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Lesson 7 - Pivot - Tagged

The document outlines a course on Advanced Excel focusing on Pivot Tables, detailing their definition, creation, and management. It covers how to analyze and present large data sets interactively, including the use of filters, fields, and Pivot Charts. Additionally, it provides guidance on handling changes in data and includes practical homework assignments for students.

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Chiara Quaranta
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Download as PDF, TXT or read online on Scribd
5 views

Lesson 7 - Pivot - Tagged

The document outlines a course on Advanced Excel focusing on Pivot Tables, detailing their definition, creation, and management. It covers how to analyze and present large data sets interactively, including the use of filters, fields, and Pivot Charts. Additionally, it provides guidance on handling changes in data and includes practical homework assignments for students.

Uploaded by

Chiara Quaranta
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Facoltà di Economia - Management

a.a. 2022/2023

ADVANCED EXCEL

Pivot Tables

Prof. Georgia C. Maurer

February 2023
Agenda

1. What are Pivot Tables and their main use


2. How to create Pivot tables
3. How to manage Fields and Filters
4. How to change , move and copy Pivot tables
5. How to create Pivot Charts
Pivot Tables defined
A PivotTable is an interactive way to quickly summarize, analyze, explore, and
present large amounts of data using different views

A PivotTable is especially designed for:

• Querying large amounts of data in many user-friendly ways.


• Subtotaling and aggregating numeric data, summarizing data by categories
and subcategories, and creating custom calculations and formulas.
• Expanding and collapsing levels of data to focus your results, and drilling
down to details from the summary data for areas of interest to you.
• Moving rows to columns or columns to rows (or "pivoting") to see different
summaries of the source data.
• Filtering, sorting, grouping, and conditionally formatting the most useful
and interesting subset of data enabling you to focus on just the information
you want.
Getting started

1
Your data should be organized in a tabular format, and not have any
blank rows or columns, column headers not empty or duplicated

2 Click a cell in the source data or table range


4

5 3 Go to menu «Insert» ->


Insert > PivotTable

4 Check if the range to be used for analysis is correct


and complete (to the final records of the table)

5 Select WHERE to place your table (best practice is to have data in


one sheet and the table in a separated one) – New Worksheet
PivotTable fields

Search Function in case of extensive


number of fields

All columns in the excel table become a


possible dimension for analysis

FILTER (s)
COLUMN (s)

ROW (s) VALUES / DATA


How to compose the
PivotTable

0 Before starting ask “what do I


want to know from the data”?

1 Click in the field and drag it to the


corresponding area (usually we
start with ROW as the main key
for the analysis)
Working with PivotTable
values and data
In order to show the PivotTable Analyze
click inside the area of the table

2
1
2

Row Labels Sum of Total


Central 11.139,07
Kivell 3.109,44
Jardine 2.812,19
Gill 1.749,87
Smith 1.641,43
Morgan 1.387,77
Andrews 438,37
East 6.002,09
Parent 3.102,30
Jones 2.363,04

Each numeric field can be shown


Howard
West
536,75
2.486,72 To review / manage the
with different calculation options
Sorvino
Thompson
1.283,61
1.203,11 table always open the
Grand Total 19.627,88
Field List
Working with PivotTable
Design
In order to manage the visualization
features click on Design

2 3

1 2
To manage the style
of the table with
Manage the location and Style options to make rows and
columns more readable predefined table
appearance of subtotals (by
styles
group, top, bottom) and grand
totals (by row, columns)
Changes in Data and Structure

What if…
1) Data changes inside the range already defined in the Pivot -> Refresh only

Refresh – only the pivot table currently visualized


Refresh All – applies to all Pivot Tables in the
workbook

2) Data is added to the range defined -> Change Data Source + Refresh
3) Columns are added / deleted in the range -> Change Data Source
Homework

 Practice the use cases in the dataset provided

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