tute7_Excel_PivotTables

tute7_Excel_PivotTables - Monash University Faculty of...

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Monash University Faculty of Information Technology FIT2011 Decision Support Systems Fundamentals Tutorial Week 7 – Excel Pivot Tables for Personal DSS Pivot Tables with Microsoft Excel In this tutorial, you will learn to create a standard pivot table and perform some analysis. We will look at some of the features of a DSS like drill down, slicing/dicing using Excel. Excel provides many useful ways to represent data. Excel’s most useful data analyzing tool is its pivot tables. Using pivot tables it is possible to group and analyze data, not only from an existing range of cells but also from data obtained from external data sources. Task The task we will work through is based upon some tutorial material provided by Microsoft. First you will have to download the data that this exercise requires. These files are: SampleCustomerReports.xls SampleOrderReports.xls SampleProductReports.xls SampleSalespersonReports.xls. Start by opening the Excel file "SampleSalespersonReports.xls". The spreadsheet file contains a series of worksheets based on some data. Explore these worksheets later if you have time. For the moment click on the "Source data" tab at the bottom to bring the worksheet with the data we will use to the top. Copy this data into a new spreadsheet file - to stop the pre-built examples from interfering or distracting us. Do this by selecting all the data and copying it into a newly created workbook ( like the image below). The Create PivotTable dialog box
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When the data is ready, place the cursor anywhere in the data. That will include all the worksheet data in the report. Or select just the data you want to use in the report. Then, on the insert tab, in the Tables group, click Pivot Table and then click Pivot Table again. The Create Pivot Table dialog box opens. Select a Table or range is already selected for you. The Table/Range box shows the range of the selected data. New Worksheet is also selected for you as the place where the report will be placed (you can click Existing Worksheet if you don't want the report placed in a new worksheet).
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This is what you see in the new worksheet after you close the Create PivotTable dialog box 1. The layout area for the PivotTable report. 2. The Pivot Table Field List.
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This note was uploaded on 06/22/2011 for the course FIT 2011 taught by Professor Rob during the Three '11 term at Monash.

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tute7_Excel_PivotTables - Monash University Faculty of...

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