Ch6_PivotTableNotes_sp11

Ch6_PivotTableNotes_sp11 - Chapter 6, Part 2 of 2: Using...

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Chapter 6, Part 2 of 2: Using PivotTables to Support Decisions Chapter 6, Part 2 Skills Set up a pivot table to view the desired dimensions of the data summary. Group PivotTable summary data. Filter PivotTable summary data. Apply appropriate formats to PivotTable cells. Customize the way PivotTable values are displayed. Apply custom calculations to pivot table summary data. Update PivotTable data manually, and set PivotTable data to update automatically. Design two PivotTables that use the same data such that the two tables can group values independently by using the PivotTable Wizard. Use various aggregate functions to customize the way PivotTable data is displayed. Apply the appropriate chart type for a specific PivotChart report. Add a calculated item to a pivot table. Add a calculated field to the pivot table. Add value or text to show in blank pivot table cells. Set pivot table to refresh automatically. Create pivot table from an Access database table or query. Chapter Vocabulary detailed data summary data multi-dimensional data PivotTable report o refreshing data o grouping data o filtering summary data column filter row filter page filter PivotChart report PivotTable Wizard Demonstration 1: Create a pivot table that shows the number of employees in each department. ( Note that this first report involves only one field and it not actually a cross-tabulation. The same result may be obtained by applying Subtotals to the list.) 1. Open the file PivotTables.xlsx . Rename the file PivotTables_solution.xlsx . 2. Select a cell within the employee list. 1
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3. Select Insert Tables (group) PivotTable . The Create PivotTable dialog box will appear. 4. Verify that the list range selected is correct, click OK. 5. Check the fields in the Pivot Table Field List that you wish to add to the PivotTable. 1.a.Check Department field only. Be sure the Department field displays in the Row Label section of the field list window. 1.b. Drag the Department field from the field list to the Value section of the field list. (Be sure the Department field appears in both the Value section and the Row Labels section of the field list window.) 6. Verify that the value field summary operation is Count of Department . The pivot table will show the number of employees employed each department and the total employees in the list (total of 80 employees). 7. Name the worksheet Pivot1 . Save the workbook. Demonstration 2: Customize the PivotTable Presentation by Applying Custom Formats Manually 1. Make sure the field headers are visible. (Select a cell inside the PivotTable, then select Options(tab). The Field Headers icon should be activated (toggled on). 2.
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Ch6_PivotTableNotes_sp11 - Chapter 6, Part 2 of 2: Using...

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