1. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall1 PowerPoint Presentation to Accompany GO! with Microsoft ® Excel 2010 Chapter 7 Creating PivotTable and PivotChart Reports and Auditing Worksheets

2. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall2 Objectives Create a PivotTable Report Use Slicers and Search Filters Modify a PivotTable Report Create a PivotChart Report

3. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall3 Objectives Trace Precedents and Dependents to Audit Worksheet Formulas Use Error Checking to Audit Worksheet Formulas Use the Watch Window to Monitor Cell Values

4. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall4 Create a PivotTable Report PivotTable report (PivotTable) − An interactive, cross-tabulated report −Summarizes and analyzes large amounts of data −Combines and compares large amounts of data

5. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall5 Create a PivotTable Report PivotTable data should be arranged as –A series of rows containing related data –Column titles in the first row –Subsequent rows contain data appropriate to the column title Column titles are field names

6. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall6 Create a PivotTable Report PivotTable Field List –Field Section lists field names –Layout Section displays four areas Report Filter Column Labels Row Labels Values

7. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall7 Create a PivotTable Report

8. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall8 Create a PivotTable Report PivotTable Screen Elements Screen ElementDescription PivotTable Field ListA window that lists all the fields from the source data Report Filter AreaAn area to position fields by which you want to filter Column Labels AreaAn area to position fields that you want to display as columns in the PivotTable report. Row Labels AreaAn area to position fields that you want to display as rows in the PivotTable report Values AreaAn area to position fields that contain data that is usually numeric or financial in nature and the data is summarized – summed. Layout SectionThe lower portion of the PivotTable Field list containing the four areas for layout. Field SelectionThe upper potion of the PivotTable Field List containing the fields – column titles from your source data.

9. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall9 Use Slicers and Search Filters Slicers –Interactive filtering controls that drill down through large amounts of data Filters –Limit data to only specific information

10. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall10 Use Slicers and Search Filters

11. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall11 Use Slicers and Search Filters Slicer header − Indicates the category of the slicer items Filtering buttons − Selects the item to filter Clear Filter buttons − Removes a filter

12. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall12 Use Slivers and Search Filters

13. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall13 Use Slicers and Search Filters The Search Filter –another way to filter data in a PivotTable report –find relevant information easily –Use the CTRL key to include multiple filters

14. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall14 Modifying a PivotTable Report Pivot (turn) a PivotTable –Display a field as a column instead of a row –Display parts of the data on separate pages

15. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall15 Modifying a PivotTable Report A PivotTable report displays details for a particular category of information in a separate worksheet.

16. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall16 Modifying a PivotTable Report Adding a field to the Report Filter area is optional If the report is filtered, you can display multiple pages for your PivotTable data.

17. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall17 Modifying a PivotTable Report PivotTable reports –Combine and compare large amounts of data that can analyze related totals –The default calculation is to sum the numeric data. –The calculation can be modified to display an average, minimum, maximum, or some other calculation.

18. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall18 Modifying a PivotTable Report

19. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall19 Modifying a PivotTable Report Apply a PivotTable Style to the entire PivotTable report Change field names to make them easier to understand If the underlying data on which the PivotTable is based has changed, the the PivotTable must be refreshed (updated) to reflect the new data.

20. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall20 Modifying a PivotTable Report

21. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall21 Create a PivotChart Report PivotChart report is a − Graphical representation of the data in a PivotTable report − Referred to as the associated PivotTable report –Always has an associated PivotTable and the two are interactive

22. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall22 Create a PivotChart Report If changes are made in the associated PivotTable report, the changes are immediately reflected in the PivotChart report. PivotChart reports and its PivotTable report must be in the same workbook. A PivotChart report displays data series, categories, data markers, and axes in the same manner as a standard chart.

23. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall23 Create a PivotChart Report

24. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall24 Create a PivotChart Report

25. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall25 Trace Precedents and Dependents to Audit Worksheet Formulas Auditing –The process of examining a worksheet for errors in formulas Formulas –Equations that perform calculations on values in the workbook –Excel includes Formula Auditing features to help check worksheets for errors

26. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall26 Trace Precedents and Dependents to Audit Worksheet Formulas Precedent cells are cells that are referred to by a formula in another cell. The Trace Precedents command displays arrows that indicate what cells affect the value of the cell that is selected.

27. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall27 Trace Precedents and Dependents to Audit Worksheet Formulas

28. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall28 Trace Precedents and Dependents to Audit Worksheet Formulas Excel Error Values Error ValueMeaning #####Cannot see data #DIV/0!Cannot divide by zero #NAME?Does not recognize a name you used in a formula #VALUE!Cannot use a text field in a formula #REF!Cannot locate the reference #N/ANo value is available #NUM!Invalid argument in a worksheet function #NULL!No common cells

29. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall29 Trace Precedents and Dependents to Audit Worksheet Formulas Dependent cells –Contain formulas that refer to other cells –Depend on the values of other cells to display a result Trace Dependents command –Displays arrows to indicate which cells are affected by the value of the currently selected cell

30. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall30 Trace Precedents and Dependents to Audit Worksheet Formulas Trace Error command − Helps locate and resolve an error − Trace selected error values, such as #VALUE! #REF! #NAME? #DIV/0!

31. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall31 Trace Precedents and Dependents to Audit Worksheet Formulas

32. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall32 Use Error Checking to Audit Worksheet Formulas Error Checking command –Checks for common errors that occur in formulas –Uses a set of rules to check for errors in formulas –Opens the Error Checking dialog box, which provides an explanation of the error and enables you to move from one error to the next

33. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall33 Use Error Checking to Audit Worksheet Formulas If validation lists are used in a worksheet, you can apply data validation and instruct Excel to circle invalid data.

34. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall34 Use the Watch Window to Monitor Cell Values Watch Window –Monitors the values of cells in one part of a workbook while another part of the workbook is being used –Displays the results of specified cells –Monitors cells on other worksheets to see the results as soon as formulas are calculated or changed

35. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall35 Use the Watch Window to Monitor Cell Values

36. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall36 Objectives Covered Create a PivotTable Report Use Slicers and Search Filters Modify a PivotTable Report Create a PivotChart Report

37. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall37 Objectives Covered Trace Precedents and Dependents to audit Worksheet Formulas Use Error Checking to Audit Worksheet Formulas Use the Watch Window to Monitor Cell Values

38. with Microsoft Excel 2010 © 2011 Pearson Education, Inc. Publishing as Prentice Hall38 All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher. Printed in the United States of America. Copyright © 2011 Pearson Education, Inc. Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall