Working with Tables, PivotTables, and PivotCharts Lesson 7 – Microsoft Excel 2010

Learning Goals The goal of this lesson is for students to successfully use tables and table tools in a worksheet. The student will learn to create a table and format the table as well as work with PivotTable and PivotChart to enhance the appearance of data.

Learning Objectives On completion of this lesson, students will be able to do the following: Create a table Format a table Maintaining Data in a table Sort and Filter data in a table Understanding PivotTables Create a PivotTable Modify a PivotTable Understand PivotCharts Create a PivotChart

Create and Format a Table What is a table? A table is a range of cells that hold data, with each row corresponding to a single occurrence of an entity. What is a field? A column of data within a table. What is a record? A row of data within a table.

Creating a Table Step 1 – Plan! You have to know how you are going to use the data so that you can build the table correctly. Step 2 – Come up with appropriate field names (they will serve as your header row) Step 3 – Type your data Step 4 – Select the data and choose “Format as Table” from the Styles group on the Home tab or “Table” on the Tables group on the Insert tab.

Navigating and Formatting the Table Move around the table using arrow keys or the tab key. You can still freeze rows or columns to assist with viewing. Rename a table using the Properties Group on the Table Tools Design Ribbon. Format a table using the Table Style Options Group on the Table Tools Design Ribbon.

Maintaining Data in a Table Adding data into a table is also considered adding records into the table. After data is keyed into the last field of the table, pressing the Tab key on the keyboard will create a new record in the table. Use the Find & Select Command in the Editing Group on the Home Ribbon to search for specific data in a table. Demonstrate how to edit data in a table by selecting the data and making the edit in the formula bar. Demonstrate how to delete data, rows or columns in a table using the Delete command in the Cells Group on the Home Ribbon.

Sort and Filter Data in a Table Sorting and filtering data allows you to see the data that you need more easily. Sort Fields – The fields that you use in the sort. Primary Sort Field – The first field that is sorted. Secondary Sort Field – The field that is used to sort if there are duplicates in primary sort. Demonstrate how to sort data using the Sort Commands in the Sort and Filter Group on the Data Ribbon. Demonstrate how to sort data based on several criteria at once using the Sort Dialog box in the Sort and Filter Group on the Data Ribbon. Demonstrate how to sort data using the Custom List Option in the Order drop down on the Sort Dialog box. Demonstrate how to filter one column of data using the Filter Command in the Sort & Filter Group. Demonstrate how to filter multiple columns of data using the Filter Command in the Sort & Filter Group. Demonstrate how to clear filters from the table by choosing the Clear Command in the Sort & Filter Group. Demonstrate how to create a criteria filter in the Custom Filter Dialog box. Demonstrate how to sort filtered data using Sort Command in the Sort & Filter Group. Demonstrate how to apply a totals row to summarize data by choosing the Total Row Option in the Table Style Options on the Table Tools Design Ribbon. Demonstrate how to change the summary calculation type by choosing the drop down in the cell on the total row. Demonstrate how to remove totals from the table area. Discuss how subtotals may be used in a table area to provide summary information of data this is being presented. Demonstrate how to apply subtotals to the table area by converting the table to a normal range and choosing the Subtotal Command in the Outline Group on the Data Ribbon.