Containers XLS C04 MS13

7/28/2019 Containers XLS C04 MS13

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Copyright 2011 by Pearson Education Inc.publishing as Prentice Hall.All rights reserved.From Skills for Success with Microsoft Office 2010 Vol.1

Use Excel Functions and Tables | Microsoft Excel Chapter 4 More Skills: Skill 13 | Page 1 of 7

A PivotTable reportis an interactive, cross-tabulated Excel report used to summarize andanalyze data.

PivotTable reports are used to ask questions about large amounts of data in many ways. Forexample, you can expand and collapse summary categories to view either the summary dataor details within a summary category of particular interest.

To create a PivotTable report, you define its source data, specify a location in the workbookfor the PivotTable report, and then lay out the fields. You can then explore the data byrearranging fields; changing the layout of columns, rows, and subtotals; or changing the

report format.

To complete this workbook, you will need the following file:

e04_Containers

You will save your workbook as:

Lastname_Firstname_e04_Containers

1. Start Excel. From your student data files, open e04_Containers. Save the workbook inyour Excel Chapter 4 folder as Lastname_Firstname_e04_Containers and then examine thedata in the Excel table.

Source datathe data that you use to create a PivotTable reportcan be worksheetdata, an Excel table, an external database, or another PivotTable report. In this exercise,you will use data in a worksheet as the source data.

When using worksheet data as your source data, the data should be in a tabularformatdata organized by rows and columns with column labels in the header row.

When you create the PivotTable report, the column labels will be used as the fieldnames for the PivotTable report. Within the data you want to analyze on yourworksheet, be sure there are no blank rows or columns.

ExcelCHAPTER 4

More Skills 13 Create PivotTable Reports


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2. Click any cell in the Excel table. On the Insert tab, in the Tables group, click the PivotTablebutton. Compare your screen with Figure 1.

When you select a cell in an Excel table and insert a PivotTable report, the Select a tableor range option button will be selected, and the Table/Range box displays the range of

data from the Excel table identified as Table1. By default, the PivotTable report will beplaced in a new worksheet.

Figure 1

Create PivotTable

dialog box

Table name

New Worksheetoption button


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3. In the Create PivotTable dialog box, clickOK to create a new worksheet with a PivotTablelayout area and the PivotTable Field List pane displayed as shown in Figure 2. If thePivotTable Field List pane does not display, on the Options tab, in the Show group, click theField List button.

A cell within the layout area must be selected, or active, for the PivotTable Field Listpane to display.

Each column of the source data becomes a field. Afieldsummarizes multiple rows ofinformation from the source data. The column titles of the source data become thenames of the PivotTable fields.

The process for creating a PivotTable report involves selecting fields from thePivotTable Field List pane and moving them to the layout area. There are severaltechniques for moving the fields from the PivotTable Field List pane to the layout area.



Figure 2

PivotTableField List pane

Field namesfrom source data

PivotTablelayout area


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4. Consider the question How many of each plant are in the greenhouse?In the PivotTableField List pane, select the Plants in Greenhouse check box, and then select the Plant checkbox.Verify that the total number of each plant displays in the PivotTable report as shown inFigure 3.

The data in the Plantfield, which is text, automatically displays as row headings on theleft side of the PivotTable report and in the Row Labels area of the PivotTable Field Listpane. The data in the Plants in Greenhousefield, which contains numbers, displays inthe Values area of the PivotTable Field List pane. You can see that there are 264 Dayliliesin the greenhouse.

In cell A3, the text Row Labelsdisplays to indicate that the data in this column isgrouped. In cell B3, the column label displays the text Sum ofto indicate that the SUMfunction is calculating the totals for each group of plants in column A.



Figure 3

Row Labels

Sum of

in column label

Fields selected

Row LabelsFilter arrow


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5. In cell A3, click the Row Labels filter arrow, and then clickSort Z to A.

The plants are sorted in descending alphabetical order. Various filters and sorts can beapplied in a PivotTable report in the same manner as in an Excel table.

6.Rename the sheet tab Total Plants and then make the Containers worksheet the activeworksheet.

7. Using the techniques you just practiced, create a PivotTable report on a New Worksheet.Consider the question How many of each plant are in city buildings?On the PivotTable FieldList pane, select the Plant check box, and then select the Plants in City Buildings checkbox, as shown in Figure 4.

For each plant, the total number of plants in city buildings displays.



Figure 4

Fields selected

Sum of Plantsin City Buildings


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8. In the PivotTable Field List pane, select the Container Size check box, as shown inFigure 5.

Notice that under each plant, the total number of plants in each container size categorydisplays; for example, for Amaryllis, there are 295 plants that are in city buildings that

are in 20 inchcontainers.


Use Excel Functions and Tables | Microsoft Excel Chapter 4 More Skills: SKILL 13 | Page 6 of 7

Figure 5

Plant

Container size

9. At the bottom of the PivotTable Field List pane, in the Row Labels area,clickContainerSize, and then on the displayed list, clickMove Up to pivot the data in the PivotTablereport.

The data have been pivoted to list the plants by container size,and within eachcontainer size, the total number of plants displays; for example, 267 Petunias in14-inch containers were used in city buildings.


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10. In cell A4, click the 14 inch collapse button to collapse the category. Use the sametechnique to collapse the 8 inch category, and then compare your screen with Figure 6.

By collapsing categories, you can focus on specific information. Here, only the detailsfor the 20-inch containers display.


Use Excel Functions and Tables | Microsoft Excel Chapter 4 More Skills: SKILL 13 | Page 7 of 7

Figure 6

Expand button

Collapse button

20 inchdetails display

8 inchdetails hidden

14 inchdetails hidden

11. Rename the sheet tab 20 inch Containers and then in cell B15, notice that a total of 493Rosemary plants in 20-inch containers are in city buildings. Double-click cell B15, and thenverify that a new worksheet has been created.

In the new worksheet, an Excel table has been created that displays the details thatgenerate the SUM value in cell B15the cell you double-clicked.

12. Rename the new sheet tab Rosemary Detail Right-click the sheet tab, and then clickSelectAll Sheets. Display the worksheet footers, click in the left footer, and then click the FileName button. Click in the right footer, and then click the Sheet Name button.

13. Return to Normal view, and then make cell A1 the active cell. Right-click the sheet tab, andthen clickUngroup Sheets.

14. Save the workbook. Print or submit the file as directed by your instructor. Exit Excel.

You have completed More Skills 13

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Containers XLS C04 MS13