Excel PivotTables and PivotCharts E-Book

Paul McFedries

• Herausgeber: John Wiley & Sons
• Kategorie: Wissenschaft und neue Technologien
• Serie: Visual Blueprint
• Sprache: Englisch

Seitenzahl: 423

Veröffentlichungsjahr: 2011

Beschreibung

Master two of the most powerful features of Excel Even if you use Excel all the time, you may not be up to speed on two of Excel's most useful features. PivotTable and PivotChart turn long lists of unreadable data into dynamic, easy-to-read tables and charts that highlight the information you need most; you can tweak results with a click or easily fuse data from several sources into one document. Now you can learn how to tap these powerful Excel tools with this practical guide. Using a series of step-by-step tutorials and easy-to-follow screenshots, this book shows you in a visual way how to create and customize PivotTables and PivotCharts, use them to analyze business data, and ultimately achieve more with less work. * Explains the benefits PivotTables and PivotCharts, two powerful features of Excel that allow users to create dynamic spreadsheets * Covers creating and customizing, analyzing business data, building custom calculations, linking to external data sources (including Access databases, Word tables, Web pages, XML data, SQL Server databases, and OLAP cubes), creating macros to automate tasks, and more * Uses step-by-step tutorials and easy-to-follow screenshots, a "learn by seeing" approach for visual learners Practical, visual, and packed with content, this is the book you need to ramp up your Excel skills with PivotTables and PivotCharts.

Leseprobe

Excel® PivotTables and PivotCharts

Table of Contents

Chapter 1: Understanding PivotTables and PivotCharts

Understanding Data Analysis

Introducing the PivotTable

Learn PivotTable Benefits

Learn When to Use PivotTables

Explore PivotTable Features

Introducing the PivotChart

Chapter 2: Building a PivotTable

Prepare Your Worksheet Data

Create a Table for a PivotTable Report

Build a PivotTable from an Excel Table

Build a PivotTable from an Excel Range

Recreate an Existing PivotTable

Chapter 3: Manipulating Your PivotTable

Turn the PivotTable Field List On and Off

Customize the PivotTable Field List

Select PivotTable Items

Remove a PivotTable Field

Refresh PivotTable Data

Display the Details Behind PivotTable Data

Create a Chart from PivotTable Data

Enable the Classic PivotTable Layout

Add Multiple Fields to the Row or Column Area

Add Multiple Fields to the Data Area

Add Multiple Fields to the Report Filter

Publish a PivotTable to a Web Page

Convert a PivotTable to Regular Data

Delete a PivotTable

Chapter 4: Changing the PivotTable View

Move a Field to a Different Area

Change the Order of Fields within an Area

Change the Report Layout

Sort PivotTable Data with AutoSort

Move Row and Column Items

Group Numeric Values

Group Date and Time Values

Group Text Values

Hide Group Details

Show Group Details

Ungroup Values

Chapter 5: Filtering a PivotTable

Apply a Report Filter

Change the Report Filter Layout

Filter Row or Column Items

Filter PivotTable Values

Hide Items in a Row or Column Field

Use Search to Display Multiple Items

Show Hidden Items in a Row or Column Field

Filter a PivotTable with a Slicer

Connect a PivotTable to an Existing Slicer

Connect a Slicer to Multiple PivotTables

Chapter 6: Customizing PivotTable Fields

Rename a PivotTable Field

Rename a PivotTable Item

Format a PivotTable Cell

Apply a Numeric Format to PivotTable Data

Apply a Date Format to PivotTable Data

Apply a Conditional Format to PivotTable Data

Show Items with No Data

Exclude Items from a Report Filter

Repeat Item Labels in Fields

Chapter 7: Creating a PivotChart

Understanding PivotChart Limitations

Create a PivotChart from a PivotTable

Create a PivotChart beside a PivotTable

Create a PivotChart from an Excel Table

Move a PivotChart to another Sheet

Filter a PivotChart

Change the PivotChart Type

Sort the PivotChart

Add PivotChart Titles

Move the PivotChart Legend

Display a Data Table with the PivotChart

Chapter 8: Setting PivotTable Options

Apply a PivotTable Quick Style

Create a Custom PivotTable Quick Style

Preserve PivotTable Formatting

Rename the PivotTable

Turn Off Grand Totals

Merge Item Labels

Specify Characters for Errors and Empty Cells

Protect a PivotTable

Chapter 9: Performing PivotTable Calculations

Change the PivotTable Summary Calculation

Create a Difference Summary Calculation

Create a Percentage Summary Calculation

Create a Running Total Summary Calculation

Create an Index Summary Calculation

Turn Off Subtotals for a Field

Display Multiple Subtotals for a Field

Chapter 10: Creating Custom PivotTable Calculations

Introducing Custom Calculations

Understanding Custom Calculation Limitations

Insert a Custom Calculated Field

Insert a Custom Calculated Item

Edit a Custom Calculation

Change the Solve Order of Calculated Items

List Your Custom Calculations

Delete a Custom Calculation

Chapter 11: Building Formulas for PivotTables

Introducing Formulas

Understanding Formula Types

Introducing Worksheet Functions

Understanding Function Types

Build a Function

Build a Formula

Work with Custom Numeric and Date Formats

Chapter 12: Using Microsoft Query with PivotTables

Understanding Microsoft Query

Define a Data Source

Start Microsoft Query

Tour the Microsoft Query Window

Add a Table to the Query

Add Fields to the Query

Filter the Records with Query Criteria

Sort the Query Records

Return the Query Results

Chapter 13: Importing Data for PivotTables

Understanding External Data

Import Data from a Data Source

Import Data from an Access Table

Import Data from a Word Table

Import Data from a Text File

Import Data from a Web Page

Import Data from an XML File

Create a PowerPivot Data Connection

Refresh Imported Data

Chapter 14: Building More Advanced PivotTables

Create a PivotTable from Multiple Consolidation Ranges

Create a PivotTable from an Existing PivotTable

Create a PivotTable from External Data

Create a PivotTable Using PowerPivot

Automatically Refresh a PivotTable that Uses External Data

Save Your Password with an External Data Connection

Export an Access PivotTable Form to Excel

Reduce the Size of PivotTable Workbooks

Use a PivotTable Value in a Formula

Chapter 15: Building a PivotTable from an OLAP Cube

Understanding OLAP

Create an OLAP Cube Data Source

Create a PivotTable from an OLAP Cube

Show and Hide Details for Dimensions and Levels

Hide Levels

Display Selected Levels and Members

Display Multiple Report Filter Items

Include Hidden Items in PivotTable Totals

Performing What-if Analysis on the PivotTable

Create an Offline OLAP Cube

Chapter 16: Learning VBA Basics for PivotTables

Open the VBA Editor

Add a Macro to a Module

Run a Macro

Set Macro Security

Assign a Shortcut Key to a Macro

Appendix: Glossary of PivotTable Terms

Excel® PivotTables and PivotCharts

Your visual blueprint™ for creating dynamic spreadsheets, 2nd Edition

by Paul McFedries

Excel® PivotTables and PivotCharts: Your visual blueprint™ for creating dynamic spreadsheets, 2nd Edition

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Published simultaneously in Canada

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Credits

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About the Author

Paul McFedries is a full-time technical writer. Paul has been authoring computer books since 1991 and he has more than 70 books to his credit. Paul’s books have sold more than three million copies worldwide. These books include the Wiley titles Teach Yourself VISUALLY Excel 2010; Excel 2010 Visual Quick Tips; Teach Yourself VISUALLY Windows 7; and Teach Yourself VISUALLY Office 2008 for Mac. Paul is also the proprietor of Word Spy (www.wordspy.com and twitter.com/wordspy), a Web site that tracks new words and phrases as they enter the language. Paul invites you to drop by his personal Web site at www.mcfedries.com or to follow him on Twitter at twitter.com/paulmcf.

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It goes without saying that writers focus on text, and I certainly enjoyed focusing on the text that you’ll read in this book. However, this book is more than just the usual collection of words and phrases. A quick thumb-through of the pages will show you that this book is also chock full of images, from sharp screen shots to fun and informative illustrations. Those images sure make for a beautiful book, and that beauty comes from a lot of hard work by Wiley’s immensely talented group of designers and layout artists. They are all listed in the Credits section on the previous page, and I thank them for creating another gem. Of course, what you read in this book must also be accurate, logically presented, and free of errors. Ensuring all of this was an excellent group of editors that included project editor Kristin DeMint, copy editor Kim Heusel, and technical editor Namir Shammas. Thanks to all of you for your exceptional competence and hard work. Thanks, as well, to acquisitions editor Jody Lefevere for asking me to write this book.

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Chapter 1: Understanding PivotTables and PivotCharts

Understanding Data Analysis

The PivotTables and PivotCharts that you learn about in this book are part of the larger category of data analysis. You can get the most out of these tools if you have a broader understanding of what data analysis is, what its benefits are, and what other tools are available to you.

Data analysis is the application of tools and techniques to organize, study, reach conclusions and sometimes also make predictions about a specific collection of information. A sales manager might use data analysis to study the sales history of a product, determine the overall trend, and produce a forecast of future sales. A scientist might use data analysis to study experimental findings and determine the statistical significance of the results. Afamily might use data analysis to find the maximum mortgage it can afford or how much it must put aside each month to finance retirement or the kids’ education.

The point of data analysis is to understand information on some deeper, more meaningful level. By definition, raw data is a mere collection of facts that by themselves tell you little or nothing of any importance. To gain some understanding of the data, you must manipulate it in some meaningful way. This can be something as simple as finding the sum or average of a column of numbers or as complex as employing a full-scale regression analysis to determine the underlying trend of a range of values. Both are examples of data analysis, and Excel offers a number of tools — from the straightforward to the sophisticated — to meet even the most demanding needs.

Data

The “data” part of data analysis is a collection of numbers, dates, and text that represents the raw information you have to work with. In Excel, this data resides inside a worksheet and you get it there in one of two ways: You enter it by hand or you import it from an external source. You can then either leave the data as a regular range, or you can convert it into a table for easier data manipulation.

Data Entry

In many data analysis situations, the required data must be entered into the worksheet manually. For example, if you want to determine a potential monthly mortgage payment, you must first enter values such as the current interest rate, the principal, and the term. Manual data entry is suitable for small projects only, because entering hundreds or even thousands of values is time consuming and can lead to errors.

Imported Data

Most data analysis projects involve large amounts of data, and the fastest and most accurate way to get that data onto a worksheet is to import it from a non-Excel data source. In the simplest scenario, you can copy the data — from a text file, a Word table, or an Access datasheet — and then paste it into aworksheet. However, most business and scientific data is stored in large databases, and Excel offers tools to import the data you need into your worksheet. See Appendixes B and C for more about these tools.

Table

After you have your data in the worksheet, you can leave it asa regular range and still apply many data analysis techniques to the data. However, if you convert the range intoa table, Excel treats the data as a simple flat-file database and enables you to apply a number of database-specific analysis techniques to the table. To learn how to do this, seeChapter2.

Data Models

In many cases, you perform data analysis on worksheet values by organizing those values into a