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Chapter-4

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Chapter-4

Uploaded by

prajapatidhruvil50
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Chapter-4: Creating Dynamic Worksheets by Using

PivotTables

Pivot Table:
A PivotTable is a powerful tool to calculate, summarise, and analyse data that lets
you see comparisons, patterns, and trends in your data. PivotTables work a little bit
differently depending on what platform you are using to run Excel.

Creating Pivot table in Excel:

1. Select the cells you want to create a PivotTable from.

2. Select Insert > PivotTable.

3. This will create a PivotTable based on an existing table or range.

Note: Selecting Add this data to the Data Model will add the table or
range being used for this PivotTable into the workbook’s Data Model.
Learn more.
4. Choose where you want the PivotTable report to be placed. Select New
Worksheet to place the PivotTable in a new worksheet or Existing
Worksheet and select where you want the new PivotTable to appear.
5. Click OK.

Pivot table from other sources:

By clicking the down arrow on the button, you can select from other possible sources
for your PivotTable. In addition to using an existing table or range, there are three
other sources you can select from to populate your PivotTable.

Note: Depending on your organization's IT settings you might see your


organization's name included in the button. For example, "From Power BI
(Microsoft)"

Get from External Data Source


Get from Data Model

Use this option if your workbook contains a Data Model, and you want to create a
PivotTable from multiple Tables, enhance the PivotTable with custom measures, or
are working with very large datasets.

Get from Power BI

Use this option if your organization uses Power BI and you want to discover and
connect to endorsed cloud datasets you have access to.
Building out your PivotTable

1. To add a field to your PivotTable, select the field name checkbox in the
PivotTables Fields pane.
Note: Selected fields are added to their default areas: non-numeric fields
are added to Rows, date and time hierarchies are added to Columns,
and numeric fields are added to Values.

2. To move a field from one area to another, drag the field to the target area.

Refreshing PivotTables

If you add new data to your PivotTable data source, any PivotTables that were built
on that data source need to be refreshed. To refresh just one PivotTable you can
right-click anywhere in the PivotTable range, then select Refresh. If you have
multiple PivotTables, first select any cell in any PivotTable, then on the Ribbon go to
PivotTable Analyze > click the arrow under the Refresh button and select Refresh
All.
Note: read more on

https://support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-work
sheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576

================================================================

Automating Repetitive Tasks by Using Macros:

If you have tasks in Microsoft Excel that you do repeatedly, you can record a macro
to automate those tasks. A macro is an action or a set of actions that you can run as
many times as you want. When you create a macro, you are recording your mouse
clicks and keystrokes. After you create a macro, you can edit it to make minor
changes to the way it works.

Suppose that every month, you create a report for your accounting manager. You
want to format the names of the customers with overdue accounts in red, and also
apply bold formatting. You can create and then run a macro that quickly applies
these formatting changes to the cells you select.

How?
Before you record a macro

Macros and VBA tools can be found on the Developer tab, which is hidden by
default, so the first step is to enable it. For more information, see Show the
Developer tab.

Record a macro

1. In the Code group on the Developer tab, click Record Macro.


2. Optionally, enter a name for the macro in the Macro name box,
enter a shortcut key in the Shortcut key box, and a description in
the Description box, and then click OK to start recording.

3. Perform the actions you want to automate, such as entering


boilerplate text or filling down a column of data.
4. On the Developer tab, click Stop Recording.

Take a closer look at the macro

You can learn a little about the Visual Basic programming language by editing a
macro.

To edit a macro, in the Code group on the Developer tab, click Macros, select
the name of the macro, and click Edit. This starts the Visual Basic Editor.

See how the actions that you recorded appear as code. Some of the code will
probably be clear to you, and some of it may be a little mysterious.

Experiment with the code, close the Visual Basic Editor, and run your macro
again. This time, see if anything different happens!

Note: Read more on

https://support.microsoft.com/en-us/office/automate-tasks-with-the-macro-rec
order-974ef220-f716-4e01-b015-3ea70e64937b

Note that you can also attempt questions in exam according to your internet
search and based on your understanding, It is not necessary that you should
write from this pdf only.

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