class agenda excel pivottables excel & word integration try pivottable tutorial & work on...
TRANSCRIPT
Class Agenda
ExcelPivotTables
Excel & Word Integration
Try PivotTable tutorial & work on Assignment #1
PivotTables
PivotTables With the PivotTable feature, you can
summarize selected data in a worksheet, then list and display the data in a table format
The interactive quality of a PivotTable allows you to freely rearrange, to ‘pivot’ parts of the table structure around the data and summarize any data values within the table
PivotTables – cont.
Planning a PivotTableReview the list informationDetermine the purpose of the table and
note the fields you’ll want to includeDetermine which fields contain he data
you want to summarize and the summary function you want to use
Decide how you want to arrange the dataDetermine the location of the PivotTable
Creating a PivotTable
Select A1 or the data you want to summarize Click on “Data” and “PivotTable and Pivotchart report” Select “Microsoft Excel list or database option button”
and “PivotTable” is selected – select ‘Next’ Pick location of PivotTable (in existing worksheet or
new worksheet) Select ‘Finish” Drag Row and Column data into appropriate areas on
the PivotTable layout – drag data into central portion (NOTE: “sum” is the Excel default summary function)
Remember to save your Workbook!
Changing the Summary Function
Select or click on any cell in the data area, then click the “field settings button”
Select your summary function in the list box
Click OK Rename your PivotTable and re-save
with new summary function
Refreshing Data in your PivotTable
If your raw data has been altered after your PivotTable has been created – click anywhere within the PivotTable range and click the “Refresh Data Button”
Changing the Structure/Formatting of a PivotTable
Although you cannot alter data in a PivotTable, you can change its appearance and alters its structure
You can add items by clicking the ‘item field’ and dragging it onto the table
You can Format the data in the cells by using “Format”, “Cells” and picking the number formatting type
You can AutoFormat the appearance of your PivotTable by clicking on the “Format Report” button and selecting a style that you like!
Creating a PivotChart report(a graph!)
Select the “Chart Wizard” button
Select your “page fields” to determine what you are going to chart
Note the following :
PivotTable Items PivotChart Items
Row fields Category Fields
Column Fields Series Fields
Page Fields Page Fields
Integrate WORD and EXCEL
All Microsoft Office elements are designed to work together – you can share files/data between programs
The file from which the information is copied is the source file - the file that receives the copied information is the destination file.
You can integrate using the following methods: Copy and Paste data Drag and Drop data (open, press and hold [ctrl] and drag from a
source to a destination file Link (maintains a connection to the source file to update information
in both source and destination files) and Embed (maintain connection to source program) objects
Import and Export text / data Create hyperlinks
Opening Multiple Programs
Open both WORD and EXCEL at once (use the Minimize button!)
Right-click a blank area on the taskbar Select “Tile Windows Vertically” NOTE: you can switch between different open
programs using [alt][tab]