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Excel for Mac 2011 Essential Training

Pivoting a PivotTable report


From:

Excel for Mac 2011 Essential Training

with Curt Frye

Video: Pivoting a PivotTable report

The real power of a PivotTable comes out when you want to rearrange your data dynamically. A task that would take several minutes, at least, if done by hand, takes just a few seconds when you want to summarize your data in a PivotTable. In a PivotTable, the row and column headers provide the basic structure. So, for example, here in the PivotTable, you'll see that I have my company, FirmA and FirmB, my two companies, and then I also have my months, January through December. When you look over in the PivotTable Builder, you'll see that that structure is reflected here.
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  1. 1m 58s
    1. Welcome
      1m 16s
    2. Using the exercise files
      42s
  2. 20m 56s
    1. Exploring the Excel 2011 window
      4m 16s
    2. Introducing the Ribbon for Mac
      4m 44s
    3. Customizing the Ribbon
      4m 20s
    4. Setting program preferences
      3m 20s
    5. Getting help in Excel
      4m 16s
  3. 20m 4s
    1. Opening, creating, and saving workbooks
      5m 23s
    2. Setting workbook properties
      4m 14s
    3. Creating and modifying workbook templates
      4m 18s
    4. Managing workbooks across multiple versions of Excel
      6m 9s
  4. 1h 2m
    1. Selecting cells and groups of cells
      4m 58s
    2. Copying and pasting cell data
      2m 39s
    3. Entering data using AutoFill and other techniques
      4m 32s
    4. Inserting symbols and special characters
      5m 3s
    5. Creating an Excel table
      4m 43s
    6. Locating and changing data using Find and Replace
      4m 57s
    7. Restricting input using validation rules
      4m 42s
    8. Using lists to limit data entered into a cell
      2m 32s
    9. Sorting worksheet data
      3m 2s
    10. Creating a custom sort order
      3m 54s
    11. Filtering worksheet data
      4m 6s
    12. Inserting, moving, and deleting cells and cell ranges
      3m 50s
    13. Splitting and freezing rows and columns
      3m 51s
    14. Managing worksheets
      5m 28s
    15. Creating, editing, and deleting headers and footers
      4m 41s
  5. 1h 17m
    1. Introducing Excel formulas and functions
      3m 17s
    2. Adding a formula to a cell
      4m 0s
    3. Introducing arithmetic operators
      4m 13s
    4. Using absolute and relative cell references
      6m 29s
    5. Controlling how Excel copies and pastes formulas
      6m 5s
    6. Referring to Excel table data in formulas
      2m 3s
    7. Creating an AutoSum formula
      3m 22s
    8. Summarizing data on the status bar
      2m 22s
    9. Joining text in cells with concatenation
      3m 59s
    10. Summarizing data using an IF function
      6m 21s
    11. Summarizing data using SUMIF and other conditional functions
      5m 41s
    12. Creating formulas to count cells
      2m 37s
    13. Rounding cell values up and down
      4m 55s
    14. Finding data using VLOOKUP and HLOOKUP
      6m 33s
    15. Auditing formulas by identifying precedents and dependents
      3m 25s
    16. Managing Excel formula error indicators
      4m 42s
    17. Managing scenarios
      4m 59s
    18. Performing Goal Seek analysis
      2m 31s
  6. 45m 48s
    1. Applying fonts, background colors, and borders
      6m 7s
    2. Applying number and date formats to cells
      7m 1s
    3. Managing text alignment
      3m 56s
    4. Copying cell formats
      4m 2s
    5. Managing cell styles
      3m 16s
    6. Managing Office themes
      3m 31s
    7. Creating rule-based conditional formats
      3m 54s
    8. Defining Top 10 conditional formats
      4m 19s
    9. Defining data bar, color scale, and icon set conditional formats
      6m 6s
    10. Editing, ordering, and deleting conditional formats
      3m 36s
  7. 36m 55s
    1. Creating bar and column charts
      5m 26s
    2. Creating pie charts
      2m 32s
    3. Creating line charts
      4m 34s
    4. Creating XY (scatter) charts
      1m 49s
    5. Creating stock charts
      4m 11s
    6. Changing chart types and layouts
      2m 22s
    7. Changing the appearance of a chart
      4m 25s
    8. Managing chart axes and numbering
      2m 51s
    9. Adding trendlines to charts
      4m 14s
    10. Creating sparkline charts
      4m 31s
  8. 18m 39s
    1. Importing data from comma separated value (CSV) or text files
      4m 20s
    2. Connecting to an external data source
      2m 22s
    3. Using hyperlinks
      6m 1s
    4. Including an Excel workbook in another Office document
      3m 5s
    5. Linking to an Excel chart from another Office program
      2m 51s
  9. 26m 21s
    1. Creating and formatting shapes
      3m 10s
    2. Adding and adjusting images
      5m 38s
    3. Cropping, compressing, and removing image backgrounds
      4m 46s
    4. Creating SmartArt graphics
      5m 7s
    5. Creating WordArt
      2m 34s
    6. Aligning and layering objects
      5m 6s
  10. 29m 51s
    1. Introducing PivotTable reports
      3m 47s
    2. Creating a PivotTable report
      4m 37s
    3. Pivoting a PivotTable report
      3m 18s
    4. Managing subtotals and grand totals
      3m 23s
    5. Summarizing more than one data field
      1m 34s
    6. Changing the data field summary operation
      2m 40s
    7. Changing the data field number format
      2m 27s
    8. Filtering a PivotTable report
      2m 46s
    9. Applying a PivotTable style
      2m 20s
    10. Creating and editing styles
      2m 59s
  11. 26m 47s
    1. Checking spelling
      3m 32s
    2. Setting AutoCorrect and automatic Replace options
      3m 59s
    3. Managing workbook comments
      3m 40s
    4. Tracking and reviewing changes
      5m 12s
    5. Printing a worksheet or workbook
      3m 44s
    6. Setting and removing print areas
      2m 31s
    7. Exporting to other formats
      1m 33s
    8. Protecting a workbook
      2m 36s
  12. 23m 52s
    1. Running an existing macro
      4m 56s
    2. Recording a macro
      3m 56s
    3. Recording a macro using relative references
      6m 15s
    4. Renaming, viewing, and deleting macros
      2m 58s
    5. Adding comments to a macro
      2m 43s
    6. Turning off screen updating in a macro
      3m 4s
  13. 1m 1s
    1. Additional resources
      1m 1s

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Excel for Mac 2011 Essential Training
6h 32m Beginner Oct 26, 2010

Viewers: in countries Watching now:

In Excel for Mac 2011 Essential Training, author Curt Frye gives a comprehensive overview of Excel, the full-featured spreadsheet software from Microsoft. The course covers key skills such as manipulating workbook and cell data, using functions, automating actions, printing worksheets, and collaborating with others. Exercise files accompany the course.

Topics include:
  • Customizing the Ribbon
  • Formatting worksheets, cells, and cell data
  • Sorting and filtering data
  • Working with formulas
  • Detecting formula errors
  • Creating charts
  • Importing data
  • Inserting objects and graphics
  • Using PivotTables
  • Recording macros
  • Sharing workbooks
Subjects:
Business Spreadsheets
Software:
Excel Excel for Mac Office for Mac
Author:
Curt Frye

Pivoting a PivotTable report

The real power of a PivotTable comes out when you want to rearrange your data dynamically. A task that would take several minutes, at least, if done by hand, takes just a few seconds when you want to summarize your data in a PivotTable. In a PivotTable, the row and column headers provide the basic structure. So, for example, here in the PivotTable, you'll see that I have my company, FirmA and FirmB, my two companies, and then I also have my months, January through December. When you look over in the PivotTable Builder, you'll see that that structure is reflected here.

So, for example, I have the Company field, which provides the values here: FirmA and FirmB, have the Month, providing the values for the Row Labels, and then we have the Values, which is sum of Revenue here in the middle. Changing the position of the row and column headers in a PivotTable Builder changes their organization within the PivotTable. So let's say, for example, that I wanted to arrange my data first by Company and then done by Month and use them both as row label headers. I can pivot the PivotTable by clicking and dragging the Company field header into the Row Labels area.

When I do, and the field header is in a place where I can drop it, you'll see a blue line, and I'll move this slightly to the side so you can see it. There is a blue line above Month, and also the Company header has a green circle with a white Plus sign. That means that I can drop the Field header, and something will change. When I do, Excel arranges the data within the PivotTable, first by Company and then by Month, and then the second Company, FirmB. And when I scroll down using the scroll button on the mouse, you'll see that it goes FirmB and then the Months January through December.

I'll just do a few more quick examples. Let's suppose that I want to keep Company as my Row header and Month, move that to the Column Labels area. To do that, I just drag it and drop it, and now the PivotTable is extremely wide, as opposed to this organization, where it's extremely thin. Let's add one or two more fields to the fray and see how things work. For example, let's go by Year. If I add Year to the Row Labels area, dropping it, once it turns green and I see my blue lines, so it's in position, now I have 2008, FirmA, going by Month, and then FirmB for 2008, and then I have my Total for FirmB, and then the Total for all of 2008.

Then I can go to 2009, and you see the same structure repeated. If I were to move the Company header back over to the Column Labels area, I would have the year 2008, with each of the months here, and then FirmA and FirmB, the two companies, and totals for each of them. If I were interested in looking at my revenue by quarter, I can add the Quarter field up here, again, to the Row area, because that's where my time-based measurements are. I have Year and Month there already, and Quarter is a selection of three months, so I'll drag that down and drop it between Year and Month.

Once again, you see the blue line. I've got my green circle with the Plus sign. I drop it, and now I have my data, which is summarized by quarter. Changing the PivotTable's arrangement shifts the data's emphasis, enabling you to examine the data from different perspectives quickly and easily.

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