MS Excel
Basic to Advanced - 5
- by Nikhil
Meet the trainer
Nikhil Rachur
Trainer
Module 4: Pivot Tables
PivotTables, PivotCharts, Slicers,
and What-If Analysis
• Understand and create PivotTables and PivotCharts for data analysis.
• Learn how to group and filter data within PivotTables.
• Use slicers to enhance filtering.
• Explore What-If Analysis tools like Goal Seek and Data Tables.
Introduction to PivotTables
What is a PivotTable?
• A powerful Excel tool to summarize, analyze, and organize
data dynamically.
Why Use PivotTables?
• Easily aggregate and analyze large datasets.
• Quick to adjust based on user-defined criteria.
• Useful for gaining insights from data.
Customizing and Formatting
PivotTables
Formatting Tips:
• Adjust field settings (e.g., summarizing by sum, average, count).
• Change layout options for clarity.
• Apply styles and formats for readability.
Introduction to
PivotCharts
What is a PivotChart?
• A chart based on PivotTable data that updates
dynamically as the PivotTable changes.
Why Use PivotCharts?
• Provides a visual representation of PivotTable data.
• Ideal for creating interactive and dynamic dashboards.
Steps to Create a PivotChart:
• Select a PivotTable.
• Go to Insert > PivotChart.
• Customize chart elements for clarity.
Grouping Data in
PivotTables
Why Group Data?
• Simplifies analysis by grouping similar data
points (e.g., dates, numeric ranges).
How to Group Data:
• Select a row or column item within the
PivotTable.
• Right-click and choose Group.
• Define grouping intervals (e.g., month, quarter,
year, custom ranges).
Using Slicers for Filtering
Data
What are Slicers?
• Visual filtering tools that make it easy to interact with
data in PivotTables and PivotCharts.
Benefits of Slicers:
• Simple and intuitive way to filter data.
• Multi-select options for detailed analysis.
• Useful for dashboard interactivity.
How to Add a Slicer:
• Click on the PivotTable.
• Go to PivotTable Analyze > Insert Slicer.
• Select fields to create slicers.
Introduction to What-If
Analysis
What is What-If Analysis?
• Excel tools for predicting outcomes by changing
input variables.
Tools Covered:
• Goal Seek: For solving single-variable scenarios.
• Data Tables: For analyzing results based on
multiple variables.
Goal Seek
What is Goal Seek?
• A tool to find the input value required to
achieve a specific goal or target.
Steps to Use Goal Seek:
• Go to Data > What-If Analysis > Goal Seek.
• Set the target cell, goal value, and adjustable
cell.
• Click OK to let Excel find the result.
Data Tables
• What are Data Tables?
• A tool to view the impact of changing one or
two variables on a formula outcome.
• Types of Data Tables:
• One-Variable Data Table: Analyze the effect of
changing one variable.
• Two-Variable Data Table: Analyze the effect of
changing two variables.
• Steps to Create a Data Table:
• Set up the base formula.
• Define input cells and ranges for variables.
• Go to Data > What-If Analysis > Data Table and
input variable cells.
• Example: Calculate loan payments based on
different interest rates and loan terms.
Best Practices for Data
Analysis
Guidelines for Effective Analysis:
• Organize data logically for easier insight.
• Use consistent naming conventions in PivotTables and charts.
• Apply formatting to make PivotTables and charts clear and
readable.
• Use What-If Analysis to explore different scenarios.
Practise exercise
• Create a PivotTable and PivotChart with provided data.
• Group data by dates and use slicers to filter.
• Use Goal Seek to determine the required input to
meet a specific outcome.
• Set up a Data Table to analyze outcomes based on two
variables..
Summary & Key
Takeaways
Recap of Key Points:
• PivotTables and PivotCharts offer powerful tools for summarizing data.
• Grouping and slicers enhance data interaction.
• What-If Analysis tools enable scenario exploration.
Thank
you
