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Like the other applications in Microsoft Office 2007, Excel 2007 boasts upgraded features and a brand-new look. In Excel 2007 Essential Training , instructor Lorna A. Daly introduces the new version in detail. The training begins with the essentials of using the program, including how and why to use a spreadsheet, how to set up and modify worksheets, and how to import and export data. Lorna then moves on to teach more advanced features, such as working with functions and macros. Exercise files accompany the tutorials.
You not only can create a Pivot Table from your data, but you can create a Pivot Chart. And you could do that by going up to your Insert tab, going to Pivot Table and instead of selecting Pivot Table directly from here, you would select PivotChart. Selecting the PivotChart brings out that the very familiar Screen dialog box that helps you create a regular chart. You will identify the table range that you're working with as well as where you would like to store this new worksheet, You'll click on this, and again, you'll be brought into your Pivot Table area, as well as you see a new PivotChart Filter Pane which allows you to identify what you are going to have as active fields on your PivotChart.
Let's first create some of the PivotTable itself, so we're going to look at Flour, and the Icing sugar, Mix, Sprinkles and Toppings which are our Item Categories, and we're going to look at final costs. So, we want to see which of our different categories are costing us the most to purchase and have in our inventories, in our different stores. You'll notice as well, that not only am I creating the chart, but in behind this little dialog box, I'm creating a table.
So, I'm really getting double value for this particular selection because I not only can create a table, but I can create a chart at the same time. So let's just take a look at the chart that I've created here. It is taking the item categories, and putting them on the axes at the bottom here. It's summing the total cost of charting each of the individual costs that you see. And it also allows you to do some reporting filtering. So it's taking the information that you see here and placing it on your chart here.
If you just wanted to highlight one of the individual pieces in your item categories, for example, Icing. You could select that, click OK and it will pull out only that one particular Item Category on the chart that you see. So it's really pulling all of the information that you have, and placing it on your chart. And it's basing this on your Pivot Field Table list.
If I should choose to not look at the Item Category any longer, but now include Item Type, you'll see now that the information that I'm charting and I'm putting in my columns, are the Item Types. So Blue Buttercream, Blue Fondant, Blue Royal type icings, and it's presenting that information to me. So again I'm creating my table, as well as charting the information right away on my screen. So it really allows you to very, very quickly, look at the information, see what it is that you are trying to analyze, and just pop and pivot from one item to the next, in one type to the next, so that you can see and really analyze in depth, the information that you have in your chart, and your data sources.
This is just a very quick introduction to the power of PivotCharts and Pivot Tables. I hope that it has inspired you to go in, grab some information of your own, and really play with it to understand and see what it's going to do for you.
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