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Using Pivot Tables in Excel 2007
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Goals/Objectives
You will learn how to:
◦ create a pivot table.
◦ modify the pivot table areas.
◦ modify the table’s design.
◦ create a pivot chart.
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Using Pivot Tables
Use a pivot table if you need to:
• Work with large amounts of transactional data
• Find relationships and groupings within data
• Find a list of unique values for one field in data
• Find trends using various time periods
• Create subtotals that frequently include new
additions
• Organize your data into a format that’s easy to
chart
* Bill Jelen, Mike Alexander. Pivot Table Data Crunching, 2007.
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Using Pivot Tables
• Allow you to quickly see numerical relationships
• Often created from transactional data or raw data
(like UD Financials)
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Using Pivot Tables
Rules:
• No blank rows or columns are allowed
• Each column must have a label
How to create:
• Insert tab, PivotTable
• Select fields
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Using Pivot Tables
Use a pivot table if you need to:
• Work with large amounts of transactional data
• Find relationships and groupings within data
• Find a list of unique values for one field in data
• Find trends using various time periods
• Create subtotals that frequently include new
additions
• Organize your data into a format that’s easy to
chart
* Bill Jelen, Mike Alexander. Pivot Table Data Crunching, 2007.
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Pivot Table Anatomy
Values area – data fields
you want to calculate
Row area – headings that
go down the left side
Column area – heading
across the top of the
table, ideal for showing
trends over time
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Pivot Table Anatomy
Report Filter area – optional area allowing filter of
data items
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Pivot Table Anatomy
To modify PivotTable calculations:
Right-click Data field, select Summary
option
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Pivot Tables
Refreshing a PivotTable
If you modify the original data the pivot table
was based on, you must refresh it.
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Pivot Tables
Refreshing a PivotTable
If you modify the original data the pivot table
was based on, you must refresh it.
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Charting a Pivot Table
PivotChart is a visual representation
of the Pivot Table.
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Formatting a PivotTable
Contextual Options & Design ribbons
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How do I:
1. Sort date items in unique order?
2. Turn pivot table into hard data?
3. Show items with no data?
4. Create a separate pivot table for each field?
5. Avoid constantly redefining my pivot table
data range?
6. Automate repetitive tasks?
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Resources
University of Delaware Resources
◦ www.udel.edu/learn,
[email protected] ◦ www.udel.edu/help,
[email protected], 831-6000
Help within Excel 2007
Microsoft Tutorials (http://office.microsoft.com/training/)
Reference books
◦ Using Excel 2007, Bill Jelen, ISBN0-789703611-X
◦ Pivot Table Data Crunching, Bill Jelen and Michael Alexander, ISBN-13:978-0-7897-3601-7
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