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C2W4-Quick-Reference - Data Specialization in Excel

This week's lesson covered creating and using PivotTables and PivotCharts in Excel. PivotTables allow users to quickly analyze and investigate data by dragging fields between the filters, rows, columns, and values areas. PivotCharts display the same data as PivotTables but in chart form. The document provides an overview of key PivotTable and PivotChart functionality like sorting, filtering, grouping, calculated fields, refreshing data, and conditional formatting.

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fauzia dhiyaa' farros
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33 views

C2W4-Quick-Reference - Data Specialization in Excel

This week's lesson covered creating and using PivotTables and PivotCharts in Excel. PivotTables allow users to quickly analyze and investigate data by dragging fields between the filters, rows, columns, and values areas. PivotCharts display the same data as PivotTables but in chart form. The document provides an overview of key PivotTable and PivotChart functionality like sorting, filtering, grouping, calculated fields, refreshing data, and conditional formatting.

Uploaded by

fauzia dhiyaa' farros
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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WEEK 4 — PIVOTTABLES & CHARTS

This week we covered PivotTables and PivotCharts. These are quick, easy, and powerful ways to investigate your data.
To create a PivotTable, click in your data (preferably a Table), Insert > PivotTable.
SHOW VALUE AS
The 4 “quadrants” or areas of a PivotTable are Filters, Rows, Columns, and Values. There are 4 main types of calculations you can
You can drag fields from the Field List to the Show Value As:
quadrants, or between quadrants, to % of — the options here include % of Grand
rearrange the PivotTable. A field can appear Total, % of Column Total, % of Row Total, and
multiple times in the Values quadrant with a others. In the example to the left, % of Row Total
different summary function or calculation. would be the percent of energy generated by
Click the drop-down next to the field in the renewable and non-renewable sources per
Values quadrant to access the Value Field region.
Settings or right-click the field in the
PivotTable. Difference From — show the difference between
each item and a base item. Here we might want
to set Europe as the base item, then all the other
SORTING AND FILTERING GROUPING ITEMS rows will show the difference between Europe
When you add a Date field to your PivotTable, it will and that region.
The sorting and filtering dropdown allows you to
sort by that field or apply filters. Different filters are get automatically grouped. You can change or Running Total In — also known as the cumulative
available depending on the type of data. You can also remove the groups, or create groups for other fields, sum. Add each element to the running total to
change the order of items manually by dragging them on the right-click menu or on the PivotTable Analyze get the overall total in the last cell.
to a new position. ribbon in the Group area.
Rank — either rank smallest to largest or largest
Add a Field to the Filter quadrant to have it affect the PIVOTCHARTS to smallest.
entire table. Use Report Filter Pages to create a sheet A PivotChart is a chart based on data in a PivotTable.
for each value in a Filter. It will update if the data or structure of the
CALCULATED FIELDS AND ITEMS PivotTable changes. You can use the Field Buttons to CONDITIONAL FORMATTING
sort and filter the chart or turn them off for a better
Rather than add a column to your data, you can do Don’t forget about conditional formatting! All the
look when printed or in a dashboard.
the calculation in your PivotTable. Calculated Fields conditional formatting tools available to you in
adds a new Field to your data. Calculated Items add a REFRESH normal Tables are still available in PivotTables.
new item (or several) to a Field. You can find these on If the data behind the PivotTable changes you can Number formats should be set in the Field
the PivotTable Analyze ribbon in the Calculations click Refresh to update the table with the new data. Settings rather than using the tools on the Home
area.
ribbon.

Data Visualisation in Excel — Quick Reference Guide

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