A Complete Guide to PivotTables

A Visual Approach

By: Paul Cornell

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Paperback | 1 May 2005

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368 Pages

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PivotTables are powerful data analysis tools, yet most Excel users dont use them to their fullest potential. A Complete Guide to PivotTables: A Visual Approach shows you why PivotTables are so versatile for data analysis and how you can leverage PivotTables to rapidly spot trends and make fast business decisions on mountains of data.

A series of step-by-step tutorials and plenty of sample business data will help you get productive with PivotTables quickly and easily. Whereas most books only devote a small section to PivotTables, this book covers everything about this important Excel feature. With his tremendous experience writing about Office and Excel for power users, Paul Cornell will teach you plenty about PivotTables.

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Non-Fiction Computing & I.T.Business Applications Integrated Software Packages Spreadsheet Software Microsoft Excel Computer Programming & Software Development Software Engineering Microsoft Programming

About the Author	p. xiii
About the Technical Reviewer	p. xv
Preface	p. xvii
Acknowledgments	p. xix
Introduction: PivotTables Are Powerfull	p. xxi
What Are PivotTables?	p. 1
Other Ways to Analyze Data in Excel	p. 2
Good Uses for PivotTables	p. 10
Try It! Work with Data Analysis Features	p. 12
Try It! Analyze Data Manually	p. 12
Try It! Analyze Data with a List	p. 22
Try It! Analyze Data with Crosstab Tables	p. 26
Try It! Analyze Data with a PivotTable	p. 32
Next Steps	p. 38
Creating PivotTables	p. 39
Using the PivotTable and PivotChart Wizard	p. 40
Selecting Existing Source Data	p. 48
Selecting an Excel List or Database	p. 48
Selecting External Source Data	p. 51
Selecting a Consolidation Range	p. 54
Selecting an Existing PivotTable or PivotChart	p. 59
Creating a New Data Source Connection	p. 60
Setting PivotTable Report Formatting and Data Presentation Options	p. 66
Format Options Area	p. 68
Data Options Area	p. 69
Try It! Create a PivotTable Using the Wizard	p. 70
Connecting to the Source Data	p. 70
Defining the PivotTable's Initial Layout	p. 74
Changing the Summary Function and Number Formatting	p. 76
Filtering the PivotTable's Data	p. 77
Next Steps	p. 79
Working with PivotTable Components	p. 81
Understanding Row, Column, Data, Page, and Calculated Fields and Field Items	p. 82
Drop Areas	p. 83
Field List	p. 85
Field Buttons	p. 89
Inner and Outer Row and Column Fields	p. 90
Field Placement Restrictions	p. 91
Field Items	p. 92
Item Filters	p. 92
Calculated Fields and Items	p. 95
Working with the PivotTable Toolbar	p. 99
Understanding the PivotTable Field Dialog Box	p. 101
Working with the PivotTable Menu	p. 111
Try It! Create and Customize a PivotTable	p. 113
Connect to the Source Data	p. 114
Add Fields to the Layout	p. 114
Move a Field to a Different Drop Area	p. 118
Filter the PivotTable	p. 118
Create a Calculated Field	p. 120
Create a Calculated Item	p. 122
Try It! Use the PivotTable Field List to Customize a PivotTable	p. 124
Try It! Work with the PivotTable Toolbar	p. 126
Add Color to the PivotTable	p. 127
Hide and Show Detail	p. 128
Use the PivotTable Field Dialog Box	p. 129
Next Steps	p. 133
Using PivotTables in the Real World	p. 135
Fabrikam Interiors	p. 136
Create the PivotTable	p. 137
Add Fields to the PivotTable	p. 138
Change Field Orientations	p. 139
Display Data by Category as a Percentage of Quarterly Totals	p. 140
Grouping and Ungrouping Items	p. 141
Display Data by Category as a Quarterly Differential Percentage	p. 143
Creating a PivotTable Based on Another PivotTable's Source Data	p. 145
Create a Calculated Field	p. 148
Conclusions	p. 149
Tailspin Toys	p. 150
Create the PivotTable	p. 151
Add Fields to the PivotTable and Customize Data	p. 152
Create Multiple Pages from Page Field Values	p. 153
Sort and Order Items	p. 155
AutoShow Inner Row Field Top Items	p. 156
Group Items	p. 157
Calculating Standard Deviation and Comparing to the Average	p. 159
Conclusions	p. 161
Contoso Publishing Ltd	p. 161
Create the PivotTable	p. 163
Add Fields to the PivotTable	p. 164
Sort and Order Items	p. 164
Changing How the Data Format Is Displayed	p. 165
Comparison of Sales as Percent Difference from Base Data	p. 167
Conditional Formatting	p. 169
Group Items	p. 169
Conclusions	p. 170
Next Steps	p. 171
Working with PivotCharts	p. 173
What Are PivotCharts?	p. 173
PivotChart Terms	p. 182
Creating PivotCharts	p. 184
Formatting PivotCharts	p. 186
Good Uses for PivotCharts	p. 214
Lost Formatting in PivotCharts	p. 214
Try It! Create and Customize a PivotChart	p. 215
Create the PivotChart	p. 216
Design the PivotChart by Modifying the PivotTable	p. 217
Design the PivotTable by Modifying the PivotChart	p. 219
Change the PivotChart Type	p. 220
Change the PivotChart's Formatting	p. 221
Next Steps	p. 226
Analyzing Multidimensional Data with PivotTables	p. 227
What Is Multidimensional Data?	p. 229
Understanding Multidimensional Data Terminology	p. 236
Contrasting Multidimensional Data and Other Types of Data in PivotTables and PivotCharts	p. 241
Using PivotTables to Work with Multidimensional Data	p. 243
Creating Offline Cube Files	p. 246
Try It! Create a Multidimensional Data Source	p. 248
Try It! Analyze Multidimensional Data with a PivotTable and a PivotChart	p. 254
Create a PivotTable and PivotChart and Connect Them to the Cube File	p. 254
Add Dimensions and Measures to the PivotTable and PivotChart	p. 255
Rearrange Dimensions in the PivotTable and PivotChart	p. 257
Filter Data in the PivotTable and PivotChart by Selecting a Combination of Members	p. 258
Show and Hide Levels in the PivotTable and PivotChart	p. 260
Grouping Members in Row, Column, and Page Fields	p. 260
Sorting and Showing Top Members	p. 264
Next Steps	p. 267
Programming PivotTables	p. 269
Before Getting Started	p. 270
Understanding the PivotTable Object Model	p. 271
Code Examples	p. 279
Create PivotTables	p. 280
Create a PivotChart	p. 289
Add Fields to the PivotTable Visual Layout	p. 294
Change Field Placement	p. 296
Set and Remove Field Filters	p. 298
Move a Field's Position	p. 302
Create a Calculated Field and a Calculated Item	p. 304
Show and Hide Field Items	p. 308
AutoSort and AutoShow Items	p. 314
Change a Field's Custom Calculation	p. 318
Change a Field's Display Format	p. 320
Next Steps	p. 322
PivotTable Differences Between Excel 2000, 2002, and 2003	p. 323
What's New for Excel 2000 for PivotTables and PivotCharts	p. 324
What's New for Excel 2002 and 2003 for PivotTables and PivotCharts	p. 324
Programmatic Changes for PivotTables and PivotCharts in Excel 2000	p. 325
Programmatic Changes for PivotTables and PivotCharts in Excel 2002 and 2003	p. 327
Index	p. 331
Table of Contents provided by Ingram. All Rights Reserved.

A Complete Guide to PivotTables

A Visual Approach

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Paperback

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