Student Guide

40571A
Microsoft Excel expert 2019
Module 6: Using Microsoft PivotTables and Microsoft
PivotCharts
 Using Microsoft PivotTables and Microsoft PivotCharts

Contents
Contents ................................................................ 2 Try-it 2 ....................................................... 19
Module overview .............................................. 4 Topic 2: Format data ................................ 19
Description ...................................................... 4 Change PivotTable layout................. 19
Scenario ............................................................ 5 Change PivotTable styles .................. 20
Cornerstone .................................................... 5 Change the number format for a
Lesson 1: Using PivotTables ......................... 6 field ............................................................. 21

Overview .......................................................... 6 Activity: Show and tell ........................ 23

Warm-up .......................................................... 6 Try-it: Format data ............................... 24

Topic 1: Use Recommended Try-it 1 ....................................................... 24

PivotTables ...................................................... 6 Try-it 2 ....................................................... 24
Activity: Think-pair-share .................... 8 Wrap-up ........................................................ 25
Try-it: Use Recommended Lesson 3: Performing PivotTable
PivotTables ................................................. 8 calculations ....................................................... 26
Topic 2: Create PivotTables ..................... 9 Overview........................................................ 26
Activity: Show and Tell ....................... 11 Warm-up ....................................................... 26
Try-it: Create PivotTables ................. 12 Topic 1: Add calculated fields.............. 26
Wrap-up ........................................................ 12 Add a calculated field ......................... 27
Lesson 2: Modifying PivotTables ............ 14 Activity: Show and tell ........................ 28
Overview ....................................................... 14 Try-it: Add calculated fields ............. 28
Warm-up ....................................................... 14 Topic 2: Depict values in different
Topic 1: Modify field selections and ways ................................................................. 29
options ........................................................... 14 Change PivotTable value field
Change field selections in a settings ...................................................... 29
PivotTable ................................................ 15 Activity: Think-pair-share .................. 30
Change PivotTable options ............. 16 Try-it: Depict values in different
Activity: Discuss and learn................ 18 ways ............................................................ 31

Try-it: Modify field selections and Wrap-up ........................................................ 32

options ...................................................... 18 Lesson 4: Filtering and grouping
Try-it 1 ....................................................... 18 PivotTables ........................................................ 33

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Overview ....................................................... 33 Try-it: Manipulate options in

Warm-up ....................................................... 33 existing PivotCharts ............................. 51

Topic 1: Create slicers ............................. 33 Wrap-up ........................................................ 52

Creating slicers to filter data ........... 34 Lesson 6: Using PivotCharts: beyond the
basics ................................................................... 53
Activity: Show and tell ........................ 35
Overview........................................................ 53
Try-it: Create slicers ............................. 35
Warm-up ....................................................... 53
Topic 2: Group fields ............................... 36
Topic 1: Apply styles to PivotCharts . 53
Group date or numeric fields ......... 36
Apply chart styles ................................. 54
Activity: Discuss and learn................ 38
Activity: Show me how ....................... 54
Try-it: Group fields ............................... 38
Try-it: Apply styles to PivotCharts. 54
Topic 3: Create timelines ....................... 39
Topic 2: Drill down into PivotChart
Add a timeline filter ............................ 39 details ............................................................. 55
Activity: Each one, teach one .......... 40 Expand or collapse PivotChart
Try-it: Create timelines....................... 41 details ......................................................... 55
Wrap-up ........................................................ 41 Display or hide field buttons ........... 56
Lesson 5: Using PivotCharts: the basics43 Filter PivotChart data .......................... 56
Overview ....................................................... 43 Activity: Show me how ....................... 57
Warm-up ....................................................... 43 Try-it: Drill down into PivotChart
Topic 1: Create PivotCharts .................. 44 details ......................................................... 57

Creating a PivotChart ......................... 44 Wrap-up ........................................................ 58

Activity: Show me how ...................... 45 Glossary .............................................................. 59

Try-it: Create PivotCharts ................. 46 Cornerstone ...................................................... 60

Topic 2: Manipulate options in Overview........................................................ 60

existing PivotCharts ................................. 46 Objectives ..................................................... 60
Change fields in existing PivotCharts Duration ......................................................... 61
...................................................................... 47 Instructions ................................................... 61
Change elements in an existing Tasks ................................................................ 61
PivotChart ................................................ 48
File 1:
Change the chart type of an existing Cornerstone_product_sales_2019_st
PivotChart ................................................ 49
arter.xlsx .................................................... 61
Activity: Four corners .......................... 50

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Module overview
Description
In Microsoft Excel 2019, you can use PivotTables and PivotCharts to summarize and
present large amounts of data. PivotCharts and PivotTables complement each other by
enabling you to present complex information in attractive and user-friendly ways. At the
end of this module, you’ll be able to use and manage PivotCharts and PivotTables.

Lesson Learning objective Exam objective(s)

Using Understand and create PivotTables. • 4.2.1

PivotTables

Modifying Modify and format PivotTables and the data • 4.2.2

PivotTables in them. • 4.2.6

Performing Create calculated fields in a PivotTable, • 4.2.5

PivotTable calculate how values display in a PivotTable. • 4.2.2
calculations

Filtering and Filter, group, and ungroup data in a • 4.2.3

grouping PivotTable. • 4.2.4
PivotTables

Using Create PivotCharts and change options that • 4.3.1

PivotCharts: affect PivotCharts. • 4.3.2
the basics

Using Format PivotCharts, and expand, collapse, • 4.3.3

PivotCharts: and display details in a PivotChart. • 4.3.4
beyond the
basics

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Lesson Learning objective Exam objective(s)

Cornerstone: • Create and format a PivotTable. • 4.2.1

Creating a • Perform PivotTable calculations. • 4.2.2
sales • Group and filter data. • 4.2.3
dashboard • Create and modify a PivotChart. • 4.2.4
• 4.2.5
• 4.2.6
• 4.3.1
• 4.3.2
• 4.3.3
• 4.3.4

Table 1: Objectives by lesson

Scenario
You’re approaching the end of your one-year internship at Munson’s Pickles and
Preserves Farm, and your team members have asked you to create a summary of the
sales that Munson’s generated at farmers markets, through retail and wholesale outlets,
and at the farm shop. The marketing team will use the charts and tables that you create
as a dashboard to present to new students in the next academic semester.

Cornerstone
This module concludes with a Cornerstone project, in which you’ll create charts and
tables that the sales team will use as an interactive dashboard. In the Cornerstone, you’ll:
• Create a PivotTable.
• Modify and format the PivotTable.
• Perform PivotTable calculations.
• Group and filter data.
• Create and modify a PivotChart.

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Lesson 1: Using PivotTables

Overview
PivotTables in Excel enable you to analyze and summarize complex data. You can use
PivotTables to present a large amount of data in a concise manner, make comparisons
between data, and study data trends. At the end of this lesson, you’ll be able to create
PivotTables in Excel.

Warm-up
Use these questions to find out what you already know about this lesson’s topics:
1. What can PivotTables help you do with large volumes of data?
Select all that apply.
a. Summarize
b. Organize
c. Optimize
d. Analyze
2. To create PivotTables, you select the Select here to enter text. tab.
Fill in the blank space.

Topic 1: Use Recommended PivotTables

Did you know that when you’re working with PivotTables, Excel can recommend
PivotTables that suit your data? To use this option, you can select Recommended
PivotTables in the Tables group.
To create a recommended PivotTable:
1. Select a cell in the data range.
2. Select the Insert tab.

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3. Select Recommended PivotTables in the Tables group, which the following

screenshot depicts.

Figure 1: Tables group of the Insert tab

4. Select an option in the Recommended PivotTables dialog box, which the following
screenshot depicts.

Figure 2: Recommended PivotTables dialog box

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Additional information
To review the tutorial on PivotTables, go to: Overview of PivotTables
and PivotCharts

Activity: Think-pair-share
In this activity, your teacher will demonstrate how to use Recommended PivotTables,
and then pair you with a partner. Review the online tutorial and discuss with your
partner the different ways that you might use PivotTables to analyze data.

Resources required
You’ll need the following resources for this activity:
• None

Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates how to use recommended PivotTables.
2. Ask the teacher clarifying questions. An example is: How can I choose different
PivotTables?
3. Review the online tutorial and think about how you might choose different
PivotTables to determine different information, for example: sum of sales versus
count of sales.
4. Discuss your idea(s) with your partner.

Try-it: Use Recommended PivotTables

In this standalone try-it activity, you’ll create a recommended PivotTable with
sums and also a recommended PivotTable with counts.

Resources
You’ll need the following resources for this try-it:
• Open L1_T1_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

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Instructions
The following are the general tasks that you need to perform during this try-it:
1. Use Recommended PivotTables to create a Sum of Farm Shop Sales by Category
PivotTable.
2. Use Recommended PivotTables to create a Count of Product by Category
PivotTable.

Topic 2: Create PivotTables

Using Recommended PivotTables is helpful when you need results fast, but there
might be situations in which you need to control all the options for your PivotTable.
When you’re working with specific data and you want to precisely control all the
options, you’ll need to create a PivotTable yourself.
To create a PivotTable:
1. Select the data that you want to use for your PivotTable.
Note: Your data shouldn't have any empty rows or columns. It must have only a single-
row heading.
2. Select the Insert tab.
3. Select PivotTable in the Tables group. The Create PivotTable dialog box displays,
as the following screenshot depicts.

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Figure 3: Create PivotTable dialog box

4. In the Create PivotTable dialog box:

a. In the Choose the data that you want to analyze section, select:
i. Select a table or range to enter the Table/Range to use.
ii. Use an external data source to use an external data source, select Choose
Connection, and then select a connection from the Existing Connections
dialog box.
b. In the Choose where you want the PivotTable report to be placed section,
select:
i. New worksheet to place the PivotTable in a new worksheet.
ii. Existing worksheet to place the PivotTable in an existing worksheet, and
then select the location where you want the PivotTable.
5. Select OK.

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6. In the PivotTable Fields pane (also known as the Field List), select the desired fields,
as the following screenshot depicts.

Figure 4: PivotTable Fields pane

Video
To review the video on how to create PivotTables, go to: Create a
PivotTable to analyze worksheet data

Activity: Show and Tell

In this activity, your teacher will demonstrate the steps to create a PivotTable.

Resources required
You’ll need the following resources for this activity:
• None

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Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates how to create a PivotTable.
2. Ask the teacher clarifying questions. An example is: How can I put the PivotTable on
the same worksheet as the data?

Try-it: Create PivotTables

In this standalone try-it activity, you’ll create a PivotTable with sales by category.

Resources
You’ll need the following resources for this try-it:
• Open L1_T2_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
• Create a PivotTable by using Category as the row and Farm Shop Sales as the value.

Wrap-up
Use these questions to check what you learned in this lesson:
1. Which feature on the Insert tab provides preconfigured PivotTable options?
Select the correct option.
a. Preset PivotTables
b. Recommended PivotTables
c. PivotTable Options
d. Table

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2. What are the data sources that you can use for a PivotTable?
Select all that apply.
a. Table
b. Range
c. External data source
d. Grid

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Lesson 2: Modifying PivotTables

Overview
You can modify your PivotTables by moving fields around and formatting the data to
make analysis easier. At the end of this lesson, you’ll be able to modify and format
PivotTables.

Warm-up
Use these questions to find out what you already know about this lesson’s topics:
1. Which of the following characteristics can you modify in the PivotTable Styles
group?
Select all that apply.
a. Color
b. Font
c. Layout
d. Totals
2. Which of the following characteristics can you change in the Layout group for
PivotTable design?
Select all that apply.
a. Repetition of item labels
b. Subtotals
c. Color
d. Grand Totals

Topic 1: Modify field selections and

options
Field placement determines the data grouping and display in a PivotTable.
Typically, Excel adds non-numeric fields to the Rows box, numeric fields to the Values
box, and date fields to the Columns box of the PivotTable Fields pane.

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Change field selections in a PivotTable

To change the field selection in a PivotTable:
1. Select the PivotTable.
2. If the PivotTable Fields pane does not automatically display, select the Analyze tab,
and then select Field List in the Show group. The following screenshot depicts the
Show group.

Figure 5: Show group on the Analyze tab

3. Select the field(s) that you would like to add or remove from the PivotTable by
selecting the check boxes in the PivotTable Fields pane.
4. Select the field that you want to move, and then select the box that you want to
move it to by using the Field drop-down list in the PivotTable Fields pane. You can
also move the field before or after other fields in the same box. Alternatively, you can
drag and drop the field to different boxes. The following screenshot depicts the field
drop-down list.

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Figure 6: Field drop-down list in the PivotTable Fields pane

Did you know?

The act of moving fields around is known as pivoting the data, and
this is how PivotTables and PivotCharts get their name.

Change PivotTable options

To change PivotTable options:
1. Select the PivotTable.
2. Select the Analyze tab, and then select Options in the PivotTable group.
3. Select the desired options in the PivotTable Options dialog box, and then select
OK. The following screenshot depicts the PivotTable Options dialog box.

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Figure 7: PivotTable Options dialog box

Note: Be sure to include alt text in the Alt Text tab of the PivotTable Options dialog
box to describe your PivotTable. Alt text provides alternative, text-based descriptions of
images and tables to persons who have visual or cognitive impairments and use screen
readers.

Video
To review the video on modifying PivotTables, go to: Use the Field List
to arrange fields in a PivotTable

Additional information
To review the tutorial on PivotTable options, go to: PivotTable options

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Activity: Discuss and learn

In this activity, your teacher will demonstrate moving and changing fields by using the
field list. There will also be a discussion on how this can be helpful when you’re
analyzing data.

Resources required
You’ll need the following resources for this activity:
• None

Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates how to move and change fields by using
the field list.
2. Ask the teacher clarifying questions. An example is: How can I move fields?
3. Think about how you might choose different field placement to determine different
information; for example, filtering by season.

Try-it: Modify field selections and options

In this leveled try-it activity, you’ll add a field to a PivotTable and review the impact
on the PivotTable. You’ll rearrange fields in the PivotTable field list and review the
impact on the PivotTable.

Try-it 1
Resources
You’ll need the following resources for this try-it:
• Open L2_T1_try1_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following is the general task that you need to perform during this try-it:
• Add the Seasons field to the existing PivotTable.

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Try-it 2
Resources
You’ll need the following resources for this try-it:
• Open L2_T1_try2_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Move the Seasons field from the Row box to the Category box.
2. Hide column grand totals.
3. Add alt text to the PivotTable.

Topic 2: Format data

How you display data in a PivotTable can help or hinder your analysis. Make sure
that you use PivotTables to your best advantage and impress your audience by
presenting information that is clear, concise, and easy to interpret. In this lesson, you'll
learn how to change the appearance and layout of a PivotTable to maximize its use.

Change PivotTable layout

To change the layout of a PivotTable:
1. Select the PivotTable.
2. Select the Design tab, and then select the Report Layout drop-down list in the
Layout group. The following screenshot depicts the Report Layout drop-down list.

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Figure 8: Report Layout drop-down list in the Layout group

3. Select the desired option.

Change PivotTable styles

To change the style of your PivotTable:
1. Select the PivotTable.
2. Select the Design tab, and then select the desired style in the PivotTable Styles
group. The following screenshot depicts the options in the PivotTable Styles group.

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Figure 9: PivotTable Styles options

Change the number format for a field

You can also change the number format for the fields in your PivotTable. To do so:
1. Select the header cell of the Value field in the PivotTable; for example, Sum of Farm
Shop Sales.
2. Select the Analyze tab, and then select Field Settings in the Active Field group,
which the following screenshot depicts.

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Figure 10: Active Field group of the Analyze tab

3. Select Number Format in the Value Field Settings dialog box, which the following
screenshot depicts.

Figure 11: Value Field Settings dialog box

4. Change the number format to the desired setting in the Format Cells dialog box,
which the following screenshot depicts. Select OK.

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Figure 12: Format Cells dialog box

Additional information
To review the article on formatting a PivotTable, go to: Design the
layout and format of a PivotTable

Activity: Show and tell

In this activity, your teacher will demonstrate how to change a PivotTable layout and
design, and also how to format the value fields in a PivotTable.

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Resources required
You’ll need the following resources for this activity:
• None

Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates how to change a PivotTable layout and
design, and how to format the value fields in a PivotTable.
2. Ask the teacher clarifying questions. An example is: How can I change the design to
another color?

Try-it: Format data

In this leveled try-it activity, you’ll change PivotTable layout and design, and format
the sales field to display currency without decimal points.

Try-it 1
Resources
You’ll need the following resources for this try-it:
• Open L2_T2_try1_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Change Report Layout to tabular form.
2. Change PivotTable style to Light, Row 2, Column 4 (Light Blue, Pivot Style Light
17).

Try-it 2
Resources
You’ll need the following resources for this try-it:
• Open L2_T2_try2_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

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Instructions
The following is the general task that you need to perform during this try-it:
• Change the number format for Farm Shop Sales to currency with no decimal points.

Wrap-up
Use these questions to check what you learned in this lesson:
1. What are the choices for field placement (boxes) in the PivotTable Fields pane?
Select all that apply.
a. Value
b. Column
c. Row
d. Header
2. When you move a field from Rows to Columns in a PivotTable, you are Select here
to enter text. the data.
Fill in the blank space.

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Lesson 3: Performing PivotTable

calculations
Overview
At the end of this lesson, you’ll be able to calculate data in PivotTables. You’ll create a
calculated field in a PivotTable and calculate how values display in a PivotTable.

Warm-up
Use these questions to find out what you already know about this lesson’s topics:
1. You can summarize values in a PivotTable by:
Select all that apply.
a. Sum
b. Average
c. Dividend
d. Count
2. Calculated fields use a Select here to enter text. to create a new field in a
PivotTable.
Fill in the blank space.

Topic 1: Add calculated fields

You can use the Calculated Field option to create new fields for your PivotTable
that did not exist in your original data. For example, you could add a new field that
depicts the amount of tax on sales.

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Add a calculated field

To add a calculated field:
1. Select the PivotTable.
2. Select the Analyze tab, and then, select the Fields, Items, & Sets drop-down list in
the Calculations group. The following screenshot depicts the Fields, Items, & Sets
drop-down list.

Figure 13: Fields, Items, & Sets drop-down list

3. Select Calculated Field.

4. In the Insert Calculated Field dialog box, enter a Name for the field and a Formula.
The following screenshot depicts the Insert Calculated Field dialog box.

Figure 14: Insert Calculated Field dialog box

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5. Select OK.

Additional information
To review the tutorial on calculated fields in PivotTables, go to:
Calculate values in a PivotTable

Activity: Show and tell

In this activity, your teacher will demonstrate how to create a calculated field of 15
percent commission on sales.

Resources required
You’ll need the following resources for this activity:
• None

Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates how to add a calculated field.
2. Ask the teacher clarifying questions. An example is: How can I pick the field to use
for my formula?

Try-it: Add calculated fields

In this standalone try-it activity, you’ll create a calculated field for 10 percent sales
tax on the Farm Shop Sales field.

Resources
You’ll need the following resources for this try-it:
• Open L3_T1_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following is the general task that you need to perform during this try-it:
• Add a calculated field with the name Sales Tax by using the formula ='Farm Shop
Sales' * -.10.

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Topic 2: Depict values in different ways

Value field settings in Excel are useful in improving the versatility of your data
presentation. You can choose from a variety of options to determine the type of
calculation that you want to use to summarize data for a field. You can choose from
calculations such as sums, averages, or counts. You can display values as a part of the
total, as a running total, as a rank, and more.

Change PivotTable value field settings

1. Select the header cell of the Value field in the PivotTable; for example, Sum of Farm
Shop Sales.
2. Select the Analyze tab, and then select Field Settings in the Active Field group,
which the following screenshot depicts.

Figure 15: Active Field group on the Analyze tab

3. Select the desired settings in the Value Field Settings dialog box, which the
following screenshot depicts.

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Figure 16: Value Field Settings dialog box

4. Select OK.

Additional information
To review the tutorial on displaying calculations in PivotTables, go to:
Show different calculations in PivotTable value fields

Activity: Think-pair-share
In this activity, your teacher will demonstrate how to change values of field settings and
then pair you with a fellow student. Review the tutorial and consider how you can use
the different Show Values As options to find out different things.

Resources required
• None

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Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates how to change the values of field settings.
2. Ask the teacher clarifying questions. An example is: How can I display a value as part
of the total?
3. Review the online tutorial and think about how you might choose from the various
options to determine different information; for example, sum of sales vs. count of
sales.
4. Discuss your idea(s) with your partner.

Try-it: Depict values in different ways

In this standalone try-it activity, you’ll change the Sum of Farm Shop Sales field
to display the value as a running total. You’ll change the Count of Farm Shop Sales
field to display the value as a percentage of the grand total.

Resources
You’ll need the following resources for this try-it:
• Open L3_T2_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Change the Sum of Farm Shop Sales field to display the value as a running total.
2. Change the Count of Farm Shop Sales field to display the value as a percentage of
the grand total.

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Wrap-up
Use these questions to check what you learned in this lesson:
1. You can display values in a PivotTable as:
Select all that apply.
a. % of Grand Total
b. Dividend of a specified field
c. Running Total in a specified field
d. Rank smallest to largest
2. Calculated fields use formulas to calculate new Select here to enter text. in a
PivotTable.
Fill in the blank space.

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Lesson 4: Filtering and

grouping PivotTables
Overview
At the end of this lesson, you’ll be able to filter and group data in a PivotTable. You’ll
filter data with slicers, group and ungroup data in a PivotTable, and filter dates with a
timeline.

Warm-up
Use these questions to find out what you already know about this lesson’s topics:
1. What is the purpose of filters in a PivotTable?
Select the correct option.
a. Group data
b. Drill down into data
c. Expand data
d. Categorize data
2. What type of fields can be grouped?
Select all that apply.
a. Date
b. Text
c. Numeric
d. Labels

Topic 1: Create slicers

Excel provides slicers, which you can use to filter the data in a PivotTable. When
you insert a slicer into your PivotTable, a box displays that you can use to filter your
PivotTable data. Slicers also indicate the filtering state in a PivotTable, so that you can
understand what exactly is currently on display.

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Creating slicers to filter data

To create a slicer to filter data:
1. Select the PivotTable.
2. Select the Analyze tab.
3. Select Insert Slicer in the Filter group, which the following screenshot depicts.

Figure 17: Filter group on the Analyze tab

4. In the Insert Slicers dialog box, select the field(s) for the slicer.

Figure 18: Insert Slicers dialog box

5. Select OK.

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6. Make selections in the slicer filter that displays, and then filter your data. The
following screenshot depicts the slicer filter.

Figure 19: Slicer filter

Video
To review the video on filtering data in a PivotTable, go to: Filter data
in a PivotTable

Activity: Show and tell

In this activity, your teacher will demonstrate adding and using a slicer for the season
field.

Resources required
You’ll need the following resources for this activity:
• None

Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates how to add and use a slicer in a
PivotTable.
2. Ask the teacher clarifying questions. An example is: How can I pick the field(s) to use
for my slicer(s)?

Try-it: Create slicers

In this standalone try-it activity, you’ll add slicers for the Category and Product
fields. You’ll experiment with filtering the PivotTable by using your slicers.

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Resources
You’ll need the following resources for this try-it:
• Open L4_T1_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Insert slicers for the Product and Category fields.
2. Move the slicers on the worksheet so that both are visible.
3. Filter the PivotTable by Dairy.
4. Filter the PivotTable by using two or more categories of your choice.
5. Clear the filters.

Topic 2: Group fields

You can group date fields and numeric fields to analyze the data in more
manageable subsets. For example, instead of reviewing the data for every day, you can
group it into months, quarters, or years. Fields must be in the row or column areas in the
order in which you want to group them.

Group date or numeric fields

To group data or numeric fields:
1. Select a cell in the Date or Numeric field that you want to group.
2. Select the Analyze tab.
3. Select Group Field in the Group group.

Figure 20: Group group on the Analyze tab

Note: To group a portion of the field, select the cells that you want to group, and then
select Group Selection.

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4. Select how you want to group the field in the Grouping dialog box. The following
screenshot depicts the Grouping dialog box for numeric fields.

Figure 21: Grouping dialog box for numeric fields

The following screenshot depicts the Grouping dialog box for date fields.

Figure 22: Grouping dialog box for date fields

5. Select OK.

Video
To review the video on grouping or ungrouping data in a PivotTable,
go to: Group or ungroup data in a PivotTable

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Activity: Discuss and learn

In this activity, you’ll review the video in the link above. Your teacher will demonstrate
how to group and ungroup data in a PivotTable, and then discuss how you can analyze
data better by grouping it.

Resources required
You’ll need the following resources for this activity:
• None

Activity instructions
Participate in the activity by following these instructions:
1. Review the video.
2. Follow along as the teacher demonstrates how to group and ungroup data.
3. Ask the teacher clarifying questions. An example is: What types of fields can be
grouped?
4. Think about how you might use grouping to analyze data and participate in the
discussion.

Try-it: Group fields

In this standalone try-it activity, you’ll group sales date by month and year,
ungroup the sales date, and regroup the sales date by quarters. You’ll group farm shop
sales by hundreds.

Resources
You’ll need the following resources for this try-it:
• Open L4_T2_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Group sales date by month and year.
2. Ungroup sales date.
3. Group sales date by quarter.
4. Group farm shop sales by hundreds.

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Topic 3: Create timelines

You can use timelines to easily filter dates in your data. Before you can add a
timeline filter, make sure that your source data has dates in order. The Date field does
not have to be displayed in your PivotTable. The process of adding timelines is not very
complicated and is similar to adding slicers.

Add a timeline filter

To add a timeline filter to your PivotTable:
1. Select the PivotTable.
2. Select the Analyze tab.
3. Select Insert Timeline in the Filter group, which the following screenshot depicts.

Figure 23: Filter group on the Analyze tab

4. Select the desired date field in the Insert Timelines dialog box, which the following
screenshot depicts.

Figure 24: Insert Timelines dialog box

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 Using Microsoft PivotTables and Microsoft PivotCharts

5. Select OK.
6. To filter the data by date, select the desired date(s) in the timeline filter, as the
following screenshot depicts.

Figure 25: Timeline filter

Additional information
To review the tutorial on creating timelines, go to: Create a PivotTable
timeline to filter dates

Video
To review the video on using slicers, timelines, and PivotCharts, go to:
Use slicers, timelines and PivotCharts

Activity: Each one, teach one

In this activity, your teacher will pair you with a partner and ask you to review the
tutorial in the previous Video section. You’ll then teach each other how to add timelines.

Resources required
You’ll need the following resources for this activity:
• Open L4_T3_act_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

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Activity instructions
Participate in the activity by following these instructions:
1. Review the tutorial with your partner.
2. The first student teaches their partner how to insert a timeline filter for Harvest
Date.
3. The second student teaches their partner how to use the timeline filter.

Try-it: Create timelines

In this standalone try-it activity, you’ll add and use a timeline filter for Sales Date.

Resources
You’ll need the following resources for this try-it:
• Open L4_T3_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Insert a timeline filter for Sales Date.
2. Filter the data to display only the data for June, July, and August.
3. Clear the timeline filter.

Wrap-up
Use these questions to check what you learned in this lesson:
1. Which areas of a PivotTable must grouped fields be in?
Select all that apply.
a. Filter
b. Rows
c. Columns
d. Values
2. You can insert slicers and timelines from the Select here to enter text. group on the
Analyze tab.
Fill in the blank space.

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Did you know?

You can also add slicer and timeline filters to regular tables in an
Excel worksheet.

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Lesson 5: Using PivotCharts: the

basics
Overview
PivotTables might not be the best choice for all your audiences, especially if some of
them cannot understand data in a table and a visual depiction. In such situations,
PivotCharts provide a great way to summarize and present your data in an appealing
manner. At the end of this lesson, you’ll be able to create and modify PivotCharts. You’ll
also be able to change the options that affect PivotCharts.

Warm-up
Use these questions to find out what you already know about this lesson’s topics:
1. What is the Field List for a PivotChart called?
Select the correct option.
a. PivotTable Fields pane
b. PivotChart Fields pane
c. Chart Fields pane
d. Chart pane
2. What are some of the area fields of a PivotChart?
Select all that apply.
a. Filter
b. Legend (Series)
c. Columns
d. Rows

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Topic 1: Create PivotCharts

PivotTables are great for organizing and summarizing data, but sometimes it's still
difficult for some people to evaluate the data in a table. PivotCharts provide visual
representation of the data in a PivotTable and can make it easier for some of your
audience members to analyze the data.

Creating a PivotChart
To create a PivotChart:
1. Select the PivotTable.
2. Select the Analyze tab.
3. Select PivotChart in the Tools group, which the following screenshot depicts.

Figure 26: Tools group on the Analyze tab

4. Select the desired chart in the Insert Chart dialog box, which the following
screenshot depicts.

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Figure 27: Insert Chart dialog box

5. Select OK.

Video
To review the video on creating PivotCharts, go to: Create a PivotChart

Activity: Show me how

In this activity, your teacher will demonstrate how to insert a PivotChart.

Resources required
You’ll need the following resources for this activity:
• None

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Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates how to add a PivotChart.
2. Ask the teacher clarifying questions. An example is: How can I choose a chart for my
PivotTable?

Try-it: Create PivotCharts

In this standalone try-it activity, you’ll create a PivotChart of sales by category and
date.

Resources
You’ll need the following resources for this try-it:
• Open L5_T1_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following is the general task that you need to perform during this try-it:
• Insert a PivotChart of sales by category and date.

Topic 2: Manipulate options in existing

PivotCharts
You can easily change PivotChart options by using the PivotChart Fields pane.
This pane has four boxes in which you can place PivotChart fields—Filter, Axis, Legend,
and Value. How you place fields in these boxes can have a dramatic impact on your
PivotChart. You can also make changes to PivotCharts by using the same options that
you use in regular charts. For example, you can change the chart type or add data labels,
among other tasks.

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Change fields in existing PivotCharts

To change the fields in an existing PivotChart:
1. Select the PivotChart.
2. If the PivotChart Fields pane does not automatically display on the right, select the
Analyze tab, and then select Field List in the Show/Hide group. The following
screenshot depicts the Show/Hide group.

Figure 28: Show/Hide group on the Analyze tab

3. In the PivotChart Fields pane, which the following screenshot displays, place fields
in the desired areas.

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 Using Microsoft PivotTables and Microsoft PivotCharts

Figure 29: PivotChart Fields pane

Change elements in an existing PivotChart

To change the elements in an existing PivotChart:
1. Select the PivotChart.
2. Select the Design tab.
3. Select Add Chart Element in the Chart Layouts group, which the following
screenshot depicts.

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 Using Microsoft PivotTables and Microsoft PivotCharts

Figure 30: Add Chart Element drop-down list in the Chart Layouts group

4. Add or change chart elements as you require.

Change the chart type of an existing PivotChart

To change the chart type of an existing PivotChart:
1. Select the PivotChart.
2. Select the Design tab.
3. Select Change Chart Type in the Type group, which the following screenshot
displays.

Figure 31: Change Chart Type in the Type group

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4. Select the desired chart type in the Change Chart Type dialog box, which the
following screenshot displays.

Figure 32: Change Chart Type dialog box

Activity: Four corners

In this activity, your teacher will demonstrate how to manipulate the options in existing
PivotCharts. Your teacher will then divide the class into four groups. Each group will go
to a corner of the classroom. The teacher will assign a field box in the PivotChart Fields
pane to the students in each corner, so that the four corners will be Filter, Legend, Axis,
and Value. Each group will work together to create a scenario for using that option.

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Resources required
You’ll need the following resources for this activity:
• None

Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates how to manipulate options in a
PivotChart.
2. Ask the teacher clarifying questions. An example is: How can I change the fields in
my PivotChart?
3. Participate with your team in the four-corners activity to create a scenario for your
team's designated field area.

Try-it: Manipulate options in existing PivotCharts

In this standalone activity, you’ll pivot the fields in a PivotChart and review the
impact of your selections on the PivotChart. You’ll change the chart elements and chart
type to accommodate the field changes you made.

Resources
You’ll need the following resources for this try-it:
• Open L5_T2_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Move Category to Axis (Categories) field.
2. Remove the legend and chart title.
3. Change the chart to a bar chart.
4. Change the chart height to 5.5".

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Wrap-up
Use these questions to check what you learned in this lesson:
1. What tabs are available in the PivotChart Tools tab?
Select all that apply.
a. Analyze
b. Insert
c. Design
d. Format
2. When you move a PivotChart field from Legend to Axis, you are Select here to
enter text. the chart.
Fill in the blank space.

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Lesson 6: Using PivotCharts:

beyond the basics
Overview
This lesson explains how to perform more advanced tasks in a PivotChart. You’ll learn
how to format, expand, collapse, and display details in a PivotChart. You’ll also be able
to format a PivotChart and change chart styles.

Warm-up
Use these questions to find out what you already know about this lesson’s topics:
1. You can find Chart Styles on the Select here to enter text. tab of PivotChart
Tools.
Select the correct option.
a. Insert
b. Design
c. Format
d. Analyze
2. If you want to expand a PivotChart, you require two or more fields in the Select here
to enter text. field box.
Select the correct option.
a. Filter
b. Legend (Series)
c. Axis (Categories)
d. Values

Topic 1: Apply styles to PivotCharts

You can modify the style of your PivotCharts to make them more attractive to your
audience. You can also change the style to modify the formatting of multiple PivotChart
elements in one step.

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Apply chart styles

To change the style for a PivotChart:
1. Select the PivotChart.
2. Select the Design tab.
3. Select a style from the Chart Styles gallery in the Chart Styles group. Alternatively,
select Chart Styles (the paintbrush icon) next to the PivotChart on your worksheet,
and select a style there. The following screenshot depicts the Chart Styles group.

Figure 33: Chart Styles gallery

4. To change chart colors, select Change Colors in the Chart Styles group.

Activity: Show me how

In this activity, your teacher will demonstrate how to apply chart styles to a PivotChart.

Resources required
You’ll need the following resources for this activity:
• None

Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates how to add a chart style to a PivotChart.
2. Ask the teacher clarifying questions. An example is: How can I change PivotChart
colors?

Try-it: Apply styles to PivotCharts

In this standalone activity, you’ll apply different styles to PivotChart and review the
effect on your PivotChart.

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Resources
You’ll need the following resources for this try-it:
• Open L6_T1_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Apply Style 12 to the PivotChart.
2. Optionally, change the chart colors.

Topic 2: Drill down into PivotChart

details
When a PivotChart has two or more fields in the Axis (Categories) box, you can
expand or collapse the information to display more or fewer details. You can use the
field buttons to filter the PivotChart data. You can also place a field in the Filter box to
create an additional filter in the chart. Using these features can help you display the data
more clearly in your PivotChart.

Expand or collapse PivotChart details

To expand or collapse PivotChart details:
1. Select the Expand Entire Field (plus (+) sign) in the PivotChart to expand the
PivotChart details.
2. Select the Collapse Entire Field (minus (-) sign) in the PivotChart to collapse the
PivotChart details.
Alternatively, you can select the field in the PivotTable and use the Expand and
Collapse buttons in the Active Field group of the Analyze tab. The following
screenshot depicts the Active Field group of the Analyze tab.

Figure 34: Expand/Collapse buttons

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Display or hide field buttons

To display or hide field buttons:
1. Select the PivotChart.
2. Select the Analyze tab.
3. Select Field Buttons in the Show/Hide group.

Figure 35: Show/Hide group on the Analyze tab

4. Choose the desired field buttons to display or hide.

Filter PivotChart data

To filter PivotChart data, select a field drop-down box in the PivotChart on your
worksheet. Select the check boxes for the fields that you want to filter, and then select
OK. The following screenshot depicts a field drop-down box.

Figure 36: Filter list

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Additional information
To review the tutorial on expanding, collapsing, or displaying details in
a PivotTable or PivotChart, go to: Expand, collapse, or show details in a
PivotTable or PivotChart

Activity: Show me how

In this activity, your teacher will demonstrate how to expand and collapse PivotChart
details. The teacher will also demonstrate how to use field drop-down boxes to filter the
data in a PivotChart.

Resources required
You’ll need the following resources for this activity:
• None

Activity instructions
Participate in the activity by following these instructions:
1. Follow along as the teacher demonstrates expand, collapse, and filter a PivotChart.
2. Ask the teacher clarifying questions. An example is: How can I hide field buttons?

Try-it: Drill down into PivotChart details

In this standalone try-it activity, you’ll expand and collapse a PivotChart. You’ll
filter the PivotChart by using field drop-down boxes.

Resources
You’ll need the following resources for this try-it:
• Open L6_T2_try_farm_shop_sales_starter.xlsx in this lesson’s Learning Activity
Resources.

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Instructions
The following are the general tasks that you need to perform during this try-it:
1. Expand the PivotChart to display Quarters.
2. Expand the PivotChart to display Months.
3. Filter the PivotChart to display only 2019 data.
4. Collapse the PivotChart from Months to Quarters.

Wrap-up
Use these questions to check what you learned in this lesson:
1. You can apply chart styles from the Design tab and the Select here to enter text.
next to the PivotChart.
Select the correct option.
a. Chart Elements (the plus sign (+))
b. Chart Styles (the paintbrush icon)
c. Format pane
d. Table
2. You can use Select here to enter text. inside a PivotChart to filter data.
Select the correct option.
a. A slicer
b. A timetable
c. Field drop-down boxes
d. A filter

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Glossary
Calculated field A data field created with a formula.

Pivot To move a data field from a row to a column or vice versa.

PivotChart A chart that uses a PivotTable as its source of data.

PivotTable A table that you can use to summarize, analyze, explore, and present
data.

Slicer A stylized filter for a PivotTable.

Timeline A stylized date filter for a PivotTable.

Table #: Glossary terms and definitions

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Cornerstone
Overview
In this Cornerstone, you'll use Munson's sales data to make, modify, and format a
PivotTable. You’ll also create calculated fields, filter data with slicers, and group data.
You’ll then create and format a PivotChart and drill down into PivotChart details.

Objectives
The following table outlines the Cornerstone objectives and their corresponding
Microsoft Office Specialist (MOS) objectives.

Understand and • 4.2.1: Create PivotTables

create PivotTables

Change and format • 4.2.2: Modify field selections and options

PivotTables and the • 4.2.6: Format data
data in them

Create a calculated • 4.2.5: Add calculated fields

field in a PivotTable

Filter data with • 4.2.3: Create slicers

slicers and group • 4.2.4: Group PivotTable data
and ungroup data
in a PivotTable

Create PivotCharts • 4.3.1: Create PivotCharts

and change • 4.3.2: Manipulate options in existing PivotCharts
options that effect
PivotCharts

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Format PivotCharts • 4.3.3: Apply styles to PivotCharts

and expand, • 4.3.4: Drill down into PivotChart details
collapse, or display
details in a
PivotChart

Table 2: Cornerstone objectives

Duration
60 minutes

Instructions
1. Complete the tasks below for each file.
2. When saving your file, add your name to the end of the filename, for example: You-
Pick_Day_Dwayne_Espino. Follow your teacher’s directions for where to save your
files.
3. When you’re done with the Cornerstone, assess your completion and enter the
points you think you earned within the task lists below. You can ask your teacher for
help if required.

Tasks
You’ll work with one file in this Cornerstone. The following are the tasks that you need
to do within the file.

File 1: Cornerstone_product_sales_2019_starter.xlsx
Task: Create a PivotTable (20 points)
• Create a PivotTable displaying Sum of Wholesale, Sum of Markets, and Sum of
Farm Shop by Category. (20 points) (Exam objective 4.2.1)
Points scored: Select here to enter text. /20

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Task: Modify and format the PivotTable (20 points)

1. Add the Date field to Rows in the PivotTable. (5 points) (Exam objective 4.2.2)
2. Move the Date and Months fields before the Category field in the Rows box of the
PivotTable. (5 points) (Exam objective 4.2.2)
3. Change the PivotTable style to Light Blue, Pivot Style Medium 10. (5 points) (Exam
objective 4.2.2)
4. Format values in the PivotTable to display as currency with no decimal points. (5
points) (Exam objective 4.2.6)
Points scored: Select here to enter text. / 20

Task: Perform PivotTable calculations (20 points)

• Add the Commission field -15% of Markets to the PivotTable. (20 points) (Exam
objective 4.2.5)
Points scored: Select here to enter text. / 20

Task: Group and filter data (20 points)

1. Ungroup the Date field in the PivotTable. (5 points) (Exam objective 4.2.4)
2. Group the Date field in the PivotTable as Qtrs. (5 points) (Exam objective 4.2.4)
3. Add a Product slicer filter to the PivotTable. (10 points) (Exam objective 4.2.3)
Points scored: Select here to enter text. / 20

Task: Create and modify a PivotChart (20 points)

1. Create a stacked column chart using the PivotTable (5 points) (Exam objective 4.3.1)
2. Remove the Commission field from the PivotChart. (5 points) (Exam objective 4.3.2)
3. Apply Style 9 to the PivotChart. (5 points) (Exam objective 4.3.3)
4. Collapse the PivotChart to Qtrs. (5 points) (Exam objective 4.3.4)
Points scored: Select here to enter text. / 20
FILE 1 TOTAL POINTS: Select here to enter text./100

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