Beginning Pivot Tables in Excel 2007
Beginning Pivot Tables in Excel 2007, by Debra Dalgleish, explains what Pivot Tables are, how you can benefit from using them, how to create them and modify them, and how to use their enhanced features
Beginning Pivot Tables in Excel 2007 explains what Pivot Tables are,
how you can benefit from using them, how to create them and modify
them, and how to use their enhanced features.
- Carefully explains the benefits of using Pivot Tables for fast data
- Provides a step-by-step approach to those new to Pivot Tables
- If upgrading from a previous version of Excel, you'll learn tips
and tricks for working with pivot tables in Excel 2007
What you'll learn in this book, for both new users, and those upgrading
from previous versions of Excel:
- Summarize thousands of records with a few clicks of the mouse.
- Quickly change the layout to view a different summary of the data.
- Use filters to focus on a specific region or just the top 10 products.
- Add conditional colors or icon sets to highlight the high or low
- Use custom calculations and formulas to enhance the summaries.
- Create visual impact and get the message across with a pivot chart.
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Download the Sample Files
Note: In the sample files download, the sample InsurancePolicies.xlsx
file in the Chapter 01 folder is incorrect (an Excel Table has already
been created). You can download a zipped copy of the correct version
by clicking this link: InsurancePolicies.zip
Scroll down, and click on the Source Code/Downloads tab, then click
- To download the sample files, go to the Beginning PivotTables in
Excel 2007 page on the Apress web site:
Click OK when prompted, then select the folder in which you want
to save the sample files zipped file.
Here's a brief overview of the chapter contents.
- Introducing Pivot Tables: Understanding what a pivot table
is, and what benefits it provides. Preparing to create a pivot table
by organizing the data in a formatted Excel table. Exploring the
numerous features and benefits of using a formatted Excel table.
- Creating a Pivot Table: Taking the first steps in building
a simple pivot table from your organized data. Changing the layout
and creating a simple pivot chart from the summarized data.
- Modifying a Pivot Table: Using one or more report filters
to limit the data that has been summarized. Updating the summary
when source data is added, deleted, or changed. Changing the summary
function that is used in the pivot table. Applying a pivot style
to quickly enhance the report's appearance.
- Summarizing Data in a Pivot Table: Using different summary
functions to report on the data. Showing and hiding the row and
column grand totals. Creating pivot field subtotals and changing
the subtotal function. Grouping the numbers and dates in the report.
- Formatting a Pivot Table: Using report layouts and pivot
styles to change the pivot table's appearance. Creating and applying
custom pivot styles. Using themes to affect the workbook's overall
colors and fonts.
- Sorting and Filtering: Adding and arranging multiple report
filters. Filtering the row and column labels and removing filters.
Filtering for a dynamic date range, such as Last Month or This Year.
Filtering values in the total column. Applying manual filters and
filtering by selection. Showing a selection of top or bottom items.
Sorting the labels and values.
- Creating a Pivot Table from External Data: Creating a pivot
table from the data in a text file, an Access query, or an OLAP
cube. Modifying the connection. Creating a pivot table from an existing
connection in the workbook.
- Updating a Pivot Table: Updating a pivot table when the
source data changes. Refreshing all the pivot tables in a workbook.
Changing the Access data source. Refreshing at regular intervals.
Saving the source data with the Excel file. Retaining deleted items
in the filter lists.
- Creating Calculations: Creating custom calculations, such
as running total, percent of row or column, and difference from.
Creating and modifying calculated fields and calculated items. Listing
the formulas used in a pivot table and changing the solve order
for the calculated items.
- Enhancing Pivot Table Formatting: Applying conditional
formatting using color scales, icon sets, and data bars. Changing
settings to control column widths, visible items, and label buttons.
- Creating a Pivot Chart: Creating and modifying a default
pivot chart. Adding fields and changing the pivot chart style. Formatting
a pivot chart and adding chart titles and labels. Adding trend lines
and creating a dynamic chart title.
- Printing and Extracting Data from a Pivot Table: Extracting
underlying records from a value cell by using the Show Details feature.
Creating multiple copies of a pivot table by using the Show Report
Filter Pages feature. Printing, and adjusting the print options
to achieve the best results. Using the GetPivotData function to
extract specific data. Using cell references in a GetPivotData formula.
Pivot Tables Introduction
Create a Pivot Table
Pivot Data Field Layout
Show and Hide Pivot Items
Clear Old Pivot Items
Pivot Field Settings
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