Excel chapter 6

1. Excel chapter 6

2. objectives • Create a PivotTable • Change the values field • Modify and Format PivotTable • Create a PivotChart

3. Pivot table • A PivotTable allows you to summarize, analyze, and explore large amounts of data • Data can be dynamically arranged to view it from different angles • PivotTable can be created by clicking PivotTable in the Tables group on the Insert tab

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5. Range and worksheet

6. Pivot table Field list • It initially has an empty PivotTable on the left side of the worksheet, and the PivotTable Field List on the right side. • A field section at the top of the Field List is used to add or remove fields. A layout section at the bottom is used to arrange and reposition fields.

7. Add row/Column labels • Click the field’s check box in the Choose fields to add to report section. • Drag the field from the Choose fields to add to report section, and then drop it in the Row Labels area. • Repeat the same to add Column Labels. • To subdivide data into columns, drag a field from the Choose fields to add to report section, and then drop it in the Column Labels area.

8. Add field to values • Click the field’s check box in theChoose fields to add to reportsection. • Drag the field from the Choose fields to add to report section, and then drop it in the Values area.

9. Change the Values Field • Click a value in the appropriate field in the PivotTable, and then click Field Settings in the Active Field group on the Options tab. • Select the summary statistical function you want to use to summarize the values in the Summarize value field by list. • Click the Number Format button, select a number type and any other settings,

10. Change the Values Field

11. Modify a Pivot Table • To remove a field from the PivotTable, deselect the check box next to the field name in the Choose fields to add to report section. • To move a field from one area to another, drag the field from one area to another area in the Drag fields between areas below section.

12. Update the pivot table If you make changes to the underlying data in the PivotTable, you must update the PivotTable: • Click in the PivotTable. • On the Options tab, click Refresh in the Data group.

13. Format a Pivot Table • Use PivotTable Tools Design tab to apply a PivotTable style and control: • Font color • Fill color • Bolding • Border lines

14. Pivot chart • A PivotChart is a graphical representation of data in a PivotTable. • You can create a PivotChart from a PivotTable or at the same time you create a PivotTable. • Creating and customizing Pivot Charts is similar to the methods used on regular charts.

15. Create a Pivot chart • To create the PivotTable and PivotChart at the same time, click the Insert tab, click the PivotTable arrow in the Tables group, and then select PivotChart. • Excel builds the PivotChart as you create the PivotTable.

16. Move pivot chart • Pivot Chart can be moved to a new worksheet by selecting the chart and clicking on Move Chart option in Location section of Design tab in PivotChart Tools.