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5 B Microsoft Excel and Create The Pivot Table and Pivot Chart To Perform Data Analysis

The document explains how to create and use Pivot Tables and Pivot Charts in Microsoft Excel for data analysis. It details the steps to create a Pivot Table, including selecting data, inserting the table, and customizing it with filters and calculations. Additionally, it outlines the process for creating a Pivot Chart to visualize the data, emphasizing the customization options available for both tools.

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Ritesh Barnwal
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15 views3 pages

5 B Microsoft Excel and Create The Pivot Table and Pivot Chart To Perform Data Analysis

The document explains how to create and use Pivot Tables and Pivot Charts in Microsoft Excel for data analysis. It details the steps to create a Pivot Table, including selecting data, inserting the table, and customizing it with filters and calculations. Additionally, it outlines the process for creating a Pivot Chart to visualize the data, emphasizing the customization options available for both tools.

Uploaded by

Ritesh Barnwal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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5 B Microsoft Excel and create the Pivot table and Pivot Chart to perform data

analysis
Consider the database in excel as:
Data Link: https://docs.google.com/spreadsheets/d/1z6WYlJT36tahArZtBvESCi96voqKhZq8/edit?
usp=drive_link&ouid=110789261263407953086&rtpof=true&sd=true

Solution:
What is a Pivot Table?
● A pivot table is a powerful feature in Microsoft Excel that allows users to summarize and
analyze large amounts of data quickly and easily.
● With pivot tables, users can sort, filter, and rearrange data based on specific criteria, making it
easier to identify trends and patterns in their data.
● Pivot tables are highly customizable, allowing users to select the data they want to analyze
and manipulate it in various ways, such as creating calculations and adding custom fields.

What is a Pivot Chart?


● A pivot chart is a graphical representation of data created from a pivot table in Microsoft Excel.
● Pivot charts allow users to visualize and analyze data in a more engaging and interactive way
than traditional tables and charts.
● With pivot charts, users can quickly and easily create charts and graphs from their pivot table
data, such as bar charts, line graphs, and pie charts.
● Pivot charts are highly customizable, allowing users to change the chart type, add or remove
chart elements, and format the chart to their specific needs.

Solution:
Steps to create Pivot table in Excel
1. Select the data range that contains your data (including the headers). In this case, click on the cell
containing "First Name" and drag to the cell containing "Total Marks" to select the entire range.
2. Go to the "Insert" tab in the ribbon. This is located at the top of the Excel window.
3. Click on "PivotTable" in the "Tables" group. This will open the "Create PivotTable" dialog
box.
4. In the "Create PivotTable" dialog box, make sure that the correct range is selected in the
"Table/Range" field. This should be the range you selected in step 1.
5. Choose where you want to place the pivot table. You can either place it in a new worksheet
or in an existing one. Select your preferred option by clicking the corresponding radio
button.
6. Click on "OK" to create the pivot table. This will create a blank pivot table with a
"PivotTable Fields" pane on the right.
7. In the pivot table field list, drag and drop the "First Name", "Last Name", "Roll Number",
"Email Address", "Teacher Name", "Subject1", "Subject2", and "Subject3" fields into the
"Rows" section. This will add these fields as row labels in the pivot table.
8. Drag and drop the "Total Marks" field into the "Values" section. This will add this field as a
value to be calculated in the pivot table.
9. By default, the pivot table will show the sum of the total marks. If you want to change this
to another function, such as average or count, you can click on the dropdown arrow next to
"Sum of Total Marks" in the "Values" section, select "Value Field Settings", and choose the
desired function. This will open a dialog box where you can select the calculation you want
to perform on the data.
10. Your pivot table is now ready! You can use the filter and sort options to further analyze
your data. For example, you can click on the dropdown arrow next to a row label to filter the
pivot table based on that value, or you can click on a column header to sort the pivot table
by that field.

Steps to create Pivot Chart:


1. Select the data range that contains your data (including the headers). In this case, select the range
from "First Name" to "Total Marks".
2. Go to the "Insert" tab in the ribbon.
3. Click on the chart type that you want to create in the "Charts" group. For example, if you want to
create a column chart, click on the "Column" button and select the chart subtype that you want to
use.
4. Excel will automatically create a chart based on your data range. By default, it will be placed on the
same worksheet as your data. You can move the chart to a new worksheet or a different location on
the same worksheet by clicking and dragging it.
5. To customize the chart, you can click on any part of it to select it. This will bring up the "Chart
Tools" tabs in the ribbon. You can use these tabs to modify the chart in a variety of ways. For
example, you can change the chart type, add a title or labels, change the chart colors, or adjust the
chart layout.
6. To add or remove data from the chart, you can right-click on the chart and select "Select Data". This
will open the "Select Data Source" dialog box, where you can add or remove series, edit the series
names or values, or change the chart data range.
7. Now the chart is ready...! You can use it to visualize and analyze your data. To update the chart with
new data, simply edit the data range and Excel will automatically update the chart accordingly.

Use of filters, rows, columns, and values in a pivot table:


Filters: Filters are used to limit the data that is displayed in the pivot table. You can use filters to exclude
certain values, only show specific data ranges, or include only certain categories.
Rows: Rows are used to group the data in the pivot table along the vertical axis. Each row represents a
unique category or value that is being analyzed.
Columns: Columns are used to group the data in the pivot table along the horizontal axis. Each column
represents a unique category or value that is being analyzed.
Values: Values are the data points that are being analyzed in the pivot table. These can be numerical
values, percentages, or other types of data. Pivot tables use mathematical functions, such as sum or
average, to calculate these values based on the data in the rows and columns.

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