Activity 1 CastilloMichaelJr.

PROCESS OF USING
PIVOT TABLE
MICHAEL B. CASTILLO JR.
1.1Create a Pivot Table
1.Select the table or cells (including column headers) containing the data you want to
use.
2.From the Insert tab, Click the Recommended Pivot tables.
3.In the recommended PivotTables dialog box, click any PivotTable layout on the left
to get a preview to the right, and then pick the one that shows the data the way you
want.
4.Click OK.
5.Excel places the PivotTable on a new worksheet and shows the Field List so you can
further rearrange the PivotTable data as needed.
1.2.Refreshing the Data
*If you change any of the data in your source worksheet, the PivotTable will not
update automatically. To manually update it,
1.From the PivotTable Tools click Option Tab then within Pivot Table Group,
Option command.
2.Click on the Data Tab and tick Refresh the data when opening the file.
3.Click OK.
1.3.Pivoting Data
*One of the best things about PivotTables is that they can quickly pivot, or
reorganize, data, allowing you to look at your worksheet data in different ways.
*Pivoting data can help you answer different question and even experiment with
the data to discover new trends and pattern.
*We can do this by simply changing the field in the Rows area.
To change the rows:

1.Click, hold, and drag any existing fields out of the Rows area. The field will
disappear.
2.Drag a new field from the Field List into the Rows area.
3.The PivotTable will adjust, or pivot, to show the new data.
*To add columns:
Our PivotTable has only shown one column of data at a time. In order to show multiple
columns, you’ll need to add a field to the Columns area.
1.Drag a field from the Field List into the Columns area.
2.The PivotTable will include multiple columns.

1.4.Filter
*Filters can be used to narrow down the data in your PivotTable, allowing you to
view only the information you need.
*To add a filter:
1.Drag a field from the Field List to the Filters area.

2.The filter will appear above the PivotTable. Click the drop-down arrow, then check
the box next to Select Multiple Items.
3.Uncheck the box for any items you don’t want to include in the PivotTable.
4.The PivotTable will adjust to reflect the changes.

2. Grouping Data
*In the row and column label areas of a PivotTable report, you can group the items in
a field in a custom way.
To group field:
1.Select the data in the PivotTable.
2.Right-click on selected data, and click Group.

3.Click OK.
To group by date:
1.Click any cell inside the Date column.
2.Right click and click on Group.
3.Select Month and Click OK.
4.The PivotTable will adjust to reflect the changes.
3.Pivot Charts
*Pivot Charts are like regular charts, except that they display data from a
PivotTable.
To create a PivotChart:
1.Select any cell in your PivotTable.
2.From the Insert tab, click the PivotChart command.
3.The Insert Chart dialog box will appear. Select the desired chart type and layout,
then click OK.
4.The PivotChart will appear.
4.Slicers
*Slicer make filtering data in PivotTables even easier. Slicer are basically just filters, but
they’re easier and faster to use, allowing you to instantly pivot your data.
To add a slicer:
1.Select any cell in the PivotTable.
2.From the Analyze tab, click the Insert Slicer command.
3.A dialog box will appear. Select the desire field.
4.The slicer will appear next to the PivotTable. Each selected item will be highlighted in
blue.
5.Just like filters, only selected items are used in the PivotTable. When you select or
deselect items, the PivotTable will instantly reflect the change.
5.Timeline
*It’s a box you can add to your PivotTable that let you filter by time, and zoom in on the
period you want.
To created a timeline:
1.Click anywhere in a PivotTable to show the PivotTable Tools.
2.Click Analyze and click on Insert Timeline.
3.In the Insert Timelines dialog box, check the boxes of the date fields you want and click
OK.
5.1. Use a timeline to filter by time period
*With your timeline in place, you’re ready to filter by a time period in one of four time
levels (years, quarters, months, or days).
1.Click the arrow next to the time level shown, and pick the one you want.
2.Drag the timeline scroll bar to the time period you want to analyze.
3.In the timespan control, click a period tile and drag to include additional tiles to
select the date range you want. Use the timespan handles to adjust the date range on
either side.
4.To clear a timeline, click the Clear Filter button.
5.2. Customize a timeline
*When a timeline covers your PivotTable data, you can move it to a better location and
change its size.
1.To move the timeline, simply drag it to the location you want.
2.To change the size of the timeline, click it, and then drag the sizing handles to the size
you want.
3.To change the style of the timeline, click it to display the Timeline Toold, and then pick
the style you want on the Option tab.
6.Calculate values in a PivotTable report
*In PivotTable reports, you can use summary functions in value fields to combine values
from the underlying source data.
Add a calculated field:
1.Click the PivotTable report. This display the PivotTable Tools, adding the Analyze and
Design tabs.
2.On the Analyze tab, in the Calculation group, click Fields, Items &Sets.
3.Click Calculated Field.
4.In the Name box, type a name for the field
5.In the Formula box, enter the formula for the field. To use the data from another field
in the formula, click the field in the Fields box, and then click Insert Field. Then Click
add and then Click on OK.
*Add a calculated item to a field:
1.Click the PivotTable report. This displays the PivotTable Tools, adding the Analyze
and Design tabs.
2.On the Analyze tab, in the Calculations group, click Field, Items, & Sets.
3.Click Calculated Item.
4.In the Name box, type a name for the calculated item.
5.In the Formula box, enter the formula for the item.
6.Click Add.
6.1Value Field Settings
1. Select any cell in the PivotTable.
2.From the ∑ VALUES filed, click the Sum of option.
3.Select Value Filed Settings.
4.Click the Summarize by tab.
5.In the Summarize value field by box, click the summary function that you want to
use.
6.Click OK.
THANK YOU   

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PROCESS OF USING

To change the rows:

2.The PivotTable will include multiple columns.

*To add a filter:

1.Drag a field from the Field List to the Filters area.

4.The PivotTable will adjust to reflect the changes.

2.Right-click on selected data, and click Group.

2.From the Analyze tab, click the Insert Slicer command.

3.A dialog box will appear. Select the desire field.

1.Click anywhere in a PivotTable to show the PivotTable Tools.

2.Click Analyze and click on Insert Timeline.

Add a calculated field:

3.Click Calculated Field.

4.In the Name box, type a name for the field

1. Select any cell in the PivotTable.

2.From the ∑ VALUES filed, click the Sum of option.

3.Select Value Filed Settings.

4.Click the Summarize by tab.

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