This document provides instructions for using descriptive statistics, filtering, advanced filtering, pivot tables, and other data analysis tools in Excel. It explains how to compute descriptive statistics using functions or the Data Analysis ToolPak. It also demonstrates how to filter datasets, use advanced filtering to extract subsets of records, create and format pivot tables to summarize data, add and modify fields, and link pivot table cells to external formulas.

1. CHAPTER 7:
DESCRIPTIVE STATISTICS
AND PIVOT TABLE

2. DESCRIPTIVE STATISTICS
• A collection of quantitative measures and ways of
describing data
• Example: Frequency distributions, histogram,
measures of central tendency (mean, median,
mode, proportion) and measures of dispersion
(range, variance, standard deviation)

3. DESCRIPTIVE STATISTICS
• Excel provides a useful tool for basic data analysis,
available under the Data Analysis ToolPak from the
Tools menu
• Descriptive statistics can also be computed by
entering statistical functions directly in worksheet
cells

4. PRACTICE
*open template: Exercise !!!
1st:
2nd:
3rd:
4th:
5th:
6th:
:
7th
click Tool, choose Add Ins
click the Analysis ToolPak box, press OK
click Tool, choose Data Analysis
choose Descriptive Statistics, press OK
highlight the column that contain the data
tick Output Range and highlight the empty
cell that you wish to place the result
tick the Summary statistics box, press OK

5. FILTERING
• A quick and easy way to extract certain records
from a database created in Excel.
• The filtering makes it possible to manipulate the
records as a group of their own.
• Unlike sorting, filtering does not rearrange the list,
instead it hides the rows containing the records that
do not meet the criteria.

6. PRACTICE
1st:
Create new record in Excel (show at least 3
column of data): example – Month, Brand, RM
or Name, Subject, Marks
2nd: Point at the first column title, choose Data
3rd: Choose Filter, then AutoFilter
4th: Examine the effect to the record

7. ADVANCED FILTERING
• Can be used to create a separate table of record
from the main record.
• There are 6 standard Comparison Operators
(=,>,<,<=,>= and <>) to be used to set the criteria for
numerical value.
• Syntax to set the criteria for text: =“=text”
• Excel will match the content with the text type by
user.
• The asterisk (*) and question (?) mark are wildcard
characters

8. • They are used in criteria statements to represent
one or more characters.
• Example:
=“=?an” would return Dan, man and fan
=“=*an” would return man, woman, American

9. PRACTICE
* stop the AutoFilter features for the current record
1st:
2nd:
create new table (with the same column title)
place the criteria in the cell below the column
title of the new table
3rd: highlight the whole record including the
column title
4th: choose Data  Filter  Advanced Filter
5th: for Criteria range:, highlight the new table
containing the criteria (including the column title)

10. PRACTICE
6th:
7th:
8th:
tick copy to another location
for Copy to:, point at any empty cell that you
wish to place the new projected table
examine the result

11. PIVOT TABLE
• A tool useful for summarizing the variables
contained in an Excel sheet.
• Located in Data menu.
• Be sure to provide a variable label at the top of
each column in the worksheet, because labels are
necessary when constructing a pivot table.
• Why Pivot?
to summarize data contained in lengthy list
into a compact format
to find relationships within the data
to organize data into a format that’s easy to
chart

12. TO CREATE PIVOT TABLE
1.
2.
3.
4.
Select cell in the worksheet
that contains data, or select
all the data and columns
you want to include in the
report. On the Data menu,
click PivotTable and
PivotChart Report.
In Step 1 of the wizard, make
sure that Microsoft Excel list
or database is selected.
Under What kind of report do
you want to create?, make
sure that PivotTable is
selected.
Click Next.

13. PIVOT TABLE
5.
Select the data Range you wish to include in your PivotTable
 $A$1:$H$24 (cells that contain your data)
 Sheet1!$A:$H (columns that contain data)
 MyData (a named range that contains data)

14. PIVOT TABLE
6.
7.
Select where you want your PivotTable to reside (the default is a
new worksheet within this workbook)
The create your PivotTable, either click Layout or Finish
Note: If you get
the below
message and you
are concerned
about file size,
click Yes

15. PIVOT TABLE
• Remember the rules of where to place data fields:
• Row Fields: display data vertically, in rows
• Column Fields: display data horizontally, across columns
• Data Items: numerical data to be summarized
• Page Fields: display data as pages and allows you to filter to a
single item
• Note: If the field list is hidden, click Show Field List on the PivotTable
toolbar.
• 2 ways to update:
• Use the layout option in the Wizard
• Or, create an empty PivotTable and drag in fields from the field list

17. FORMATTING
• Rename the fields in the gray boxes. Click the field name, retype,
and then press ENTER.
• Format Numbers:
• Click a cell that contains numerical data, or the name of the field
heading for that data.
• Click the Field Settings button on the PivotTable toolbar, and then
click Number.
• In the Format Cells dialog box, click any option in the Category list.
• Click OK twice.
• You may use cell formatting buttons
• Note, hover at column or row beginning until you get a black
arrow to select that column or row before applying the format

18. FORMATTING
• Apply an automatic format
• Click in the report, and then click the Format Report button on the
PivotTable toolbar
• Select a format in the AutoFormat dialog box
• Select PivotTable Classic to remove auto formats
• Generally apply auto formats as a last step

19. CHANGE THE DISPLAY
• Change sort order
• Click the field heading or any cell in the list that contains the data
you want to sort.
• On the PivotTable toolbar, click PivotTable, and then click Sort and
Top 10.
• Under AutoSort options, click Descending or Ascending.
• Click OK.
• Change how data is summarized
• Click a cell in the data area or the field heading for the data area.
• Click the Field Settings button on the PivotTable toolbar.
• In the Summarize by list, click an option, and then click OK.

20. ADD FIELDS
• Drag in fields from the PivotTable Field List or return to the PivotTable
Wizard and click Layout
• If the PivotTable Field List is not visible, click on the report
• You don't have to undo an existing report to add another field
• More than one field can be dragged onto any of the drop areas on
the report
• A PivotTable report with more than one row field has one inner row
field (closest to the data area) and other outer row fields
• Items in the outermost row field are displayed once; items in the
rest of the row fields are repeated as necessary
• Any field can be used more than once on a report, even in the
same drop area

21. CALCULATION OPTIONS
• Use a summary function other than SUM
• Click the data field heading or a cell within the data field, and
then click the Field Settings button on the PivotTable toolbar.
• In the Summarize by list, select a different summary function, and
then click OK
• Use a custom calculation* to show data another way
• Click in one of the cells in the data area
• On the PivotTable toolbar, click the Field Settings button
• Click the Options button
• In the Show data as list, click the arrow, scroll down the list, and
then make a selection such as % of total. Click OK.
* Use with caution. Make sure you are getting expected results.

22. CALCULATION OPTIONS
• Use calculated fields* or calculated items* to enter your own
formulas based on the information in the data area in a PivotTable
report.
• Calculated field: when using data from another field in your
formula
• For example, compute student/faculty ratio when student
count and faculty count are two separate fields
• Calculated item: when using data from one or more specific items
within a field
• For example, compute % of students that are female when
gender is one field
* Use with caution. Make sure you are getting expected results (for
example, does your total row sum the percentages or recalculate
the percentages?)

23. CHANGE THE DATA
• After changes are made to the information source, click the Refresh
Data button
• If you have added columns or rows to your data source, make sure
to update the data range
• Right click on the PivotTable, click PivotTable Wizard, click the
back button
• Note, if you insert rows into your current data range, the PivotTable
will automatically update

24. CELL REFERENCES
• GETPIVOTDATA function appears automatically when you type an
equal sign (=) outside of the report and then select a cell inside the
report
• GETPIVOTDATA function retrieves data from the report and
continues to do so even if the report layout changes.
• If you remove any of the fields referenced in the GETPIVOTDATA
formula from the report, the formula returns #REF!.
• If you do not want to use the function:
• Type an equal sign (=) in a cell outside of the report.
• Type the cell address that contains the value that you want to
reference.

25. CELL REFERENCES
• You can also add a button to the PivotTable toolbar to turn the
GETPIVOTDATA function on and off.
• With a PivotTable report open, on the PivotTable toolbar, click the
Toolbar Options arrow on the right end of the toolbar.
• Click Add or Remove Buttons, click PivotTable, and then click
Generate GetPivotData.
• When you click in your worksheet, you'll see the Generate
GetPivotData button on the toolbar. When selected, the button
turns the function on. Select the button to turn the function on or
off.