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Other titles in the Visual Blueprint series:
Excel Pivottables and Pivotcharts: Your Visual Blueprint for Creating Dynamic Spreadsheetsby Paul Mcfedries
Synopses & Reviews
Excel is the spreadsheet /data analysis tool packaged with the Microsoft Office suite. Though many consumers know the basics of using Excel, few users understand the powerful capabilities of the PivotTable and PivotCharts 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. With Excel, you can harness the power of your data, manipulate it to suit your needs, and achieve more by doing less work. 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 Charts to make sense of their data. It covers features such as: inputting data and linking to external data sources; publishing charts to the Web; linking to other Office applications such as Word and PowerPoint to share information; reduce large file sizes; 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 data sources and information.
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 100 key techniques for creating PivotTables and PivotCharts, including:
"I was stuck on an Excel problem for two days. Finally I opened one of your books, and there was a macro to accomplish exactly what I needed! You made me look good to the boss."
—Rob L. Meerscheidt (The Woodlands, TX)
About the Author
Paul McFedries is the president of Logophilia Limited, a technical writing company. While now primarily a writer, Paul has worked as a programmer, consultant, and Web site developer. Paul has written over 40 books that have sold over three million copies worldwide. These books include the Wiley titles Teach Yourself VISUALLY Windows XP, Second Edition, Top 100 Simplified Tips and Tricks for Windows XP, Second Edition, and Teach Yourself VISUALLY Computers, Fourth Edition.
Table of Contents
HOW TO USE THIS BOOK.
1 UNDERSTANDING PIVOTTABLES.
Understanding Data Analysis.
Introducing the PivotTable.
Learn PivotTable Benefits.
Survey PivotTable Uses.
Explore PivotTable Features.
Introducing the PivotChart.
2 BUILDING A PIVOTTABLE.
Prepare Your Worksheet Data.
Create a List for a PivotTable Report.
Build a Basic PivotTable from an Excel List.
Add Fields Using the PivotTable Wizard.
Re-create an Existing PivotTable.
3 MANIPULATING YOUR PIVOTTABLE.
Turn the PivotTable Toolbar On and Off.
Customize the PivotTable Toolbar.
Select PivotTable Items.
Remove a PivotTable Field.
Refresh PivotTable Data.
Display the Details Behind PivotTable Data.
Create a Chart from PivotTable Data.
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.
Print a PivotTable.
Delete a PivotTable.
4 CHANGING THE PIVOTTABLE VIEW.
Move a Field to a Different Area.
Display a Different Page.
Change the Order of Fields Within an Area.
Sort PivotTable Data with AutoSort.
Move Row and Column Items.
Show Only the Top 10 Items.
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.
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.
6 SETTING PIVOTTABLE OPTIONS.
Apply an AutoFormat.
Preserve PivotTable Formatting.
Rename the PivotTable.
Turn Off Grand Totals.
Merge Item Labels.
Specify Characters for Errors and Empty Cells.
Protect a PivotTable.
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.
Include Hidden Pages in PivotTable Results.
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.
9 CREATING A PIVOTCHART.
Understanding PivotChart Limitations.
Create a PivotChart from a PivotTable.
Create a PivotChart from an Excel List.
Create a PivotChart Beside a PivotTable.
Move a PivotChart to Another Sheet.
Hide or Show PivotChart Field Buttons.
Change the PivotChart Type.
Change the PivotChart Series Order.
Add PivotChart Titles.
Move the PivotChart Legend.
Display a Data Table with the PivotChart.
Print a PivotChart.
Delete a PivotChart.
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.
Set Up a Server-Based Page Field.
Set External Data Options.
Export PivotTable Data from a Web Page to Excel.
Reduce the Size of PivotTable Workbooks.
Use a PivotTable Value in a Formula.
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.
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 EXCEL 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 Macro to a Toolbar Button.
Assign a Macro to a Menu Command.
APPENDIX E: GLOSSARY OF PIVOTTABLE TERMS.
Glossary of PivotTable Terms.
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