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Created 11-06-06 Revised 12-07-11 Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

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Page 1: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Created 11-06-06 Revised 12-07-11 Office of Information, Technology and Accountability

Microsoft Excel 2010 Pivot Tables

Page 2: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

While Waiting ~ Create an Excel Spreadsheet Enter five names of students Scores on three tests Average these tests scores Create a graph

Page 3: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Nine Elements of Digital Citizenship

Student Learning and Academic Performance1. Digital Access: full electronic participation in society2. Digital Literacy: the process of teaching and learning about

technology and the use of technology3. Digital Communication: electronic exchange of information

School Environment and Student Behavior4. Digital Security & Safety: electronic precautions to guarantee

safety/physical well-being in a digital technology world

5. Digital Etiquette: electronic standards of conduct or procedure6. Digital Rights and Responsibilities: those freedoms extended to

everyone in a digital world

Student Life Outside the School Environment7. Digital Commerce: electronic buying and selling of goods8. Digital Health and Wellness: physical and psychological well-being9. Digital Law: rights and restrictions

Page 4: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Digital Citizenship Links

www.digitalcitizenship.net www.digitalcitizenshiped.com/Curriculum.aspx www.netsmartz.org http://cybersmart.org/ www.bpscybersafety.org/index.html www.staysafeonline.info/

Page 5: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Standards Addressed

Standard 1:

Demonstrate proficiency in the use of computersand applications as well as an understanding ofconcepts underlying hardware, software, andconnectivity.

Page 6: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Pivot Tables and ChartsBy the end of this session you will know and be able to:

Create a simple pivot table using data provided

Create a pivot chart from data in the pivot table and display information in a variety of formats

Page 7: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Why Pivot Tables

A way to summarize, analyze, explore and present your data

A way to extract data from a long list of information and present it in a more meaningful and user friendly understandable format.

A way to easily see comparisons, patterns, and trends

Page 8: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

PivotTables requires pre-planning of the data you want to summarized

Important to create a plan and sketch the desired table.

Decide which fields should be placed in the row, column, and data placeholders

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Plan design and data of Pivot Tables

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What is my goal for a pivot table?

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

My Goal: Create a table that compares average number of students in all 9th grade classes.

What results do I want to see?Average number in each Academic areaTotal number of students per TeacherGrand total of students in all classes.

What information do I need?The table rows will show the data department, teacher and totalThe table columns will show the date for each teacher class and separated by departments and grand total.

What calculation method will I use?I will use addition to see the comparison for classes by departments.

Page 10: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Pivot Table – Online HelpMicrosoft Excel 2010

Creating a PivotTable or Pivot Chart

http://office.microsoft.com/en-us/excel-help/create-or-delete-a-pivottable-or-pivotchart-report-HP010342375.aspx?CTT=1

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Page 11: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Creating a Pivot Table

Download and save Excel Workbook to your desktop for your data to be used in this session

http://www.sps.springfield.ma.us/tech/content/pivot%20table%20workbook.xls

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Page 12: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Worksheet – Pivot Data2

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Insert tab in Table group

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

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Create Pivot Table Dialog boxSelect Range and Location

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Page 15: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Click and drag a field to the area in the layout section

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Page 16: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Understand your data Ask yourself what you want to know Remember the rules of where to place

data fields: Row Fields: display data vertically, in rows Column Fields: display data horizontally, across

columns Data Items: numerical data to be summarized Page Fields: display data as pages and allows you to

filter to a single item

Created 11-06-06 Revised 12-07-11 Office of Information, Technology and Accountability

Page 17: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Field Placements within table

Right-clicking the field name in the field section, and then select Add to Report Filter, Add to Column Label, Add to Row Label, or Add to Values.

Dragging a field to the area that you want, click and hold the field name in the field section, and then drag it to an area in the layout section.

*By default, nonnumeric fields are added to the Row Labels area, numeric fields are added to the Values area, and time hierarchies are added to the Column Labels area.

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

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Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Teac

her

Department

Period 4 – numeric

Pivot Table by Teachers

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Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Teacher

Department

Sum of Period 4

Pivot Table by Department

Page 20: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Exercise You can easily change the layout of the

table – by changing the formatting, sorting the data, or adding a field

There are limits on how many fields you can drag to the Row and Column areas. Experiment with the Pivot Table and see if you can find these limits.

Created 11-06-06 Revised 12-07-11 Office of Information, Technology and Accountability

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Creating Pivot tables data in download workbook

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Month Customer Product Price Units TotalNov-06 FoodMart Apples 3.49 15 52.35$ Nov-06 FoodMart Bananas 2.99 12 35.88$ Nov-06 FoodMart Grapes 3.29 3 9.87$ Nov-06 FoodMart Oranges 2.79 12 33.48$ Nov-06 MegaStore Apples 3.49 11 38.39$ Nov-06 MegaStore Bananas 2.99 24 71.76$ Nov-06 MegaStore Grapes 3.29 18 59.22$ Nov-06 MegaStore Oranges 2.79 3 8.37$ Nov-06 MiniMall Apples 3.49 3 10.47$ Nov-06 MiniMall Bananas 2.99 25 74.75$ Nov-06 MiniMall Grapes 3.29 20 65.80$ Nov-06 MiniMall Oranges 2.79 28 78.12$ Nov-06 SuperShop Apples 3.49 18 62.82$ Nov-06 SuperShop Bananas 2.99 3 8.97$ Nov-06 SuperShop Grapes 3.29 12 39.48$ Nov-06 SuperShop Oranges 2.79 24 66.96$

Page 22: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Viewing data in Pivot Tables

Drag “Product" to the Row area, “Customer" to the Column area, and “Units" to the Value area.

Try Drag “Customer" to the Row area, “Product" to the Column area, and “Units" to the Value area.

Page 23: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Summarize DataUse down arrows in heading to bring up a list of data values that can be clicked “on” or “off.”

Month Customer Product Price Units TotalNov-06FoodMart Apples 3.49 15 $ 52.35 Nov-06FoodMart Bananas 2.99 12 $ 35.88 Nov-06FoodMart Grapes 3.29 3 $ 9.87 Nov-06FoodMart Oranges 2.79 12 $ 33.48 Nov-06MegaStore Apples 3.49 11 $ 38.39 Nov-06MegaStore Bananas 2.99 24 $ 71.76 Nov-06MegaStore Grapes 3.29 18 $ 59.22 Nov-06MegaStore Oranges 2.79 3 $ 8.37 Nov-06MiniMall Apples 3.49 3 $ 10.47 Nov-06MiniMall Bananas 2.99 25 $ 74.75 Nov-06MiniMall Grapes 3.29 20 $ 65.80 Nov-06MiniMall Oranges 2.79 28 $ 78.12 Nov-06SuperShop Apples 3.49 18 $ 62.82 Nov-06SuperShop Bananas 2.99 3 $ 8.97 Nov-06SuperShop Grapes 3.29 12 $ 39.48 Nov-06SuperShop Oranges 2.79 24 $ 66.96

Created 11-06-06 Revised 12-07-11 Office of Information, Technology and Accountability

Page 24: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

The Structure of a Pivot TableDetermine how much of the data is reviewed .

How you want to view data: year, school, instructor , gender.

Aggregate data items: math scores.

Created 11-06-06 Revised 12-07-11 Office of Information, Technology and Accountability

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Page variables Title

Row variables

Column

variables

Data

Created 11-06-06 Revised 12-07-11 Office of Information, Technology and Accountability

The Structure of a Pivot Table

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Pivot Charts Insert tab in Chart group

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

You can easily turn the PivotTable into a chart while the cursor is anywhere in the PivotTable.

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Sample of a Pivot Chart.

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

If you want to create another type of chart just click in the chart and you can change it

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Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Page 29: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Your Turn to Pivot it!

Using the data from PivotData worksheet in downloaded Excel workbook.

Create a pivot tableCreate a pivot chart

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Page 30: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

RubricCATEGORY Advanced Proficient Partially Proficient Not Proficient

Pivot Table Student has created a pivot table that is easy to read and understand

Student has created a pivot table that has a small amount of difficulty to understand

Student has lacked in creating a pivot table that is easily understood

Student has not created a readable pivot table

Filtering Student has demonstrated ability to filter information

Student has had a small difficulty in demonstrating their ability to filter but has completed the task.

Student has a several opportunities to filter and struggles immensely

Student has not filtered data

Chart Student has created a chart appropriate for the data

Student has created a chart that includes all data but not appropriate chart type for the data source

Student has created a chart but not representing the data

Student has not created a chart

Office of Information, Technology and AccountabilityCreated 11-06-06 Revised 12-07-11

Page 31: Created 11-06-06 Revised 12-07-11Office of Information, Technology and Accountability Microsoft Excel 2010 Pivot Tables

Resources ISTE Publications, Digital Citizenship in

Schools by Mike Ribble and Gerald Bailey, copyright 2007, ISBN No: 978-1-56484-232-9. 

Microsoft Training Webpage: http://

www.techonthenet.com/excel/pivottbls/create2010.php

http://office.microsoft.com/en-us/training-FX101782702.aspx

.Created 11-06-06 Revised 12-07-11 Office of Information, Technology and Accountability