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Subtotals, Pivottables, and Pivot Charts: Summarizing and Analyzing Data

This document discusses how to summarize and analyze data using subtotals, PivotTables, and PivotCharts in Excel. It covers skills like subtotaling data, grouping and ungrouping data, creating and modifying PivotTables, filtering PivotTables using slicers and timelines, creating calculated fields, changing PivotTable designs, building data models with related tables, and creating PivotCharts. The subtotal function allows summing, averaging, counting, and finding the max or min of data. PivotTables consolidate and summarize data to enable analysis from different viewpoints, and PivotCharts create interactive charts from PivotTable data.

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Vranda Gupta
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44 views

Subtotals, Pivottables, and Pivot Charts: Summarizing and Analyzing Data

This document discusses how to summarize and analyze data using subtotals, PivotTables, and PivotCharts in Excel. It covers skills like subtotaling data, grouping and ungrouping data, creating and modifying PivotTables, filtering PivotTables using slicers and timelines, creating calculated fields, changing PivotTable designs, building data models with related tables, and creating PivotCharts. The subtotal function allows summing, averaging, counting, and finding the max or min of data. PivotTables consolidate and summarize data to enable analysis from different viewpoints, and PivotCharts create interactive charts from PivotTable data.

Uploaded by

Vranda Gupta
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Subtotals, PivotTables, and Pivot Charts

: Summarizing and Analyzing Data


• To manage and analyze data by creating subtotals, PivotTables, and Pivot Charts
Objectives (1 of 2)
• Subtotal Data
• Group and Ungroup Data
• Create a PivotTable
• Modify a PivotTable
• Filter and Slice a PivotTable
Objectives (2 of 2)
• Create a Calculated Field
• Change the PivotTable Design
• Create a Data Model
• Create a PivotChart
Objective 1: Subtotal Data
Skills:
• Sort Multiple Fields
• Subtotal Data
• Add a Second Subtotal
• Collapse and Expand the Subtotals
Subtotal Data (1 of 3)
Subtotal Data (2 of 3)
SUBTOTAL Function_Num Argument
Subtotal Data (3 of 3)
Outline Symbols

Subtotaled Data Collapsed


Objective 2: Group and Ungroup Data
Skills:
• Group Data
• Ungroup Data
Group and Ungroup Data

Grouped Data
Objective 3: Create a PivotTable
Skills:
• Create a Recommended PivotTable
• Create a Blank PivotTable
• Rename a PivotTable
Create a PivotTable (1 of 5)
• Data mining—analyzes large volumes of data
• PivotTable—an interactive table that:
– Uses calculations to consolidate and summarize data
– Enables you to analyze data in a dataset
– Can easily and quickly be rearranged to analyze data
from different viewpoints
Create a PivotTable (2 of 5)

Quick Analysis Gallery to Create a Recommended PivotTable


Create a PivotTable (3 of 5)

Recommended PivotTable Dialog Box


Create a PivotTable (4 of 5)

Recommended PivotTable
Create a PivotTable (5 of 5)

Blank PivotTable
Areas of a PivotTable
Objective 4: Modify a PivotTable
Skills:
• Add Rows to a PivotTable
• Add Columns to a PivotTable
• Remove Fields from a PivotTable
• Rearrange Fields in a PivotTable
• Change Value Field Settings
• Refresh a PivotTable
Modify a PivotTable (1 of 5)

Fields in ROWS Area


Modify a PivotTable (2 of 5)

Fields in VALUES Area


Modify a PivotTable (3 of 5)

Fields in COLUMNS Area


Modify a PivotTable (4 of 5)
Modify a PivotTable (5 of 5)

Value Field Settings Dialog Box


Objective 5: Filter and Slice a PivotTable
Skills:
• Set Filters
• Insert a Timeline
• Insert a Slicer
• Customize a Slicer
Filter and Slice a PivotTable (1 of 5)

Filter Menu

Row and Column Filtering


Filter and Slice a PivotTable (2 of 5)

Insert Slicers Dialog Box


Filter and Slice a PivotTable (3 of 5)
Filter and Slice a PivotTable (4 of 5)
Filter and Slice a PivotTable (5 of 5)

Timeline
Objective 6: Create a Calculated Field
Skills:
• Create a Calculated Field
• Show Values as Calculations
Create a Calculated Field (1 of 2)

Calculation Options

Insert Calculated Field Dialog Box


Create a Calculated Field (2 of 2)

PivotTable Tools Design Tab


Objective 7: Change the PivotTable Design
Skills:
• Change the PivotTable Style
Change the PivotTable Design

PivotTable Styles
Objective 8: Create a Data Model
Skills:
• Create Relationships
• Create a PivotTable from Related Tables
Create a Data Model (1 of 3)

Relating Tables
Create a Data Model (2 of 3)

Create PivotTable Dialog Box


Create a Data Model (3 of 3)

PivotTable Created from Related Tables


Objective 9: Create a PivotChart
Skills:
• Create a PivotChart
• Modify the PivotChart
Create a PivotChart

PivotTable and PivotChart


Summary (1 of 2)
• Subtotal function:
– Sum
– Average
– Count
– Count
– Max
– Min
Summary (2 of 2)
• PivotTable:
– Consolidates and summarizes data
– Enables data analysis in a dataset
– Rearranges data for analysis from different viewpoints
• PivotChart—interactive graphical representation of
PivotTable data

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