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Unit 3 Excel Notes

This document provides a comprehensive guide on creating, formatting, and customizing PivotTables and PivotCharts in Excel, including steps for data consolidation from multiple sheets and files. It also covers advanced options for PivotTables, such as adding headers and using slicers for data filtering. Additionally, it explains how to calculate percentages, create running totals, and compare columns using specific formulas.

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George Raj
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3 views14 pages

Unit 3 Excel Notes

This document provides a comprehensive guide on creating, formatting, and customizing PivotTables and PivotCharts in Excel, including steps for data consolidation from multiple sheets and files. It also covers advanced options for PivotTables, such as adding headers and using slicers for data filtering. Additionally, it explains how to calculate percentages, create running totals, and compare columns using specific formulas.

Uploaded by

George Raj
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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UNIT 3:

CREATE A PIVOT TABLE FORMATTING AND CUSTOMIZING


PIVOT TABLES:

A PivotTable is a powerful tool to calculate,


summarize, and analyze data that lets you see
comparisons, patterns, and trends in your
data. PivotTables work a little bit differently
depending on what platform you are using to
run Excel.
WindowsWebMaciPad

Create a PivotTable in Excel for Windows


1. Select the cells you want to create a PivotTable from.

Note: Your data should be organized in columns with a single header


row. See the Data format tips and tricks section for more details.

2. Select Insert > PivotTable.


3. This creates a PivotTable based on an existing table or range.

Note: Selecting Add this data to the Data Model adds the table or range
being used for this PivotTable into the workbook’s Data Model. Learn more.

4. Choose where you want the PivotTable report to be placed. Select New
Worksheet to place the PivotTable in a new worksheet or Existing
Worksheet and select where you want the new PivotTable to appear.

5. Select OK.

Select the data you want to use in the pivot table. This data should be in a table or
range format. Go to the "Insert" tab in the Excel ribbon and select "PivotTable" from the
options. In the "Create PivotTable" dialog box, select the data range you want to use for
the pivot table.

Excel Pivot Table Format


How to change the default PivotTable Style in a workbook,
or create a new PivotTable Style. Copy a style to a different
workbook, or copy and paste a pivot table as values, and
keep the formatting.
ADVANCED OPTIONS OF PIVOT TABLES:
 With all options unchecked the pivot table is empty of row headers, banded rows,
column headers and banded columns.
 Adding Row Headers.
 Adding Banded Rows.
 Adding Column Headers.
 Adding Banded Columns.
Put simply, it's a way to link multiple pivot tables together so that you can filter your
data for all of your pivot tables at once—rather than needing to change the filter on
each of your individual pivot tables.

Pivot Charts:
Sometimes it's hard to see the big picture when
your raw data hasn’t been summarized. Your
first instinct may be to create a PivotTable, but
not everyone can look at numbers in a table and
quickly see what's going on. Pivot Charts are a
great way to add data visualizations to your
data.

Create a PivotChart
1. Select a cell in your table.
2. Select Insert and choose PivotChart.
3. Select where you want the PivotChart to appear.
4. Select OK.
5. Select the fields to display in the menu.

Consolidating data from multiple sheets and files using Pivot


tables:

If you receive information in multiple sheets or


workbooks that you want to summarize, the
Consolidate command can help you pull data
together onto one sheet. For example, if you
have a sheet of expense figures from each of
your regional offices, you might use a
consolidation to roll up these figures into a
corporate expense sheet. That sheet might
contain sales totals and averages, current
inventory levels, and highest selling products for
the whole enterprise.
To decide which type of consolidation to use,
look at the sheets you are combining. If the
sheets have data in inconsistent positions, even
if their row and column labels are not identical,
consolidate by position. If the sheets use the
same row and column labels for their categories,
even if the data is not in consistent positions,
consolidate by category.

Combine by position

For consolidation by position to work, the range


of data on each source sheet must be in list
format, without blank rows or blank columns in
the list.
1. Open each source sheet and ensure that
your data is in the same position on each
sheet.
2. In your destination sheet, click the
upper-left cell of the area where you want
the consolidated data to appear.
Note: Make sure that you leave enough cells to the right and underneath for
your consolidated data.

3. Go to Data > Consolidate.


4. In the Function box, select the function
that you want Excel to use to consolidate
the data.
5. In each source sheet, select your data.
The file path is entered in All references.
6. When you have added the data from
each source sheet and workbook,
select OK.

Combine by category
For consolidation by category to work, the range
of data on each source sheet must be in list
format, without blank rows or blank columns in
the list. Also, the categories must be
consistently labeled. For example, if one column
is labeled Avg. and another is labeled Average,
the Consolidate command will not sum the two
columns together.
1. Open each source sheet.
2. In your destination sheet, click the
upper-left cell of the area where you want
the consolidated data to appear.
3. Go to Data > Consolidate.
4. In the Function box, select the function
that you want Excel to use to consolidate
the data.
5. To indicate where the labels are located
in the source ranges, select the check
boxes under Use labels in: either
the Top row, the Left column, or both.
6. In each source sheet, select your data.
Make sure to include either the top row or
left column information that you
previously selected.
The file path is entered in All references.
7. When you have added the data from
each source sheet and workbook,
select OK.

External data source:


The external data source is connected to the workbook through a data
connection, which is a set of information that describes how to locate, log
in, query, and access the external data source. When you are connected to
an external data source, you can also perform a refresh operation to retrieve
the updated

On the Data tab, in the Get External Data group, click From Other Sources,
and then click From Microsoft Query. In the Choose Data Source dialog
box, make sure that the Use the Query Wizard to create/edit queries check
box is selected. Double-click the data source that you want to use.
Data Consolidation feature to consolidate data:
Click Data>Consolidate (in the Data Tools group). In the Function box, click
the summary function that you want Excel to use to consolidate the data.
The default function is SUM. Select your data.
Data consolidation in Excel is the process of bringing similar data from
multiple sources to one place, which can provide a unified view for better
analytics. The 'Consolidate' feature in Excel can be useful when you want to
summarize the same data from multiple sources.

Show value As % Of Row:


To calculate a percentage in Excel, you can use the formula:
"=number/total*100". Replace "number" with the specific value you want to
calculate a percentage of and "total" with the overall value or sum. Multiply
the result by 100 to get the percentage representation.
Columns and cells:
A cell is the intersection of a row and a column—in other words, where a
row and column meet. Columns are identified by letters (A, B, C), while
rows are identified by numbers (1, 2, 3). Each cell has its own name—or cell
address—based on its column and row.
Running total:
1. Start with =SUM. Click on the cell where you want your running total to
begin. Next, select the SUM function on that cell. ...
2. Create a running total formula. You must use the dollar sign in this formula,
even if the numbers you're tallying are not dollar amounts.
Compare with Specific Field:
You can compare two columns using the IF condition in Excel. The formula
to compare two columns is =IF(B4=C4,”Yes”,” ”). It returns the result as
Yes against the rows that contain matching values, and the remaining rows
are left empty.

To compare two columns in Excel row-by-row, use the following formulas:


1. =IF(A2 = B2, “match”, “ ”)
2. =IF(A2<>B2, “no match”, “ ”)
3. =IF(A2 = B2, “match”, “no match”)

Viewing Subtotal under Pivot:


1. Click anywhere in the PivotTable to show the PivotTable Analyze and
Design tabs.
2. Click Design > Subtotals.
3. Pick the option you want: Don't Show Subtotals. Show All Subtotals at
Bottom of Group. Show All Subtotals at Top of Group.
How do I show total below in a PivotTable?
Display or hide grand totals
1. Click anywhere in the PivotTable.
2. On the Design tab, in the Layout group, click Grand Totals, and then select
the grand total display option that you want.

Creating Slicers:
Create a slicer to filter data in a table or PivotTable
1. Click anywhere in the table or PivotTable.
2. On the Insert tab, select Slicer.
3. In the Insert Slicers dialog box, select the check boxes for the fields you
want to display, then select OK.
4. A slicer will be created for every field that you selected.
Let's look at the steps to insert a slicer without a pivot table. Step 1: Select any data
in the table and click Insert → Table, or you can insert a table using a keyboard
shortcut by pressing Ctrl+T. Step 2: Select the option My table has headers and
press OK. Step 3: You get a new tab: Table Design.

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