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Session_5

The document provides an overview of using pivot tables in Excel, detailing their functionality for summarizing data through various measures like counts, sums, and averages. It includes a practical example using customer orders from Elecmart, explaining how to create and manipulate pivot tables, as well as the option to filter categories and create pivot charts. Additionally, it touches on grouping data and using functions like VLOOKUP, while also mentioning future tasks such as installing Tableau Public.

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himanshunayak.0801
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1 views

Session_5

The document provides an overview of using pivot tables in Excel, detailing their functionality for summarizing data through various measures like counts, sums, and averages. It includes a practical example using customer orders from Elecmart, explaining how to create and manipulate pivot tables, as well as the option to filter categories and create pivot charts. Additionally, it touches on grouping data and using functions like VLOOKUP, while also mentioning future tasks such as installing Tableau Public.

Uploaded by

himanshunayak.0801
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 20

What did we do so far?

Pivot Tables

 The pivot table is an


Excel® tool that allows you
to break data down by
categories.
 Sometimes pivot tables
are used to display tables
of counts, often called
crosstabs or contingency
tables.
 However, crosstabs
typically list only counts,
whereas pivot tables can
list counts, sums,
averages, and other
summary measures.
Example: Customer Orders at
Elecmart
 Objective: Use pivot tables
 Solution: Data set contains data on 400
customer orders during several months for
Elecmart company.
Example: Customer Orders at
Elecmart
 Create a pivot
table by clicking
the PivotTable
button on the
Insert ribbon.
 The top section of
the dialog box
allows you to
specify the table
or range that
contains the data.
The bottom
section allows you
to select the
location where you
want the results to
be placed.
Example: Customer Orders at
Elecmart
 This produces a
blank pivot table.
Example: Customer Orders at
Elecmart
 The pivot table super tab has two
ribbons, Analyze and Design.
Example: Customer Orders at
Elecmart
 PivotTable Fields
pane is visible.
 The pane indicates
that a pivot table
has four areas.
 These are for
Filters, Rows,
Columns, and
Values. They
correspond to the
four areas in a blank
Example: Customer Orders at
Elecmart
 A Rows field has categories that go down the
left side of a pivot table.
 A Columns field has categories that go across
the top of a pivot table.
 A Filters field lets you filter the whole pivot
table by its categories.
 A Values field contains the data you want to
summarize.
 Typically (but not always), you will place
categorical variables in the Filters, Rows, and/or
Columns areas, and you will place numeric
variables in the Values area.
Example: Customer Orders at
Elecmart
 Check the Time, Region, and Total Cost boxes in the upper half of the
PivotTable Fields pane.
 Choose from three layouts: Compact, Outline, or Tabular, available
from the Report Layout list on the Design ribbon.
Hiding Categories (Filtering)

 It is often useful to filter out, or hide,


some of these categories. This lets you
focus on the categories of most interest.
Pivot Charts

 It is easy to accompany pivot tables with pivot charts.


 These charts adapt automatically to the underlying pivot table.
 To create a pivot chart, click anywhere inside the pivot table,
select the PivotChart button on the Analyze/Options ribbon, and
select a chart type.
Multiple Variables in the Values
Area
 More than a single variable can be placed in the
Values area.
 Also, a given variable in the Values area can be
summarized by more than one summarizing function.
Summarizing by Count

 The variable in the Values area can be summarized by


the Count function.
 This is useful when you want to know, for example, how
many of the orders were placed by females in the South.
 Right-click any number in the pivot table, select Value Field
Settings, and select the Count function.
Grouping

 Categories in a Rows or Columns variable can be grouped.


 Suppose you want to summarize Sum of Total Cost by Date.
 Starting with a blank pivot table, check both Date and Total Cost in
the PivotTable Fields pane.
 Then right-click any date and select Group.
H.W. (Practice): Example 3.4 and Example
3.5 (FROZEN LASAGNA DINNERS)
VlookUp()

This Photo by Unknown Author is licensed under CC BY


Tomorrow

 Install Tableau Public


 https://www.tablea
u.com/products/pu
blic/download
 Check this out
 https://public.table
au.com/app/discov
er
Story Time
Does smoking cigarettes cause
cancer?
 Yes
 No
 Maybe
 How can you tell?
This Photo by Unknown Author is
licensed under CC BY-SA
This Photo by
Unknown
Author is
licensed
under
CC BY-NC

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