Class Agenda Excel  PivotTables Excel & Word Integration Try PivotTable tutorial & work on Assignment #1

PivotTables  With the PivotTable feature, you can summarize selected data in a worksheet, then list and display the data in a table format  The interactive quality of a PivotTable allows you to freely rearrange, to ‘pivot’ parts of the table structure around the data and summarize any data values within the table

PivotTables – cont. Planning a PivotTable  Review the list information  Determine the purpose of the table and note the fields you’ll want to include  Determine which fields contain he data you want to summarize and the summary function you want to use  Decide how you want to arrange the data  Determine the location of the PivotTable

Creating a PivotTable Select A1 or the data you want to summarize Click on “Data” and “PivotTable and Pivotchart report” Select “Microsoft Excel list or database option button” and “PivotTable” is selected – select ‘Next’ Pick location of PivotTable (in existing worksheet or new worksheet) Select ‘Finish” Drag Row and Column data into appropriate areas on the PivotTable layout – drag data into central portion (NOTE: “sum” is the Excel default summary function) Remember to save your Workbook!

Changing the Summary Function Select or click on any cell in the data area, then click the “field settings button” Select your summary function in the list box Click OK Rename your PivotTable and re-save with new summary function

Refreshing Data in your PivotTable If your raw data has been altered after your PivotTable has been created – click anywhere within the PivotTable range and click the “Refresh Data Button”

Changing the Structure/Formatting of a PivotTable Although you cannot alter data in a PivotTable, you can change its appearance and alters its structure You can add items by clicking the ‘item field’ and dragging it onto the table You can Format the data in the cells by using “Format”, “Cells” and picking the number formatting type You can AutoFormat the appearance of your PivotTable by clicking on the “Format Report” button and selecting a style that you like!

Creating a PivotChart report (a graph!) Select the “Chart Wizard” button Select your “page fields” to determine what you are going to chart Note the following : PivotTable ItemsPivotChart Items Row fieldsCategory Fields Column FieldsSeries Fields Page Fields

Integrate WORD and EXCEL All Microsoft Office elements are designed to work together – you can share files/data between programs The file from which the information is copied is the source file - the file that receives the copied information is the destination file. You can integrate using the following methods: Copy and Paste data Drag and Drop data (open, press and hold [ctrl] and drag from a source to a destination file Link (maintains a connection to the source file to update information in both source and destination files) and Embed (maintain connection to source program) objects Import and Export text / data Create hyperlinks

Opening Multiple Programs Open both WORD and EXCEL at once (use the Minimize button!) Right-click a blank area on the taskbar Select “Tile Windows Vertically” NOTE: you can switch between different open programs using [alt][tab]