and formatting pivot tables.

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    The document discusses using pivot tables in Excel 2007. It covers how to create a pivot table, modify pivot table areas and design, and create a pivot chart. It describes when pivot tables are useful, such as working with large transactional data or finding relationships within data. It also covers pivot table anatomy, including the values, row, column, and report filter areas. Finally, it discusses refreshing pivot tables if the original data changes and formatting pivot tables.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    338 views15 pages

    Pivot Tables

    Uploaded by

    haryanto abu khonsaa'
    The document discusses using pivot tables in Excel 2007. It covers how to create a pivot table, modify pivot table areas and design, and create a pivot chart. It describes when pivot tables are useful, such as working with large transactional data or finding relationships within data. It also covers pivot table anatomy, including the values, row, column, and report filter areas. Finally, it discusses refreshing pivot tables if the original data changes and formatting pivot tables.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 15
    At a glance
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    The document discusses how to create and format pivot tables in Excel.

    Some uses of pivot tables include working with large amounts of data, finding relationships in data, finding unique values in fields, finding trends over time, creating subtotals, and organizing data for easy charting.

    The main components of a pivot table are the values area, row area, column area, and optional report filter area.

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    Using Pivot Tables in Excel 2007

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    Goals/Objectives
     You will learn how to:
    ◦ create a pivot table.
    ◦ modify the pivot table areas.
    ◦ modify the table’s design.
    ◦ create a pivot chart.

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    Using Pivot Tables
    Use a pivot table if you need to:
    • Work with large amounts of transactional data
    • Find relationships and groupings within data
    • Find a list of unique values for one field in data
    • Find trends using various time periods
    • Create subtotals that frequently include new
    additions
    • Organize your data into a format that’s easy to
    chart
    * Bill Jelen, Mike Alexander. Pivot Table Data Crunching, 2007.
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    Using Pivot Tables
    • Allow you to quickly see numerical relationships
    • Often created from transactional data or raw data
    (like UD Financials)

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    Using Pivot Tables
    Rules:
    • No blank rows or columns are allowed
    • Each column must have a label

    How to create:
    • Insert tab, PivotTable
    • Select fields

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    Using Pivot Tables
    Use a pivot table if you need to:
    • Work with large amounts of transactional data
    • Find relationships and groupings within data
    • Find a list of unique values for one field in data
    • Find trends using various time periods
    • Create subtotals that frequently include new
    additions
    • Organize your data into a format that’s easy to
    chart
    * Bill Jelen, Mike Alexander. Pivot Table Data Crunching, 2007.
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    Pivot Table Anatomy
    Values area – data fields
    you want to calculate

    Row area – headings that


    go down the left side

    Column area – heading


    across the top of the
    table, ideal for showing
    trends over time
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    Pivot Table Anatomy

    Report Filter area – optional area allowing filter of


    data items

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    Pivot Table Anatomy

    To modify PivotTable calculations:


    Right-click Data field, select Summary
    option

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    Pivot Tables
    Refreshing a PivotTable
    If you modify the original data the pivot table
    was based on, you must refresh it.

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    Pivot Tables
    Refreshing a PivotTable
    If you modify the original data the pivot table
    was based on, you must refresh it.

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    Charting a Pivot Table
    PivotChart is a visual representation
    of the Pivot Table.

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    Formatting a PivotTable

    Contextual Options & Design ribbons

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    How do I:
    1. Sort date items in unique order?
    2. Turn pivot table into hard data?
    3. Show items with no data?
    4. Create a separate pivot table for each field?
    5. Avoid constantly redefining my pivot table
    data range?
    6. Automate repetitive tasks?

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    Resources
     University of Delaware Resources
    ◦ www.udel.edu/learn, [email protected]
    ◦ www.udel.edu/help, [email protected], 831-6000

     Help within Excel 2007

     Microsoft Tutorials (http://office.microsoft.com/training/)

     Reference books
    ◦ Using Excel 2007, Bill Jelen, ISBN0-789703611-X
    ◦ Pivot Table Data Crunching, Bill Jelen and Michael Alexander, ISBN-13:978-0-7897-3601-7

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