Pivot Tables. Creating a Pivot Table is very easy. All you need to do is follow the Pivot Table Wizard

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1 Pivot Tables Why Use a Pivot Table? Pivot tables provide a way to easily summarize, analyze, consolidate, filter, and prepare data for charting, and report on large quantities of raw data in a fast, flexible manner. They are called pivot tables because you can change their layout by rearranging, or pivoting, the row and column headings quickly and easily. Creating a Pivot Table Creating a Pivot Table is very easy. All you need to do is follow the Pivot Table Wizard Open the excel file 1. Select the first cell of the range (cell A1) before starting the Pivot Table Wizard, Excel will automatically search down and to the right to find the range s extent and use the range in the pivot table. The easiest option is to click on the upper-leftmost cell of the range 2. Insert Pivot Table 3. Click OK 4. The below layout appears

2 Instructions: Drag the Ethnicity Group field and drop it in the Row Labels. 5. Choose fields to add to report: Shows all the columns from the original spreadsheet 6. The different column headings can be dragged and dropped. Buttons at the left of the dialog box represents the data fields. You drag and drop the buttons to create the desired layout of your table. (If you place the wrong field onto the table you can remove it by dragging it anywhere outside the table) Row: Contains the field(s) to be used as row titles Column: Contains the field(s) to be used as column titles Report Filter: Is used to filter the row and column data for a particular Page field value A Page dropdown will contain all the unique values for the field(s) contained in Page Values: At least one field must be placed in the data area. This will be the summary data that is reported inside the rows and columns of the pivot table. The same field can be placed in the data area more than once

3 1. Let s give it a try. Drag the word Ethnicity and drop it on the Row Labels 2. Let s take a look at what happens to our Choose fields to add to report: box when we click somewhere on our spreadsheet other then in our Labels box

4 3. As you can see the Choose fields to add to report box goes away. To get it back just in one of the cells on your Row Labels box. Drag the Ethnicity Group outside of the box and our pivot table becomes blank again. Now Drag the word Gender into the Row Labels Instructions: Drag the Gender Group field and drop it in the Row Labels. Now Drop Gender Group into Values. What happened?

5 Drag both Gender and Count of Gender out of the box

6 Instructions: Drag the Ethnicity Group field and drop it in the Values. 1. Drag Ethnicity to the Values Box 2. Choose an Ethnicity and Click on one of the Ethnicity Totals in the Labels Box 3. As you can see it created a new sheet with just the data from the ethnicity group you choose

7 Instructions: A new worksheet was created, with all the details of only the users of the White ethnic group.

8 Click on the arror next to Row Labels 1. As you see we can filter A to Z or Z to A 2. Let s look at More Sort Options 3. Click on Label Filters 4. Click on Value Filters (Find the value that is less than 10) 5. Clear the filter 6. Drag Ethnicity out of the boxes *Challenge - Let s see if you can find the count of all students in each grade.

9

10 Instructions: Let s take a look when we drag to our Column Labels and how we can change the format. Instructions: Click inside the pivot table, and then choose the Design tab on the menu. Check off banded row. Now switch to banded column. Change the color of the design.

11 Instructions: Show subtotals, Insert blank rows Please open the file call Levels: 1. Try to get a count of all levels by grade level the level is CustomField in this spreadsheet 2. The next page will show you the Pivot Table if you are having a problem

12 3. Let s format the pivot table using the Design Tab 4. Let create a chart using the table above. 5. Insert choose Column, Line, Pie, Bar etc.

13 6. Move Chart Location

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