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Using Pivot Tables

This document provides instructions for a hands-on lab on using pivot tables in Excel. The lab will teach how to format data as a table, create a pivot table, arrange and calculate data, and use pivot table features like recommended charts, filters, slicers, and timelines. Exercises will guide students to perform tasks like creating a simple sum calculation in a pivot table and using filters to display data for selected cities. The dataset comes from publicly available Indian startup funding data.

Uploaded by

Sarang Potdar
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
86 views

Using Pivot Tables

This document provides instructions for a hands-on lab on using pivot tables in Excel. The lab will teach how to format data as a table, create a pivot table, arrange and calculate data, and use pivot table features like recommended charts, filters, slicers, and timelines. Exercises will guide students to perform tasks like creating a simple sum calculation in a pivot table and using filters to display data for selected cities. The dataset comes from publicly available Indian startup funding data.

Uploaded by

Sarang Potdar
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Hands-on Lab 7: Using Pivot Tables

Estimated time needed: 30 minutes

In this lab, first you will learn how to format data as a table, how to create a Pivot Table and use fields to arrange data in a Pivot Table, and how to perform calculations using Pivot Table data. Next, you will
learn some other features that we can use with Pivot Tables, including Recommended Charts, Filters, Slicers, and Timelines.

Software Used in this Lab


The instruction videos in this course use the full Excel Desktop version as this has all the available product features, but for the hands-on labs we will be using the free 'Excel for the web' version as this is
available to everyone.

Although you can use the Excel Desktop software if you have access to this version, it is recommended that you use Excel for the web for the hands-on labs as the lab instructions specifically refer to this
version, and there are some small differences in the interface and available features.

Dataset Used in this Lab


The dataset used in this lab comes from the following source: https://www.kaggle.com/sudalairajkumar/indian-startup-funding under a CC0: Public Domain license. Acknowledgement and thanks also
goes to https://trak.in who were generous enough to share the data publicly for free.

We are using a modified subset of that dataset for the lab, so to follow the lab instructions successfully please use the dataset provided with the lab, rather than the dataset from the original source.

Objectives
After completing this lab, you will be able to:

Format data as a table


Create a Pivot Table and use fields to arrange data in a Pivot Table
Perform calculations using Pivot Table data
Use the Recommended Charts feature (does not work with the 'Basic' Office for the web plan.)
Use the Filters feature
Use the Slicers feature
Use the Timelines feature

Exercise 1: Introduction to Creating Pivot Tables in Excel


In this exercise, you will learn how to format data as a table, how to create a Pivot Table and use fields to arrange data in a Pivot Table, and how to perform calculations using Pivot Table data.

Task A: Format data as a table


1. Download the file indian_startup_funding_Lab7.xlsx. Upload and open it using Excel for the web.
2. Select cell A2.
3. On the Home tab, in the Tables group, click Format as Table.
4. Select Light Gray, Table Style Medium 15.

Task B: Create a pivot table and use fields to arrange data in a pivot table
1. Select cell D4

2. On the Insert tab, click PivotTable.

3. Click OK.

4. Double-click Sheet1, type Pivot1 and click OK.


5. In the fields list, drag Industry Vertical to Rows.
6. In the fields list, drag City Location to Rows below Industry Vertical.
7. In the fields list, drag Startup Name to Rows below City Location.
8. In the fields list, drag Amount in USD to Values.
9. In the ribbon, select the PivotTable tab, click Settings, then in the PivotTable Settings pane, under Layout, select Single column.

Task C: Perform a simple calculation in a pivot table


1. In the PivotTable Fields pane, in the Values section, click the drop-down arrow next to Count of Amount in USD, and click Value Field Settings.

2. Select Summarize value field by > Sum.

3. Click OK.
4. Select the column called Sum of Amount in USD and then on the Home tab, select Accounting Number Format > $ English (United States).

Exercise 2: Pivot Table Features


In this exercise, you will learn some other features that we can use with Pivot Tables, including Recommended Charts, Filters, Slicers, and Timelines.

Note: The 'Recommended Charts' feature only works with 'full' Office for the web plans (those plans that come with an Office 365 subscription). Recommended Charts do not work with the
'basic' plan that comes with a Microsoft Account.

Task A: Use of the Recommended Charts feature (Optional: If you have a full Office for the web
plan)
1. Switch to worksheet indian-startup-funding.

2. Select column F (City Location).

3. On the Insert tab, select Recommended Charts.

4. Click + Insert PivotChart.

5. Switch to worksheet indian-startup-funding again.

6. Select column C, D, E.

7. On the Insert tab, select Recommended Charts.

8. Choose the recommended chart, and click + Insert PivotChart.

Task B: Use of the Filters feature


1. Switch to worksheet Pivot1.
2. In the Pivot Table, click the Row Labels arrow.
3. Select City Location, then Filter....
4. Just select Burnsville, Delhi, New York, then click OK to display the amounts for startups in these three cities only.
5. In the Pivot Table, click the Row Labels arrow.
6. Select City Location, then click Clear Filter From 'City Location' to display the startups in all cities again.

Task C: Use of the Slicers feature


1. Download the file indian_startup_funding_Lab7_with_slicers_timelines.xlsx. Upload and open it using Excel for the web.
2. Switch to worksheet Pivot1 if you are not there.
3. In the City Location slicer, select Burnsville, then Delhi, then New York.
4. To filter by multiple selection in the City Location slicer, with New York still selected, press CTRL and select Burnsville, and then Delhi.
5. To filter using more than one slicer, in the Investors Name slicer, select Amour Infrastructure, then press CTRL and select Westbridge Capital, and then Breakthrough Energy Ventures.
6. In the City Location slicer, click the Clear Filter button, then in the Investors Name slicer, click the Clear Filter button.

Task D: Use of the Timelines feature


1. In the Date timeline, click top right drop-down and select DAYS, then scroll left and right.

2. In the Date timeline, click top right drop-down and select QUARTERS.
3. In the Date Timeline, select 2019 Q1, then drag 2019 Q1 to 2019 Q3.
4. In the Date timeline, click the Clear Filter icon.
5. In the Date timeline, click top right drop-down and select YEARS, then select 2020 only.

Congratulations! You have completed Lab 7, and you are ready for the next topic.

Author(s)
Sandip Saha Joy

Other Contributor(s)
Steve Ryan

Changelog
Date Version Changed by Change Description

2020-09-10 1.2 Steve Ryan Added software/dataset info

2020-07-23 1.1 Steve Ryan ID review

2020-07-20 1.0 Sandip Saha Joy Initial version created

© IBM Corporation 2020. All rights reserved.

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