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Pivot Table Training Manual v0.1 20110202

This document provides a training manual for using pivot tables in Excel with university statistics data. It begins with an introduction to pivot tables and the types of data available from the university's pivot tables. The rest of the manual is split into two sections. The first section provides a step-by-step guide to the basic functions and tools of Excel pivot tables, such as creating, filtering, formatting and analyzing the data in a pivot table. The second section provides background information on three key university statistics pivot tables covering admissions, enrolments, and student load.

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0% found this document useful (0 votes)
204 views46 pages

Pivot Table Training Manual v0.1 20110202

This document provides a training manual for using pivot tables in Excel with university statistics data. It begins with an introduction to pivot tables and the types of data available from the university's pivot tables. The rest of the manual is split into two sections. The first section provides a step-by-step guide to the basic functions and tools of Excel pivot tables, such as creating, filtering, formatting and analyzing the data in a pivot table. The second section provides background information on three key university statistics pivot tables covering admissions, enrolments, and student load.

Uploaded by

Waseem Butt
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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UNIVERSITYSTATISTICS

PIVOTTABLE TRAININGMANUAL

February2011

PivotTableTrainingManual

UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

TABLEOFCONTENTS
INTRODUCTION .................................................................................................................................................................. 1 UNIVERSITYSTATISTICSPIVOTTABLES........................................................................................................................... 2 SECTION1:THEFUNCTIONS&TOOLSOFEXCELPIVOTTABLES ........................................................................................ 3 STEP1:OPENTHEDATASET........................................................................................................................................... 3 STEP2:SELECTINGTHEDATAFORTHEPIVOTTABLE. ................................................................................................... 4 STEP3:DEFININGTHELAYOUTOFTHEPIVOTTABLE .................................................................................................... 7 STEP4:PAGEREGIONFILTERINGSELECTINGONEVARIABLECATEGORY ................................................................. 12 STEP5:PAGEREGIONFILTERINGSELECTINGMORETHANONECATEGORYWITHINAVARIABLE. .......................... 14 STEP6:FILTERINGTHEDATAUSINGAVARIABLEWITHINTHETABLE ......................................................................... 16 STEP7:ADDINGAPAGEVARIABLEINTOATABLE........................................................................................................ 17 STEP8:REMOVING&ADDINGROWTOTALS............................................................................................................... 18 STEP9:REARRANGINGVARIABLESWITHINTHETABLE ............................................................................................... 19 STEP10:REORDERINGTHECATEGORIES .................................................................................................................... 20 STEP11:GROUPINGCATEGORIES ................................................................................................................................ 22 STEP12:CHANGINGTHEMEASUREINTHEDATAREGION.......................................................................................... 24 STEP13:DISPLAYINGROWSWITHNODATA ............................................................................................................... 27 STEP14:PUTTINGPIVOTTABLEDATAINTOYOUROWNFORMATTEDSTATICTABLES .............................................. 29 SECTION2:UNDERSTANGINGADMISSIONS,ENROLMENTSANDLOADPIVOTTABLES................................................... 31 1:INTRODUCTIONTOTHEVTACADMISSIONSPIVOTTABLES ..................................................................................... 31 2:ENROLMENTPIVOTTABLE........................................................................................................................................ 37 3:STUDENTLOAD(EFTSL)PIVOTTABLE....................................................................................................................... 41

UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

INTRODUCTION OneoftheservicesprovidedbyUniversityStatistics(US)isaseriesofExcelpivottablescontainingavariety ofstudentandstaffrelateddata.TheseareavailablefordownloadontheUSwebpageandareprovidedso that members of the University community can conduct their own statistical analysis to support their decisionmakingandstrategicplanning. Thesepivottablescanbefoundonthefollowingwebpage: http://www.opq.monash.edu.au/us/pivottable/index.html AnExcelpivottableisatoolthatcanbeusedtoextractdatafromanexistingdatasourceanddisplayitina nonstatictableformaccordingtocustomisedspecifications. The first part of this training manual outlines some of the basic functions and tools within Excel pivot tables.Youwilllearnhowto: Createabasicpivottable; Filterthedatawithinapivottable; Reformatthetablebymovingfieldsintodifferentregionsofthepivottable; Createdifferenttypesofmeasures; Groupcategoriestogether; Reordercategories ThesecondpartofthistrainingmanualprovidesbackgroundinformationonthreeofthemainUniversity Statisticspivottables:VTACAdmissions,EnrolmentsandStudentLoad.Inthissectionyouwilllearnabout: ThemeasurescontainedwithintheVTACAdmissionspivottable; CalculatedfieldswithintheVTACAdmissionspivottable; ThedifferencebetweendegreefacultyandmanagingfacultyintheEnrolmentspivottable; DefinitionsoffieldofeducationandsocioeconomicstatusintheEnrolmentspivottable; DefinitionsofteachingfacultyandclusterintheStudentLoadpivottable.


UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

UNIVERSITYSTATISTICSPIVOTTABLES Admissions Containsnewandhistoricaldataon: VTACAdmissions(MonashandStatedata) BachelorPassAdmissionsPathways. EnrolmentandLoad ContainspreliminaryandhistoricalEnrolmentandLoaddata,whichissplitintoMonashUniversityonly dataandNationaldata. Equity ContainsnewandhistoricalMonashUniversitydataonstudentequitygroups,e.g.lowsocioeconomic status,regional/ruralstatus,indigenousstatusetc: AccessandParticipation(DEEWRIAF) RetentionRates(DEEWRIAF) ProgressionRates(DEEWRIAF) AcademicPerformance PivottablesinthisseriescontainMonashUniversitydataon: AverageMarks AverageCourseProgressionRate Progressionrates Distributionofgrades GradePointAverage RetentionRates(DEEWRLTPF) Graduates Pivottablesinthisseriesincludehistoricaldataonstudentswhohavecompletedtheircourse. Thisincludesapivottableprovidinghistoricalcoursecompletiondata,andpivottablesusingdatafromthe AustralianGraduateSurvey,whichitselfismadeupof: GraduateDestinationSurveydata CourseExperienceQuestionnairedata PostgraduateExperienceQuestionnairedata Staff Pivottablesinthisseriesprovideinformationon: MonashStaffStudentratios MonashFulltimeequivalentandNumberofStaff NationalFulltimeequivalentandNumberofStaff


UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

SECTION1:THEFUNCTIONS&TOOLSOFEXCELPIVOTTABLES ApivottablecanbecreatedveryquicklyfromanyExceldatabaseorexternaldatasource(e.g.Access,SPSS, Dbaseetc)usingthepivottablewizard.Thestepsoutlinedbelowwillshowyouhowtocreateabasicpivot tablefromanExceldataset. STEP1:OPENTHEDATASET TheExceldatabaseforthisexercisecanbedownloadedfromourwebpage: http://www.opq.monash.edu.au/us/training/index.html ClickonthePivotTableTrainingDatasetlinktoopenthefile.Thensaveittothedesktop. Therearefourvariables(orfields)inthisdatabase:Gender,Citizenship,AgeGroup,Facultyandone measure:AverageMark.Thesevariablesareseeninthecolumns. Inthisexample,eachrowshowsthedataforanindividualstudent.1

Pleasenotethatthedatahereisdummydatacreatedspecificallyforthepurposesofthistrainingsession.

UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

STEP2:SELECTINGTHEDATAFORTHEPIVOTTABLE. SelecttheInsertmenuandthenchoosetheoptionPivotTable.

Excelwillthenaskyoutochoosethedatathatyouwouldliketoanalyse.AsyouareusinganExcel databaseforthisexercisepleaseensurethattheSelectatableorrangeradiobuttonisselected. Selectthecellscontainingthedata(includingthecolumnheadings).Alternativelyifthecursorislocated anywherewithinthesecellsbeforeyouselectedthepivottableoptionfromthetoolbar,Excelwillbeable toautomaticallydetectthedata. AsyouaregoingtobeplacingthepivottableinanewworksheetwithinExcelpleaseensurethattheNew Worksheetradiobuttonisselected.


UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

ThenclickonOK. AnewworksheetiscreatedinyourExcelworkbook,containingthepivottable.

Noteifyourpivottableisnotdisplayingasabovecheckthattheclassicpivottablelayoutisselectedas follows:PivotTableToolsOptionstab>PivotTableNamesubmenu>Options.


UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

APivotTableOptionsboxshouldappear. SelecttheDisplaytab,ensureClassicPivotTableLayoutisticked.


UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

STEP3:DEFININGTHELAYOUTOFTHEPIVOTTABLE Thenextstepistodefinethelayoutofthepivottable.Thisiswhereyoudecidewhatvariablesyouwantin yourrowsandcolumns,whichvariablesyouwanttobeyourmeasure(data)andwhichvariablesyouwant toappearonthePageofthepivottablesothattheycanbeusedforanyfilteringandcanbeeasily accessibletobebroughtintothetablelateron. YoucandefinethelayoutofthetablebydraggingthevariablesfromthePivotTableFieldList(under choosefieldstoaddtoreportontherighthandsideofyourscreen)intothecorrespondingregiononthe pivottable(lefthandsideofscreen).


UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

Inthisexercisewewillbeginbysettingupapivottablethatshowsthemean(i.e.average)oftheAverage MarksbyGenderandAgeGroup.GenderwillgointherowsandAgewillgointhecolumns.Allofthe othervariableswillbelistedinthePagearea. FirstdragGenderintotheRowregion(DropRowFieldHere).Todothisplacethecursorovertheword Genderandclickandholddowntheleftmousebutton.Thiswillallowyoutopickupthevariableanddrag itacrossintotheRowregion. NextdragAgeGroupintotheColumnregion(DropColumnFieldsHere) anddragAverageMarkintotheDataRegion(DropDataItemsHere).

WhenyoudothisyouwillseethatAverageMarkissettothedefaultofSumofAverageMark.Thedatain thepivottablewillthenshowyoutheresultsofaddingupalloftheaveragemarks.Inthiscasehowever, wewanttoseethemean(oraverage)ofalloftheindividualAverageMarks.Thatis,wewantthetableto calculatethefollowing: SumAverageMarks/NumberofAverageMarks(i.e.students)


UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

TodothisdoubleclickontheSumofAverageMarkcellandaViewFieldSettingBoxwillappear.Under SummarizevaluefieldbyselectAverageandclickOK.

NoteinthePivotTableFieldListtotherightofyourscreen,allofthevariableswithinyourdatasetare listed.Thosehighlightedinboldhavealreadybeenplacedwithinaregionofthepivottable.Thosenotin bold(e.g.inthiscase,CitizenshipandFaculty)havenotyetbeenaddedintothepivottable. YourPivotshouldnowresemblethefollowing:


UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

PivotTableTrainingManual

ThenextstepistoaddtothePageregionanyvariablesthatyouwouldliketobeavailableforfilteringthe dataorforinclusionintothetablelateron. AddCitizenshipintothePageregion,bypickingup,dragginganddroppingthevariable. AddFacultyintothePageregion,bypickingup,dragginganddroppingthevariable. NotealternativelyyoucandraganddropthevariablestobedisplayedinthepivotintotheReportFilter, ColumnLabelsRowLabelsandValuessectionsofthePivotTableFieldList.Youcanalsousethistore arrangethevariablesoraddinanyvariablesthathavenotyetbeenaddedtooneoftheregions.Asshown below:

YounowhaveatablethatclearlyoutlinestheAveragemarkforthestudentsbyagegroupandgender.The dataisautomaticallydisplayedto8decimalpoints.Tochangethishighlightthecellscontainingthedata andclickonthedecreasedecimalbutton,ontheHometab,untilitissettoonedecimalplace.


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Notes WhenyouselectacelloutsideofthepivottablethePivotTableFieldListwillnotbedisplayed.Toshow thePivotTableFieldListagainselectacellwithinthepivottable. IfyouclosethePivotTableFieldListusingtheX, Youcanreopenitby: Selectingacellwithinyourpivottable Rightclickonthemouse SelectShowFieldList

QuickQuiz 1) Whatistheaveragemarkforallofthestudents? 2) Whichgrouphasthehighestaveragemark:malesorfemales? 3) Whichagegrouphasthehighestaveragemark?


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STEP4:PAGEREGIONFILTERINGSELECTINGONEVARIABLECATEGORY ThevariableslistedinthePageregioncanbeusedtofilterthedatatoaparticularsubsetofthestudents. InthisexercisewewillfilterthedatabyCitizenshiptoInternationalstudents. ClickonthearrowforthedropdownboxnexttoCitizenship.SelectInternationalandthenclickOk.

ThedataisnowfilteredtoshowthefiguresforInternationalstudentsonly. NotewhereitusedtodisplayAllnexttoCitizenshipitnowdisplaysInternational,andsomeoftheage groupsarenowmissingfromthetable.Thisisbecausetherearenointernationalstudentswithinthoseage groups.Later(inStep13)thismanualwillexplainhowtodisplayrows/columnsthatcontainnodata.



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PivotTableTrainingManual

IfyoualsowantedtojustlookatInternationalstudentswithinaparticularFacultyyoucouldalsoselect thatfacultyfromtheFacultydropdownmenu. QuickQuiz 1) WhatistheaveragemarkforalloftheInternationalstudents? 2) Whichage/gendergroupofInternationalstudentshasthelowestaveragemark?


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STEP5:PAGEREGIONFILTERINGSELECTINGMORETHANONECATEGORYWITHINA VARIABLE. ThetooloutlinedinStep4onlyallowsforonecategorywithineachvariabletobechosenforfiltering. Sometimesyoumaywishtolookatmorethanonecategory(e.g.fortwooftheFaculties).Inthisexercise wewillfilterthedatatostudentswithintheFacultyofArtsandFacultyofEducation. First,removetheCitizenshipfilterbyeither: clickingonthedropdownarrownexttoCitizenship,selectingAllandclickingonOK. usingtheClearAllfunctionfromthePivotTableToolsOptionsTab>Options>Clear>ClearFilters. Thisfunctionisusefulwhennumerousfiltershavebeenadded.

ClickonthearrowforthedropdownboxnexttoFaculty. TickSelectMultipleItems


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PivotTableTrainingManual

YouwanttodisplaythedataforonlytheArtsandEducationfaculties.Todothis: untick(All),thiswilldeselectallofthefaculties SelectArts SelectEducation ThenclickOK ThiswillfilterthedatatostudentswithintheArtsandEducationfacultiesonly.Notethatwhereitusedto displayAllnexttoFacultyitnowdisplaysMultipleItems.IfyouclickontheFacultydropdownboxyouwill seethatonlythesetwofacultiesareselected.

QuickQuiz WhatistheaveragemarkofstudentsintheArtsorEducationfaculty? Removethefilter,eitherby: ClickingonthedropdownarrownexttoFaculty,andtick(All),clickOK. usingtheClearAllFunctionfromthePivotTableTools>Options>Clear>ClearFilters.


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PivotTableTrainingManual

STEP6:FILTERINGTHEDATAUSINGAVARIABLEWITHINTHETABLE Itisalsopossibletofilterthedatausingvariablesthatarealreadyplacedwithinthetable.Inthisexercise wewillfiltertostudentsaged30yrsorabove.

LeftclickonthearrownexttoAgeGroup.Thiswillbringupalistofalltheagegroupcategories. Removethetickmarksnexttothe<20,2024and2529categories,andthenclickOK.

Thetableshouldnowlooklikethis:

Next,usethesamefunctiontobringbackalloftheagegroupcategoriesintothetablebyreselectingthe under30categories(orselect(Selectall)).

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STEP7:ADDINGAPAGEVARIABLEINTOATABLE. Ratherthanusingthefilterfunction,anotherwayofexaminingthedataforInternationalstudentswould betobringtheCitizenshipvariableintotheactualtable,suchthatcomparisonscouldbemadebetween InternationalandDomesticstudents.Anypagevariablecanbeeasilyaddedtothetablebysimplydragging itintotheColumn,Row,orDataregionofthepivottable. PlacethecursorovertheCitizenshipboxuntilitformsacross.Holddowntheleftmousebuttonanddrag thevariabletotherequiredlocation.InthisexercisewewilldragitintotheRowregiontotheleftof Gender.


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PivotTableTrainingManual

STEP8:REMOVING&ADDINGROWTOTALS NotethatthepivottablewillautomaticallycreateRowTotalsfortheRowVariablethatisontheleft(inthis caseCitizenship).ToremovetheseRowTotals: Option1 DoubleclickontheCitizenship TheFieldSettingboxwillthendisplay SelectSubTotals,None. Option2 MovethecursoroveroneoftheRowTotals. ClickontheLeftmousebutton.ThiswillhighlighttheRowTotals. ClickontheRightmousebuttonandselectSubtotalCitizenship.

TobringtheRowTotalsback,placethecursorovertheCitizenshipfieldbox,clickontheleftmousebutton, toselectthecell.ThenclickontheRightmousebuttonandselectSubtotalCitizenship.

UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

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PivotTableTrainingManual

STEP9:REARRANGINGVARIABLESWITHINTHETABLE InadditiontomovingPagevariablesintothetable,itispossibletorearrangethevariableswithinthe table.Again,thisisdonebysimplyplacingthecursoroverthevariablethatyouwanttomoveuntilitforms across,holdingdowntheleftmousebuttonanddraggingthevariabletotherequiredlocation. Similarly,variablesthatareinthepivottablecanbeplacedbackintothePageRegion. Inthisexercise,move: GenderintothePageRegion, AgeGroupintheRowRegion CitizenshipintotheColumnRegion. Yourtableshouldnowlooklikethis:


UniversityStatistics,OfficeoftheProViceChancellor(PlanningandQuality)

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PivotTableTrainingManual

STEP10:REORDERINGTHECATEGORIES Itisalsopossibletochangetheorderinwhichthecategoriesappearinthetable. InthisexerciseyouwillrearrangetheAgegroupsusingdifferingmethods. Method1 Placethecursoroverthe<20agegroupboarder,untilitformsafourwaycross Draganddropthecelltothebottomofthelist,underthe50+agegroup. The<20agegroupshouldnowbedisplayedatthebottomoftheagegrouplistinyourpivot,andlookas follows:


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PivotTableTrainingManual

Method2 Placethecursoroverthe<20agegroupcell,clickontherightmousebutton. PlacethecursoroverMoveandaseriesof8optionswillbedisplayed. PlacethecursoroverMove<20toBeginningandclickontheleftmousebutton.

The<20agegroupshouldnowbedisplayedatthetopoftheagegrouplistinyourpivot. Note Someoptionsareshadedoutbecauseitisnotpossibletomovetheagegrouptothesepositionse.g.Move Down,astheagegroupisalreadyattheendofthelist. IfyouclickonMoveUpthecategorywillmoveuponeposition.



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PivotTableTrainingManual

STEP11:GROUPINGCATEGORIES Categoriescanalsobegroupedwithinthepivottable.Thiseffectivelycreatesanewvariablecontainingthe newgroupedcategories. Inthisexerciseyouwillgrouptheagegroupsof3539,4044and45+together. Highlightthecellscontaining3539,4044,4549and50+andclickontheRightmousebutton. PlacethecursoroverGroupandclickontheleftmousebutton.

ThiswillcreateanewvariableintheRowRegioncalledAgeGroup2whichcopiesthecategoriesalready containedinAgeGroupbutgroupstogethertheselectedagegroupsintoacategorycalledGroup1. Youcanthenrenamethiscategoryto35+bysimplyselectingtheGroup1cell,goingtotheformulabar(fx) andtypinginthenewlabel.


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AdditionallytheVariablename(i.e.AgeGroup2)canalsobechanged,eitherasaboveorasfollows: DoubleclickwiththeleftmousebuttonontheAgeGroup2cell. AFieldSettingsdialogboxwillappear. InthefieldCustomName:deletethecontentsandtypeAgeGroupBroad. ThenclickOK. Yourpivottableshouldnowlooklikethis:


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PivotTableTrainingManual

STEP12:CHANGINGTHEMEASUREINTHEDATAREGION ThepivottableiscurrentlyshowingdatathatcalculatestheAverageoftheAverageMark.Itisalsopossible todisplaythenumberofstudents.ThiscanbedonebysettingtheAverageMarkvariabletoCountinstead ofAverage.Thiswilladdupthenumberofaveragemarksheldinthedatafile.Thereare2waysofdoing this: Option1 DoubleclickwiththeleftmousebuttonontheAverageofAverageMarkcelltodisplayitsValueField Settingdialogbox. IntheboxisalistofoptionsundertheheadingSummarizevaluefieldby. SelectCount ClickOk. Thedatawithinthepivottablewillshowthecountofthenumberofstudentsthatareincludedinthe AverageMark.


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PivotTableTrainingManual

QuickQuiz 1) Howmanystudentsarethereintotal? 2) Howmanydomesticstudentsareaged50+? 3) Whichage/citizenshipgrouphasthelargestnumberofstudents? Option2 FirstchangethedatabacktoAverageofAverageMarkusingthestepsoutlinedabove. InthisexercisewewillalsocontinuetodisplaytheAverageofAverageMarkinthetable.Bydisplayingthis, alongwiththenumberofthestudentsitwillbepossibletoseehowmanystudentsareincludedinthe calculationofeachoftheAverageMarkfigures. TodothisdragasecondAverageMark(fromthePivottablefieldlisttotherightofyourscreen)intothe DataRegion ItwilldefaulttoSumofAverageMark. DoubleclickwiththeleftmousebuttonintheDatacolumnofthepivottableononeofthecellsSumof AverageMark. SelectCountfromtheSummarisevaluefieldbylist. ClickOK Thetableshouldlookasfollows:



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NotethattheDataisautomaticallyplacedintheRows.Ifyouprefertodisplaythedatainseparatecolumns youcandosobydraggingthecellDataintotheColumnRegion.

If you drag the Data field box under the column titles for Citizenship the table will format such that Citizenship is the primary column variable and the count of Average Mark and average of Average Mark sit below.

Thetableshouldnowlooklikethis:

QuickQuiz Whatistheaveragemarkofdomesticstudentsaged3034andhowmanystudentsareinthisgroup?


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STEP13:DISPLAYINGROWSWITHNODATA Bydefault,rowscontainingnodatawillnotbedisplayedinthepivottable. Thisdefaultsettingcanbechangedhoweversothattherowiscreated.Thisisparticularlyusefulifyouplan tocopythedataintoaprepreparedtemplate. FirstplacetheAgeGroupBroadvariableintothePageRegion BringGenderdownintotheRowRegiontotheleftofAgeGroup. Thetableshouldlooklikethis:

Thereisnorowforfemalesaged4044andnorowformenaged3539and4549.Thisisbecausethereare nostudentsthatfallintothesecategories. Forformattingpurposesyoumaywishtohavetheserowsdisplayed.Todothis: DoubleClickonAgegroup Or RightClickontheAgeGroupcell,selectFieldSettings. Thenproceedasfollows: GotothetabentitledLayoutandPrint TickShowitemswithnodata selectOK.



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Thetableshouldnowlooklikethis:

Notethattheserowscontainnodata

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STEP14:PUTTINGPIVOTTABLEDATAINTOYOUROWNFORMATTEDSTATICTABLES Onceyouhaveusedthepivottabletoextractthedatathatyourequire,thefigurescaneasilybecopied andpastedintoanotherworksheettoformatasyouwish. UsingthepivottablecreatedinStep13,usethemousetoselectthecellscontainingtheactualtable. DonotincludethePageRegioninyourselection. Clickontherightmousebutton(whilsthoveringoverthepivottable)andselectCopy.

Thiscanthenbepastedintoanotherworksheet. Opentheworksheetwhereyouwishtoplacethetable Placethecursorinthecellwhereyouwantthetabletobepasted ClickontherightmousebuttonandselectPaste. Youcanthenformatthisasyouwishand/orwriteexcelformulas(e.g.summingcellsorcalculating percentages)fromthedatainthetable.


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Note IfyouhadincludedthePageRegioninyourselection,itwouldhavepastedapivottableintotheother worksheetratherthanastatictable.Toavoidthisyouwouldneedtodothefollowingwhenpastingthe data: placethecursorinthecellwhereyouwantthetabletobepasted clickontherightmousebuttonandselectPasteSpecial. SelectValuesfromthePasteoptions ClickOK Thenwhilstthedatayouhavepastedisstillhighlighted clickontherightmousebuttonandselectPasteSpecial. SelectFormatsfromthePasteoptions


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SECTION2:UNDERSTANGINGADMISSIONS,ENROLMENTSANDLOADPIVOTTABLES 1:INTRODUCTIONTOTHEVTACADMISSIONSPIVOTTABLES TheVTACAdmissionsPivottablesprovidedontheUniversitystatisticswebpagearecreatedfromadatafile containingdataprovidedbyVTAC(VictorianTertiaryAdmissionsCentre).VTACisacentralbodythatco ordinatesthecourseapplication/admissionsprocessforundergraduatecourses(university,TAFEand privateprovider)withinVictoria.ThedataprovidedbyVTACcontaininformationonapplicationsfor MonashUniversityandallotherVictorianinstitutions. ThreeoftheVTACAdmissionspivottableshaveinformationatthepreferencelevel.Eachrecordwithinthe underlyingdatafilereferstoonecoursepreference.Eachapplicantcanapplyforupto12differentcourses (plus1irregularoffer)whichtheylistontheirapplicationinorderofpreference(i.e.their1stpreference courseisthecoursetheywouldmostliketobeadmittedto). OneoftheVTACAdmissionspivottableshasinformationattheapplicantlevel.Thispivottable(VTAC ApplicantsHistory)isnewfor2010andwillenableanalysisofindividualapplicantpreferencepatterns. Inthispartofthetrainingsession,eachofthemeasuresdisplayedwithinthePreferencespivottablewillbe explainedandyouwillbeaskedtoundertakesomeanalysisusingthetoolsyoulearntpreviously.Youwill alsolearnaboutCalculatedFields. AccesstothePreferencespivottable ThereareseveralVTACAdmissionspivottablesontheUniversitystatisticswebpage:Inthisexerciseyou willbeusingtheState:VTACPreferences:2010pivottablewhichcanbedownloadedfromthefollowing webpage: http://www.opq.monash.edu.au/us/pivottable/index.html Downloadthefileandthensaveittothedesktop.


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PreferencesPivotTableMeasures WhenyouopenthePreferencespivottableitshouldlooklikethis:

Notethatthedataisonlyfortheyearspecifiedinthefiletitle. Thereare9measuresdisplayedwithintheDataRegionoftheadmissionspivottableanditisformattedto includeApplicantVTACApplicantCategoryGroupintheRowRegion. MeasureCount:Preferences Thisisacountofthenumberofpreferences(orcourseapplications)madebyVTACapplicants. MeasureCount:FirstPreference Thisisacountofthenumberof1stpreferencesmadebyVTACapplicants.Becauseeachapplicantmust haveatleastonepreference,thismeasurecanalsobeusedasacountofthenumberofapplicants. Therefore,in2010therewere83,913VTACapplicants.AsthePreferencesnumbershows,theseapplicants madeatotalof537,017preferences(orcourseapplications).


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MeasureCount:Offers ThereareanumberofofferroundsduringtheVTACadmissionsprocess.Ifanapplicantreceivesanoffer foroneoftheirpreferencesduringoneoftheserounds,itispossibleforthemtoreceiveanotherofferfora coursethatishigherontheirpreferencelistinasubsequentofferround.Iftheyacceptthissecondoffer theirfirstofferisretracted.Iftheyrejectthissecondoffer,buthaveacceptedtheirfirstoffer,itisthefirst offerthatstands. ThismeasurecountsupthenumberofFinalOffers.Thatis,theofferthatastudentacceptsor,iftheydo notacceptanyoffers,theofferthatwashighestontheirpreferencelist.Therefore,eventhoughan applicantmayreceiveanumberofdifferentoffersduringtheadmissionsprocess,eachapplicantcanonly have1finaloffer.Thisiseffectivelyacountofthenumberofapplicantswhoreceivedanoffer. MeasureCount:Acceptances Thiscountsupthenumberofapplicantswhoacceptedtheiroffer. MeasureCount:Enrolments ThiscountsupthenumberofstudentswhoacceptedtheirofferandwereenrolledonMarch31st(census date). MeasureCount:Deferments Thiscountsupthenumberofstudentswhoacceptedtheirofferbutthendeferred. MeasureCount:OfferRate(calculatedfield) TheOfferRateiscreatedusingtheCalculatedFieldfunction.ItisthenumberoffinalOffersdividedbythe numberofPreferences. Pleasenotethatthisisdifferentfromtheofferratethatwasincludedinpreviousadmissionspivottables.In previousyearstheofferratewascalculatedasthenumberoffinaloffersdividedbythenumberof1st preferences. MeasureCount:EnrolmentRate(calculatedfield) CreatedusingtheCalculatedFieldfunction.Itisthenumberofenrolmentsdividedbythenumberofoffers. MeasureCount:DefermentRate(calculatedfield) CreatedusingtheCalculatedFieldfunction.Itisthenumberofdefermentsdividedbythenumberofoffers.


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CalculatedFields Todisplaytheformulabehindthecalculatedfieldsfirstclickoncewiththeleftmousebuttononacell anywherewithinthepivottable(notinthepageregion).ThenselectfromthePivotTableToolsmenubar> Options>Formulas>CalculatedField.

ThiswillthendisplaytheInsertCalculatedFielddialogbox.Ifyouclickonthedropdownarrownexttothe Nametextboxthecalculatedfieldsthatarealreadyinthepivottablewillbedisplayed.


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PivotTableTrainingManual

SelectMeasureOfferRateandtheFormulatextboxwilldisplaytheformulaforthiscalculatedfield. Formula='MeasureCount:Offers'/'MeasureCount:Preferences

ThisdialogboxcouldalsobeusedtocreateanewCalculatedfield.Thisisdonebytypingthenameofthe newfieldintheNametextbox,usingtheFormulatextboxtoinserttheformula(fieldsforinsertioninto theformulacanbeselectfromtheFieldslist)andthenclickingOK. ClickOKorClosetoreturntothepivottable.


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PivotTableTrainingManual

AdmissionsTablePivotExercise Hereareafewexercisesforyoutopracticeusingpivottables. 1) HowmanyoffersweremadebyMonashUniversityin2010andwhatwastheenrolmentrateof theseoffers? 2) Whichuniversitymademoreoffers:MonashorDeakin? 3) ByextractingdatafromthepivottableputtogetheratableinExcelthatlookslikethis: Table1:ENTERscoreprofileofVTACapplicantswhogavetheirfirstpreferencetoacourseatRMIT comparedwiththosewhoenrolledinacourseatRMIT EnterScore Group Total 4) OfallthepreferencesreceivedbytheUniversityofMelbourne,howmanywerefromapplicants livinginaruralorisolatedarea?Usethegroupfunctionandsubtotalsfunctiontoanswerthis question. Numberoffirst preferences Numberof enrolments


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PivotTableTrainingManual

2:ENROLMENTPIVOTTABLE UniversitystatisticscurrentlypublishesanEnrolmentpivottableforMonashcontainingfullyearenrolment data.ThispivottableistakenfromourDEEWRstudentsubmissions. TheAcademicYearisthesameasacalendaryear(JantoDec). PleasenotethatstudentdataissubmittedtoDEEWRfourtimesayear: 31stMay:coversstudentsenrolledinsubjectswithcensusdatesfrom1Januaryto31March. 31stAugust:coversstudentsenrolledinsubjectswithcensusdatesfrom1Aprilto30June; 31stOctober:coversstudentsenrolledinsubjectswithcensusdatesfrom1Julyto31August; 31stMarch:coversstudentsenrolledinsubjectswithcensusdatesfrom1Septemberto31 December. Thereforefinalisedstudentdataforagivenyearisnotavailableuntilafter31stMarchinthefollowing year. InthisexerciseyouwillbeusingtheMonash:EnrolmentHistory20052010pivottablewhichcanbe downloadedfromthefollowingwebpage: http://www.opq.monash.edu.au/us/pivottable/index.html Downloadthefileandthensaveittothedesktop. TherearetwomeasuresinthisEnrolmentpivottabletheSumofStudentEnrolmentsandtheSumof StudentCourseEnrolments.Thissectionofthemanualwillexplainsomeofthelessintuitive variables/fieldswithinthepivottableandwillaskyoutoundertakesomeanalysisusingthetoolsyoulearnt previously. PleasenotethatyoucanaccessdetailedinformationabouttheDEEWRsubmissionsfromthefollowing webpage:http://www.opq.monash.edu.au/us/glossary/index.html


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PivotTableTrainingManual

KeyvariableswithintheEnrolmentpivottable Whenyouopentheenrolmentpivottableitshouldlooklikethis:

ThispivottableissettodisplaytheSumofStudentEnrolmentsandtheSumofStudentCourseEnrolments overasixyeartimeseries(fiveyearsoffinaliseddataandoneyearofpreliminarydata). Keyvariable:MeasureSumofStudentEnrolments ThisisameasureofthenumberofstudentsatMonashUniversity.Studentsareonlycountedagainsttheir majorcoursethisisusuallythecoursethatthestudenthadthemostloadinfortheyear.Studentswho arejustenrolledinacrossinstitutionalprogramarenotincluded.Thisisthemeasurepredominantlyused byDEEWRintheirpublications. Keyvariable:MeasureSumofStudentCourseEnrolments Thisisameasureofthenumberofenrolmentsineachcourse.Sometimesstudentsareenrolledinmore thanonecourseduringthereferenceyear.Insuchcases,thestudentwillbecountedagainsteverycourse theywereenrolledinforthatyear.Crossinstitutionalenrolmentsareincludedhere.


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PivotTableTrainingManual

Keyvariable:DegreeFacultyvsManagingFaculty EachcoursehasaDegreeFacultyandaManagingFacultyandsoeachenrolmentisassignedtoaDegree FacultyandManagingFaculty.TheDegreeFacultytellsuswhichfacultiestheDegreecovers.Forinstancesa BachelorofArts/BachelorofLawshastheDegreeFacultyofLaw/Arts.Onlyonefacultycanmanagea course/enrolmentandforthisexampletheManagingFacultyisLaw. ToseetherelationshipbetweenDegreeFacultyandManagingFaculty: DraganddropCourseFacultyManagingCurrent(Abbrev)intotherowregion DraganddropCourseFacultyDegreeCurrent(Abbrev)intotherowregiontotherightofCourse FacultyManagingCurrent(Abbrev) RightmouseclickonSumofStudentEnrolmentsandselectremoveSumofStudentEnrolments DraganddropCourseEnrolmentReferenceYearintothecolumnregion

QuickQuiz 1) HowmanycourseenrolmentsweremanagedbytheArtsFacultyin2005? 2) WhichfacultymanagesthosecourseswithintheDegreeFacultyofBus&Eco/MNHS?



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PivotTableTrainingManual

Keyvariable:FieldofEducation ThereareeightFieldofEducation(FOE)variableswithintheenrolmentpivottable: CourseFOEBroad CourseFOENarrow CourseFOEDetailed CourseFOEDetailedCode CourseFOESupplementaryBroad CourseFOESupplementaryNarrow CourseFOESupplementaryDetailed CourseSupplementaryDetailedCode EachMonashcourseisassignedafieldofeducationcodeaccordingtotheAustralianStandard ClassificationofEducation(ASCED).Combinedcoursesarealsoassignedasupplementaryfieldofeducation code.Thisisahierarchicalclassificationsystemwiththreelevels:broad,narrowanddetailed.Further informationcanbefoundintheDEEWRHelpfileslocatedhere: http://www.heimshelp.deewr.gov.au/6_Appendices/#Appendices_E__Field_of_Education_Classification ToseetherelationshipbetweenBroadandNarrowFOE,removeCourseFacultyManagingCurrentand CourseFacultyDegreeCurrentfromtheRowRegion. ThendisplaytheFieldListbyrightclickingonthepivottableandselectingshowfieldlist. MoveCourseFOEBroadandCourseFOENarrowintotheRowRegion,withtheBroadvariabletotheleft oftheNarrowvariable. ThePivotTableshouldnowlooklikethis:

QuickQuiz 1) WhichbroadfieldofeducationcategorydoesthenarrowfieldofeducationofPharmacygointo? 2) HowmanyCreativeArtscourseenrolmentsdidMonashhavein2006?


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PivotTableTrainingManual

3:STUDENTLOAD(EFTSL)PIVOTTABLE UniversitystatisticscurrentlypublishesastudentloadpivottableforMonashcontainingfullyearstudent loaddata.ThispivottableistakenfromourDEEWRstudentsubmissionsandissetuptoreplicateDEEWR publications. TheAcademicYearisthesameasacalendaryear(JantoDec). PleasenotethatstudentdataissubmittedtoDEEWRfourtimesayear: 31stMay:coversstudentsenrolledinsubjectswithcensusdatesfrom1Januaryto31March. 31stAugust:coversstudentsenrolledinsubjectswithcensusdatesfrom1Aprilto30June; 31stOctober:coversstudentsenrolledinsubjectswithcensusdatesfrom1Julyto31August; 31stMarch:coversstudentsenrolledinsubjectswithcensusdatesfrom1Septemberto31 December. Thereforefinalisedstudentdataisnotavailableuntilafter31stMarchinthefollowingyear.Preliminary dataisavailablefromaboutMayeachyear,andisupdatedregularlythroughouttheyearuntilthefinal submissionismade. InthisexerciseyouwillbeusingtheMonash:LoadHistory20052010pivottablewhichcanbe downloadedfromthefollowingwebpage: http://www.opq.monash.edu.au/us/pivottable/index.html Downloadthefileandthensaveittothedesktop. TherearetwomeasuresintheStudentLoadpivottablesSumofStudentLoad,andSumofUnitofStudy Enrolments.AfulltimestudentwillhaveatotalEFTSL(EquivalentFullTimeStudentLoad)of1.ThisEFTSL willbedividedupamongtheunitsthattheyareenrolledin(e.g.8unitswith0.125EFTSLineachunit). Thissectionofthemanualexplainssomeofthelessintuitivevariables/fieldswithinthepivottableand willaskyoutoundertakesomeanalysisusingthetoolsyouhavepreviouslylearnt. PleasenotethatyoucanaccessdetailedinformationabouttheDEEWRsubmissionsfromthefollowing webpage:http://www.opq.monash.edu.au/us/glossary/index.html


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PivotTableTrainingManual

Whenyouopentheloadpivottableitshouldlooklikethis:

Itissettodisplayasixyear(fiveyearsoffinaliseddataandoneyearofpreliminarydata)timeseriesof EFTSLbySumofStudentLoad,andSumofUnitofStudyEnrolments. Keyvariable:DegreeFacultyvsManagingFacultyvsTeachingFaculty IntheearliersectionontheEnrolmentpivottableitwasexplainedthateachcoursehasaDegreeFaculty (CourseFacultyDegreeCurrent)thatindicateswhichfacultiesthedegreecovers,whileonlyonefaculty canmanageacourse/enrolmentandthisisreferredtoastheManagingFaculty(CourseFacultyManaging Current). TheTeachingFaculty(UnitFacultyTeachingCurrent)isaunitlevelvariable.ItistheFacultythatrunsthe individualunit. Forinstance,astudentundertakinganArts/Lawdoubledegreewillbeenrolledin: DegreeFaculty=Law/Arts ManagingFaculty=Law

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PivotTableTrainingManual

Butiftheyareundertakingpsychologyunits,theirEFTSLwithintheseunitswillfallundertheTeaching FacultyofMedicine,NursingandHealthSciences. DragCourseFacultyDegreeCurrentandUnitFacultyTeachingCurrentintotheRowRegionofthepivot tabletoseehowstudentloadisspreadacrossdifferentteachingfaculties.

QuickQuiz In2005,howmuchofEFTSLwithintheBus&EcoDegreeFacultywastaughtbytheArtsFaculty?


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