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Microsoft Excel (Part II)

Microsoft Excel (Part II). 18 June 2009 John Chan GP Batteries International Limited. Agenda. Chart (圖表) PivotTable (樞紐分析表) Q&A. Chart. Create a Chart Chart Types Chart Options Trendline. Chart - Create a Chart. To create a chart by using the Chart Wizard:

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Microsoft Excel (Part II)

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  1. Microsoft Excel(Part II) 18 June 2009 John Chan GP Batteries International Limited

  2. Agenda • Chart(圖表) • PivotTable(樞紐分析表) • Q&A

  3. Chart • Create a Chart • Chart Types • Chart Options • Trendline

  4. Chart - Create a Chart • To create a chart by using the Chart Wizard: • Select the cells that contain the data that you want to use for the chart. • Click Chart Wizard on the Standard toolbar, or click Chart on the Insert menu. • To quickly create a basic chart that is displayed on a separate chart sheet, select the data that you want to use for the chart, and then press ALT+F1 or F11. • If you use a specific chart type frequently when you create a chart, you may set that chart type as the default chart type.

  5. Chart - Chart Types • To change the chart type of an existing chart: • To change the chart type of the entire chart, click the chart area or plot area of the chart OR to change the chart type of a single data series, click that data series. • On the Chart menu, click Chart Type. • Select the chart type that you want.

  6. Chart - Chart Options • To edit the chart options of an existing chart: • Click the chart area or plot area of the chart. • On the Chart menu, click Chart Option. • Select / input the chart option that you want. • Double-click a part of a chart to open the Format dialog box for that object.

  7. Chart - Trendline • To add a trendline to the chart: • Click in the chart area to select the chart and then select Add Trendline on the Chart menu to display the Add Trendline dialog box.(Or right click a single data series and then select Add Trendline.) • Select the trendline type that you want.

  8. PivotTable • Create a PivotTable • Customize a PivotTable • Create a PivotChart • Create Formulas

  9. PT - Create a PivotTable • PivotTables allow you to create multidimensional data views by dragging and dropping column headings to move data around. • To create a PivotTable by using the PivotTable Wizard: • Place the cursor anywhere in the data area. • Click PivotTable Wizard on the Standard toolbar, or click PivotTable and PivotChart Report on the Data menu. • Click Finish to use default settings.

  10. 3 2 1 4 PT - Create a PivotTable • To design the report layout, simply drag the fields and drop to the layout area. 1) Row Field displays data vertically, one item per row. 2) Column Field displays data horizontally, one item per column. 3) Page Field displays data as pages, grouping or separating items in the data you put here. 4) Data Item is where numerical data is shown and summarized.

  11. PT – Create a PivotTable • To select cells, use the regular selection pointer . • To select sections of the report, position the mouse pointer at the tops or left sides of field button and item labels so that it changes to or . • If you don't see the pointer change shape, click PivotTable on the PivotTable toolbar, point to Select, and make sure Enable Selection is turned on.

  12. PT – Create a PivotTable • To show / hide the field details, double click the Field in the PivotTable.

  13. PT – Create a PivotTable • To retrieve the detail data behind a specific figure, double click the Data Item in the PivotTable.(The detail data will be displayed on a separate sheet.)

  14. PT - Customize a PivotTable • Right click the PivotTable to show the manual. • Cell Formats • Refresh Data • Grouping • Field Settings • PivotTable Options

  15. PT - Customize a PivotTable • Field Settings • Field

  16. PT - Customize a PivotTable • Field Settings • Data Item

  17. PT - Customize a PivotTable • PivotTable Options

  18. PT - Create a PivotChart • To create a default PivotChart in one step: • Select the PivotTable • Click Chart Wizard on the Standard toolbar, or click Chart on the Insert menu. • To create a customized PivotChart by using the Chart Wizard: • Click a cell outside and not adjacent to the PivotTable. • Click Chart Wizard . • Select a chart type in step 1 of the wizard. • In step 2 of the wizard, click the PivotTable, so that the reference in the Data range box expands to include the entire report. • Follow the instructions in the remaining Chart Wizard steps.

  19. PT - Create Formulas • Select Calculated Field / Calculated Item on the PivotTable toolbar  Formulas. • Calculated fields can perform calculations by using the contents of other fields in the PivotTable. • Calculated items can perform calculations by using the contents of other items within the same field of the PivotTable. • .

  20. PT - Create Formulas • Calculated Fields

  21. PT - Create Formulas • Calculated Items

  22. The End

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