north carolina agricultural and technical state university explore. discover. become. using...
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North Carolina Agricultural and Technical State University
Explore. Discover. Become.
Using Microsoft Excel® Pivot Tables to Turn Institutional Data into Institutional Knowledge
NCAIR Summer Drive-In 2012
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What is a Pivot Table?
An interactive worksheet table»Provides a powerful tool for summarizing large amounts
of tabular data Unweighted cross-tabulation table
»A pivot table classifies numeric data in a list based on other fields within the list
General purpose:»Quickly summarize data from a worksheet or from an
external source»Calculate totals, averages, counts, etc. based on any
numeric fields in your table»Data from table can easily be made into charts
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Benefits of Pivot Tables
Save time in analysis»Ease of use – not big learning curve»Fast – manipulation of large data sets take only
seconds to do»Updatable
Flexible –dynamic, able to manipulate, and versatile Reports can be customized and formatted to fit your
presentation
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Building a Pivot Table Inserting a Pivot Table
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Building a Pivot Table Data Selection and Creation
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Building a Pivot Table Pivot Table Created
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Building a Pivot Table Adding Field to Value Area (Adding Data)
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Building a Pivot Table Adding Field to Row Area –Simple Report Created
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Building a Pivot Chart Inserting a Pivot Chart
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Building a Pivot Chart Selecting Pivot Chart Format
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Building a Pivot Chart Formatting and Moving Chart
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Building a Pivot Chart Formatting and Moving Chart
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Building a Pivot Chart Organizing Chart
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Getting More ComplexAdding Field to Column Area
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Adding a Field to Column AreaChanges Pivot Chart
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Manipulating the Pivot TableFiltering the Data
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Manipulating the Pivot TableFiltering the Data-Changes Pivot Table and Chart
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Manipulating the Pivot TableAdding Multiple Fields to Data Area
Need to change field settings
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Manipulating the Pivot TableChanging Value Field Setting Summarization
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Manipulating the Pivot TableAdding Multiple Fields to Data Area-Results
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Manipulating the Pivot TableRight Click on Field – Change Format, Sort, & Settings
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Manipulating the Pivot TableChanging Number Formats
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Manipulating the Pivot TableChanging Number Formats
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Manipulating the Pivot TableSorting Data
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Manipulating the Pivot TableChanging Column/Row Labels
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Manipulating the Pivot TableChanging value field settings to percentages
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Manipulating the Pivot TableChanging value field settings to percentages- Results
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Manipulating the Pivot TableInserting Custom Calculation Field
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Manipulating the Pivot TableCreating Custom Calculation Field
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Manipulating the Pivot TableCaution!!! (Excel reference field in formula as sum of field)
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Manipulating the Pivot TableCaution!!! Only used in Value Area (Sum of Field Issue)
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Manipulating the Pivot TableDeleting a Custom Calculation Field
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Manipulating the Pivot TableInserting Calculated Item
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Manipulating the Pivot TableCreating Calculated Item & Results
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Manipulating the Pivot TableGrouping Values
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Manipulating the Pivot TableFormatting The Pivot - Examples
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Manipulating the Pivot TableFormatting The Pivot - Examples
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Manipulating the Pivot TableAdding data and refreshing charts
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Manipulating the Pivot TableAdding data and refreshing charts
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Using External Data for Pivot TableCreating table and choosing connection
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Let’s Play Around More with Pivot Tables……Questions? Comments?
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Resources for More on Pivot Tables
Some information in these slides is from the Microsoft Training Webpage: http://office.microsoft.com/en-us/training/ default.aspxCopyright © 2004 Microsoft Corporation, One Microsoft Way, Redmond, Washington 98052-6399 U.S.A. All rights reserved.
Excel 2007 PivotTables and Pivot Charts: Your visual blueprint for interpreting and presenting Excel data by Paul McFedries ISBN: 978-0-470-13231-9
G. Scott Jenkins Director of Institutional ResearchNorth Carolina Agricultural and Technical State [email protected] or (336) 334-7006