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Microsoft ®  Office  Excel ®   2003 Training What’s so great about  PivotTable reports? Peace River Distributing presents:
Course contents ,[object Object],[object Object],[object Object],What’s so great about PivotTable reports? Each lesson includes a list of suggested tasks and a set of test questions.
[object Object],Overview: More data than you can handle? What’s so great about PivotTable reports? In this short course you'll learn how PivotTable reports can summarize, analyze, and organize your worksheet data into new and meaningful views. Then you’ll see how to make a PivotTable report.
Course goals ,[object Object],[object Object],What’s so great about PivotTable reports?
Lesson 1 Make your data work for you
Make your data work for you ,[object Object],[object Object],What’s so great about PivotTable reports? More data than you know what to do with
Ask the questions you choose ,[object Object],[object Object],What’s so great about PivotTable reports? Get data under control— determine what you want to know.
Ask the questions you choose ,[object Object],What’s so great about PivotTable reports? Get data under control— determine what you want to know. First, it brings you a wizard to prepare the data for a new view. Next, it lets you drag the data from your sales-figure list into a new PivotTable report view.
Get the answers you want ,[object Object],[object Object],What’s so great about PivotTable reports? Answer different questions with different PivotTable reports.
Get the answers you want ,[object Object],What’s so great about PivotTable reports? Answer different questions with different PivotTable reports. You can move the data around again and again, to get as many clear answers as you have questions.
Test 1, question 1 ,[object Object],What’s so great about PivotTable reports? ,[object Object],[object Object],[object Object]
Test 1, question 1: Answer ,[object Object],What’s so great about PivotTable reports? Before you open the PivotTable Wizard, ask yourself what you specifically need to know. Once you have your questions in mind, Excel makes it easy to get the answers.
Test 1, question 2 ,[object Object],What’s so great about PivotTable reports? ,[object Object],[object Object]
Test 1, question 2: Answer ,[object Object],What’s so great about PivotTable reports? Never worry about arranging a report in the “wrong” way. Creating a PivotTable report is about moving pieces of information around to see how they fit together. Move the data around again and again to get as many clear answers as you have questions.
Test 1, question 3 ,[object Object],What’s so great about PivotTable reports? ,[object Object],[object Object],[object Object]
Test 1, question 3: Answer ,[object Object],What’s so great about PivotTable reports? PivotTable views let you see patterns, trends, and relationships throughout your Excel data.
Lesson 2 Create a PivotTable report
Create a PivotTable report ,[object Object],What’s so great about PivotTable reports? Creating a PivotTable report ,[object Object],[object Object],[object Object]
Determine what you need to know ,[object Object],[object Object],What’s so great about PivotTable reports? Sales figures that go on and on
Determine what you need to know ,[object Object],What’s so great about PivotTable reports? Sales figures that go on and on ,[object Object],[object Object]
Determine what you need to know ,[object Object],What’s so great about PivotTable reports? Sales figures that go on and on ,[object Object],[object Object]
Meet the wizard ,[object Object],What’s so great about PivotTable reports? The PivotTable and PivotChart Wizard ,[object Object],[object Object],[object Object],[object Object]
The wizard reveals all ,[object Object],What’s so great about PivotTable reports? ,[object Object],[object Object],The new worksheet, ready for a PivotTable report
The list to drag items from ,[object Object],What’s so great about PivotTable reports? Column headings become fields. ,[object Object],[object Object]
The layout area to drop items onto ,[object Object],[object Object],What’s so great about PivotTable reports? Use drop areas to control the report organization.
The layout area to drop items onto What’s so great about PivotTable reports? Use drop areas to control the report organization.  For example, if you were to drag the  Salesperson  field into the area labeled  Drop Row Fields Here , you’d see one row for each salesperson’s name.  If you dragged the  Salesperson  field into the area labeled  Drop Column Fields Here , you’d see one column for each salesperson’s name.
Create the PivotTable report view of your data ,[object Object],[object Object],What’s so great about PivotTable reports? Creating the PivotTable report view
Create the PivotTable report view of your data ,[object Object],What’s so great about PivotTable reports? Creating the PivotTable report view ,[object Object],[object Object]
Create the PivotTable report view of your data ,[object Object],What’s so great about PivotTable reports? Creating the PivotTable report view When you drop the  Order Amount  field into the data drop area, the colored outline disappears, and you see the report view.
Voilà! ,[object Object],[object Object],What’s so great about PivotTable reports? The PivotTable report
Voilà! ,[object Object],What’s so great about PivotTable reports? The PivotTable report Or to display different relationships, you could sort or pivot your data with different fields in the columns or rows simply by dragging field items from one drop area to the other.
Suggestions for practice ,[object Object],[object Object],[object Object],[object Object],[object Object],What’s so great about PivotTable reports? Online practice  (requires Excel 2003)
Test 2, question 1 ,[object Object],What’s so great about PivotTable reports? ,[object Object],[object Object]
Test 2, question 1: Answer ,[object Object],What’s so great about PivotTable reports? In the PivotTable Field List are the names of the columns in the source data. Dragging fields from the field list and dropping them onto the layout area is how you create a PivotTable view of your data.
Test 2, question 2 ,[object Object],What’s so great about PivotTable reports? ,[object Object],[object Object],[object Object]
Test 2, question 2: Answer ,[object Object],What’s so great about PivotTable reports? Column headings from the source data become fields of information that you drag into the layout area.
Test 2, question 3 ,[object Object],What’s so great about PivotTable reports? ,[object Object],[object Object],[object Object]
Test 2, question 3: Answer ,[object Object],What’s so great about PivotTable reports? Then you’ll see one row for each name.
Quick Reference Card ,[object Object],What’s so great about PivotTable reports?
USING THIS TEMPLATE See the notes pane or view the full notes page ( View  menu) for detailed help on this template.

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07 ms excel

  • 1. Microsoft ® Office Excel ® 2003 Training What’s so great about PivotTable reports? Peace River Distributing presents:
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  • 5. Lesson 1 Make your data work for you
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  • 17. Lesson 2 Create a PivotTable report
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  • 26. The layout area to drop items onto What’s so great about PivotTable reports? Use drop areas to control the report organization. For example, if you were to drag the Salesperson field into the area labeled Drop Row Fields Here , you’d see one row for each salesperson’s name. If you dragged the Salesperson field into the area labeled Drop Column Fields Here , you’d see one column for each salesperson’s name.
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  • 32.
  • 33.
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  • 39.
  • 40. USING THIS TEMPLATE See the notes pane or view the full notes page ( View menu) for detailed help on this template.

Hinweis der Redaktion

  1. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
  2. Some likely questions: Do you need to know sales totals by region, by salesperson, by quarter, or by month? Would your business do better if your best people sold only top products? Or would that mean whole product lines with no revenue?
  3. So for example, you can move in a second from a report that lists sales by salesperson, to a report listing sales by country, or how salespeople are ranked by order amounts. It’s like turning a mob into a marching band.
  4. In more granular detail: You’ll learn how to drag selected data into the PivotTable layout area, and you’ll see how the new view answers your questions about a list of sales figures in Excel. [ Note to trainer : Steps—given in either numbered or bulleted lists—are always shown in yellow text.]
  5. Note: The PivotTable and PivotChart Wizard is also used to create Microsoft PivotChart  reports, which are graphical versions of PivotTable reports. PivotChart reports aren’t covered in this course.
  6. You could spend more time with the wizard, but in this example it’s not necessary.
  7. The new worksheet will also display the PivotTable toolbar.
  8. To create a PivotTable view of your data, you’ll drag fields from the field list and drop them onto the layout area. The following section covers this in more detail.
  9. Next, you’ll see how to determine which fields to drop into the layout area (you don’t have to use all of them).
  10. The Data Items drop area is where you usually drop data containing numbers because Excel automatically adds up numbers in this area.
  11. [ Note to trainer : With Excel 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in Excel, with instructions to guide you. Important : If you don’t have Excel 2003, you won’t be able to access the practice instructions.]
  12. Using This Template This Microsoft Office PowerPoint ® template has training content about using Excel 2003 to create PivotTable reports. It's geared for you to present to a group and customize as necessary. This template's content is adapted from the Microsoft Office Online Training course called “PivotTable I: What’s so great about PivotTable reports?” Features of the template Title slide: On the very first slide, there is placeholder text over which you should type the name of your company. Or you can delete the text box altogether if you don't want this text. Animations: Custom animation effects are applied throughout. These effects play in previous versions back to Microsoft PowerPoint 2000. They include the entrance effects called Peek and Stretch , and sometimes the Dissolve effect. To alter animation effects, go to the Slide Show menu, click Custom Animation , and work with the options that appear. If this presentation contains a Macromedia Flash animation: To play the Flash file, you must register a Microsoft ActiveX ® control, called Shockwave Flash Object, on your computer. To do this, download the latest version of the Macromedia Flash Player from the Macromedia Web site. Slide transitions: The Wipe Down transition is applied throughout the show. If you want a different one, go to the Slide Show menu, click Slide Transition , and work with the options that appear. Hyperlinks to online course: The template contains links to the online version of this training course. The links take you to the hands-on practice session for each lesson and to the Quick Reference Card that is published for this course. Please take note: You must have Excel 2003 installed to view the hands-on practice sessions. Headers and footers: The template contains a footer that has the course title. You can change or remove the footers in the Header and Footer dialog box (which opens from the View menu).