MicrosoftExcel 2010

Chapter 8

Working with Trendlines, PivotTable Reports, PivotChart

Reports, and Slicers

Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 2

• Analyze worksheet data using a trendline• Create a PivotTable report• Format a PivotTable report• Apply filters to a PivotTable report• Create a PivotChart report• Format a PivotChart report

Objectives

Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 3

• Apply filters to a PivotChart report• Analyze worksheet data using PivotTable and

PivotChart reports• Create slicers to filter PivotTable and PivotChart

reports• Format slicers• Analyze PivotTable and PivotChart reports using

slicers

Objectives

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Project – Eckart Pet Supplies Sales Analysis

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• Identify the trend or trends to analyze with a trendline

• Determine the type of trendline to add• Identify the types of questions to ask of your data• Visualize your workbook in various PivotTable and

PivotChart layouts• Consider using slicers to filter a PivotTable

General Project Guidelines

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• Trendline• PivotTable report• PivotChart report• Slicers• Forecasting• R-squared value• Fields• Filtering• Calculated field

Vocabulary page 490Chapter 8

Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 7

• Select the range of cells to be charted• Click the Line button (Insert tab | Charts group) to

display the Line gallery• Click the Line with Markers chart type in the 2-D Line

area of the Line gallery to insert a 2-D line chart with data markers

• Click the Move Chart button (Chart Tools Design tab | Location group) to display the Move Chart dialog box

• Click the New sheet option button (Move Chart dialog box) to select it

Creating a 2-D Line Chart

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• If necessary, double-click the default text in the New sheet text box to select the text

• Type the desired chart name• Click the OK button to move the chart to a new sheet• Click the default title to select it• Type the desired chart title and then press the

ENTER key• Click the outside of the chart area to deselect the

chart

Creating a 2-D Line Chart

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• Click the chart to select it• Click the Trendline button (Chart Tools Layout tab | Analysis

group) to display the Trendline menu• Click the More Trendline Options command to display the

Format Trendline dialog box• If necessary, click the Trendline Options category in the left

pane• Click the desired trendline type• Click the desired options in the Format Trendline dialog box• Click the Close button to add the trendline with the selected

options

Adding a Trendline to a Chart

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• Click the desired cell containing the data for the PivotTable

• Click the PivotTable button arrow (Insert tab | Tables group) to display the PivotTable menu

• Click PivotTable to display the Create PivotTable dialog box

• Click the OK button to create a blank PivotTable report

Creating a Blank PivotTable Report

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• Click the Report Layout button (PivotTable Tools Design tab | Layout group) to display the Report Layout menu

• Click the desired layout

Changing the Layout of a PivotTable Report

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• Drag the desired field from the ‘Choose fields to add to report’ area to the Report Filter area in the PivotTable Field List pane

• Click the field’s AutoFilter button to display the AutoFilter menu

• Click to select the desired criterion• Click the OK button to update the display

Filtering a PivotTable Report Using a Report Filter

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• Click the AutoFilter button to display the AutoFilter menu

• Click the Select Multiple Items check box to prepare for adding a criterion

• Click the desired check boxes to select the criterion

• Click the OK button to update the display

Filtering a PivotTable Report Using Multiple Selection Criteria

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• Click and drag the desired button from the Report Filter area in the PivotTable Field List pane to outside of the PivotTable Field List pane to remove the report filter from the PivotTable report

Removing a Filter from a PivotTable Report

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• Click the desired AutoFilter button to display the AutoFilter menu and select the desired field

• Click the OK button to update the display

Filtering a PivotTable Report Using the Row Label Filter

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• Click the AutoFilter button to display the AutoFilter menu

• Click the Clear Filter From command to remove the row label filter

Removing a Row Label Filter from a PivotTable Report

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• Select a cell in the PivotTable• Click the More button in the PivotTable Styles

gallery (PivotTable Tools Design tab | PivotTable Styles group) to expand the gallery

• Click the desired style• Format the cells as desired using the Format Cells

dialog box

Formatting a PivotTable Report

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• Right-click the desired cell to display the shortcut menu and prepare for changing the summary function

• Point to Summarize Values By on the shortcut menu to display the Summarize Values By menu

• Click the desired command

Switching Summary Functions in a PivotTable

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Summary Functions for PivotChart Report and PivotTable Report Data Analysis

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• Click the AutoFilter button to display the AutoFilter menu• Click the (Select All) check box on the AutoFilter menu to

deselect all locations• Click the desired check box to filter• Point to the Value Filters command to display the Value

Filters menu• Click the desired command• Enter the desired criteria in the Value Filter dialog box• Click the OK button to apply the filter to the PivotTable

report

Filtering a PivotTable Report Using Multiple Criteria

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• Click the AutoFilter button to display the AutoFilter menu

• Click the Clear Filter From command on the AutoFilter menu to remove the filter criteria

Removing Multiple Filter Criteria from a PivotTable Report

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• Click the Refresh button (PivotTable Tools Options tab | Data group) to update the PivotTable Report to reflect the change to the underlying data

Updating the Contents of a PivotTable Report

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• Click the Field List button (PivotTable Tools Options tab | Show group) to hide the PivotTable Field List pane

• Click the Field Headers button (PivotTable Tools Options tab | Show group) to hide the field headers

• Click the Options button (PivotTable Tools Options tab | PivotTable group) to display the PivotTable Options dialog box

• Click the ‘Autofit column widths on update’ check box to remove the check mark

• Click the OK button to turn off the autofitting of column widths

Customizing the Display of the Field List and Field Headers in the PivotTable Report

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• Right-click a cell containing the +/– button to display the shortcut menu, and then point to Expand/Collapse to display the Expand/ Collapse menu

• Click Collapse to collapse the data• Click the +/– Buttons button (PivotTable Tools

Options tab | Show group) to hide the expand and collapse buttons in the PivotTable

Customizing the Display of the +/– Buttons in the PivotTable Report

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• Select a cell in the PivotTable report• Click the Field List button (PivotTable Tools Options

tab | Show group) to display the PivotTable Field List pane

• Click the PivotChart button (PivotTable Tools Options tab | Tools group) to display the Insert Chart dialog box

• Click the desired chart type• Click the OK button to add the chart to the worksheet

Creating a PivotChart Report from an Existing PivotTable Report

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• With the chart selected, click the Move Chart button (PivotChart Tools Design tab | Location group) to display the Move Chart dialog box

• Click the New sheet option button to select it• Type the desired name in the New sheet text box• Click the OK button to move the chart to the new

sheet• In the PivotTable Field List pane, drag the desired

items out of the Values area

Changing the Location of a PivotChart Report and Deleting Data

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• Click the Change Chart Type button (PivotChart Tools Design tab | Type group) to display the Change Chart Type dialog box

• Click the new desired chart type• Click the OK button to change the chart type

Changing the PivotChart Type

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• If necessary, click the Field List button (PivotChart Tools Analyze tab | Show/ Hide group) to display the PivotTable Field List pane

• Select and deselect the fields as desired• Click and drag the buttons in the Axis Fields area

to their desired locations• Add and delete the desired fields in the Row

Labels area

Changing the View of a PivotChart

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• Select the first cell containing the data• Click the PivotTable button arrow (Insert tab | Tables

group) to display the PivotTable menu• Click the PivotChart command to display the Create

PivotTable with PivotChart dialog box• If necessary, click the New Worksheet option button• Click the OK button to add a new worksheet containing

a blank PivotTable and blank PivotChart• Add the desired fields to the Axis Fields and Values

areas

Creating a PivotChart Report Directly from Data

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• If necessary, click the PivotTable to make it active• Click the Calculations button (PivotTable Tools Options tab |

Calculations group) to display the Calculations menu • Click the Fields, Items, & Sets command on the Calculations

menu to display the Fields, Items, & Sets menu• Click the Calculated Field command on the Fields, Items, &

Sets menu to display the Insert Calculated Field dialog box• Enter the name, and formula, and then click the Add button

to add the calculated field to the Fields list• Click the OK button to close the dialog box

Adding a Calculated Field to a PivotTable Report

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• If necessary, click to make the PivotChart active• Click the Insert Slicer button arrow (PivotChart Tools

Analyze tab | Data group) to display the Insert Slicer menu

• Click the Insert Slicer command to display the Insert Slicers dialog box

• Click the check boxes to select the desired slicers to insert

• Click the OK button to display the selected slicers on the worksheet

Adding Slicers to the Worksheet

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• Click to select the slicer to format• Use the resize handles to adjust the size of the slicer• Click and drag the slicer to the desired location• Adjust the values in the Height and Width text boxes

as desired• Click the More button (Slicer Tools Options tab |

Slicer Styles group) to display the Slicer Styles gallery• Click the desired slicer style

Formatting Slicers

Chapter 8 Complete

MicrosoftExcel 2010