Excel 2013 PivotTables and PivotCharts

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Excel 2013 PivotTables and PivotCharts"

Transcription

1 Excel 2013 PivotTables and PivotCharts PivotTables... 1 PivotTable Wizard... 1 Creating a PivotTable... 2 Groups... 2 Rows Group... 3 Values Group... 3 Columns Group... 4 Filters Group... 5 Field Settings... 5 Pivot Table Design... 6 Moving a PivotTable... 8 Refreshing Data... 8 Changing the Data Source... 8 Slicer... 8 Timeline... 9 PivotCharts Technology Training Resources can be found at PivotTables A PivotTable is a tool that can be used to summarize and manipulate the information of a worksheet without changing the worksheet. A PivotTable is also an effective way to simplify the information in a worksheet by filtering out information that is not needed. PivotTable Wizard The PivotTable Wizard is a quick and easy way to get started with a PivotTable. Click in the data to be included in the PivotTable. Note: If only part of the data is to be used, highlight the desired data. On the Ribbon, click on the Insert tab. In the Tables group, click on Recommended PivotTables. Scroll through the list of recommendations to see which will work best. Click once on a recommendation to see a larger view displayed. Click on the desired PivotTable. Note: Click on Blank PivotTable to create a blank PivotTable. Page 1

2 Creating a PivotTable Click in the data to be included in the PivotTable. Note: If only part of the data is to be used, highlight the desired data. On the Ribbon, click on the Insert tab. In the Tables group, click on PivotTable. The selected information is indicated in the Table/Range box. Click on New Worksheet to place the PivotTable on a new worksheet. Click on OK. A new worksheet opens with a task pane on the right showing the PivotTable Fields and the Groups. Building the PivotTable The PivotTable is built by choosing fields from the PivotTable Field List. A field is a column of information from the worksheet. In the PivotTable Fields pane, click to select the desired fields. Fields with text information are placed in the Rows group. Fields with numerical information are placed in the Values group. Naming a PivotTable Groups The PivotTable can be given a name. On the ribbon, click on the Analyze tab of the PivotTable Tools. In the PivotTable group, click in the PivotTable Name box and enter a name for the PivotTable. Press the Enter key. The task pane has four groups that control the design of the PivotTable. Filters provide the ability to control the specific information to be displayed. Columns provide the ability to add or remove the specific information of a field as an additional column. Rows provide the ability to add or remove the specific information of a field as an additional row(s). Values provide the ability to select specific information to be displayed and is usually displayed at the top of the PivotTable. Adding a Field to a Group To add a field to a group, drag the desired field from the PivotTable Fields list to the desired group. Removing a Field from a Group To remove a field from a group, drag the desired field from the group. Page 2

3 Changing the Order of the Fields in a Group To change the order of the fields in a group: o In the desired group, click on the name of the field to be changed and choose the desired option. o The options may include: Move Up, Move Down, Move to Beginning, and Move to End. Rows Group The Rows group is where the field(s) are placed for the basic list of what is being organized or evaluated. The specific information of a field(s) can be added or removed from the Rows group. When first setting up the PivotTable, fields with text information are added to the Rows group. To add a field to the Rows group, click on the desired field in the PivotTable Fields area and drag it to the Rows group OR Right click on the desired field in the PivotTable Fields area and choose Add to Row Labels. To control or customize the way the information is displayed, refer to Field Settings below. To remove a field from the Rows group, click on the desired field and drag it out of the Filters group OR Click on the desired field and choose Remove Field. Values Group The Values group is where the numeric information is placed and controlled to give the desired results. The specific numeric information of a field(s) can be added or removed from the Values group and the name of the field is displayed at the top of the PivotTable. To add a field to the Values group, click on the desired field in the PivotTable Fields area and drag it to the Values group OR Right click on the desired field in the PivotTable Fields area and choose Add to Values. To remove a field from the Values group, click on the desired field and drag it out of the Filters group OR Click on the desired field and choose Remove Field. Controlling How the Values are Summarized By default, columns of numbers are totaled. To change the type of calculation, click on the desired field and choose Value Field Settings Click on the Summarize Values By tab. Click on the desired calculation to be used to summarize the data in the selected field. o The choices include Sum, Count, Average, Max, Min, Product, Count Numbers, StdDev, StdDevp, Var, and Varp. Note: The numbers displayed in the field may change depending on the selection. To change the name of the column, click in the Custom Name box and enter the desired name. Page 3

4 Controlling How the Values are Summarized The way the values are shown can be customized. To change the way the values are shown, click on the desired field and choose Value Field Settings Click on the Show Values As tab. Click on the desired option. o The choices include: No Calculation, % of Grand Total, % of Column Total, % of Row Total, % Of, % of Parent Row Total, % of Parent Column Total, % of Parent Total, Difference From, % Difference From, Running Total In, % Running Total In, Rank Smallest to Largest, Rank Largest to Smallest, or Index. To change the name of the column, click in the Custom Name box and enter the desired name. Controlling the Number Format The number format of the values shown can be customized. Click on the desired field and choose Value Field Settings To change the number format of the values, click on Number Format. In the Category box, click on the desired format. o The choices include: General, Number, Currency, Accounting, Date, Time, Percentage, Fraction, Scientific, Text, Special, or Custom. Most of the choices have additional options that must be selected from. Columns Group The Columns group holds the Values and any additional field(s) that may be added. The Columns group is where an additional field(s) can be placed to organize or evaluate information in an expanded form. When first setting up the PivotTable, a field for Values is displayed representing the information which has been added to the Values group. To add a field to the Columns group, click on the desired field in the PivotTable Fields area and drag it to the Columns group OR Right click on the desired field in the PivotTable Fields area and choose Add to Column Labels. To control or customize the way the information is displayed, refer to Field Settings below. To remove a field from the Columns group, click on the desired field and drag it out of the Filters group OR Click on the desired field and choose Remove Field. Page 4

5 Filters Group The Filters group provides the ability to select only a portion of the information to be displayed based on the content of a field(s). A field added to the Filters group allows the user to select what information is to be used in the PivotTable. To add a field to the Filters group, click on the desired field in the PivotTable Fields area and drag it to the Filters group OR Right click on the desired field in the PivotTable Fields area and choose Add to Report Filter. To control the information displayed in the PivotTable: o At the top of the PivotTable, click on the down arrow of the desired field. o To select all, click on (All). o To select a single item, click on the desired item. o To select several items, click on Select Multiple Items and then click on each of the desired items. o When a field is used to filter the data and All is not selected, a funnel icon appears in the PivotTable Fields list to show that filtering is taking place. Filtering with More Than One Field o More than one field can be added to the Filters group. o When more than one field is being used, they work together in restricting or filtering what is displayed. To control or customize the way the information is displayed, refer to Field Settings below. To remove a field from the Filters group, click on the desired field and drag it out of the Filters group OR Click on the desired field and choose Remove Field. Field Settings The way the information from a field is shown can be customized. This section does not apply to the Values group. Subtotals & Filters To change subtotals and filters: o Click on the desired field. Choose Field Settings OR Click on the Analyze tab of PivotTable Tools and, in the Active Field group, click on Field Settings. Click on the Subtotals & Filters tab. In the Subtotals section, click on the desired option of how the subtotals will be shown. The choices include: Automatic, None, and Custom. The Custom choices include: Sum, Count, Average, Max, Min, Product, Count Numbers, StdDev, StdDevp, Var, and Varp. To customize the filter to include new items in a manual filter, in the Filter section, click to select Include new items in manual filter. Page 5

6 Layout & Print Custom Name To change the layout and how it prints: o Click on the desired field. Choose Field Settings OR Click on the Analyze tab of PivotTable Tools and, in the Active Field group, click on Field Settings. Click on the Layout & Print tab. To show items in outline form: o In the Layout section, click to choose Show item labels in outline form. o To use the compact form, click to select Display labels from the next field in the same column (compact form). o To display subtotals at the top of each group, click to select Display subtotals at the top of each group. To show items in tabular form: o In the Layout section, click to choose Show item labels in tabular form. To repeat item labels: o In the Layout section, click to choose Repeat item labels. To insert a blank line after each item label: o In the Layout section, click to choose Insert blank line after each item label. To show items with no data: o In the Layout section, click to choose Show items with not data. To insert a page break after each item: o In the Print section, click to choose Insert page break after each item. To change the name of the column: o Click on the desired field. Choose Field Settings OR Click on the Analyze tab of PivotTable Tools and, in the Active Field group, click on Field Settings. Click in the Custom Name box and enter the desired name. Pivot Table Design The PivotTable has many options in its design. PivotTable Style Options The PivotTable has many style options. Click on the Design tab of PivotTable Tools. In the PivotTable Style Options group, click on the desired options. The options include Row Headers, Column Headers, Banded Rows, and/or Banded Columns. Page 6

7 PivotTable Styles The PivotTable has many predesigned styles to choose from. Click on the Design tab of PivotTable Tools. In the PivotTable Styles group, click on the desired style. To see all of the styles available, click on More at the bottom right. Note: Holding the mouse over a style creates a preview of that style applied to the PivotTable. Subtotals Subtotals can be displayed at the top of the group, at the bottom of the group, or not displayed. Click on the Design tab of PivotTable Tools. In the Layout group, click on Subtotals and choose the desired option: o Do Not Show Subtotals o Show all Subtotals at Bottom of Group o Show all Subtotals at Top of Group Grand Totals Grand Totals can be displayed for rows and/or columns. Click on the Design tab of PivotTable Tools. In the Layout group, click on Grand Totals and choose the desired option: o Off for Rows and Columns o On for Rows and Columns o On for Rows Only o On for Columns Only Report Layout The layout of the report has several options. Click on the Design tab of PivotTable Tools. In the Layout group, click on Report Layout and choose the desired option: o Show in Compact Form o Show in Outline Form o Show in Tabular Form o Repeat All Item Labels o Do Not Repeat All Item Labels Blank Rows The report can have blank rows after each item. Click on the Design tab of PivotTable Tools. In the Layout group, click on Blank Rows and choose the desired option: o Insert Blank Line after Each Item o Remove Blank Line after Each Item Page 7

8 Moving a PivotTable The PivotTable can be moved to another location in the spreadsheet. Click on the Analyze tab of PivotTable Tools. In the Layout group, click on Move PivotTable. To move the PivotTable to a new worksheet, click to select New Worksheet and then click OK. To move the PivotTable to an existing worksheet: o Click to select Existing Worksheet. o Click on the button with the red arrow at the end of the Location box. o Click in the worksheet the PivotTable is to be moved to. o Refreshing Data If the data the PivotTable is based on has been changed, refresh the data. Click on the Analyze tab of PivotTable Tools. In the Data group, click on Refresh. Changing the Data Source Slicer If additional data has been added to the section of the worksheet on which the PivotTable is based, the data area must be selected again. Click on the Analyze tab of PivotTable Tools. In the Data group, click on the Change Data Source down arrow. Click on the button with the red arrow at the right end of the Table/Range: box. Click and drag to select the area of the worksheet to be included in the PivotTable. The Slicer is a tool that can be used to select only certain parts of the information to be displayed based on the contents of a certain field. Several Slicers can be in use at the same time. Click on the Analyze tab of PivotTable Tools. In the Filter group, click on Insert Slicer. In the Insert Slicers window, choose the desired field(s) to be used. Click on the name of the desired item. To select a series of items, click and drag over the desired items. To select items not located next to each other on the list, click on the first item and then hold down the Ctrl key while clicking on each additional item. Selecting all items in the list displays all data in the PivotTable. Page 8

9 Using the Slicer The Slicer window(s) stay active as long as they are visible. Different choices can be made at any time. Click on Clear Filter in the top right corner of the window to show all information. Deleting the Slicer Click in the Slicer window. Press the Delete key. Timeline If the data includes dates, a Timeline can be inserted and used to filter the data. Click on the Analyze tab of PivotTable Tools. In the Filter group, click on Insert Timeline. In the Insert Timelines window, click to choose the desired field with the dates. Notice the slider at the bottom for moving through the Timeline. Changing the Display In the Timeline, click on the word by the down arrow on the right. Choose the desired block of time (Years, Quarters, Months, or Days) Choosing a Block of Time Click in the Timeline. Use the slider to move to the desired location in the Timeline. Click and drag to select the desired block of time. To select an extended block of time: o Click on the beginning of the desired block of time. o Hold down the Shift key and click on the end of the desired block of time. Click on Clear Filter in the top right corner of the window to show all information. Removing the Timeline Click in the Timeline window. Press the Delete key. Page 9

10 PivotCharts Charts can be an effective visual presentation showing a comparison of items, changes over time, parts of a whole, trends, and correlations. PivotCharts represent what is displayed in the PivotTable. PivotCharts change as the PivotTable changes. A PivotChart can be created from an existing PivotTable or directly from data on a worksheet without a using a previously created PivotTable. Creating a PivotChart without an Existing PivotTable Click in the data to be used for the PivotChart. On the Ribbon, click on the Insert tab. In the Charts group, click on the PivotChart. The selected information is indicated in the Table/Range box. Click on New Worksheet to place the PivotChart on a new worksheet. To place the PivotChart on an existing worksheet: o Click on the button with the red arrow at the right of the Location box. o Navigate to the worksheet where the PivotChart is to be placed. o Press the Enter key or click on the button with the red arrow. o Build the PivotTable as noted above and the PivotChart is built at the same time. Creating a PivotChart from an Existing PivotTable Click in the PivotTable. On the Ribbon, click on the Insert tab. In the Charts group, click on PivotChart. Choose the desired type of chart based on what is to be shown. o Comparisons, Changes over Time, and Trends Use a column chart, a bar chart, a line chart, a cone chart, a pyramid chart, area chart, or surface chart. o Parts of a Whole - Use a pie chart, a doughnut chart, a stacked column chart, or a stacked bar chart. o Correlations Use an X Y (Scatter) chart or a Bubble chart. o Note A radar chart shows data from a central point in a circle. Page 10

11 Changing the Chart Type Click on the PivotChart to select it. On the Ribbon, click on the Design tab of PivotChart Tools. In the Type group, click on Change Chart Type. Click on the desired chart type in the list on the left. Choose the desired chart subtype on the right. Click on OK. Switching Rows and Columns Switching rows and columns changes the way the data is represented on the PivotChart. Click on the PivotChart to select it. On the Ribbon, click on the Design tab of PivotChart Tools. In the Data group, click on Switch Row/Column. Notice the change to the PivotTable and the PivotChart. Changing the Data Selected The data included in the chart changes as the PivotTable is changed. Make the desired changes in the PivotTable and notice the changes in the PivotChart. Changing the Chart Layout Click on the PivotChart to select it. On the Ribbon, click on the Design tab of PivotChart Tools. In the Chart Layouts group, click on Quick Layout. Click on the desired layout. Changing the Chart Style Click on the PivotChart to select it. On the Ribbon, click on the Design tab of PivotChart Tools. In the Chart Styles group, click on More. Click on the desired style. Changing the Chart Location Click on the PivotChart to select it. On the Ribbon, click on the Design tab of PivotChart Tools. In the Location group, click on Move Chart. Choose the desired location. Note If the PivotChart is being moved to a new sheet, the desired name for the sheet can be entered. Click on OK. Page 11

12 Chart Elements The elements or parts of a PivotChart can be added or removed as well as positioned in the desired location. Click on the PivotChart to select it. Click on Chart Elements. A checkmark in front of an item indicates it is included in the PivotChart. To add an element, click in the box in front of the desired item. To remove an element, click in the box in front of the desired item to remove the check mark. To control the element selected: o Place the cursor to the right of the element. o Click on the triangle. o Make the desired choice(s). Formatting Elements of the Chart Click on the PivotChart to select it. Double click on the element of the PivotChart to be formatted. The chart formatting pane opens on the right. If the correct element is not shown, click on the Chart Options down arrow and select the desired element. Click on Fill & Line. Make the desired changes. Note To show the options for an item, click on the triangle in front of it. Click on Effects. Make the desired changes. Click on Size & Properties. Make the desired changes. Close the chart formatting pane. Deleting a PivotChart Click on the PivotChart to select it. Press the Delete key. Page 12

Excel Tables & PivotTables

Excel Tables & PivotTables Excel Tables & PivotTables A PivotTable is a tool that is used to summarize and reorganize data from an Excel spreadsheet. PivotTables are very useful where there is a lot of data that to analyze. PivotTables

More information

Microsoft Excel Pivot Tables & Pivot Table Charts

Microsoft Excel Pivot Tables & Pivot Table Charts Microsoft Excel 2013 Pivot Tables & Pivot Table Charts A pivot table report allows you to analyze and summarize a million rows of data in Excel 2013 without entering a single formula. Pivot Tables let

More information

Tutorial 5: Working with Excel Tables, PivotTables, and PivotCharts. Microsoft Excel 2013 Enhanced

Tutorial 5: Working with Excel Tables, PivotTables, and PivotCharts. Microsoft Excel 2013 Enhanced Tutorial 5: Working with Excel Tables, PivotTables, and PivotCharts Microsoft Excel 2013 Enhanced Objectives Explore a structured range of data Freeze rows and columns Plan and create an Excel table Rename

More information

New Perspectives on Microsoft Excel Module 5: Working with Excel Tables, PivotTables, and PivotCharts

New Perspectives on Microsoft Excel Module 5: Working with Excel Tables, PivotTables, and PivotCharts New Perspectives on Microsoft Excel 2016 Module 5: Working with Excel Tables, PivotTables, and PivotCharts Objectives, Part 1 Explore a structured range of data Freeze rows and columns Plan and create

More information

Data Should Not be a Four Letter Word Microsoft Excel QUICK TOUR

Data Should Not be a Four Letter Word Microsoft Excel QUICK TOUR Toolbar Tour AutoSum + more functions Chart Wizard Currency, Percent, Comma Style Increase-Decrease Decimal Name Box Chart Wizard QUICK TOUR Name Box AutoSum Numeric Style Chart Wizard Formula Bar Active

More information

Microsoft Excel 2013/2016 Pivot Tables

Microsoft Excel 2013/2016 Pivot Tables Microsoft Excel 2013/2016 Pivot Tables Creating PivotTables PivotTables are powerful data analysis tools. They let you summarize data in various ways and instantly change the view you use. A PivotTable

More information

Creating a Pivot Table

Creating a Pivot Table Contents Introduction... 1 Creating a Pivot Table... 1 A One-Dimensional Table... 2 A Two-Dimensional Table... 4 A Three-Dimensional Table... 5 Hiding and Showing Summary Values... 5 Adding New Data and

More information

Creating Automated Dashboard Excel 2013 Contents

Creating Automated Dashboard Excel 2013 Contents Creating Automated Dashboard Excel 2013 Contents Summarize Data Using Pivot Table... 2 Constructing Report Summary... 2 Create a PivotTable from worksheet data... 2 Add fields to a PivotTable... 2 Grouping

More information

GO! with Microsoft Excel 2016 Comprehensive

GO! with Microsoft Excel 2016 Comprehensive GO! with Microsoft Excel 2016 Comprehensive First Edition Chapter 7 Creating PivotTables and PivotCharts Learning Objectives Create a PivotTable Report Use Slicers and Search Filters Modify a PivotTable

More information

Gloucester County Library System. Excel 2010

Gloucester County Library System. Excel 2010 Gloucester County Library System Excel 2010 Introduction What is Excel? Microsoft Excel is an electronic spreadsheet program. It is capable of performing many different types of calculations and can organize

More information

The subject of this chapter is the pivot table, the name given to a special

The subject of this chapter is the pivot table, the name given to a special Chapter 2: Generating Pivot Tables In This Chapter Understanding how to use pivot tables to summarize and analyze your data The many methods for creating pivot tables Pivoting the elements in the data

More information

How to insert table in Excel?

How to insert table in Excel? What is Table in Excel? Tables allow you to analyze your data in Excel quickly and easily. How to insert table in Excel? To insert a table, execute the following steps. 1. Click any single cell inside

More information

Excel Tables and Pivot Tables

Excel Tables and Pivot Tables A) Why use a table in the first place a. Easy to filter and sort if you only sort or filter by one item b. Automatically fills formulas down c. Can easily add a totals row d. Easy formatting with preformatted

More information

Microsoft Office Excel

Microsoft Office Excel Microsoft Office 2007 - Excel Help Click on the Microsoft Office Excel Help button in the top right corner. Type the desired word in the search box and then press the Enter key. Choose the desired topic

More information

Excel 2013 Intermediate

Excel 2013 Intermediate Excel 2013 Intermediate Quick Access Toolbar... 1 Customizing Excel... 2 Keyboard Shortcuts... 2 Navigating the Spreadsheet... 2 Status Bar... 3 Worksheets... 3 Group Column/Row Adjusments... 4 Hiding

More information

Index. C calculated fields, vs. calculated items, 56 correcting results in, 67 creating, 61 count of unique items, 66

Index. C calculated fields, vs. calculated items, 56 correcting results in, 67 creating, 61 count of unique items, 66 Index symbols % Difference From custom calculation, 49, 65 % of Column custom calculation, 53 % Of custom calculation, 48 % of Row custom calculation, 52 % of Total custom calculation, 54 < less than symbol,

More information

File Name: Data File Pivot Tables 3 Hrs.xlsx

File Name: Data File Pivot Tables 3 Hrs.xlsx File Name: Data File Pivot Tables 3 Hrs.xlsx Lab 1: Create Simple Pivot Table to Explore the Basics 1. Select the tab labeled Raw Data Start and explore the data. 2. Position the cursor in Cell A2. 3.

More information

MS Office 2016 Excel Pivot Tables - notes

MS Office 2016 Excel Pivot Tables - notes Introduction Why You Should Use a Pivot Table: Organize your data by aggregating the rows into interesting and useful views. Calculate and sum data quickly. Great for finding typos. Create a Pivot Table

More information

Pivot Tables in Excel Contents. Updated 5/19/2016

Pivot Tables in Excel Contents. Updated 5/19/2016 Pivot Tables in Excel 2010 Updated 5/19/2016 Contents Setup a Pivot Table in Excel 2010... 2 General Field List Features... 4 Summing and Counting Together... 6 Grouping Date Data... 7 Grouping Non-Date

More information

Gloucester County Library System EXCEL 2007

Gloucester County Library System EXCEL 2007 Gloucester County Library System EXCEL 2007 Introduction What is Excel? Microsoft E x c e l is an electronic s preadsheet program. I t is capable o f performing many diff e r e n t t y p e s o f c a l

More information

Microsoft Excel Pivot Tables & Pivot Table Charts

Microsoft Excel Pivot Tables & Pivot Table Charts Microsoft Excel 2007 Pivot Tables & Pivot Table Charts A pivot table report allows you to analyze and summarize a million rows of data in Excel 2007 without entering a single formula. Pivot Tables let

More information

Streamlined Reporting with

Streamlined Reporting with Streamlined Reporting with Presentation by: Ryan Black, M.B.A. Business and Fiscal Officer Office of the Provost Wright State University, Dayton, Ohio Microsoft Excel offers one of the most powerful software

More information

File Name: Pivot Table Labs.xlsx

File Name: Pivot Table Labs.xlsx File Name: Pivot Table Labs.xlsx Lab Session 1: Create Simple Pivot Table with a Date Grouping Note: Instructions for the first lab are very detailed because it might be the first time you have created

More information

1. What is a PivotTable? What is a Cross Tab Report?

1. What is a PivotTable? What is a Cross Tab Report? Data Analysis & Business Intelligence Made Easy with Excel Power Tools Excel Data Analysis Basics = E-DAB Notes for Video: E-DAB-04: Summary Reports with Standard PivotTables & Slicers Objectives of Video:

More information

ASMC Professional Development Institute, Anaheim, CA. Teksouth Corp.

ASMC Professional Development Institute, Anaheim, CA. Teksouth Corp. PivotTable Power For You! A Guide to Powerful Data Analysis in Microsoft Excel ASMC Professional Development Institute, Anaheim, CA May 27, 2012 Paul Friedman, CDFM Teksouth Corp. Paul.Friedman.ctr@hq.southcom.mil

More information

Formulas, LookUp Tables and PivotTables Prepared for Aero Controlex

Formulas, LookUp Tables and PivotTables Prepared for Aero Controlex Basic Topics: Formulas, LookUp Tables and PivotTables Prepared for Aero Controlex Review ribbon terminology such as tabs, groups and commands Navigate a worksheet, workbook, and multiple workbooks Prepare

More information

Excel 2007 New Features Table of Contents

Excel 2007 New Features Table of Contents Table of Contents Excel 2007 New Interface... 1 Quick Access Toolbar... 1 Minimizing the Ribbon... 1 The Office Button... 2 Format as Table Filters and Sorting... 2 Table Tools... 4 Filtering Data... 4

More information

How to Create and Use a Pivot Table in Excel

How to Create and Use a Pivot Table in Excel How to Create and Use a Pivot Table in Excel Nikki Casasanto What you need Microsoft Office: Excel 2013 Data Why use a Pivot Table? Microsoft Excel pivot tables offer a way to quickly summarize data. It

More information

Excel 2013 or later contains a range of useful features. Use this quick guide to familiarise yourself with some of these.

Excel 2013 or later contains a range of useful features. Use this quick guide to familiarise yourself with some of these. MS Excel Useful Features Excel 2013 or later contains a range of useful features. Use this quick guide to familiarise yourself with some of these. Choose Startup Options Depending on your preferences,

More information

2013 ADVANCED MANUAL

2013 ADVANCED MANUAL 2013 ADVANCED MANUAL C B C H O U S E 2 4 C A N N I N G S T R E E T E D I N B U R G H E H 3 8 E G 0 1 3 1 2 7 2 2 7 9 0 W W W. I T R A I N S C O T L A N D. C O. U K I N F O @ I T R A I N S C O T L A N D.

More information

Excel 2007/2010. Don t be afraid of PivotTables. Prepared by: Tina Purtee Information Technology (818)

Excel 2007/2010. Don t be afraid of PivotTables. Prepared by: Tina Purtee Information Technology (818) Information Technology MS Office 2007/10 Users Guide Excel 2007/2010 Don t be afraid of PivotTables Prepared by: Tina Purtee Information Technology (818) 677-2090 tpurtee@csun.edu [ DON T BE AFRAID OF

More information

COURSE CONTENT EXCEL BASIC ONE DAY

COURSE CONTENT EXCEL BASIC ONE DAY COURSE CONTENT EXCEL BASIC ONE DAY SOME OF THE BENEFITS OF USING A SPREADSHEET STARTING EXCEL GETTING YOURSELF ORIENTATED WITH THE EXCEL SCREEN THE OFFICE BUTTON/FILE TAB THE TITLE BAR THE RIBBONS GROUPS

More information

Excel Advanced

Excel Advanced Excel 2016 - Advanced LINDA MUCHOW Alexandria Technical & Community College 320-762-4539 lindac@alextech.edu Table of Contents Macros... 2 Adding the Developer Tab in Excel 2016... 2 Excel Macro Recorder...

More information

Pivot Table Project. Objectives. By the end of this lesson, you will be able to:

Pivot Table Project. Objectives. By the end of this lesson, you will be able to: Pivot Table Project Objectives By the end of this lesson, you will be able to: Set up a Worksheet Enter Labels and Values Use Sum and IF functions Format and align cells Change column width Use AutoFill

More information

Intermediate Excel Training Course Content

Intermediate Excel Training Course Content Intermediate Excel Training Course Content Lesson Page 1 Absolute Cell Addressing 2 Using Absolute References 2 Naming Cells and Ranges 2 Using the Create Method to Name Cells 3 Data Consolidation 3 Consolidating

More information

THE POWER OF PIVOT TABLES

THE POWER OF PIVOT TABLES THE POWER OF PIVOT TABLES To fully understand the power of a PivotTable, one must first consider what is a PivotTable and what makes them powerful? Following are the main properties that define a Pivot

More information

Candy is Dandy Project (Project #12)

Candy is Dandy Project (Project #12) Candy is Dandy Project (Project #12) You have been hired to conduct some market research about M&M's. First, you had your team purchase 4 large bags and the results are given for the contents of those

More information

Microsoft Excel 2010 Training. Excel 2010 Basics

Microsoft Excel 2010 Training. Excel 2010 Basics Microsoft Excel 2010 Training Excel 2010 Basics Overview Excel is a spreadsheet, a grid made from columns and rows. It is a software program that can make number manipulation easy and somewhat painless.

More information

WAAT-PivotTables Accounting Seminar

WAAT-PivotTables Accounting Seminar WAAT-PivotTables-08-26-2016-Accounting Seminar Table of Contents What does a PivotTable do?... 2 How to create PivotTable:... 2 Add conditions to the PivotTable:... 2 Grouping Daily Dates into Years, Quarters,

More information

Microsoft Office Excel 2013

Microsoft Office Excel 2013 Microsoft Office Excel 2013 PivotTables and PivotCharts University Information Technology Services Training, Outreach, Learning Technologies and Video Production Copyright 2014 KSU Department of University

More information

Data Visualization via Conditional Formatting

Data Visualization via Conditional Formatting Data Visualization Data visualization - the process of displaying data (often in large quantities) in a meaningful fashion to provide insights that will support better decisions. Data visualization improves

More information

Chapter at a glance. Analyze. Filter. Format. Create. Analyze data dynamically by using PivotTables, page 288

Chapter at a glance. Analyze. Filter. Format. Create. Analyze data dynamically by using PivotTables, page 288 Chapter at a glance Analyze Analyze data dynamically by using PivotTables, page 288 Filter Filter, show, and hide PivotTable data, page 298 Format Format PivotTables, page 313 Create Create dynamic charts

More information

INSERT SUBTOTALS Database Exercise Sort the Data Department Department Data Tab Sort and Filter Group

INSERT SUBTOTALS Database Exercise Sort the Data Department Department Data Tab Sort and Filter Group INSERT SUBTOTALS Subtotals are used to summarize data in a range of data. This command offers many kinds of summary information, including counts, sums, averages, minimums, and maximums. When this feature

More information

Excel Level 1

Excel Level 1 Excel 2016 - Level 1 Tell Me Assistant The Tell Me Assistant, which is new to all Office 2016 applications, allows users to search words, or phrases, about what they want to do in Excel. The Tell Me Assistant

More information

M i c r o s o f t E x c e l A d v a n c e d P a r t 3-4. Microsoft Excel Advanced 3-4

M i c r o s o f t E x c e l A d v a n c e d P a r t 3-4. Microsoft Excel Advanced 3-4 Microsoft Excel 2010 Advanced 3-4 0 Absolute references There may be times when you do not want a cell reference to change when copying or filling cells. You can use an absolute reference to keep a row

More information

Sort, Filter, Pivot Table

Sort, Filter, Pivot Table Sort, Filter, Pivot Table Sort A common database task is to rearrange the information based on a header/field or headers/fields. This is called Sorting or Filtering. Sorting rearranges all of the information

More information

USING MICROSOFT EXCEL 2016 Guided Project 4-3

USING MICROSOFT EXCEL 2016 Guided Project 4-3 Guided Project 4-3 Clemenson Imaging analyzes expense reports from field representatives as well as patient and image data. To complete the worksheets, you format data as a table and build an advanced

More information

EXCEL ADVANCED Linda Muchow

EXCEL ADVANCED Linda Muchow EXCEL ADVANCED 2016 Alexandria Technical and Community College Customized Training Technology Specialist 1601 Jefferson Street, Alexandria, MN 56308 320-762-4539 Linda Muchow lindac@alextech.edu 1 Table

More information

Microsoft Excel 2016 / 2013 Basic & Intermediate

Microsoft Excel 2016 / 2013 Basic & Intermediate Microsoft Excel 2016 / 2013 Basic & Intermediate Duration: 2 Days Introduction Basic Level This course covers the very basics of the Excel spreadsheet. It is suitable for complete beginners without prior

More information

ABOUT PIVOTTABLES TABLE OF CONTENTS

ABOUT PIVOTTABLES TABLE OF CONTENTS University of Southern California Academic Information Services Excel 2007 - PivotTables ABOUT PIVOTTABLES PivotTables provide an excellent means of analyzing data stored in database format by rearranging

More information

Pivot Tables, Lookup Tables and Scenarios

Pivot Tables, Lookup Tables and Scenarios Introduction Format and manipulate data using pivot tables. Using a grading sheet as and example you will be shown how to set up and use lookup tables and scenarios. Contents Introduction Contents Pivot

More information

EXCEL 2007 TIP SHEET. Dialog Box Launcher these allow you to access additional features associated with a specific Group of buttons within a Ribbon.

EXCEL 2007 TIP SHEET. Dialog Box Launcher these allow you to access additional features associated with a specific Group of buttons within a Ribbon. EXCEL 2007 TIP SHEET GLOSSARY AutoSum a function in Excel that adds the contents of a specified range of Cells; the AutoSum button appears on the Home ribbon as a. Dialog Box Launcher these allow you to

More information

2) Excel Basics 5: Power of PivotTables to Create Reports with Various Calculations & Layouts. Page 1 of 21

2) Excel Basics 5: Power of PivotTables to Create Reports with Various Calculations & Layouts. Page 1 of 21 Office 2016 Excel Basics 20 Video/Class Project #32 Excel Basics 20: PivotTable Power: 14 Amazing PivotTable Reporting Tricks from Slicers to Show Values As! Goal in video # 20: Learn about how to create

More information

Mathematical Operators for Excel

Mathematical Operators for Excel EXCEL ADVANCED 1 Mathematical Operators for Excel < > = >=

More information

PIVOT TABLES IN MICROSOFT EXCEL 2016

PIVOT TABLES IN MICROSOFT EXCEL 2016 PIVOT TABLES IN MICROSOFT EXCEL 2016 A pivot table is a powerful tool that allows you to take a long list of data and transform it into a more compact and readable table. In the process, the tool allows

More information

Microsoft Excel 2010

Microsoft Excel 2010 Microsoft Excel 2010 omar 2013-2014 First Semester 1. Exploring and Setting Up Your Excel Environment Microsoft Excel 2010 2013-2014 The Ribbon contains multiple tabs, each with several groups of commands.

More information

Excel Intermediate. Click in the name column of our Range of Data. (Do not highlight the column) Click on the Data Tab in the Ribbon

Excel Intermediate. Click in the name column of our Range of Data. (Do not highlight the column) Click on the Data Tab in the Ribbon Custom Sorting and Subtotaling Excel Intermediate Excel allows us to sort data whether it is alphabetic or numeric. Simply clicking within a column or row of data will begin the process. Click in the name

More information

Excel Tutorial 5: Working with Excel Tables, PivotTables, and PivotCharts. 6. You can use a table s sizing handle to add columns or rows to a table.

Excel Tutorial 5: Working with Excel Tables, PivotTables, and PivotCharts. 6. You can use a table s sizing handle to add columns or rows to a table. Excel Tutorial 5: Working with Excel Tables, PivotTables, and PivotCharts TRUE/FALSE 1. The header row must be row 1. ANS: F PTS: 1 REF: EX 234 2. If you freeze the top row in a worksheet and press Ctrl+Home,

More information

Access 2013 Introduction to Forms and Reports

Access 2013 Introduction to Forms and Reports Forms Overview You can create forms to present data in a more attractive and easier to use format They can be used for viewing, editing and printing data and in advanced cases, used to automate the database

More information

Quick Reference Guide 8 Excel 2013 for Windows Keyboard Shortcut Keys

Quick Reference Guide 8 Excel 2013 for Windows Keyboard Shortcut Keys Quick Reference Guide 8 Excel 2013 for Windows Keyboard Shortcut Keys Control Shortcut s Ctrl + PgDn Ctrl + PgUp Ctrl + Shift + & Ctrl + Shift_ Ctrl + Shift + ~ Ctrl + Shift + $ Ctrl + Shift + % Ctrl +

More information

Excel. Spreadsheet functions

Excel. Spreadsheet functions Excel Spreadsheet functions Objectives Week 1 By the end of this session you will be able to :- Move around workbooks and worksheets Insert and delete rows and columns Calculate with the Auto Sum function

More information

Sample Chapters. To learn more about this book, visit the detail page at: go.microsoft.com/fwlink/?linkid= Copyright 2010 by Curtis Frye

Sample Chapters. To learn more about this book, visit the detail page at: go.microsoft.com/fwlink/?linkid= Copyright 2010 by Curtis Frye Sample Chapters Copyright 2010 by Curtis Frye All rights reserved. To learn more about this book, visit the detail page at: go.microsoft.com/fwlink/?linkid=191751 Chapter at a Glance Analyze data dynamically

More information

Excel 2013 Charts and Graphs

Excel 2013 Charts and Graphs Excel 2013 Charts and Graphs Copyright 2016 Faculty and Staff Training, West Chester University. A member of the Pennsylvania State System of Higher Education. No portion of this document may be reproduced

More information

PivotTables & Charts for Health

PivotTables & Charts for Health PivotTables & Charts for Health Data Inputs PivotTables Pivot Charts Global Strategic Information UCSF Global Health Sciences Version Malaria 1.0 1 Table of Contents 1.1. Introduction... 3 1.1.1. Software

More information

SBCUSD IT Training Program. MS Excel lll. VLOOKUPS, PivotTables, Macros, and More

SBCUSD IT Training Program. MS Excel lll. VLOOKUPS, PivotTables, Macros, and More SBCUSD IT Training Program MS Excel lll VLOOKUPS, PivotTables, Macros, and More Revised 10/25/2018 TABLE OF CONTENTS VLOOKUP...2 VLOOLUP...2 SUMIF...3 SUMIF...3 PivotTable...4 Create PivotTable...4 Build

More information

Excel 2010 Level 1: The Excel Environment

Excel 2010 Level 1: The Excel Environment Excel 2010 Level 1: The Excel Environment Table of Contents The Excel 2010 Environment... 1 The Excel Window... 1 File Tab... 1 The Quick Access Toolbar... 4 Access the Customize the Quick Access Toolbar

More information

How Commercial Off-the-Shelf (COTS) Business Intelligence (BI) Tools Can Improve Financial Management Analysis

How Commercial Off-the-Shelf (COTS) Business Intelligence (BI) Tools Can Improve Financial Management Analysis How Commercial Off-the-Shelf (COTS) Business Intelligence (BI) Tools Can Improve Financial Management Analysis Carolyn L. North, CPA, CGFM, CDFM/A, PMP R. Ross Hosse, CDFM Purpose of Business Intelligence

More information

To complete this workbook, you will need the following file:

To complete this workbook, you will need the following file: CHAPTER 4 Excel More Skills 13 Create PivotTable Reports A PivotTable report is an interactive, cross-tabulated Excel report used to summarize and analyze data. PivotTable reports are used to ask questions

More information

ADVANCED INQUIRIES IN ALBEDO: PART 2 EXCEL DATA PROCESSING INSTRUCTIONS

ADVANCED INQUIRIES IN ALBEDO: PART 2 EXCEL DATA PROCESSING INSTRUCTIONS ADVANCED INQUIRIES IN ALBEDO: PART 2 EXCEL DATA PROCESSING INSTRUCTIONS Once you have downloaded a MODIS subset, there are a few steps you must take before you begin analyzing the data. Directions for

More information

Looking good! Slicing and dicing to visualize data in Excel Dashboards Michael Winecoff UNC Charlotte J. Murrey Atkins Library

Looking good! Slicing and dicing to visualize data in Excel Dashboards Michael Winecoff UNC Charlotte J. Murrey Atkins Library Looking good! Slicing and dicing to visualize data in Excel Dashboards Michael Winecoff UNC Charlotte J. Murrey Atkins Library http://goo.gl/asn5xt Objective To take spreadsheet data and present it visually

More information

Quick Guide for Excel 2015 Data Management November 2015 Training:

Quick Guide for Excel 2015 Data Management November 2015 Training: http://pfw.edu Quick Guide for Excel 2015 Data Management November 2015 Training: http://pfw.edu/training Excel 2016 Data Management AutoFill and Custom Lists AutoFill 1. Select the range that contains

More information

Tips & Tricks: MS Excel

Tips & Tricks: MS Excel Tips & Tricks: MS Excel 080501.2319 Table of Contents Navigation and References... 3 Layout... 3 Working with Numbers... 5 Power Features... 7 From ACS to Excel and Back... 8 Teacher Notes: Test examples

More information

Microsoft Excel Office 2016/2013/2010/2007 Tips and Tricks

Microsoft Excel Office 2016/2013/2010/2007 Tips and Tricks Microsoft Excel Office 2016/2013/2010/2007 Tips and Tricks In Office 2007, the OFFICE BUTTON is the symbol at the top left of the screen. 1 Enter Fractions That Will Display And Calculate Properly a. Type

More information

Creating Charts and PivotTables

Creating Charts and PivotTables 10 Creating Charts and PivotTables LESSON SKILL MATRIX Skill Exam Objective Objective Number Building Charts Create charts based on worksheet data. 6.1 Formatting a Chart with a Quick Style Formatting

More information

Chapter 4. Microsoft Excel

Chapter 4. Microsoft Excel Chapter 4 Microsoft Excel Topic Introduction Spreadsheet Basic Screen Layout Modifying a Worksheet Formatting Cells Formulas and Functions Sorting and Filling Borders and Shading Charts Introduction A

More information

course notes quick reference guide

course notes quick reference guide course notes quick reference guide Microsoft Excel 2010 Welcome to Excel 2010 Excel 2010 is the premier spreadsheet application from Microsoft. Excel 2010 makes it easier to analyze data quickly with new

More information

Microsoft Excel 2010 Tutorial

Microsoft Excel 2010 Tutorial 1 Microsoft Excel 2010 Tutorial Excel is a spreadsheet program in the Microsoft Office system. You can use Excel to create and format workbooks (a collection of spreadsheets) in order to analyze data and

More information

Objective: Class Activities

Objective: Class Activities Objective: A Pivot Table is way to present information in a report format. The idea is that you can click drop down lists and change the data that is being displayed. Students will learn how to group data

More information

Microsoft Excel 2010 Part 2: Intermediate Excel

Microsoft Excel 2010 Part 2: Intermediate Excel CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Excel 2010 Part 2: Intermediate Excel Spring 2014, Version 1.0 Table of Contents Introduction...3 Working with Rows and

More information

Chapter-2 Digital Data Analysis

Chapter-2 Digital Data Analysis Chapter-2 Digital Data Analysis 1. Securing Spreadsheets How to Password Protect Excel Files Encrypting and password protecting Microsoft Word and Excel files is a simple matter. There are a couple of

More information

Excel Foundation Quick Reference (Windows PC)

Excel Foundation Quick Reference (Windows PC) Excel Foundation Quick Reference (Windows PC) See https://staff.brighton.ac.uk/is/training/pages/excel/foundation.aspx for videos and exercises to accompany this quick reference card. Structure of a spreadsheet

More information

Patricia Andrada Quick Guide Excel 2010 Data Management-July 2011 Page 1

Patricia Andrada Quick Guide Excel 2010 Data Management-July 2011 Page 1 Patricia Andrada Quick Guide Excel 2010 Data Management-July 2011 Page 1 Excel 2010 Data Management AutoFill and Custom Lists AutoFill 1. Select the range that contains the initial value(s) of the series

More information

Pivot Tables and Pivot Charts Activities

Pivot Tables and Pivot Charts Activities PMI Online Education Pivot Tables and Pivot Charts Activities Microcomputer Applications Updated 12.16.2011 Table of Contents Objective 1: Create and Modify PivotTable Reports... 3 Organizing Data to Display

More information

Excel 2016 Charts and Graphs

Excel 2016 Charts and Graphs Excel 2016 Charts and Graphs training@health.ufl.edu Excel 2016: Charts and Graphs 2.0 hours This workshop assumes prior experience with Excel, Basics I recommended. Topics include data groupings; creating

More information

Contents. Group 2 Excel Handouts 2010

Contents. Group 2 Excel Handouts 2010 Contents Styles... 2 Conditional Formatting... 2 Create a New Rule... 4 Format as Table... 5 Create your own New Table Style... 8 Cell Styles... 9 New Cell Style... 10 Merge Styles... 10 Sparklines...

More information

Rows area Values area

Rows area Values area Office 2016 Excel Basics 05 Video/Class Project #17 Excel Basics 5: Power of PivotTables to Create Reports with Various Calculations & Layouts Goal in video # 5: Learn more about how we can use PivotTables

More information

Microsoft Access 2013

Microsoft Access 2013 Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction Objectives Describe the features of the Access window Create a database Create tables in Datasheet and Design views Add records

More information

Advanced Excel Charts : Tables : Pivots

Advanced Excel Charts : Tables : Pivots Advanced Excel Charts : Tables : Pivots Protecting Your Tables/Cells Protecting your cells/tables is a good idea if multiple people have access to your computer or if you want others to be able to look

More information

Unleash the Power of Excel

Unleash the Power of Excel Unleash the Power of Excel Administrative Professionals Conference, April 18, 2018 Tricia Olinger, Administrative Office Professional Program Lead Rochester Community and Technical College Tables and Charts

More information

Excel 2013 Workshop. Prepared by

Excel 2013 Workshop. Prepared by Excel 2013 Workshop Prepared by Joan Weeks Computer Labs Manager & Madeline Davis Computer Labs Assistant Department of Library and Information Science June 2014 Excel 2013: Fundamentals Course Description

More information

Pivot Tables. This is a handout for you to keep. Please feel free to use it for taking notes.

Pivot Tables. This is a handout for you to keep. Please feel free to use it for taking notes. Class Description This is an introduction to using Pivot Tables in spreadsheets, focusing on Microsoft Excel. Attendees should have a good basic knowledge of spreadsheets. Class Length One and one half

More information

INFORMATION TECHNOLOGY 402 UNIT IV SPREADSHEET

INFORMATION TECHNOLOGY 402 UNIT IV SPREADSHEET INFORMATION TECHNOLOGY 402 UNIT IV SPREADSHEET AUTOSUM AutoSum is a function in Microsoft Excel and other spreadsheet programs that automatically enters the appropriate formula or function into your spreadsheet.

More information

Excel. Excel Options click the Microsoft Office Button. Go to Excel Options

Excel. Excel Options click the Microsoft Office Button. Go to Excel Options Excel Excel Options click the Microsoft Office Button. Go to Excel Options Templates click the Microsoft Office Button. Go to New Installed Templates Exercise 1: Enter text 1. Open a blank spreadsheet.

More information

Introduction to Excel 2013 Part 2

Introduction to Excel 2013 Part 2 Introduction to Excel 2013 Part 2 Open a file Select File from the Menu bar, select Open from the drop down menu, navigate to the place where the file was stored, double-left click on the file name. Modify

More information

Microsoft How to Series

Microsoft How to Series Microsoft How to Series Getting Started with EXCEL 2007 A B C D E F Tabs Introduction to the Excel 2007 Interface The Excel 2007 Interface is comprised of several elements, with four main parts: Office

More information

Excel 2007 Pivot Table Sort Column Headings

Excel 2007 Pivot Table Sort Column Headings Excel 2007 Pivot Table Sort Column Headings Pivot table is not used for sorting and filtering, it is used for summarizing and reporting. labels and col5 to values, as shown in the figure above (col1, col2

More information

Microsoft Excel 2010 Handout

Microsoft Excel 2010 Handout Microsoft Excel 2010 Handout Excel is an electronic spreadsheet program you can use to enter and organize data, and perform a wide variety of number crunching tasks. Excel helps you organize and track

More information

Rev. C 11/09/2010 Downers Grove Public Library Page 1 of 41

Rev. C 11/09/2010 Downers Grove Public Library Page 1 of 41 Table of Contents Objectives... 3 Introduction... 3 Excel Ribbon Components... 3 Office Button... 4 Quick Access Toolbar... 5 Excel Worksheet Components... 8 Navigating Through a Worksheet... 8 Making

More information

EVALUATION ONLY. In this lesson, you will learn about Excel. Using LOOKUP Functions, PivotTables, and Macros EXCEL 2013 LESSON OUTLINE

EVALUATION ONLY. In this lesson, you will learn about Excel. Using LOOKUP Functions, PivotTables, and Macros EXCEL 2013 LESSON OUTLINE 12 EXCEL 2013 LESSON OUTLINE Using LOOKUP Functions, PivotTables, and Macros Introducing Lookup Functions Creating PivotTables Creating PivotCharts Changing Macro Security Recording Macros Running Macros

More information