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DepartmentofInformationCommunicationSciencesExcel2013.pdf

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DepartmentofInformation

SIU Medical Library Department of Information Communication Sciences Excel 2013: Pivot Tables Objectives: ? Learn how to set up your data in Excel in a format that you can use for a pivot table. ? Create a pivot table with that data ? Filter pivot table reports ? Change the summary function used in the pivot table ? Format a pivot table and change pivot table options. ? Change the pivot table report to reflect different views on the same data. ? Create a PivotChart with your pivot table About Pivot Tables Analyze and summarize data without disturbing the original data set Sort to look up data in chronological order Filter to limit scope to certain values you specify. Place the pivot table on its own worksheet. Use pivot tables to produce pivot charts to present the information in a graphical way. Setting up data for use in pivot tables 1. Organize data in columns with headings. ? These headings will be used when you create the pivot table, and things will get very confusing without headings. - 2. Make sure there are no empty columns or rows in your data. ? Excel is good at sensing the start and end of a data table by looking for empty rows and columns at which point it stops. ? Empty cells are OK. ? A whole row of column of empty cells is NOT OK. 3. Consistent data in all cells. ? If you have a date column, make sure all values in that column are dates (or blank). ? If you have a quantity column, make sure all values are numbers (or blank) and not words. Create a pivot table from Excel worksheet data Open Data.xlsx (find file at /lib/libclasses.html#excelpivot )and Save As Data Pivot.xlsx 1. On Sheet 1 click in any cell in the data table. 2. Click on the Insert tab, and then click the PivotTable Button 3. The entire data range will be selected 4. Choose to place the PivotTable in a new worksheet and click OK. (Figure 1) Figure 1 2 A PivotTable empty placeholder will appear on the left and the PivotTable Field List task pane will appear on the right. (Figure 2) Pivo