Lab 5:Pivot Tables / Pivot ChartsSimon: Chapters 7 & 8

URBPL 5/6010: Urban AnalysisUniversity of Utah

Pam Perlich

Files for this Lab

CreatePivotTable.xlsAddCalcField.xlsGetPivotTable.xlsPivotChartDB.mdbPop_Age_Sex_GOPB.xls

Pivot Tables

Summarize and analyze database filesDatabase files

Record basedEvery column must have a titleMaximum size: 8,000 total items and 256 fields

Data Pivot tableCross tabs of dataRow by Column for Data

Create a Pivot Table

Open CreatePivotTable.xlsStudy the rectangular data setNotice the columns with headingsSelect the entire data blockData PivotTable and PivotChartPivot Table / Chart Wizard appears

Pivot Table Wizard

Data source is an excel databaseObjective is to create a pivot tableMake sure you have the entire data block selected (including headings)Step 3

Put data in a new worksheetClick “Layout” to specify configuration

Click “Layout”

Double Click Here to Change Computation

Click “Options”

Insert a Calculated Field

Open AddCalcField.xlsSelect a specific location (cell) for calculation (e.g., F6)Insert Calculated FieldWithin dialogue box

Name the fieldSpecify the formulaInsert variable names if necessary

Notice how Excel automatically adds fields to all products and areas

Insert a calculated field

1) Select cell

2) Insert => calculated field

Link Pivot Table Results to Table

Open GetPivotTable.xlsSpecify desired location of valueInsert Function GETPIVOTDATA

Retrieve value from pivot table

1) Insert => Function => GETPIVOTDATA

2) Specify function arguments

3) =GETPIVOTDATA(PivotTable!C4,PivotTable!A5)

Pivot Chart

Create with same principlesCapabilities

Change chart typeChange computation (from sum to average, etc.)Add and alter fieldsFormat charts

Pivot Chart from Database

Open a new blank excel workbookDataPivot ChartExternal data sourceDialogue box opens Get DataMS Access DatabaseNavigate to and select PivotChartDB.mdbSelect and import all fieldsDrag fields onto graph to create crosstabulations

Change Crosstabulations / Format

Experiment with the features availableChange chart typesChange data elementsNotice how many of the standard charting features are available (e.g., data tables, chart type, etc.)

Demographic Data – Pivot Tables

Open Pop_Age_Sex_GOPB.xlsCreate a pivot table with various crosstabulation and filteringExample: School age populations for a selection of counties in 2050Explore pivot chart possibilities