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Excel PivotTable, PivotChart and Slicers

 

Excel PivotTable, PivotChart and Slicers

Introduction

Excel PivotTable is a powerful tool that allows you to analyze large amounts of data in a more efficient and organized way. PivotTable is a data summarization tool that enables you to reorganize and analyze large amounts of data in a spreadsheet. It can help you quickly summarize and analyze data by allowing you to rearrange, filter, and sort data in different ways. 

 
In this article, we will be discussing Excel PivotTable, PivotChart, and Slicers. PivotTable and PivotChart are powerful tools that allow you to analyze and visualize large amounts of data in a more efficient and organized way. Slicers are a powerful tool that enables you to filter your PivotTable and PivotChart data in a more interactive and user-friendly way.

What is a PivotTable?

A PivotTable is a data summarization tool that enables you to reorganize and analyze large amounts of data in a spreadsheet. A PivotTable helps you to quickly summarize and analyze data by allowing you to rearrange, filter, and sort data in different ways.

What is a PivotChart?

A PivotChart is a chart that is based on a PivotTable. It enables you to create visual representations of your PivotTable data. A PivotChart is interactive and dynamic, which makes it easier to analyze and understand your data.

What are Slicers?

Slicers are a powerful tool that enables you to filter your PivotTable and PivotChart data in a more interactive and user-friendly way. A slicer is a visual tool that shows the current filter state of a PivotTable and allows you to change the filter state by selecting options.

Creating a PivotTable

To create a PivotTable in Excel, you need to follow these steps:

  1. Select the data you want to summarize - Select the data that you want to summarize in your PivotTable. Ensure that your data is clean and well-organized -
  2. Go to the Insert tab and click on PivotTable - Click on the Insert tab on the Excel ribbon and select PivotTable.
  3. Choose the location for your PivotTable - Choose the location for your PivotTable. You can select an existing worksheet or create a new one.
  4. Drag and drop the fields into the appropriate areas to create your PivotTable - Drag and drop the fields into the appropriate areas to create your PivotTable. You can drag fields into the Rows, Columns, Values, and Filters areas to organize your data.
  5. Modify the PivotTable layout and design as needed


Modifying a PivotTable

You can modify your PivotTable in a number of ways:

  • Change the layout of your PivotTable - You can change the layout of your PivotTable by dragging and dropping fields into different areas. You can also change the order of the fields by dragging and dropping them.
  • Filter the data in your PivotTable - You can filter the data in your PivotTable to display only specific data. You can filter by selecting a field and selecting the values you want to display.
  • Group data in your PivotTable - You can group data in your PivotTable by selecting a field and selecting the Group option. You can group by days, months, quarters, years, and more.
  • Create calculated fields and items - You can create calculated fields and items to perform calculations on your data. Calculated fields and items are new fields that you create based on existing fields in your PivotTable.
  • Refresh your PivotTable - You can refresh your PivotTable to ensure it stays up-to-date with your data. You can refresh your PivotTable by selecting the PivotTable and selecting the Refresh option.

Creating a PivotChart

To create a PivotChart in Excel, you need to follow these steps:

  1. Create a PivotTable that contains the data you want to visualize in a chart
  2. Select the PivotTable and go to the Insert tab
  3. Click on PivotChart
  4. Choose the chart type that you want to use for your PivotChart
  5. Drag and drop the fields into the appropriate areas to create your PivotChart

Using Slicers with a PivotTable and PivotChart

To use Slicers with a PivotTable and PivotChart, you need to follow these steps:

  1. Select the PivotTable or PivotChart you want to filter
  2. Go to the Insert tab and click on Slicer
  3. Select the field you want to use for filtering
  4. Use the Slicer to filter your data in a more interactive and user-friendly way

Tips and Tricks

Here are some tips and tricks to help you get the most out of your PivotTable:

  • Use descriptive field names to make it easier to understand your PivotTable. By using descriptive field names, you can make it easier for others to understand your PivotTable.
  • Use formatting to make your PivotTable easier to read and understand. You can format your PivotTable by changing the font, font size, font color, and background color.
  • Use PivotCharts to create visual representations of your PivotTable. PivotCharts are charts that are based on PivotTables. They allow you to create visual representations of your data.
  • Update your PivotTable regularly to ensure it stays up-to-date with your data. If you are working with large amounts of data, it's important to ensure that your PivotTable is updated regularly to reflect any changes in your data.
  • Choose the right chart type for your data when creating a PivotChart
  • Add data labels to your PivotChart to make it easier to read and understand
  • Use formatting to make your PivotChart easier to read and understand
  • Update your PivotTable and PivotChart regularly to ensure it stays up-to-date with your data
  • Use Slicers to filter your data in a more interactive and user-friendly way

Conclusion

Excel PivotTable, PivotChart, and Slicers are powerful tools that enable you to analyze and visualize large amounts of data in a more efficient and organized way. By following the steps outlined in this article and utilizing the tips and tricks, you can improve your data analysis and decision-making skills. Excel PivotTable, PivotChart, and Slicers are essential tools for anyone who needs to analyze and summarize large amounts of data, and by mastering these tools, you can become a more efficient and effective data analyst.

 

Self-Test Questions

What is a PivotTable?
A) A chart based on a PivotTable
B) A tool for reorganizing and analyzing large amounts of data
C) A tool for filtering PivotCharts
D) A visual tool for displaying data
Answer: B

What is a PivotChart?
A) A chart based on a PivotTable
B) A tool for reorganizing and analyzing large amounts of data
C) A tool for filtering PivotTables
D) A visual tool for displaying data
Answer: A

What are Slicers?
A) A tool for reorganizing and analyzing large amounts of data
B) A tool for filtering PivotCharts
C) A visual tool for displaying data
D) A visual tool that shows the current filter state of a PivotTable and allows you to change the filter state by selecting options
Answer: D

What are some benefits of using a PivotTable?
A) Easy to create
B) Able to quickly summarize and analyze data
C) Allows you to rearrange, filter, and sort data in different ways
D) All of the above
Answer: D

How do you create a PivotTable in Excel?
A) Go to the Insert tab and click on PivotTable
B) Select the data you want to summarize
C) Choose the location for your PivotTable
D) All of the above
Answer: D

What is a common chart type used for PivotCharts?
A) Line chart
B) Scatter chart
C) Bar chart
D) Pie chart
Answer: C

How do you filter data in a PivotChart?
A) By selecting a field and selecting the values you want to display
B) By adding a chart title or axis titles
C) By changing the chart layout
D) All of the above
Answer: A

What is a PivotTable field?
A) A chart type used for PivotTables
B) A value that can be summed or averaged
C) A column or row in a PivotTable that contains data
D) A data label in a PivotChart
Answer: C

How do you modify a PivotChart?
A) By changing the chart type
B) By filtering the data in the PivotChart
C) By adding a chart title or axis titles
D) All of the above
Answer: D

What is the purpose of using Slicers?
A) To create a PivotTable
B) To create a PivotChart
C) To filter PivotTable and PivotChart data in a more interactive and user-friendly way
D) To modify a PivotTable
Answer: C

How do you create a Slicer in Excel?
A) Go to the Insert tab and click on Slicer
B) Select the field you want to use for filtering
C) Use the Slicer to filter your data
D) All of the above
Answer: D

What is the purpose of using a PivotTable cache?
A) To improve the performance of the PivotTable
B) To create a PivotChart
C) To modify a PivotTable
D) All of the above
Answer: A

What is a PivotTable layout?
A) The organization of data in a PivotTable
B) The design and formatting of a PivotTable
C) The type of chart used for a PivotTable
D) The filter state of a PivotTable
Answer: A

What is the purpose of using a PivotTable style?
A) To improve the performance of the PivotTable
B) To create a PivotChart
C) To modify a PivotTable
D) To apply
Answer: D

What is the difference between a PivotTable and a PivotChart?
A) A PivotTable is a chart based on a PivotChart
B) A PivotTable is a data summarization tool, while a PivotChart is a visual representation of a PivotTable
C) A PivotTable is a visual tool, while a PivotChart is a data summarization tool
D) There is no difference between a PivotTable and a PivotChart
Answer: B

How do you update a PivotTable with new data?
A) By manually entering the new data into the PivotTable
B) By refreshing the PivotTable with the new data
C) By creating a new PivotTable with the new data
D) By creating a new PivotChart with the new data
Answer: B

What is a calculated field in a PivotTable?
A) A field that contains data that is calculated using a formula
B) A field that is added to a PivotTable
C) A field that is removed from a PivotTable
D) A field that is not used in a PivotTable
Answer: A

How do you create a calculated field in a PivotTable?
A) By selecting a field and clicking on the calculated field button
B) By selecting a field and clicking on the sum button
C) By selecting a field and clicking on the average button
D) By selecting a field and clicking on the count button
Answer: A

What is a PivotTable report filter?
A) A filter that allows you to filter PivotTable data by specific values
B) A filter that allows you to filter PivotTable data by multiple values
C) A filter that allows you to filter PivotTable data by a range of values
D) A filter that allows you to filter PivotTable data by a specific field
Answer: D

How do you remove a field from a PivotTable?
A) By selecting the field and clicking on the remove field button
B) By selecting the field and clicking on the filter button
C) By selecting the field and clicking on the layout button
D) By selecting the field and clicking on the format button
Answer: A


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