Microsoft Excel 2013 Chapter 8 Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Objectives Analyze worksheet data using a trendline Create a PivotTable report Format a PivotTable report Apply filters to a PivotTable report Create a PivotChart report Format a PivotChart report Apply filters to a PivotChart report Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Objectives Analyze worksheet data using PivotTable and PivotChart reports Create calculated fields Create slicers to filter PivotTable and PivotChart reports Format slicers Analyze PivotTable and PivotChart reports using slicers Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Project – On Your Feet Sneakers Sales Analysis Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Analyzing Data In both academic and business environments, people are presented with large amounts of data that needs to be analyzed and interpreted Analysis of data and interpretation of the results of the analysis are important skills to acquire Questions can be asked that identify patterns in data, providing businesses and individuals with information that can be used for making decisions about business situations Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Analyzing Data PivotTable reports, PivotChart reports, slicers, and trendlines provide methods to manipulate and visualize data With these, a user with little knowledge of formulas, functions, and ranges can complete powerful what-if analyses of a set of data Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Creating a PivotTable A PivotTable report is an interactive view of worksheet data that gives users the ability to summarize the data by selecting categories in which to group their data When using a PivotTable report, you can quickly change selected categories, without needing to manipulate the worksheet itself You can examine and analyze several complex organizations of the data, and may spot relationships you might not otherwise see Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Adding Data to the PivotTable PivotTables use two types of fields: data, which contain values that the PivotTable will summarize, and category, which describe the data by categorizing it Category fields correspond to columns in the original data, and data fields correspond to summary values of original data across categories Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Adding Data to the PivotTable Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Filtering a PivotTable Report Using a Report Filter In a PivotTable report, you can add detail by further categorizing the data to look at a particular subgroup or subgroups Viewing a PivotTable report for only a subset that meets a selection criterion is known as filtering In a PivotTable report, you can add details by further categorizing the data to look at specific subgroups Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Filtering a PivotTable Report Using a Report Filter Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Changing the Layout of a PivotTable You can use several formatting options to enhance the appearance of PivotTable reports and make the content easier to read Excel includes a number of preset PivotTable report styles to simplify this task These styles function in a similar fashion to Excel’s table styles Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Changing the View of a PivotTable Report Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Switching Summary Functions in a PivotTable The default summary function in a PivotTable is the SUM function For some comparisons, using a different summary function will yield more useful measures The summary function that calculates the number of data values in a PivotTable report is the Count function The summary function that calculates the smallest data value in a PivotTable report is the MIN function Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Switching Summary Functions in a PivotTable Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Customizing the Display of the Field List and Field Headers in the PivotTable Report Customizing the display of the field list and field headers can provide a less-cluttered worksheet You can choose which supporting items you display in the PivotTable report and on the worksheet containing the report The Field List, +/- buttons and Field Headers buttons HH expand and collapse a field across categories These buttons are toggle buttons which means you click them to turn the display on or off Working with Trendlines, PivotTable Reports, PivotChart Reports and Slicers

Customizing the Display of the Expand and Collapse Buttons in a PivotTable Report Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Customizing the Display in a PivotTable Report Excel needs the blank rows about a PivotTable to remain blank, for any filters added in the PivotTable Fields task pane If you enter any content in the existing blank rows, you will not be able to add filters in the PivotTable Fields task pane Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Customizing the Display in a PivotTable Report Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Updating the Contents of a PivotTable Report When you update cell contents in Excel, you update related tables, formula calculations, and charts However, PivotTables do not update automatically when you change the underlying data for the PivotTable report You must update the PivotTable manually to recalculate summary data in the PivotTable report Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Updating the Contents of a PivotTable Report Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Adding a Calculated Field to a PivotTable Report A calculated field is a field with values not entered as data, but determined by computation involving data in other fields Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Creating a PivotChart Report from an Existing PivotTable Report A PivotChart report is an interactive chart that allows users to change the groupings that graphically present data PivotChart reports are visual representations of PivotTables A PivotChart report always must be associated with a PivotTable report When you create a PivotChart report, Excel creates and associates a PivotTable with that PivotChart report Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Changing the Location of a PivotChart Report and Updating Data By default, a PivotChart report will be created on the same page as the associated PivotTable report As with regular charts, when the data in a PivotTable report is changed, any PivotChart reports built upon that PivotTable report update to reflect those changes Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Changing the Location of a PivotChart Report and Updating Data Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Adding a Trendline to a Chart A trendline is a visual way to show how two variables relate to each other Trendlines often are used to represent changes in one set of data over time, but also can represent changes in one set of data with changes in another Trends are most often thought about in terms of how a value changes over time, but trends can also describe the relationship between two variables Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Adding a Trendline to a Chart Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Adding a Trendline to a Chart In Excel, you add a trendline to an existing Excel chart; however, not all types of Excel charts can have a trendline added to them Chart types that do not examine the relationship between two variables, such as pie and doughnut charts, which examine the contribution of different parts to a whole, cannot include trendlines Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Adding a Trendline to a Chart Before you add a trendline to a chart, you need to determine the data series to analyze If the charts uses only one data series, Excel uses it automatically If the chart involves more than one data series, you select the one you want to use as you add a trendline You then can analyze current or future trends Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Adding a Trendline to a Chart To analyze a future trend, you use a trendline to project data beyond the values of the data set This process is called forecasting Forecasting helps predict data values that are outside of a data set Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Adding a Trendline to a Chart When you add a trendline to a chart, you can set the number of periods to forecast forward or backward in time An R-squared value is a number from 0 to 1 that measures the strength of the trend An R-squared value of 1 means the estimated values in the trendline correspond exactly to the actual data Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Adding a Trendline to a Chart Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Formatting a Data Point In a line chart, a data marker is a symbol in a chart that represents a single value from a worksheet cell Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Working with Slicers Slicers are graphic objects that contain buttons you click to filter the data in PivotTables and PivotCharts Each button clearly identifies the filter it applies, making it easy to interpret the data displayed in the PivotTable report Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers

Using the Slicers to Review Groups in the PivotTable Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers