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Excel 2007 Essential Training
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Designing your PivotTable


From:

Excel 2007 Essential Training

with Lorna Daly

Video: Designing your PivotTable

Clicking over onto the Design tab, allows you to work with the look and feel of your final Pivot Table and the way that it's going to be presented. Here, I have Pivot Table Styles under my Pivot Table Styles tab or group. And I can just click through and use my different formatting styles that we're most accustom to when we're working in Excel now in 2007. So you can visually see very, very easily, which one suits the display that you would like to have and perhaps matches some of the themes that you've worked with in the past in the 2007 version of Excel. And you can quickly and easily make your selections here to make it again, as visually appealing as possible. You also have the ability to adjust Pivot Table style options here, you can show your row headers and your column headers, which is what I'm showing here. I can band my rows, which helps it again, differentiate and help my I track, the inventory item that I'm looking at, to the total amount of inventory that I have here.
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  1. 36s
    1. Welcome
      36s
  2. 10m 57s
    1. Why use a spreadsheet?
      1m 44s
    2. What's changed in Excel 2007?
      5m 37s
    3. The Ribbon
      2m 9s
    4. The Microsoft Office Button
      1m 27s
  3. 12m 10s
    1. What's on the Ribbon?
      1m 56s
    2. Making your way around the Ribbon
      2m 12s
    3. Customizing the Ribbon
      3m 8s
    4. Customizing the Microsoft Office Button
      4m 54s
  4. 16m 15s
    1. Opening old worksheets
      2m 24s
    2. Adding and deleting worksheets
      3m 18s
    3. Inserting and deleting cells
      6m 53s
    4. Freezing areas of a worksheet
      3m 40s
  5. 20m 51s
    1. Width and height
      7m 25s
    2. Numeric formats
      2m 21s
    3. Alignment of data
      3m 19s
    4. Playing with fonts
      2m 58s
    5. AutoFilter
      2m 21s
    6. Formatting as a table
      2m 27s
  6. 21m 31s
    1. Removing duplicates
      6m 1s
    2. What is Conditional Formatting?
      2m 21s
    3. Working with Conditional Formatting
      2m 14s
    4. Managing Conditional Formatting rule preferences
      2m 39s
    5. Converting text to columns
      4m 35s
    6. Data validation
      3m 41s
  7. 10m 56s
    1. Templates
      3m 45s
    2. Styles
      3m 35s
    3. AutoFormat
      3m 36s
  8. 12m 16s
    1. Excel lists have now become tables
      2m 34s
    2. Converting text to columns
      3m 11s
    3. Sorting and Grouping
      5m 9s
    4. Creating a summary report
      1m 22s
  9. 6m 44s
    1. Proofing your work
      3m 31s
    2. Providing comments on worksheets
      3m 13s
  10. 11m 43s
    1. Protecting and sharing a worksheet
      3m 57s
    2. Allowing others to edit ranges
      4m 3s
    3. Track Changes
      3m 43s
  11. 22m 43s
    1. Preparing to print
      2m 31s
    2. Print Preview
      3m 33s
    3. The Page Layout Tab
      3m 56s
    4. Page Breaks
      4m 36s
    5. The Page Layout View
      3m 54s
    6. Headers and Footers
      4m 13s
  12. 22m 34s
    1. Adding themes to your worksheet
      2m 53s
    2. Page setup options
      8m 0s
    3. Scale to Fit
      2m 26s
    4. Worksheet options
      5m 29s
    5. Inserting images
      3m 46s
  13. 3m 50s
    1. Using templates
      3m 50s
  14. 17m 48s
    1. Workbook Views
      2m 53s
    2. Hiding and Zooming
      3m 44s
    3. Window Panes
      5m 31s
    4. More screen options
      5m 40s
  15. 8m 16s
    1. Importing from Access
      2m 24s
    2. Using the Import Wizard for text files
      5m 52s
  16. 11m 23s
    1. The Find and Select button
      4m 34s
    2. Find and Replace
      2m 48s
    3. Removing duplicates
      4m 1s
  17. 17m 3s
    1. What are formulas?
      3m 20s
    2. Order of Operations
      2m 50s
    3. Relative and absolute referencing
      4m 54s
    4. The new Formula Tab
      5m 59s
  18. 17m 29s
    1. What are Functions?
      2m 57s
    2. AutoSum
      2m 47s
    3. Minimum
      3m 55s
    4. Trim
      5m 2s
    5. Left
      2m 48s
  19. 19m 51s
    1. Concatenation
      4m 10s
    2. SumIf
      4m 23s
    3. Lookup
      7m 25s
    4. What-If Analysis
      3m 53s
  20. 16m 44s
    1. Why create a chart?
      2m 12s
    2. Creating your chart
      3m 37s
    3. Modifying your chart
      6m 46s
    4. Laying out your chart
      4m 9s
  21. 17m 23s
    1. What are PivotTable reports and PivotChart reports?
      2m 32s
    2. Creating a PivotTable
      4m 47s
    3. Laying out your PivotTable
      2m 30s
    4. Designing your PivotTable
      4m 9s
    5. Creating a PivotChart
      3m 25s
  22. 8m 57s
    1. Why use macros?
      2m 14s
    2. Creating a macro
      4m 31s
    3. Macro security
      2m 12s
  23. 5m 36s
    1. Reviewing a workflow in Excel
      5m 36s
  24. 22s
    1. Conclusion
      22s

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Excel 2007 Essential Training
5h 13m Beginner Jan 31, 2007

Viewers: in countries Watching now:

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.

Subjects:
Business Spreadsheets
Software:
Excel
Author:
Lorna Daly

Designing your PivotTable

Clicking over onto the Design tab, allows you to work with the look and feel of your final Pivot Table and the way that it's going to be presented. Here, I have Pivot Table Styles under my Pivot Table Styles tab or group. And I can just click through and use my different formatting styles that we're most accustom to when we're working in Excel now in 2007. So you can visually see very, very easily, which one suits the display that you would like to have and perhaps matches some of the themes that you've worked with in the past in the 2007 version of Excel. And you can quickly and easily make your selections here to make it again, as visually appealing as possible. You also have the ability to adjust Pivot Table style options here, you can show your row headers and your column headers, which is what I'm showing here. I can band my rows, which helps it again, differentiate and help my I track, the inventory item that I'm looking at, to the total amount of inventory that I have here.

So again, that's something that I think I'm going to leave on because it does help and display the information very easily for me to read. You can also band your columns if you're interested. Over here in my layout, this is some information that I'm going to help me with my grand totals, as well as my reporting and my printing. In my Subtotals layout, it allows me to put in subtotals or create or hide Subtotals. Now, in the case of the way that I've presented the information here in my Pivot Tables, Subtotal is not going to be a relevant item for me to show because I don't have any categories that I'm summing up. But this is a nice option to be able to put in if you did have, and you wanted to see the subtotals calculated.

Grand Totals, I already have Grand Totals identified here, and I'm viewing them automatically at the end of my columns and at the end of my rows, and it gives me a nice Grand Total here. If I turned off the rows and Grand Totals, I hav4 four different ways that I can present this data. I can turn it off for all rows and columns, I could turn it on just for the rows and columns like I had before, I can turn it on for rows only, or I can turn it on for columns only.

So it really depends on the kinds of information that you want to see, and what it is that you want to key in on when you are doing your different reporting. As well, you can create charts based on the different subsections of data, and the different presentations of data, so that he can highlight it. And we'll see more about that in our next movie. Under Report Layout, you can adjust the Report Layout, the compact form optimizes the readability while the tabular and outlined forms include the field headers. So let's just see what that looks like.

If I show this report in compact form, it doesn't really show a little bit different because we have, not much data to play with. If I showed an outlined form, it's not showing any difference either, to and in tabular form, you will see that the lines are showing up. This shows up better in your Print Preview option. If you we go to our Page Layout option here, you will see that this is my tabular format, and you will see the gridlines between each of my tables here, or each of my columns, and if I move it over to the outline form, you'll see that the grids are removed from my columns. So that's the difference that you will be able to see here.

Under Blank Rows, this emphasizes groups by adding a blank line between each grouped item. We'll see insert a blank line under each item, and you'll notice that it veer so slightly included a blank line there. So, it also allows you to adjust the way that you are presenting your information. Next will take a look at the charting availability from the Pivot Table option.

Find answers to the most frequently asked questions about Excel 2007 Essential Training.


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Q: When trying to apply the techniques from the “Relative and absolute referencing” video to a worksheet other than the exercise file included with the title, the formulas did not work for the entire worksheet. The formulas would only work when going through the worksheet row by row. What could be causing this to happen?
A: When trying to apply formulas to a whole workshee, here is a tip to try:

If you want to always refer to the same cell then use an absolute reference. For example, always pulling the value from cell A3 would be referenced as $A$3. This will never change no matter where you copy it to in the spreadsheet.

 If you want to reuse the same formula, but with values in different cells,  use the relative reference, A3. This way formula =A3*B3 will become =A4*B4 as you copy it down a column.
Q: In the chapter 7 video "Sorting and Grouping" at approximately 4:05, the author says to go to cell 5 on the worksheet and click on Subtotal to subtotal the grouping. My screen will not allow me to click on the Subtotal option at the top of the page. Is this an issue with my version of Excel?
A: It seems that there is an error in the instructions in this video. The video should have instructed users to do the subtotaling first, then create the table.
Q: Where can I learn more about Excel formulas?
A: Discover more on this topic by visiting Excel formulas on lynda.com.
 
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