CHAPTER 3
VISUALIZING AND EXPLORING DATA
Prepared by: Nur Liyana Mohamed Yousop
EXPLORING DATA USING PIVOT
TABLES
Excel provides a powerful tool for distilling a complex
data set into meaningful information: Pivot Tables.
Pivot Tables allows you to create custom summaries
and charts of key information in the data.
Pivot Tables can be used to quickly create cross-
tabulations and to drill down into a large set of data in
numerous ways.
SALES TRANSACTIONS DATA SET
CONSTRUCTING PIVOT TABLES
Data: Sales Transaction
Click inside your database:
Insert
Tables
PivotTable
The wizard creates a blank Pivot
Table as shown.
PIVOT TABLE FIELD LIST
Select and drag the
fields to one of the Pivot
Table areas:
Report Filter
Column Labels
Row Labels
Σ Values
EXAMPLE :CREATING A PIVOT
TABLE
Initial Pivot Table for
Regional Sales by
Product
The Pivot Table
defaults to a sum of
the field in the Values
area.
We seek a count of
the number of
records in each
category.
CHANGING VALUE FIELD SETTINGS
Active Field → Analyze →
Field Settings
Change summarization
method in Value Field
Settings dialog box
Select Count
FINAL PIVOT TABLE
MODIFYING PIVOT TABLES
Uncheck the boxes in the
Pivot Table Field List or
drag the field names to
different areas.
You may easily add
multiple variables in the
fields to create different
views of the data.
Example: drag the
Source field into the
Row Labels area
EXAMPLE: USING THE PIVOT
TABLE REPORT FILTER
Dragging a field into the Report
Filter area in the Pivo Table
Field list allows you to add a
third dimension to your
analysis.
Click the drop down arrow in cell
B1; choose Credit:
PIVOT CHARTS
They can be created in
a simple one-click
fashion.
• Select the PivotTable
Pivot Charts visualize • From the analyze tab,
data in PivotTables. click PivotChart.
• Excel will display an
Insert Chart dialog that
allows you to choose
the type of chart you
wish to display.
EXAMPLE: A PIVOT CHART FOR
SALES DATA
• By clicking on the drop-
down buttons, you can
easily change the data that
are displayed. by filtering
the data.
• Also, by clicking on the chart
and selecting the Pivot Chart
Tools Design tab, you can
switch the rows and
columns to display an
alternate view of the chart
or change the chart type
entirely.
SLICERS
Excel 2010 introduced slicers — tools for drilling down to “slice” a Pivot
Table and display a subset of data.
To create a slicer for any of the columns in the database, click on the
Pivot Table and choose Insert Slicer from the Analyze tab in the
PivotTable Tools ribbon.
EXAMPLE: USING SLICERS
Cross-tabulation “sliced”
by E-mail
PIVOT TABLE DASHBOARDS
If you create
several different
In this fashion,
PivotTables and
you can still
The camera tool charts, you can
make changes to
is useful for easily use the
the Pivot Tables
creating camera tool to
and they will
PivotTable-based take pictures of
automatically be
dashboards. them and
reflected in the
consolidate
camera shots.
them onto one
worksheet.
CAMERA-BASED DASHBOARD
QUIZ
1. __________looks up a value in the leftmost column of a table and
returns a value in the same row from a column you specify.
2. ___________looks up a value in the top row of a table and returns a
value in the same column from a row you specify.
3. TRUE in HLOOKUP means the Excel will find the exact match.
4. List two (2) examples of TABS and GROUPS
5. Write an absolute sign for the following cells:
i. Cell B4, fixed both column and row
ii. Cell B5, fixed row
iii. Cell B6, fixed column
