North Carolina Agricultural and Technical State University Explore. Discover. Become. Using...

North Carolina Agricultural and Technical State University

Explore. Discover. Become.

Using Microsoft Excel® Pivot Tables to Turn Institutional Data into Institutional Knowledge

NCAIR Summer Drive-In 2012


What is a Pivot Table?

An interactive worksheet table»Provides a powerful tool for summarizing large amounts

of tabular data Unweighted cross-tabulation table

»A pivot table classifies numeric data in a list based on other fields within the list

General purpose:»Quickly summarize data from a worksheet or from an

external source»Calculate totals, averages, counts, etc. based on any

numeric fields in your table»Data from table can easily be made into charts


Benefits of Pivot Tables

Save time in analysis»Ease of use – not big learning curve»Fast – manipulation of large data sets take only

seconds to do»Updatable

Flexible –dynamic, able to manipulate, and versatile Reports can be customized and formatted to fit your

presentation


Building a Pivot Table Inserting a Pivot Table


Building a Pivot Table Data Selection and Creation


Building a Pivot Table Pivot Table Created


Building a Pivot Table Adding Field to Value Area (Adding Data)


Building a Pivot Table Adding Field to Row Area –Simple Report Created


Building a Pivot Chart Inserting a Pivot Chart


Building a Pivot Chart Selecting Pivot Chart Format


Building a Pivot Chart Formatting and Moving Chart


Building a Pivot Chart Formatting and Moving Chart


Building a Pivot Chart Organizing Chart


Getting More ComplexAdding Field to Column Area


Adding a Field to Column AreaChanges Pivot Chart


Manipulating the Pivot TableFiltering the Data


Manipulating the Pivot TableFiltering the Data-Changes Pivot Table and Chart


Manipulating the Pivot TableAdding Multiple Fields to Data Area

Need to change field settings


Manipulating the Pivot TableChanging Value Field Setting Summarization


Manipulating the Pivot TableAdding Multiple Fields to Data Area-Results


Manipulating the Pivot TableRight Click on Field – Change Format, Sort, & Settings


Manipulating the Pivot TableChanging Number Formats


Manipulating the Pivot TableChanging Number Formats


Manipulating the Pivot TableSorting Data


Manipulating the Pivot TableChanging Column/Row Labels


Manipulating the Pivot TableChanging value field settings to percentages


Manipulating the Pivot TableChanging value field settings to percentages- Results


Manipulating the Pivot TableInserting Custom Calculation Field


Manipulating the Pivot TableCreating Custom Calculation Field


Manipulating the Pivot TableCaution!!! (Excel reference field in formula as sum of field)


Manipulating the Pivot TableCaution!!! Only used in Value Area (Sum of Field Issue)


Manipulating the Pivot TableDeleting a Custom Calculation Field


Manipulating the Pivot TableInserting Calculated Item


Manipulating the Pivot TableCreating Calculated Item & Results


Manipulating the Pivot TableGrouping Values

http://ctl.byu.edu/wp-content/uploads/2009/06/right-click-mouse.jpg


Manipulating the Pivot TableFormatting The Pivot - Examples


Manipulating the Pivot TableFormatting The Pivot - Examples


Manipulating the Pivot TableAdding data and refreshing charts


Manipulating the Pivot TableAdding data and refreshing charts


Using External Data for Pivot TableCreating table and choosing connection


Let’s Play Around More with Pivot Tables……Questions? Comments?


Resources for More on Pivot Tables

Some information in these slides is from the Microsoft Training Webpage: http://office.microsoft.com/en-us/training/ default.aspxCopyright © 2004 Microsoft Corporation, One Microsoft Way, Redmond, Washington 98052-6399 U.S.A. All rights reserved.

Excel 2007 PivotTables and Pivot Charts: Your visual blueprint for interpreting and presenting Excel data by Paul McFedries ISBN: 978-0-470-13231-9

G. Scott Jenkins Director of Institutional ResearchNorth Carolina Agricultural and Technical State [email protected] or (336) 334-7006

http://office.microsoft.com/en-us/training/default.aspx

mailto:[email protected]

Date post:	31-Mar-2015
Category:	Documents
Upload:	miriam-fisk
View:	215 times
Download:	1 times

North Carolina Agricultural and Technical State University Explore. Discover. Become. Using...

Documents