Creating PivotTable
PivotTable Tools Tabs
PivotTable Field List Task Pane
Applying Style to PivotTable
Exercise 1: Creating PivotTables
Applying Filters and Slicers
Applying Filter
Applying Slicer
Inserting PivotCharts
Exercise 2: Filtering Data and Creating PivotCharts
Creating PivotTable
In Excel 2010, you create a PivotTable from the Insert tab.
Click anywhere in the cell range you want to analyze using the PivotTable. Click on PivotTable
tool in the Tables group on Insert tab.
Note that Excel automatically selects the cell range or Table/Range you want to use for
PivotTable. If you want to use another data range or it is not automatically selected, you can
manually select it.
By default, Excel creates the PivotTable in a new worksheet. It is much easier to use PivotTable
on a separate worksheet. But if you want to insert it in the same worksheet, select the Existing
Worksheet radio button and select the location in the worksheet.
Click OK to insert the worksheet and PivotTable.
At the bottom of the pane, there are four areas in the Drag fields between areas below part.
1.
2.
3.
4.
Report Filter
Axis Fields (categories or row labels)
Legend Fields (column labels)
Values
To add a field or column to the PivotTable, drag the field name from the Choose fields to add
to report in the PivotTable Field List task pane to the Drag fields between areas below at
the bottom of the task pane.
You can also right click on the field name and select an option from the contextual menu.
You can drag the fields from one area to another at any time to rearrange your data.
The order in which you enter the fields in the Row Labels and Column Labels areas decides
how Excel organizes data in the PivotTable.
By default Excel adds fields to the following locations:
Click anywhere in the PivotTable to display the contextual tabs. Click More Arrow in the
PivotTable Styles group on the PivotTable Tools Design contextual tab. Excel displays the
PivotTable Styles gallery.
5. Drag Quarter from the Choose fields to add to report and drop in the Report Filter
area in Drag fields between areas below
6. Drag Month from the Choose fields to add to report and drop in the Column Labels
area in Drag fields between areas below
7. Drag Week from the Choose fields to add to report and drop in the Row Labels area
in Drag fields between areas below
8. Drag Weekly Sales Volume from the Choose fields to add to report and drop in the
Values area in Drag fields between areas below
9. Excel displays data in the PivotTable.
10. Click anywhere in the PivotTable to display the contextual tabs.
11. Click More Arrow in the PivotTable Styles group on the PivotTable Tools Design
contextual tab. Excel displays the PivotTable Styles gallery
12. Select a style from gallery. Excel applies it to the PivotTable.
13. Save and Close the workbook.
Applying Filter
Filters limit the amount of data displayed in the PivotTable.
Point the cursor at any field in the Choose fields to add to report in the PivotTable Field List
task pane. Excel displays a down arrow to the right of the field name.
Click the arrow to display the Filter options for the field. Excel displays all values for the field.
Select the value you want to use as the filter. Excel will only show data that meets the filter
criteria. Click OK to apply the filter.
Applying Slicer
Slicers are also filters but they make it a lot easier and faster to filter the data.
Select any cell in the PivotTable to display the contextual tabs. Click Insert Slicer on the
Options PivotTable Tools contextual tab.
Excel displays the Insert Slicers dialog box. The dialog box lists all fields available in the
PivotTable.
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Select the field you want to use for slicing the data and click OK.
Excel displays the slicer tool for filtering the data. Select the value you want to use as the filter.
Excel slices or filters the data in the PivotTable based on your selection.
Inserting PivotCharts
PivotCharts, like PivotTables, allow you to dynamically analyze your data. Unlike a regular Excel
chart which displays static data, you can dynamically rearrange your data in a PivotChart.
Click anywhere in the PivotTable to display the contextual tabs. Click PivotChart tool in Tools
group on the PivotTable Tools Options contextual tab.
Excel displays the Insert Chart dialog box. Select the chart type and click OK. Excel inserts a
PivotChart in the worksheet.
You can filter the data displayed in the chart by clicking on the small Down Arrow next to the
field names and then selecting the values you want to display.
3. Click the Down Arrow. Excel displays the Filter options for Quarter field.
4. Select 2012-Q1 and click OK.
5. Excel filters data in the PivotTable to display data for only Q1 (January, February and
March)
6. Click Clear tool in Actions group on the PivotTable Tools Options contextual tab.
7. Click Clear Filters to remove the filter. Excel displays data for all quarters.
8. Click Insert Slicer tool in Sort & Filter group on the PivotTable Tools Options
contextual tab.
9. Excel displays the Insert Slicers dialog box. Select Month and click OK.
10. Excel displays the slicer tool for filtering the data by Month. Click on January. Excel
displays data only for January.
11. Right Click on the Slicer tool and click on Remove Month. Excel removes slicing and
displays data for all months
12. Click PivotChart tool in Tools group on the PivotTable Tools Options contextual tab
13. Excel displays the Insert Chart dialog box. Select the first option under Column charts.
14. Click OK. Excel inserts a column PivotChart in the worksheet.
15. In the PivotChart, click on the small Down Arrow next to Quarter field name.
16. Select 2012-Q3 and click OK
17. The PivotChart displays Weekly Sales Volume for all weeks for the three months in
Quarter 3.
18. Save and close the workbook