"Excel with Excel 2013: Pivoting with Pivot Tables" by Venu Gopalakrishna Remani. October 28, 2014

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1 Teaching Excellence and Innovation 1

2 Pivot table Pivot table does calculations with criteria Data should be arranged as : Field names in the first rows, records in rows No blank rows or blank columns should be there. Put zero instead of the same. Title headers should be unique If two data sets are present, there should be empty cells surrounding the data set Short cut for accessing the Pivot table ; ALT N V Pivot table : when to use that function? We use pivot tables for what is called transactional data i.e. the records of events that has happened normally in some kind of sequence There need not be dependency between these items. Teaching Excellence and Innovation 2

3 Pivot table: why it is called so? We can pivot or switch around the x axis and y axis or we can switch around what we are plotting in the tables based on our need Pivot table Avoid working in a compatibility mode especially when you are using data from previous versions of Excel. If you have a pivot table made in a version of Microsoft office excel 2003 or earlier, better prepare pivot table from the scratch Teaching Excellence and Innovation 3

4 How to create Pivot table? Click on a cell Click Control A A quick analysis icon appears : New feature in Excel 2013 Pivot table Pivot table field list is the place from which you select the criteria from Click and drag from the list Teaching Excellence and Innovation 4

5 New Recommended Pivot Table Click on a cell in the data list Click on the Recommended PivotTables command button on Insert tab of the Ribbon or Press Alt+NSP. Select the right pivot table you want to create from the list provided and then click OK. Excel creates a new pivot table on a new worksheet (Sheet1) Screenshot of recommended pivot tables Teaching Excellence and Innovation 5

6 Click on a cell and select recommended pivot tables Pivot table is produced in a separate worksheet Teaching Excellence and Innovation 6

7 Manually creating pivot table Click on a cell in your dataset and on the insert tab click the PivotTable command button or you can use the short cut Alt+NV. Create PivotTable dialog box is opened with all data selected. In the Select a Table or Range button you have the option to select those cells you want if you do not want to include the whole data set Manually creating pivot table New pivot table will be created on a new worksheet. If you want the pivot table on the same worksheet click on the Existing worksheet button and specify the location Teaching Excellence and Innovation 7

8 Click on a cell and select pivot table on the insert tab Filtering row and columns The filter buttons are found on the column and row fields attached to their labels You can filter out entries with this Teaching Excellence and Innovation 8

9 Filtering row and columns Column labels and filtering Teaching Excellence and Innovation 9

10 Column labels and filtering Advanced filtering options Go to Label Filters and Value Filters Select criteria, such as label values less than 20 Click OK Teaching Excellence and Innovation 10

11 Advanced filtering options Advanced filtering options Teaching Excellence and Innovation 11

12 Advanced filtering options Advanced filtering options Teaching Excellence and Innovation 12

13 Top 10 list Top 10 and bottom 10 selection Teaching Excellence and Innovation 13

14 Top 10 and bottom 10 selection Creating pivot charts According to Tufte the greatest number of ideas in the shortest time with the least ink in the smallest space Teaching Excellence and Innovation 14

15 Creating pivot charts Tufte s five data graphic principles are Above all else show the data. Maximize the data ink ratio, within reason Erase non data ink within reason Erase redundant data ink, within reason Revise and edit Choose the right number of options Teaching Excellence and Innovation 15

16 Choosing the right graph Carey, Chris. angrycolored0003.jpg Pics4Learning. 30 Jul 2014 < Compare values across categories Column chart Bar chart Radar chart Teaching Excellence and Innovation 16

17 Trends over time or category Line Area Surface chart Contribution Pie 100% stacked chart Finally revise, edit and format. You can improve a chart in the same way you can improve your writing by revising and editing the content. Teaching Excellence and Innovation 17

18 Line Chart Vs Column chart Format axis Teaching Excellence and Innovation 18

19 References Succeeding in Business with Microsoft Excel 2013: A Problem Solving Approach ISBN number Shelly Cashman Series: Microsoft Excel 2013 Comprehensive ISBN number This workshop would not have been possible without these people I know that you know all of them. If not, that is your homework We wholeheartedly appreciate their help! Teaching Excellence and Innovation 19

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