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

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.

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.

Understanding Pivot Tables & Charts

Understanding & Using PivotTables A PivotTable report is: useful to summarize, analyze, explore, and present summary data an interactive way to quickly summarize large amounts of data. Value Fields Use summary functions in value fields to combine values from the underlying source data. Category Field It is a field that displays data groups in a single column or row in the PivotTable.

Layout Area of the PivotTable Notice the 5 sections of the layout area. Choose fields Filters Column Labels Row Labels Value Fields

Creating a Pivot Table & Pivot Chart See Video: How to Create: GCF Learn Free Pivot Tables part 1: GCF Learn Free Pivot Tables part 2: More how to & what is new in _podcast_1340/ _podcast_1340/ Series of How To on Pivot Tables and Charts: tables-and-pivo.html tables-and-pivo.html

Modifying a PivotTable Use the filter section to hide the data that you do not want to include in your PivotTable Note: The filter will apply every time the PivotTable is refreshed or updated. You must remember to refresh your PivotTable to update any data changes that have been made since the PivotTable was created.

Understanding and Using Pivot Charts A PivotChart enables you to create a “picture” of your PivotTable or PivotTable Report. You can automatically create a PivotChart report when you first create a PivotTable report. You can create a PivotChart report from an existing PivotTable report. You can use what you learned creating standard charts with creating PivotCharts.

Answer Key: 1. TRUE 2. TRUE 3. FALSE The PivotTable option will not be available otherwise. 4. TRUE 5. TRUE True/False 1. Excel creates an associated PivotTable with each PivotChart. 2. A PivotTable is an interactive table that enables data grouping. 3. Information does not need to be defined as an Excel table prior to creating a PivotTable. 4. Excel Tables enable the user to filter data easily. 5. Items on a PivotTable may be expanded or collapsed based upon the desirable view. Test Your Knowledge

Multiple Choice 1. The data in a PivotTable is ____ directly to worksheet cells. a. linked b. not linked c. copied d. imported 2. PivotTables are useful because they show _____ among data. a. relationships b. links c. changes d. values 3. Which button will update the PivotTable and PivotChart information? a. update b. recalculate c. Refresh d. Link 4. The _____ is a graphic representation of the data in a PivotTable. a. Option Chart b. PivotChart c. Inserted Chart d. Embedded Chart 5. _____ is one way to manipulate data in a PivotChart environment. a. Filter b. Embed c. Map d. Alphabetize Answer Key: 1.B (Not linked) 2.A (Relationships) 3.C (Refresh) 4.B (PivotChart) 5.A (Filter)

Table Field Record Sort Field Primary Sort Field Secondary Sort Field PivotTable PivotChart Filter Vocabulary Words Please add the following vocabulary terms to your list of terms and definitions.

Complete the following assignments. When complete, save and submit. Assignments Excel Lesson 7 – Exercise 1 Excel Lesson 7– Project 1 Practice What You Have Learned