andrew j. marsiglia, ccp august 2014lead-inspire.com/cci website doc/comp fund/excel pivot...
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Developed by
Andrew J. Marsiglia, CCP
www.andymars.com
August 2014
1. Data Requirements
2. Creating a Pivot Table
3. Nested Values
4. Grouping Items
5. Calculations
6. Filtering Data
7. Charting
8. Additional Features
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A pivot table is a worksheet tool used to create
concise, flexible summaries of long lists of data
values.
Primarily used by accountants & financial analysts that do not have access to server-level database tools
Pivoting is the process of rearranging the worksheet
rows and columns to view it from different
perspectives
Features to manage large amounts of data:
Subtotals
Statistical functions
Determine trends and relationships
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Open the master practice workbook titled
My Documents/Pivot Tables/Sample Data/Orders.xlsx
Save as with your first name appended to the file
name in this format:
My Documents/Pivot Tables/Orders-<first name>.xlsx
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At least one column has duplicate values
At least one column has numerical values
You should understand the relationship between the
raw data columns and rows
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Can select a range in the worksheet or the entire
worksheet
On the Excel ribbon line select
Insert tab > Tables Group > Pivot Table
The Pivot Table dialog box will be displayed with the
following defaults:
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Table Range: Entire worksheet
Location: New Worksheet
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Pivot Table Placeholder
New Pivot Table is
placed in a new tab
Pivot Table Field List
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Column Labels
Values
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Row Labels
Report Filter
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Consider a Pivot Table with the settings:
Row Labels: Category, Product
Column Labels: <empty>
Values: Quantity (Summarized by Sum)
Report Filter: <empty>
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Ctrl-Click Canada, Mexico, and USA. Right-click any selected item and
choose Group. Rename the Group North America
Ctrl-Click Austria, Belgium, Denmark, Finland, France, Germany, Ireland,
Italy, Norway, Poland, Portugal, Spain, Sweden, Switzerland, UK,. Right-click
any selected item and choose Group. Rename the Group Europe.
Ctrl-Click Argentina, Brazil, Venezuela. Right-click any selected item and
choose Group. Rename the Group South America.
Ctrl-Click the group South America and North America. Right-click any
selected item and choose Group. Rename the Group Americas.
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Report Filters
Slicers
Group Filters
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From within the Pivot Table, select
PivotTable Tools > Options > Tools > Pivot Chart >
Column > clustered Column
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Hill, T. (2012), Excel 2010 Pivot Tables (Tech 102), Questing Vole Press.
QuestingVolePress.com
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