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Week 4

The document provides a comprehensive guide on using PivotTables, PivotCharts, and Slicers in Excel for data analysis. It outlines the steps for creating PivotTables and PivotCharts, refreshing data, and customizing value displays, as well as how to utilize Slicers for filtering data effectively. Key features and tips for optimizing the use of these tools are also included.

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alexisogbolu
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31 views21 pages

Week 4

The document provides a comprehensive guide on using PivotTables, PivotCharts, and Slicers in Excel for data analysis. It outlines the steps for creating PivotTables and PivotCharts, refreshing data, and customizing value displays, as well as how to utilize Slicers for filtering data effectively. Key features and tips for optimizing the use of these tools are also included.

Uploaded by

alexisogbolu
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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CWW Tech Africa

Week 4 topic 1
PIVOT TABLES, PIVOT CHARTS AND SLICERS
Pivot Table

A PivotTable is a powerful tool to calculate, summarize, and analyze


data that lets you see comparisons, patterns, and trends in your
data. PivotTables work a little bit differently depending on what
platform you are using to run Excel.
Create a Pivot Table in Excel

1. Select the cells you want to create a PivotTable from.


 Note: Your data should be organized in columns with a single header row.
Create a Pivot Table

2. Select Insert > PivotTable.


Create a Pivot Table In Excel

3. This will create a PivotTable based


on an existing table or range
Create a Pivot Table in Excel

4. Choose where you want the PivotTable report to be placed.


Select New Worksheet to place the PivotTable in a new worksheet
or Existing Worksheet and select where you want the new
PivotTable to appear.
5. Click OK
Building Out your Pivot Table

To add a field to your PivotTable,


select the field name checkbox in
the PivotTables Fields pane.
Building out Your Pivot Table

To move a field from one area to


another, drag the field to the target
area.
Refreshing a Pivot Table

If you add new data to your


PivotTable data source, any
PivotTables that were built on that
data source need to be refreshed. To
refresh just one PivotTable you
can right-click anywhere in the
PivotTable range, then
select Refresh. If you have multiple
PivotTables, first select any cell in
any PivotTable, then on
the Ribbon go to PivotTable
Analyze > click the arrow under
the Refresh button and
select Refresh All.
Working with Pivot Values

 Summarize Values By
 By default, PivotTable fields that are placed
in the Values area will be displayed as
a SUM. If Excel interprets your data as text,
it will be displayed as a COUNT. This is why
it's so important to make sure you don't mix
data types for value fields. You can change
the default calculation by first clicking on the
arrow to the right of the field name, then
select the Value Field Settings option.
 Next, change the calculation in
the Summarize Values By section. Note
that when you change the calculation
method, Excel will automatically append it in
the Custom Name section, like "Sum of
FieldName", but you can change it. If you
click the Number Format button, you can
change the number format for the entire
field.
Working With Pivot Values

Tip: Since the changing the


calculation in the Summarize
Values By section will change the
PivotTable field name, it's best not
to rename your PivotTable fields
until you're done setting up your
PivotTable. One trick is to use Find
& Replace (Ctrl+H) >Find what >
"Sum of", then Replace with >
leave blank to replace everything at
once instead of manually retyping.
 Show Values As
 Instead of using a calculation to
summarize the data, you can
also display it as a percentage of
a field. In the following example,
we changed our household
expense amounts to display as
a % of Grand Total instead of
the sum of the values.
Create a Pivot Chart

Sometimes it's hard to see the big picture when your raw data
hasn’t been summarized. Your first instinct may be to create a
PivotTable, but not everyone can look at numbers in a table and
quickly see what's going on. PivotCharts are a great way to add
data visualizations to your data.
Pivot Chart
 Corresponding Pivot Chart
 Household Expense Data
Create a Pivot Chart

 Select a cell in your table.


 Select Insert > PivotChart
Select OK.
Create a chart from a PivotTable

 Select a cell in your table.


 Select PivotTable Tools > Analyze > PivotChart
 Select a chart.
 Select OK.
Slicers

 Slicers provide buttons that you can click


to filter tables, or PivotTables. In addition
to quick filtering, slicers also indicate the
current filtering state, which makes it
easy to understand what exactly is
currently displayed.
Create a slicer to filter data
 Click anywhere in the table or PivotTable.
 On the Home tab, go to Insert > Slicer.
 In the Insert Slicers dialog box, select the check boxes for the fields you
want to display, then select OK.
 A slicer will be created for every field that you selected. Clicking any of the
slicer buttons will automatically apply that filter to the linked table or
PivotTable.
Create a Slicer to Filter Data

 Notes:
 To select more than one item, hold Ctrl, and then select the
items that you want to show.
 To clear a slicer's filters, select Clear Filter in the Filter
Create a Slicer to filter Data

 You can adjust your slicer preferences in the Slicer tab (in newer
versions of Excel), or the Design tab (Excel 2016 and older
versions) on the ribbon.
 If you want to connect a slicer to more than one PivotTable, go
to Slicer > Report Connections > check the PivotTables to
include, then select OK.
Slicer Components

A slicer typically displays the following components:


 1. A slicer header indicates the category of the items in the slicer.
 2. A filtering button that is not selected indicates that the item is
not included in the filter.
 3. A filtering button that is selected indicates that the item is
included in the filter.
 4. A Clear Filter button removes the filter by selecting all items in
the slicer.
 5. A scroll bar enables scrolling when there are more items than are
currently visible in the slicer.
 6. Border moving and resizing controls allow you to change the size
and location of the slicer.

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