Excel 2007- Pivot Tables (1)

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EXCEL 2007 PIVOT TABLES

A PRESNTATION BY

B. G. [email protected]

PIVOT TABLE INTRODUCTION

Pivot tables are like a Rubiks cube ofinformation.

Once you enter the data, you can twist it arounduntil you get it to look the way you want.

Without pivot tables, if you enter the data andthen change your mind about the layout, youhave to copy and paste your columns or retypeeverything.

But with a pivot table, you can change thelayout in seconds.

Why organize list data into a Pivot

Table?

To summarize the data contained in a lengthy

list into a compact format

To find relationships within the data that are

otherwise hard to see because of the amount

of detail

To organize the data into a format thats easyto chart

Pivot Table Creation Steps - 11. Make sure your table or range has the characteristics

required for Pivot Table source data.

2. Click any single cell in the table or range and choose the

Insert tab on the Excel ribbon.

3. Find the Tables group at left and click the PivotTable

button to open the Create PivotTable dialog.

Pivot Table Creation Steps - 24. Because a single cell in your source data is current, Excel

completes the Table/Range identification for you by

looking left, right, up, and down until it encounters a

worksheet edge or a blank row or column. Excel identifies

everything inside that area as the source data range.

Pivot Table Creation Steps - 35. Leave the defaults in the Create PivotTable dialog and

click OK. Excel adds a newworksheet to the workbook and

displays the PivotTable Field List and a Pivot Table build

space.

Build Space

Drop Zones

Field Names


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Pivot Table Creation Steps - 4

6. You need at least two fields in a Pivot Table report (a row

or column field and a data field), but three or more fields (arow field, a column field, and a data field) are the usual.

Drag a field name from the top of the list at the top of the

dialog to one of the drop areas at the bottom of the

dialog. Each field has a check box to its left to allow you to

easily add (or remove) that column data from the Pivot

Table.

Pivot Table Creation Steps - 5

7. Drag the Product field to from the Row Labels area tothe Column Labels area to change the way the data is

displayed and summarized.

Source Data Requirements

1. The top row of data contains column headers.

2. Each row of data is a record about a particularentity or transaction.

3. Each column of data holds the same kind ofinformation.

4. There are no entirely blank rows in the data.

5. There are no entirely blank columns in thedata.

6. If a column contains numbers, use a zeroinstead of a blank cell when you dont have avalue.

Refreshing PivotTable Data

If you modify the data o n which a PivotTable is based, you'll need torefresh the table so it reflects the modified data.

In Excel 2007 you select a cell in the PivotTable and click Refresh in theData group on the Options tab of the ribbon.

If you have added information at the end of the list, either manually orusing a data form, you will want to redefine the data range used tocreate the PivotTable. To do this, select a cell in the PivotTable andinvoke the PivotTable and PivotChart Wizard. When it is displayed,navigate through the steps back to Step 2. (This is the step that allowsyou to specify the cell range to use for the PivotTable.) Make sure the cell

range reflects accurately the range you want included in the PivotTable. You should note that if you are adding rows in the middle o f the

PivotTable's data range, or if you delete rows, you do not need to beconcerned about the cell range reflected in the PivotTable Wizard. Excelwill make sure it is adjusted correctly. (You only need to be concernedwhen you add rows to the end of the cell range.)

CREATING A CHART FROM PIVOT TABLE Create the pivot table and then click any cell in the pivottable on which you want to base the chart.

Click the PivotChart command button in the Tools group of

the PivotTable Tools Options tab. The Create Chart dialog

box appears.

Click the thumbnail of the type of chart you want to create.

Click OK.

SALES FIGURES

REGION PRODUCT MONTH QUANTITY SOLD

North Soap July 32

South Soap August 45

North Brush August 68

East Soap July 12

South Soap July 28

West Brush August 59

East Soap August 80

North Brush July 47

South Brush August 39

West Soap July 47

North Brush August 15

East Soap August 15


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EXERCISE ON PIVOT TABLECity Campaign Month Cost Resulting Sales Profit

Agra Coupon April 12,000 35,581 23,581

Agra Direct Mail January 22,000 9,282 (12,718)

Agra Coupon July 3,300 32,844 29,544

Agra Direct Mail October 12,500 7,259 (5,241)

Agra Radio Spot April 12,000 35,581 23,581

Cochin Coupon October 9,500 3,451 (6,049)

Cochin Local Ads April 9,500 2,023 (7,477)

Cochin Coupon January 12,500 9,520 (2,980)

Cochin Radio Spot January 17,500 6,664 (10,836)

Nagpur Local Ads April 8,800 30,345 21,545

Nagpur Radio Spot January 17,500 6,664 (10,836)

Nagpur Local Ads January 9,500 22,372 12,872

Nagpur Radio Spot July 12,500 34,272 21,772

Nagpur Local Ads July 3,300 32,844 29,544

Nagpur Local Ads October 12,500 7,259 (5,241)

Nagpur Radio Spot October 9,500 3,451 (6,049)

GIVEN FACTS ARE

Three Campaign Cities : Agra, Cochin & Nagpur Four Campaign Months: January, April, July &

October

Four Campaign Styles : Coupon, Direct Mail,

Local Ads., Radio Spots

Cost of each Campaign

Sales due to each Campaign

Profit from each Sale

INFORMATION NEEDED

Total resulting sales for each marketingcampaign style for each of the 4 monthsmarketing campaigns were conducted inabsolute money terms and as percentage oftotal sale.

Total resulting sales for each marketing

campaign style for each of the four citieswhere marketing campaign were conducted inabsolute money terms and as percentage oftotal sale.

ATTEMPT THESE EXERCISES

Month wise campaign cost , resultant sales

and profit for Agra.

City wise, campaign cost of Direct Mail,

resultant sale and profit.

Campaign style wise, campaign cost and

profit for Nagpur.

[email protected]

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Excel 2007- Pivot Tables (1)