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

Book Description

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.

Table of Contents

  1. Copyright
    1. Trademark Acknowledgments
    2. Contact Us
    3. Disclaimer
  2. Credits
  3. About the Author
  4. Author's Acknowledgments
  5. How to Use This Visual Blueprint Book
  6. 1. Understanding PivotTables and PivotCharts
    1. 1.1. Understanding Data Analysis
    2. 1.2. Introducing the PivotTable
    3. 1.3. Learn PivotTable Benefits
    4. 1.4. Learn When to Use PivotTables
    5. 1.5. Explore PivotTable Features
    6. 1.6. Introducing the PivotChart
  7. 2. BUILDING A PIVOTTABLE
    1. 2.1. Prepare Your Worksheet Data
    2. 2.2. Create a Table for a PivotTable Report
    3. 2.3. Build a PivotTable from an Excel Table
    4. 2.4. Build a PivotTable from an Excel Range
    5. 2.5. Recreate an Existing PivotTable
  8. 3. MANIPULATING YOUR PIVOTTABLE
    1. 3.1. Turn the PivotTable Field List On and Off
    2. 3.2. Customize the PivotTable Field List
    3. 3.3. Select PivotTable Items
    4. 3.4. Remove a PivotTable Field
    5. 3.5. Refresh PivotTable Data
    6. 3.6. Display the Details Behind PivotTable Data
    7. 3.7. Create a Chart from PivotTable Data
    8. 3.8. Enable the Classic PivotTable Layout
    9. 3.9. Add Multiple Fields to the Row or Column Area
    10. 3.10. Add Multiple Fields to the Data Area
    11. 3.11. Add Multiple Fields to the Report Filter
    12. 3.12. Publish a PivotTable to a Web Page
    13. 3.13. Convert a PivotTable to Regular Data
    14. 3.14. Delete a PivotTable
  9. 4. CHANGING THE PIVOTTABLE VIEW
    1. 4.1. Move a Field to a Different Area
    2. 4.2. Change the Order of Fields within an Area
    3. 4.3. Change the Report Layout
    4. 4.4. Sort PivotTable Data with AutoSort
    5. 4.5. Move Row and Column Items
    6. 4.6. Group Numeric Values
    7. 4.7. Group Date and Time Values
    8. 4.8. Group Text Values
    9. 4.9. Hide Group Details
    10. 4.10. Show Group Details
    11. 4.11. Ungroup Values
  10. 5. FILTERING A PIVOTTABLE
    1. 5.1. Apply a Report Filter
    2. 5.2. Change the Report Filter Layout
    3. 5.3. Filter Row or Column Items
    4. 5.4. Filter PivotTable Values
    5. 5.5. Hide Items in a Row or Column Field
    6. 5.6. Use Search to Display Multiple Items
    7. 5.7. Show Hidden Items in a Row or Column Field
    8. 5.8. Filter a PivotTable with a Slicer
    9. 5.9. Connect a PivotTable to an Existing Slicer
    10. 5.10. Connect a Slicer to Multiple PivotTables
  11. 6. CUSTOMIZING PIVOTTABLE FIELDS
    1. 6.1. Rename a PivotTable Field
    2. 6.2. Rename a PivotTable Item
    3. 6.3. Format a PivotTable Cell
    4. 6.4. Apply a Numeric Format to PivotTable Data
    5. 6.5. Apply a Date Format to PivotTable Data
    6. 6.6. Apply a Conditional Format to PivotTable Data
    7. 6.7. Show Items with No Data
    8. 6.8. Exclude Items from a Report Filter
    9. 6.9. Repeat Item Labels in Fields
  12. 7. CREATING A PIVOTCHART
    1. 7.1. Understanding PivotChart Limitations
    2. 7.2. Create a PivotChart from a PivotTable
    3. 7.3. Create a PivotChart beside a PivotTable
    4. 7.4. Create a PivotChart from an Excel Table
    5. 7.5. Move a PivotChart to another Sheet
    6. 7.6. Filter a PivotChart
    7. 7.7. Change the PivotChart Type
    8. 7.8. Sort the PivotChart
    9. 7.9. Add PivotChart Titles
    10. 7.10. Move the PivotChart Legend
    11. 7.11. Display a Data Table with the PivotChart
  13. 8. SETTING PIVOTTABLE OPTIONS
    1. 8.1. Apply a PivotTable Quick Style
    2. 8.2. Create a Custom PivotTable Quick Style
    3. 8.3. Preserve PivotTable Formatting
    4. 8.4. Rename the PivotTable
    5. 8.5. Turn Off Grand Totals
    6. 8.6. Merge Item Labels
    7. 8.7. Specify Characters for Errors and Empty Cells
    8. 8.8. Protect a PivotTable
  14. 9. PERFORMING PIVOTTABLE CALCULATIONS
    1. 9.1. Change the PivotTable Summary Calculation
    2. 9.2. Create a Difference Summary Calculation
    3. 9.3. Create a Percentage Summary Calculation
    4. 9.4. Create a Running Total Summary Calculation
    5. 9.5. Create an Index Summary Calculation
    6. 9.6. Turn Off Subtotals for a Field
    7. 9.7. Display Multiple Subtotals for a Field
  15. 10. CREATING CUSTOM PIVOTTABLE CALCULATIONS
    1. 10.1. Introducing Custom Calculations
    2. 10.2. Understanding Custom Calculation Limitations
    3. 10.3. Insert a Custom Calculated Field
    4. 10.4. Insert a Custom Calculated Item
    5. 10.5. Edit a Custom Calculation
    6. 10.6. Change the Solve Order of Calculated Items
    7. 10.7. List Your Custom Calculations
    8. 10.8. Delete a Custom Calculation
  16. 11. BUILDING FORMULAS FOR PIVOTTABLES
    1. 11.1. Introducing Formulas
    2. 11.2. Understanding Formula Types
    3. 11.3. Introducing Worksheet Functions
    4. 11.4. Understanding Function Types
    5. 11.5. Build a Function
    6. 11.6. Build a Formula
    7. 11.7. Work with Custom Numeric and Date Formats
  17. 12. USING MICROSOFT QUERY WITH PIVOTTABLES
    1. 12.1. Understanding Microsoft Query
    2. 12.2. Define a Data Source
    3. 12.3. Start Microsoft Query
    4. 12.4. Tour the Microsoft Query Window
    5. 12.5. Add a Table to the Query
    6. 12.6. Add Fields to the Query
    7. 12.7. Filter the Records with Query Criteria
    8. 12.8. Sort the Query Records
    9. 12.9. Return the Query Results
  18. 13. IMPORTING DATA FOR PIVOTTABLES
    1. 13.1. Understanding External Data
    2. 13.2. Import Data from a Data Source
    3. 13.3. Import Data from an Access Table
    4. 13.4. Import Data from a Word Table
    5. 13.5. Import Data from a Text File
    6. 13.6. Import Data from a Web Page
    7. 13.7. Import Data from an XML File
    8. 13.8. Create a PowerPivot Data Connection
    9. 13.9. Refresh Imported Data
  19. 14. BUILDING MORE ADVANCED PIVOTTABLES
    1. 14.1. Create a PivotTable from Multiple Consolidation Ranges
    2. 14.2. Create a PivotTable from an Existing PivotTable
    3. 14.3. Create a PivotTable from External Data
    4. 14.4. Create a PivotTable Using PowerPivot
    5. 14.5. Automatically Refresh a PivotTable that Uses External Data
    6. 14.6. Save Your Password with an External Data Connection
    7. 14.7. Export an Access PivotTable Form to Excel
    8. 14.8. Reduce the Size of PivotTable Workbooks
    9. 14.9. Use a PivotTable Value in a Formula
  20. 15. BUILDING A PIVOTTABLE FROM AN OLAP CUBE
    1. 15.1. Understanding OLAP
    2. 15.2. Create an OLAP Cube Data Source
    3. 15.3. Create a PivotTable from an OLAP Cube
    4. 15.4. Show and Hide Details for Dimensions and Levels
    5. 15.5. Hide Levels
    6. 15.6. Display Selected Levels and Members
    7. 15.7. Display Multiple Report Filter Items
    8. 15.8. Include Hidden Items in PivotTable Totals
    9. 15.9. Performing What-if Analysis on the PivotTable
    10. 15.10. Create an Offline OLAP Cube
  21. 16. LEARNING VBA BASICS FOR PIVOTTABLES
    1. 16.1. Open the VBA Editor
    2. 16.2. Add a Macro to a Module
    3. 16.3. Run a Macro
    4. 16.4. Set Macro Security
    5. 16.5. Assign a Shortcut Key to a Macro
  22. A. Glossary of PivotTable Terms