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

2. 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

3. 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

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

5. 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

6. 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

7. 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

8. 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

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

10. 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

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

12. 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

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

14. 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

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

16. 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

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

18. 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

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

20. 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

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

22. 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

23. 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

24. 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

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

26. 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

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

28. 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

29. 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

30. 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

31. 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

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

33. 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

34. 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

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