Agenda
Excel
Class PivotTables
Excel
& Word Integration
Try
PivotTable tutorial & work on Assignment #1
PivotTables
PivotTables
With
the PivotTable feature, you can summarize selected data in a worksheet, then list and display the data in a table format The interactive quality of a PivotTable allows you to freely rearrange, to `pivot' parts of the table structure around the data and summarize any data values within the table
PivotTables cont.
Planning
Review
a PivotTable
the list information Determine the purpose of the table and note the fields you'll want to include Determine which fields contain he data you want to summarize and the summary function you want to use Decide how you want to arrange the data Determine the location of the PivotTable
Creating a PivotTable
Select A1 or the data you want to summarize Click on "Data" and "PivotTable and Pivotchart report" Select "Microsoft Excel list or database option button" and "PivotTable" is selected select `Next' Pick location of PivotTable (in existing worksheet or new worksheet) Select `Finish" Drag Row and Column data into appropriate areas on the PivotTable layout drag data into central portion (NOTE: "sum" is the Excel default summary function) Remember to save your Workbook!
Changing the Summary Function
Select
or click on any cell in the data area, then click the "field settings button" Select your summary function in the list box Click OK Rename your PivotTable and re-save with new summary function
Refreshing Data in your PivotTable
If
your raw data has been altered after your PivotTable has been created click anywhere within the PivotTable range click and the "Refresh Data Button"
Changing the Structure/Formatting of a PivotTable
Although
you cannot alter data in a PivotTable, you can change its appearance and alters its structure You can add items by clicking the `item field' and dragging it onto the table You can Format the data in the cells by using "Format", "Cells" and picking the number formatting type You can AutoFormat the appearance of your PivotTable by clicking on the "Format Report" button and selecting a style that you like!
Creating a PivotChart report (a graph!)
Select the "Chart Wizard" button Select your "page fields" to determine what you are going to chart Note the following :
PivotTable Items Row fields Column Fields Page Fields
PivotChart Items Category Fields Series Fields Page Fields
Integrate WORD and EXCEL
All Microsoft Office elements are designed to work together you can share files/data between programs The file from which the information is copied is the source...