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Excel 2010: Pivot Tables in Depth

Managing table columns


From:

Excel 2010: Pivot Tables in Depth

with Curt Frye

Video: Managing table columns

After you bring your data into PowerPivot you can manage the data within both the PowerPivot datasheet and also within your PivotTables. In this movie I will show you how to work with PowerPivot columns of data. So to display the data that I have in this worksheet, I will click the PowerPivot tab and then open the PowerPivot window by clicking the PowerPivot Window button in the Launch section of this tab on the Ribbon, and when I do my data appears in PowerPivot, and to indicate how much data we're working with, at the bottom left corner you can see that we are currently looking at Row 1 of 964,260.
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  1. 1m 38s
    1. Welcome
      55s
    2. Using the exercise files
      43s
  2. 38m 8s
    1. Introducing PivotTables
      4m 2s
    2. Formatting data for use in a PivotTable
      4m 31s
    3. Creating a PivotTable
      4m 20s
    4. Pivoting a PivotTable
      3m 47s
    5. Configuring a PivotTable
      3m 23s
    6. Connecting to an external data source
      3m 30s
    7. Connecting to an Access database
      2m 11s
    8. Consolidating data from multiple sources
      4m 37s
    9. Updating and refreshing PivotTable data sources
      4m 21s
    10. Managing PivotTables
      3m 26s
  3. 23m 33s
    1. Adding, removing, and positioning subtotals and grand totals
      3m 27s
    2. Changing the PivotTable data field summary operation
      4m 35s
    3. Summarizing more than one data field
      3m 16s
    4. Creating a calculated field
      2m 27s
    5. Grouping PivotTable fields
      3m 17s
    6. Using PivotTable data in a formula
      4m 47s
    7. Drilling down to the underlying data
      1m 44s
  4. 28m 9s
    1. Sorting PivotTable data
      2m 0s
    2. Creating a custom sort order
      2m 48s
    3. Filtering a PivotTable field by selection
      2m 59s
    4. Filtering a PivotTable by rule
      2m 56s
    5. Filtering a PivotTable using a search filter
      3m 10s
    6. Filtering a PivotTable using slicers
      4m 2s
    7. Formatting slicers
      3m 43s
    8. Filtering a PivotTable with report filter fields
      5m 2s
    9. Clearing and reapplying PivotTable filters
      1m 29s
  5. 15m 2s
    1. Applying a PivotTable style
      5m 5s
    2. Creating a PivotTable style
      4m 37s
    3. Changing the PivotTable layout
      3m 20s
    4. Changing the data field number format
      2m 0s
  6. 24m 33s
    1. Highlighting cells by applying a rule
      2m 54s
    2. Highlighting the top or bottom values in a PivotTable
      3m 30s
    3. Formatting PivotTable cells using data bars
      3m 50s
    4. Formatting PivotTable cells using color scales
      3m 40s
    5. Formatting PivotTable cells using icon sets
      2m 45s
    6. Editing conditional formatting rules
      2m 15s
    7. Controlling how multiple rules are applied
      3m 28s
    8. Deleting a conditional formatting rule
      2m 11s
  7. 24m 0s
    1. Creating a PivotChart
      3m 29s
    2. Pivoting a PivotChart
      3m 5s
    3. Filtering a PivotChart
      3m 45s
    4. Formatting a PivotChart
      3m 35s
    5. Changing a PivotChart's layout
      3m 14s
    6. Changing a PivotChart's chart type
      4m 30s
    7. Adding a trendline to a PivotChart
      2m 22s
  8. 9m 27s
    1. Printing a PivotTable
      4m 2s
    2. Printing each item on its own page
      3m 30s
    3. Printing a PivotChart
      1m 55s
  9. 13m 30s
    1. Recording and reviewing a macro
      4m 10s
    2. Running a macro
      5m 57s
    3. Creating a simple PivotTable presentation kit
      3m 23s
  10. 19m 17s
    1. Introducing PowerPivot
      2m 9s
    2. Downloading and installing PowerPivot
      2m 36s
    3. Importing PowerPivot data
      3m 14s
    4. Managing table columns
      4m 1s
    5. Adding tables to a PowerPivot model
      2m 27s
    6. Creating relationships between tables
      4m 50s
  11. 24m 30s
    1. Introducing the DAX language
      2m 58s
    2. Using DAX operators
      4m 44s
    3. Surveying DAX functions
      2m 40s
    4. Adding calculated columns and measures
      4m 22s
    5. Using aggregate functions
      4m 24s
    6. Using filters in aggregate functions
      5m 22s
  12. 59s
    1. Additional resources
      59s

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Excel 2010: Pivot Tables in Depth
3h 42m Intermediate Apr 19, 2011

Viewers: in countries Watching now:

In Excel 2010: Pivot Tables in Depth, author Curt Frye provides comprehensive, hands-on tutorials on Excel PivotTables, including more advanced techniques such as using macros and the new PowerPivot add-in. The course shows how to connect and consolidate data sources to power PivotTables, sort and filter records, display data in a PivotChart, print tables and charts, and also introduces the DAX language for performing advanced summaries in PowerPivot. Exercise files are included with the course.

Topics include:
  • Formatting data for use in a PivotTable
  • Connecting to an external data source
  • Refreshing a data source
  • Adding, removing, and positioning subtotals and grand totals
  • Creating a calculated field
  • Grouping PivotTable fields
  • Clearing and reapplying PivotTable filters
  • Applying field styles
  • Formatting cells
  • Creating a PivotChart
  • Printing PivotTables and PivotCharts
  • Creating relationships between tables in a PowerPivot model
  • Using the DAX language for advanced summaries in PowerPivot
Subjects:
Business Spreadsheets
Software:
Excel Office
Author:
Curt Frye

Managing table columns

After you bring your data into PowerPivot you can manage the data within both the PowerPivot datasheet and also within your PivotTables. In this movie I will show you how to work with PowerPivot columns of data. So to display the data that I have in this worksheet, I will click the PowerPivot tab and then open the PowerPivot window by clicking the PowerPivot Window button in the Launch section of this tab on the Ribbon, and when I do my data appears in PowerPivot, and to indicate how much data we're working with, at the bottom left corner you can see that we are currently looking at Row 1 of 964,260.

In PowerPivot as in Excel you can manipulate the columns inside of the PowerPivot window. So let's say for example that you want to hide a particular column and in this case we will just say that we want to hide the Product column, to do that you can right-click the column header and then click Hide Columns and then select whether you want to hide the column from the PowerPivot window and the PivotTable, just from the PivotTables, or just from PowerPivot. In this case I just want to hide it from PowerPivot but I want to leave the column available for my PivotTables.

So then I will click from PowerPivot. When I do the column disappears. Now the data hasn't been deleted. It's still there. It's just that I don't have to see it within the PowerPivot window. If I want to bring it back I can right- click any column header, click Unhide Columns to display the Hide and Unhide Columns dialog box, and then scroll down and I see that the Product table isn't checked in the In PowerPivot window column. So I can check the box to bring it back and click OK.

If you want to display the Hide and Unhide Columns dialog box and manipulate columns more than one at the time, you can click the Design tab, click the Hide and Unhide button, and the dialog box appears. If you do want to delete a column for the PowerPivot model permanently, then you right-click the column header in the PowerPivot datasheet and then click Delete Column. So I won't go all the way through with us, but let's say that I wanted to delete the Total column. To do that I would right-click the column header and then click Delete Columns.

And then after PowerPivot asked if I were serious about deleting that column I would say yes. But in this case I don't want to get rid of it. So I'll just click away from the Shortcut List to remove the selection. If you remove a column from the data model, it is permanent. You would have to create a new data model to bring the data back but the data still exists in the source table. One other way that you can manipulate columns inside of the PowerPivot window is to freeze columns at the left side of the worksheet.

So say that I go back to the Home tab and I will resize the PowerPivot window just so we don't see the right edge. so you can see what happens when we scroll. And now I will click any cell in the first column. That's the OrderID column. Then I will click the Freeze Buttons down arrow on the Home tab of the PowerPivot window and then click Freeze. When I do you see this thin black line appear. That's because the OrderID column is now frozen to the left side, and it won't disappear when I scroll past.

So if I scroll to the right to display the hidden rows at the right edge of the sheet, then you see that the OrderID column stays regardless of how far to the right I scroll. Now if I click the Freeze button's down arrow again and click Unfreeze then Excel removes the selection. You won't need to use every column of data you bring into PowerPivot so you can either delete the columns you don't want or if you think they might be useful in the future hide them from the datasheet or the PivotTable. Any of these actions reduces crowding within PowerPivot, making it easier to understand your data at a glance.

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