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THEME 5

Topics
Inseting charts.
What is a MS Excel PivotTable?
How to Create a PivotTable.
How to Create a PivotTable Chart
What I s a Chart?
A chart is a visual representation of some data.
Using a chart its easier to understand large quantities of data
and the relationship between different series of data.

On the Insert tab you will find Charts group with


seven options to create your chart.
Inserting Charts
To create a chart in Excel, you start by entering the numeric data for the
chart on a worksheet. Then, select a cell from the set of data and choose one of the
chart options.

The Charts tool in Excel will expect the data to be laid out as shown here,
with row and column titles.
Types of charts: COLUMN

These charts are typically used to


compare data across categories. 2D
column - Compare values across
categories. 3D column - : Compare
values across categories and display
clustered columns in 3D format.
Types of charts: Line Charts

These charts are typically used to


compare data across time and track
trends
Types of charts: Pie Charts

These charts will only work with


one set of data (be it across the row or down
a column); if you choose a large set of data,
Excel will choose the first row or column for
the chart.
These charts are typically used to
show the percentage each measurement
takes of the whole.
Types of charts: Bar Charts

These charts are typically used to


compare data multiple sets of data.
Types of charts: Area Charts

These charts are typically used to


emphasize the differences between several
sets of data over a period of time
Chart Tools
Once a chart is created, Excel will have a new Chart Tools Section in the
tabs at the top of the window.
There are three new tabs: Design, Layout, and Format. The buttons on the
tabs may appear differently depending on the width of your monitor and screen
resolution, but all the options should all be in the same general area.

You can change the overall layout of your


chart using one of the built in Chart
Layouts. Click the More button in the
Change Charge Type Opens the bottom right of this section to view all of the
window on the previous page, it allows chart layouts.
you to change the chart to any other
chart type.
Save As Template Allows you to save
the current chart settings as a template.
The charts elements
What is a Pivot Table?
Excel Pivot tables is a great feature available in
Excel that lets us summarize data in the spreadsheet.
Using Pivot Tables we can reorganize, sort, count, total
or give the average of the data stored in one table or
spreadsheet, displaying the results in a second table
what is the called pivot table and showing the
summarized data
CREATING PIVOT TABLE
Before creating the PivotTable, ensure that the
data has no blank rows or columns and that each
column has a header.
Click any cell within the data field. Select the
"Insert" tab at the top of the screen, and then click
the "PivotTable" button on the left end of the
ribbon.
CREATING PIVOT TABLE
Excel opens the Create PivotTable dialog box and
selects all the table data, as indicated by a marquee
around the cell range

NOTE: No updates are necessary, just select OK


Creating a PivotTable

PIVOT
TABLE
frame
Creating a PivotTable
You can see these options in the Pivot Table Tools, only if you
are working in the pivot table. If you click outside of the pivot
table youll see that options disappear.
Formatting a PivotTable: DESIGN and OPTIONS
tabs You can go to HOME tab and
make other changes too.

Will allow you to apply a


style to your table.If you
click on the drop down
arrow, youll see the menu of
all different choices
Formatting a PivotTable

There is possibility to filter


the data from the Pivot Table
CREATING PIVOT CHARTS
A PivotChart report provides a graphical representation of the data in a
PivotTable report. Like a PivotTable report, a PivotChart report is interactive. When
you create a PivotChart report, PivotChart report filters are displayed in the chart
area so that you can sort and filter the underlying data of the PivotChart report.
Changes that you make to the field layout and data in the associated PivotTable
report are immediately reflected in the PivotChart report.
You can automatically create a PivotChart report when you first create a
PivotTable report, or you can create a PivotChart report from an existing PivotTable
report.
10000
9000
8000
7000
6000
5000 accounting
4000
3000 administration
2000 art
1000
0 engineering
marketing
CREATING PIVOT CHARTS
A PivotChart report displays data series, categories, data markers, and axes
just as standard charts do. You can also change the chart type and other options
such as the titles, the legend placement, the data labels, and the chart location.
Follow these steps to create a pivot chart based on an existing pivot table in
a worksheet:
Create the pivot table and then click any cell in the pivot table on which
you want to base the chart.
Click the PivotChart icon from the Options Tab.
The Insert Chart dialog box appears.
Differences between a PivotChart
and a standard chart
If you are familiar with standard charts, you will find that most operations are
the same in PivotChart reports. However, there are some differences:
Row/Column orientation: Unlike a standard chart, you cannot switch the
row/column orientation of a PivotChart report by using the Select Data Source dialog
box. However, you can pivot the Row and Column labels of the associated PivotTable
report to achieve the same effect.
Chart types: You can change a PivotChart report to any chart type except an xy
(scatter), stock, or bubble chart.
Source data: Standard charts are linked directly to worksheet cells. PivotChart
reports are based on the data source of the associated PivotTable report. Unlike a
standard chart, you cannot change the chart data range in the Select Data Source
dialog box of a PivotChart report.
Formatting: Most formatting including chart elements that you add, layout, and
style is preserved when you refresh a PivotChart report. However, trendlines, data
labels, error bars, and other changes to data sets are not preserved. Standard charts do
not lose this formatting once it is applied. Although you cannot directly resize the
data labels in a PivotChart report, you can increase the font size of the text to
effectively resize the labels.
CREATING PIVOT CHARTS
Delete a PivotChart report
1) Click anywhere in the PivotChart that you want to
delete.
2) Press DELETE.
Note: Deleting a PivotChart report does not
delete the associated PivotTable report.
Thanks for your attention

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