Pivot TablesFiltering and summarizing your Excel source data

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Pivots tables

What are they and what are they used for?

Pivots start from your Excel Data Source

Data Source features• Each row is a record• Each columns has a header• Some fields repeat • Some fields have relationships with others

e.g. Regions, offices, employees, sales

Pivots start from your Excel Data Source

Sources• Standard spreadsheet records shown as a range of cells • Showing the same records as an Excel table

The most important thing in making a Pivot:

Question: What do I want to know?

Getting your session work files

1. Go to your laptop’s desktop2. Click the link to tdu-courses$ to open

Open the Excel Courses > Pivot tables folderOpen the Excel Pivots.xlsx file.

Any of the files can be opened in a Read only condition. They can't be re-saved into this folder. If you want to keep them then save them to your H drive.

You can also locate these files from your work computer:In a browser enter: \\opel\tdu-courses$

Data Source Pivot

Pivot question: How many students live ON or OFF campus?

Source data on spreadsheet

Multiple views of the same source data

Shows the pivot table’s location

when built

FIELDS: headers imported from the data source

Pivot fields design panel

Pivot parts

AREAS:Areas in the pivot table define how your data is filtered calculated & displayed

Clicking the pivot makes the PivotTable Fields panel

appear

Open the worksheet CAR SALESBy dragging the fields into different areas what questions can you answer?

Exercise 1 – do togetherIn your work file:– Go to worksheet MODES– We will start Exercise 1 together

You should have 2 handouts for this session– Go to the handout headed How to Pivot -

Exercises

Exercise 2a & 2b

Filtering pivot tables: • Think about the question and the table data fields• Practice creating multiple pivot views (3)• Create each one on a new worksheet

Exercise 3a & 3b Multiple Pivots & calculated fields

Filtering HOTELS data source:

Exercises 4 Various pivots from Facility

4 pivot tables from the Facility worksheet:

Practise of work to dateAdding a SlicerGrouping dates

Plenary: Pivots

• Require some planning and thinking about to start• Data sources doesn’t need to be Excel tables but

they help• Changes in the pivots don’t affect the data source• Are easy to set up and easier to change• Can be formatted to suit and calculate fields• Have some special aspects available from the

PivotTable Tools menu• Can link with the Slicer tool and Charts to facilitate

their use

Excel Training @NTU

CPLD offers a series of Excel courses aimed to support your development• Spreadsheet Features (basic)• Conditional Formatting• Data Validation• Find & Replace• IF, SUMIF and COUNTIF • Pivot table• Sorting and Filtering• Trimming, joining & selecting data• Creating visually effective spreadsheets *new• VLOOKUP

For booking a place on these course or to arrange a 45 min 1 to 1 Surgery session go to the CPLD website:

www.ntu.ac.uk/CPLD and look for the link to programme of events