1. Pivot tables and charts
Excel Basics
Pivot tables and charts
CS1100
Pivot tables and charts

2. Pivot tables and charts
What is a pivot table?
A special kind of table that summarizes information from selected fields of a data source.
Is linked to the data from which its derived
Data can be from an Excel sheet, or external such as from a database file
Access tables can be easily imported to Excel to create pivot tables
CS1100
Pivot tables and charts

3. Pivot tables and charts
It’s difficult to see the bottom line in a flat list like this, turning the list into a Pivot Table will help.
CS1100
Pivot tables and charts

4. Pivot tables and charts
Examples
Summarizing data, i.e. finding average sales for each region for each product
Filtering, sorting, summarizing data without writing any formulas
Transposing data
Linking data sources
CS1100
Pivot tables and charts

5. Pivot tables and charts
Pivot Table Setup
To create a pivot table, specify:
Which fields you’re interested in
How you want the table organized
What kinds of calculations you want to perform
You can:
Rearrange it to view from alternative perspectives
“pivot” the dimensions – i.e. transpose column headings to row positions
CS1100
Pivot tables and charts

6. Creating a pivot table or chart
Step 1:  Select the data range from which you want to make the pivot table.
Step 2:  Go to Insert ribbon and click on new Pivot table option
select pivot table or chart option.
Step 3:  Excel will display a pivot table wizard where you can specify the pivot table target location etc. Select “New worksheet” option and your pivot table will be placed in new worksheet.
CS1100
Pivot tables and charts

7. Pivot tables and charts
Creating a pivot table
Step 4:  Make your first pivot report
The pivot report is divided into header and body sections.
You can drag and drop the fields you want in each area.
The body itself contains three parts. Rows, Columns and Cells. You can use any fields in these areas too.
CS1100
Pivot tables and charts

8. You can add subtotals, from the Design Tab under PivotTable Tools.
Click the down arrow to change field settings and formatting
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Pivot tables and charts

9. Pivot tables and charts
CS1100
Pivot tables and charts

10. Same data, different story
The data is the same, only the perspective is different
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Pivot tables and charts

11. Pivot tables and charts
Add a Filter
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Pivot tables and charts

12. Create a Pivot Chart from an Access Table
From the Data Menu, choose “From Access”
Find your Access file and choose the table or query to use in your pivot table.
CS1100
Pivot tables and charts

13. Pivot tables and charts
Any Questions?
CS1100
Pivot tables and charts