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North Carolina Agricultural and Technical State University Explore. Discover. Become. Using Microsoft Excel ® Pivot Tables to Turn Institutional Data into.

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Presentation on theme: "North Carolina Agricultural and Technical State University Explore. Discover. Become. Using Microsoft Excel ® Pivot Tables to Turn Institutional Data into."— Presentation transcript:

1 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

2 North Carolina Agricultural and Technical State University 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

3 North Carolina Agricultural and Technical State University 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

4 North Carolina Agricultural and Technical State University Building a Pivot Table Inserting a Pivot Table

5 North Carolina Agricultural and Technical State University Building a Pivot Table Data Selection and Creation

6 North Carolina Agricultural and Technical State University Building a Pivot Table Pivot Table Created

7 North Carolina Agricultural and Technical State University Building a Pivot Table Adding Field to Value Area (Adding Data)

8 North Carolina Agricultural and Technical State University Building a Pivot Table Adding Field to Row Area –Simple Report Created

9 North Carolina Agricultural and Technical State University Building a Pivot Chart Inserting a Pivot Chart

10 North Carolina Agricultural and Technical State University Building a Pivot Chart Selecting Pivot Chart Format

11 North Carolina Agricultural and Technical State University Building a Pivot Chart Formatting and Moving Chart

12 North Carolina Agricultural and Technical State University Building a Pivot Chart Formatting and Moving Chart

13 North Carolina Agricultural and Technical State University Building a Pivot Chart Organizing Chart

14 North Carolina Agricultural and Technical State University Getting More Complex Adding Field to Column Area

15 North Carolina Agricultural and Technical State University Adding a Field to Column Area Changes Pivot Chart

16 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Filtering the Data

17 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Filtering the Data-Changes Pivot Table and Chart

18 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Adding Multiple Fields to Data Area Need to change field settings

19 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Changing Value Field Setting Summarization

20 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Adding Multiple Fields to Data Area-Results

21 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Right Click on Field – Change Format, Sort, & Settings

22 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Changing Number Formats

23 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Changing Number Formats

24 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Sorting Data

25 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Changing Column/Row Labels

26 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Changing value field settings to percentages

27 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Changing value field settings to percentages- Results

28 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Inserting Custom Calculation Field

29 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Creating Custom Calculation Field

30 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Caution!!! (Excel reference field in formula as sum of field)

31 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Caution!!! Only used in Value Area (Sum of Field Issue)

32 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Deleting a Custom Calculation Field

33 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Inserting Calculated Item

34 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Creating Calculated Item & Results

35 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Grouping Values

36 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Formatting The Pivot - Examples

37 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Formatting The Pivot - Examples

38 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Adding data and refreshing charts

39 North Carolina Agricultural and Technical State University Manipulating the Pivot Table Adding data and refreshing charts

40 North Carolina Agricultural and Technical State University Using External Data for Pivot Table Creating table and choosing connection

41 North Carolina Agricultural and Technical State University Lets Play Around More with Pivot Tables……Questions? Comments?

42 North Carolina Agricultural and Technical State University Resources for More on Pivot Tables Some information in these slides is from the Microsoft Training Webpage: default.aspx default.aspx Copyright © 2004 Microsoft Corporation, One Microsoft Way, Redmond, Washington 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: G. Scott Jenkins Director of Institutional Research North Carolina Agricultural and Technical State University or (336)


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