Microsoft Excel 2010 Chapter 8 Working with Trendlines, PivotTable Reports, PivotChart Reports, and...
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Transcript of Microsoft Excel 2010 Chapter 8 Working with Trendlines, PivotTable Reports, PivotChart Reports, and...
MicrosoftExcel 2010
Chapter 8
Working with Trendlines, PivotTable Reports, PivotChart
Reports, and Slicers
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 2
• Analyze worksheet data using a trendline• Create a PivotTable report• Format a PivotTable report• Apply filters to a PivotTable report• Create a PivotChart report• Format a PivotChart report
Objectives
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 3
• Apply filters to a PivotChart report• Analyze worksheet data using PivotTable and
PivotChart reports• Create slicers to filter PivotTable and PivotChart
reports• Format slicers• Analyze PivotTable and PivotChart reports using
slicers
Objectives
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 4
Project – Eckart Pet Supplies Sales Analysis
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 5
• Identify the trend or trends to analyze with a trendline
• Determine the type of trendline to add• Identify the types of questions to ask of your data• Visualize your workbook in various PivotTable and
PivotChart layouts• Consider using slicers to filter a PivotTable
General Project Guidelines
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 6
• Select the range of cells to be charted• Click the Line button (Insert tab | Charts group) to
display the Line gallery• Click the Line with Markers chart type in the 2-D Line
area of the Line gallery to insert a 2-D line chart with data markers
• Click the Move Chart button (Chart Tools Design tab | Location group) to display the Move Chart dialog box
• Click the New sheet option button (Move Chart dialog box) to select it
Creating a 2-D Line Chart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 7
• If necessary, double-click the default text in the New sheet text box to select the text
• Type the desired chart name• Click the OK button to move the chart to a new sheet• Click the default title to select it• Type the desired chart title and then press the ENTER
key• Click the outside of the chart area to deselect the
chart
Creating a 2-D Line Chart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 8
Creating a 2-D Line Chart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 9
• Click the chart to select it• Click the Trendline button (Chart Tools Layout tab | Analysis
group) to display the Trendline menu• Click the More Trendline Options command to display the
Format Trendline dialog box• If necessary, click the Trendline Options category in the left
pane• Click the desired trendline type• Click the desired options in the Format Trendline dialog box• Click the Close button to add the trendline with the selected
options
Adding a Trendline to a Chart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 10
Adding a Trendline to a Chart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 11
• Click the desired cell containing the data for the PivotTable
• Click the PivotTable button arrow (Insert tab | Tables group) to display the PivotTable menu
• Click PivotTable to display the Create PivotTable dialog box
• Click the OK button to create a blank PivotTable report
Creating a Blank PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 12
Creating a Blank PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 13
Adding Data to the PivotTable
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 14
• Click the Report Layout button (PivotTable Tools Design tab | Layout group) to display the Report Layout menu
• Click the desired layout
Changing the Layout of a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 15
Changing the Layout of a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 16
Changing the View of a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 17
• Drag the desired field from the ‘Choose fields to add to report’ area to the Report Filter area in the PivotTable Field List pane
• Click the field’s AutoFilter button to display the AutoFilter menu
• Click to select the desired criterion• Click the OK button to update the display
Filtering a PivotTable Report Using a Report Filter
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 18
Filtering a PivotTable Report Using a Report Filter
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 19
• Click the AutoFilter button to display the AutoFilter menu
• Click the Select Multiple Items check box to prepare for adding a criterion
• Click the desired check boxes to select the criterion
• Click the OK button to update the display
Filtering a PivotTable Report Using Multiple Selection Criteria
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 20
Filtering a PivotTable Report Using Multiple Selection Criteria
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 21
• Click and drag the desired button from the Report Filter area in the PivotTable Field List pane to outside of the PivotTable Field List pane to remove the report filter from the PivotTable report
Removing a Filter from a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 22
• Click the desired AutoFilter button to display the AutoFilter menu and select the desired field
• Click the OK button to update the display
Filtering a PivotTable Report Using the Row Label Filter
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 23
• Click the AutoFilter button to display the AutoFilter menu
• Click the Clear Filter From command to remove the row label filter
Removing a Row Label Filter from a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 24
• Select a cell in the PivotTable• Click the More button in the PivotTable Styles
gallery (PivotTable Tools Design tab | PivotTable Styles group) to expand the gallery
• Click the desired style• Format the cells as desired using the Format Cells
dialog box
Formatting a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 25
Formatting a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 26
• Right-click the desired cell to display the shortcut menu and prepare for changing the summary function
• Point to Summarize Values By on the shortcut menu to display the Summarize Values By menu
• Click the desired command
Switching Summary Functions in a PivotTable
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 27
Switching Summary Functions in a PivotTable
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 28
Summary Functions for PivotChart Report and PivotTable Report Data Analysis
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 29
• Click the AutoFilter button to display the AutoFilter menu• Click the (Select All) check box on the AutoFilter menu to
deselect all locations• Click the desired check box to filter• Point to the Value Filters command to display the Value
Filters menu• Click the desired command• Enter the desired criteria in the Value Filter dialog box• Click the OK button to apply the filter to the PivotTable
report
Filtering a PivotTable Report Using Multiple Criteria
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 30
Filtering a PivotTable Report Using Multiple Criteria
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 31
• Click the AutoFilter button to display the AutoFilter menu
• Click the Clear Filter From command on the AutoFilter menu to remove the filter criteria
Removing Multiple Filter Criteria from a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 32
• Click the Refresh button (PivotTable Tools Options tab | Data group) to update the PivotTable Report to reflect the change to the underlying data
Updating the Contents of a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 33
• Click the Field List button (PivotTable Tools Options tab | Show group) to hide the PivotTable Field List pane
• Click the Field Headers button (PivotTable Tools Options tab | Show group) to hide the field headers
• Click the Options button (PivotTable Tools Options tab | PivotTable group) to display the PivotTable Options dialog box
• Click the ‘Autofit column widths on update’ check box to remove the check mark
• Click the OK button to turn off the autofitting of column widths
Customizing the Display of the Field List and Field Headers in the PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 34
Customizing the Display of the Field List and Field Headers in the PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 35
• Right-click a cell containing the +/– button to display the shortcut menu, and then point to Expand/Collapse to display the Expand/ Collapse menu
• Click Collapse to collapse the data• Click the +/– Buttons button (PivotTable Tools
Options tab | Show group) to hide the expand and collapse buttons in the PivotTable
Customizing the Display of the +/– Buttons in the PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 36
Customizing the Display of the +/– Buttons in the PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 37
• Select a cell in the PivotTable report• Click the Field List button (PivotTable Tools Options
tab | Show group) to display the PivotTable Field List pane
• Click the PivotChart button (PivotTable Tools Options tab | Tools group) to display the Insert Chart dialog box
• Click the desired chart type• Click the OK button to add the chart to the
worksheet
Creating a PivotChart Report from an Existing PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 38
Creating a PivotChart Report from an Existing PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 39
• With the chart selected, click the Move Chart button (PivotChart Tools Design tab | Location group) to display the Move Chart dialog box
• Click the New sheet option button to select it• Type the desired name in the New sheet text box• Click the OK button to move the chart to the new
sheet• In the PivotTable Field List pane, drag the desired
items out of the Values area
Changing the Location of a PivotChart Report and Deleting Data
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 40
Changing the Location of a PivotChart Report and Deleting Data
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 41
• Click the Change Chart Type button (PivotChart Tools Design tab | Type group) to display the Change Chart Type dialog box
• Click the new desired chart type• Click the OK button to change the chart type
Changing the PivotChart Type
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 42
Changing the PivotChart Type
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 43
• If necessary, click the Field List button (PivotChart Tools Analyze tab | Show/ Hide group) to display the PivotTable Field List pane
• Select and deselect the fields as desired• Click and drag the buttons in the Axis Fields area
to their desired locations• Add and delete the desired fields in the Row
Labels area
Changing the View of a PivotChart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 44
Changing the View of a PivotChart
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 45
• Select the first cell containing the data• Click the PivotTable button arrow (Insert tab | Tables
group) to display the PivotTable menu• Click the PivotChart command to display the Create
PivotTable with PivotChart dialog box• If necessary, click the New Worksheet option button• Click the OK button to add a new worksheet
containing a blank PivotTable and blank PivotChart• Add the desired fields to the Axis Fields and Values
areas
Creating a PivotChart Report Directly from Data
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 46
Creating a PivotChart Report Directly from Data
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 47
• If necessary, click the PivotTable to make it active• Click the Calculations button (PivotTable Tools Options tab
| Calculations group) to display the Calculations menu • Click the Fields, Items, & Sets command on the
Calculations menu to display the Fields, Items, & Sets menu
• Click the Calculated Field command on the Fields, Items, & Sets menu to display the Insert Calculated Field dialog box
• Enter the name, and formula, and then click the Add button to add the calculated field to the Fields list
• Click the OK button to close the dialog box
Adding a Calculated Field to a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 48
Adding a Calculated Field to a PivotTable Report
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 49
• If necessary, click to make the PivotChart active• Click the Insert Slicer button arrow (PivotChart Tools
Analyze tab | Data group) to display the Insert Slicer menu
• Click the Insert Slicer command to display the Insert Slicers dialog box
• Click the check boxes to select the desired slicers to insert
• Click the OK button to display the selected slicers on the worksheet
Adding Slicers to the Worksheet
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 50
Adding Slicers to the Worksheet
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 51
• Click to select the slicer to format• Use the resize handles to adjust the size of the slicer• Click and drag the slicer to the desired location• Adjust the values in the Height and Width text boxes
as desired• Click the More button (Slicer Tools Options tab |
Slicer Styles group) to display the Slicer Styles gallery• Click the desired slicer style
Formatting Slicers
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 52
Formatting Slicers
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 53
Using the Slicers to Review Groups in the PivotTable
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 54
Using the Slicers to Review Groups Not in the PivotTable
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 55
• Analyze worksheet data using a trendline• Create a PivotTable report• Format a PivotTable report• Apply filters to a PivotTable report• Create a PivotChart report• Format a PivotChart report
Chapter Summary
Working with Trendlines, PivotTable Reports, PivotChart Reports, and Slicers 56
• Apply filters to a PivotChart report• Analyze worksheet data using PivotTable and
PivotChart reports• Create slicers to filter PivotTable and PivotChart
reports• Format slicers• Analyze PivotTable and PivotChart reports using
slicers
Chapter Summary
Chapter 8 Complete
MicrosoftExcel 2010