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Other titles in the Visual Blueprint series:
Excel 2007 PivotTables and PivotCharts: Your Visual Blueprint for Interpreting and Presenting Excel Data (Visual Blueprint)by Paul Mcfedries
Synopses & Reviews
Though many consumers know the basics of using Excel, few users understand the powerful capabilities of the PivotTable and PivotChart features. These tools can help turn long lists of unreadable data into dynamically generated, easy-to-read tables and charts that highlight useful and pertinent business information. Companies rely on this type of data from marketing, accounting, and finance to help make better decisions about products, sales and even human resources. Charts are interactive, allowing the consumer to tweak results with the click of a mouse and PivotTables allow you to fuse data from several sources into one document. This book shows users how to work with PivotTables and PivotCharts to make sense of their data. It covers features such as: understanding PivotTable benefits and uses; creating and customizing PivotTables; using PivotTables to analyze business data; building custom calculations; linking to external data sources, including Access databases, Word tables, Web pages, XML data, SQL Server databases, and OLAP cubes; publishing PivotTables to the Web; multiple consolidation of data, for example, summarizing annual fiscal data by quarters; preparing financial reporting, budgeting, and data analysis across departments; and using VBA to create macros that automate frequently used PivotTable tasks.
Welcome to the only guidebook series that takes a visual approach to professional-level computer topics. Open the book and you'll discover step-by-step screen shots that demonstrate over 130 key techniques for working with PivotTables and PivotCharts, including:
EXTRA Apply It
About the Author
Paul McFedries has been using and programming computers since the mid-1970s, and has been a fulltime technical writer since 1991. Paul has written more than 50 books that have sold over three million copies worldwide, including The Unofficial Guide to Microsoft Office 2007, Microsoft Office PowerPoint 2007: Top 100 Simplified Tips and Tricks, Teach Yourself VISUALLY Windows Vista, Windows Vista: Top 100 Simplified Tips and Tricks, and Teach Yourself VISUALLY Computers. Paul also runs Word Spy, a Web site dedicated to tracking new words and phrases (see www.wordspy.com).
Table of Contents
HOW TO USE THIS BOOK.
CHAPTER 1: UNDERSTANDING PIVOTTABLES.
Understanding Data Analysis.
Introducing the PivotTable.
Learn PivotTable Benefits.
Survey PivotTable Uses.
Explore PivotTable Features.
Introducing the PivotChart.
CHAPTER 2: BUILDING A PIVOTTABLE.
Prepare Your Worksheet Data.
Create a Table for a PivotTable Report.
Build a PivotTable from an Excel Table.
Build a PivotTable from an Excel Range.
Re-create an Existing PivotTable.
CHAPTER 3: MANIPULATING YOUR PIVOTTABLE.
Turn the PivotTable Field List On and Off.
Customize the PivotTable Field List.
Select PivotTable Items.
Remove a PivotTable Field.
Refresh PivotTable Data.
Display the Details Behind PivotTable Data.
Create a Chart from PivotTable Data.
Enable the Classic PivotTable Layout.
Add Multiple Fields to the Row or Column Area.
Add Multiple Fields to the Data Area.
Add Multiple Fields to the Page Area.
Publish a PivotTable to a Web Page.
Convert a PivotTable to Regular Data.
Delete a PivotTable.
CHAPTER 4: CHANGING THE PIVOTTABLE VIEW.
Move a Field to a Different Area.
Display a Different Page.
Change the Order of Fields Within an Area.
Change the Report Layout.
Sort PivotTable Data with AutoSort.
Move Row and Column Items.
Filter Row or Column Items.
Filter PivotTable Values.
Hide Items in a Row or Column Field.
Show Hidden Items in a Row or Column Field.
Show Pages as Worksheets.
Group Numeric Values.
Group Date and Time Values.
Group Text Values.
Hide Group Details.
Show Group Details.
Change the Page Area Layout.
CHAPTER 5: CUSTOMIZING PIVOTTABLE FIELDS.
Rename a PivotTable Field.
Rename a PivotTable Item.
Format a PivotTable Cell.
Apply a Numeric Format to PivotTable Data.
Apply a Date Format to PivotTable Data.
Apply a Conditional Format to PivotTable Data.
Show Items with No Data.
Exclude Items from a Page Field.
CHAPTER 6: SETTING PIVOTTABLE OPTIONS.
Apply a PivotTable Quick Style.
Create a Custom PivotTable Quick Style.
Preserve PivotTable Formatting.
Rename the PivotTable.
Turn Off Grand Totals.
Merge Item Labels.
Specify Characters for Errors and Empty Cells.
Protect a PivotTable.
CHAPTER 7: PERFORMING PIVOTTABLE CALCULATIONS.
Change the PivotTable Summary Calculation.
Create a Difference Summary Calculation.
Create a Percentage Summary Calculation.
Create a Running Total Summary Calculation.
Create an Index Summary Calculation.
Turn Off Subtotals for a Field.
Display Multiple Subtotals for a Field.
CHAPTER 8: CREATING CUSTOM PIVOTTABLE CALCULATIONS.
Introducing Custom Calculations.
Understanding Custom Calculation Limitations.
Insert a Custom Calculated Field.
Insert a Custom Calculated Item.
Edit a Custom Calculation.
Change the Solve Order of Calculated Items.
List Your Custom Calculations.
Delete a Custom Calculation.
CHAPTER 9: CREATING A PIVOTCHART.
Understanding PivotChart Limitations.
Create a PivotChart from a PivotTable.
Create a PivotChart Beside a PivotTable.
Create a PivotChart from an Excel Table.
Move a PivotChart to Another Sheet.
Filter a PivotChart.
Change the PivotChart Type.
Sort the PivotChart.
Add PivotChart Titles.
Move the PivotChart Legend.
Display a Data Table with the PivotChart.
Print a PivotChart.
Delete a PivotChart.
CHAPTER 10: BUILDING MORE ADVANCED PIVOTTABLES.
Create a PivotTable from Multiple Consolidation Ranges.
Create a PivotTable from an Existing PivotTable.
Create a PivotTable from External Data.
Automatically Refresh a PivotTable that Uses External Data.
Save Your Password with an External Data Connection.
Export an Access PivotTable Form to Excel.
Reduce the Size of PivotTable Workbooks.
Use a PivotTable Value in a Formula.
CHAPTER 11: BUILDING A PIVOTTABLE FROM AN OLAP CUBE.
Create an OLAP Cube Data Source.
Create a PivotTable from an OLAP Cube.
Show and Hide Details for Dimensions and Levels.
Display Selected Levels and Members.
Display Multiple Page Field Items.
Include Hidden Items in PivotTable Totals.
Create an Offline OLAP Cube.
APPENDIX A: BUILDING FORMULAS FOR PIVOTTABLES.
Understanding Formula Types.
Introducing Worksheet Functions.
Understanding Function Types.
Build a Function.
Build a Formula.
Work with Custom Numeric and Date Formats.
APPENDIX B: USING MICROSOFT QUERY WITH PIVOTTABLES.
Understanding Microsoft Query.
Define a Data Source.
Start Microsoft Query.
Tour the Microsoft Query Window.
Add a Table to the Query.
Add Fields to the Query.
Filter the Records with Query Criteria.
Sort the Query Records.
Return the Query Results.
APPENDIX C: IMPORTING DATA FOR PIVOTTABLES.
Understanding External Data.
Import Data from a Data Source.
Import Data from an Access Table.
Import Data from a Word Table.
Import Data from a Text File.
Import Data from a Web Page.
Import Data from an XML File.
Refresh Imported Data.
APPENDIX D: LEARNING VBA BASICS FOR PIVOTTABLES.
Record a Macro.
Open the Visual Basic Editor.
Explore the PivotTable Object Model.
Add a Macro to a Module.
Run a Macro.
Set Macro Security.
Assign a Shortcut Key to a Macro.
Assign a Macro to the Quick Access Toolbar.
APPENDIX E: GLOSSARY OF PIVOTTABLE TERMS.
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