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    Subtotals, Pivottables, and Pivot Charts: Summarizing and Analyzing Data

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    Vranda Gupta
    This document discusses how to summarize and analyze data using subtotals, PivotTables, and PivotCharts in Excel. It covers skills like subtotaling data, grouping and ungrouping data, creating and modifying PivotTables, filtering PivotTables using slicers and timelines, creating calculated fields, changing PivotTable designs, building data models with related tables, and creating PivotCharts. The subtotal function allows summing, averaging, counting, and finding the max or min of data. PivotTables consolidate and summarize data to enable analysis from different viewpoints, and PivotCharts create interactive charts from PivotTable data.

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    Subtotals, Pivottables, and Pivot Charts: Summarizing and Analyzing Data

    Uploaded by

    Vranda Gupta
    27 views41 pages
    This document discusses how to summarize and analyze data using subtotals, PivotTables, and PivotCharts in Excel. It covers skills like subtotaling data, grouping and ungrouping data, creating and modifying PivotTables, filtering PivotTables using slicers and timelines, creating calculated fields, changing PivotTable designs, building data models with related tables, and creating PivotCharts. The subtotal function allows summing, averaging, counting, and finding the max or min of data. PivotTables consolidate and summarize data to enable analysis from different viewpoints, and PivotCharts create interactive charts from PivotTable data.

    Original Description:

    basic excl

    Original Title

    Session 05

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    This document discusses how to summarize and analyze data using subtotals, PivotTables, and PivotCharts in Excel. It covers skills like subtotaling data, grouping and ungrouping data, creating and modifying PivotTables, filtering PivotTables using slicers and timelines, creating calculated fields, changing PivotTable designs, building data models with related tables, and creating PivotCharts. The subtotal function allows summing, averaging, counting, and finding the max or min of data. PivotTables consolidate and summarize data to enable analysis from different viewpoints, and PivotCharts create interactive charts from PivotTable data.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    27 views41 pages

    Subtotals, Pivottables, and Pivot Charts: Summarizing and Analyzing Data

    Uploaded by

    Vranda Gupta
    This document discusses how to summarize and analyze data using subtotals, PivotTables, and PivotCharts in Excel. It covers skills like subtotaling data, grouping and ungrouping data, creating and modifying PivotTables, filtering PivotTables using slicers and timelines, creating calculated fields, changing PivotTable designs, building data models with related tables, and creating PivotCharts. The subtotal function allows summing, averaging, counting, and finding the max or min of data. PivotTables consolidate and summarize data to enable analysis from different viewpoints, and PivotCharts create interactive charts from PivotTable data.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 41

    Subtotals, PivotTables, and Pivot Charts

    : Summarizing and Analyzing Data


    • To manage and analyze data by creating subtotals, PivotTables, and Pivot Charts
    Objectives (1 of 2)
    • Subtotal Data
    • Group and Ungroup Data
    • Create a PivotTable
    • Modify a PivotTable
    • Filter and Slice a PivotTable
    Objectives (2 of 2)
    • Create a Calculated Field
    • Change the PivotTable Design
    • Create a Data Model
    • Create a PivotChart
    Objective 1: Subtotal Data
    Skills:
    • Sort Multiple Fields
    • Subtotal Data
    • Add a Second Subtotal
    • Collapse and Expand the Subtotals
    Subtotal Data (1 of 3)
    Subtotal Data (2 of 3)
    SUBTOTAL Function_Num Argument
    Subtotal Data (3 of 3)
    Outline Symbols

    Subtotaled Data Collapsed


    Objective 2: Group and Ungroup Data
    Skills:
    • Group Data
    • Ungroup Data
    Group and Ungroup Data

    Grouped Data
    Objective 3: Create a PivotTable
    Skills:
    • Create a Recommended PivotTable
    • Create a Blank PivotTable
    • Rename a PivotTable
    Create a PivotTable (1 of 5)
    • Data mining—analyzes large volumes of data
    • PivotTable—an interactive table that:
    – Uses calculations to consolidate and summarize data
    – Enables you to analyze data in a dataset
    – Can easily and quickly be rearranged to analyze data
    from different viewpoints
    Create a PivotTable (2 of 5)

    Quick Analysis Gallery to Create a Recommended PivotTable


    Create a PivotTable (3 of 5)

    Recommended PivotTable Dialog Box


    Create a PivotTable (4 of 5)

    Recommended PivotTable
    Create a PivotTable (5 of 5)

    Blank PivotTable
    Areas of a PivotTable
    Objective 4: Modify a PivotTable
    Skills:
    • Add Rows to a PivotTable
    • Add Columns to a PivotTable
    • Remove Fields from a PivotTable
    • Rearrange Fields in a PivotTable
    • Change Value Field Settings
    • Refresh a PivotTable
    Modify a PivotTable (1 of 5)

    Fields in ROWS Area


    Modify a PivotTable (2 of 5)

    Fields in VALUES Area


    Modify a PivotTable (3 of 5)

    Fields in COLUMNS Area


    Modify a PivotTable (4 of 5)
    Modify a PivotTable (5 of 5)

    Value Field Settings Dialog Box


    Objective 5: Filter and Slice a PivotTable
    Skills:
    • Set Filters
    • Insert a Timeline
    • Insert a Slicer
    • Customize a Slicer
    Filter and Slice a PivotTable (1 of 5)

    Filter Menu

    Row and Column Filtering


    Filter and Slice a PivotTable (2 of 5)

    Insert Slicers Dialog Box


    Filter and Slice a PivotTable (3 of 5)
    Filter and Slice a PivotTable (4 of 5)
    Filter and Slice a PivotTable (5 of 5)

    Timeline
    Objective 6: Create a Calculated Field
    Skills:
    • Create a Calculated Field
    • Show Values as Calculations
    Create a Calculated Field (1 of 2)

    Calculation Options

    Insert Calculated Field Dialog Box


    Create a Calculated Field (2 of 2)

    PivotTable Tools Design Tab


    Objective 7: Change the PivotTable Design
    Skills:
    • Change the PivotTable Style
    Change the PivotTable Design

    PivotTable Styles
    Objective 8: Create a Data Model
    Skills:
    • Create Relationships
    • Create a PivotTable from Related Tables
    Create a Data Model (1 of 3)

    Relating Tables
    Create a Data Model (2 of 3)

    Create PivotTable Dialog Box


    Create a Data Model (3 of 3)

    PivotTable Created from Related Tables


    Objective 9: Create a PivotChart
    Skills:
    • Create a PivotChart
    • Modify the PivotChart
    Create a PivotChart

    PivotTable and PivotChart


    Summary (1 of 2)
    • Subtotal function:
    – Sum
    – Average
    – Count
    – Count
    – Max
    – Min
    Summary (2 of 2)
    • PivotTable:
    – Consolidates and summarizes data
    – Enables data analysis in a dataset
    – Rearranges data for analysis from different viewpoints
    • PivotChart—interactive graphical representation of
    PivotTable data

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