Pivot Tables & Pivot Charts Presented By Group - 2 S. Poojitha Reddy Ragoba Vishal Priyankha Krishnan Kolekar Udit Kumar Syam Mohammed Wahab Uddin Naveen Kumar Chilaka
01 Introduction to Pivot tables 04 Introduction To Pivot Charts 02 Creating a Pivot Table 05 Creating Customizing & Interactivity in Pivot Charts 03 Understanding Pivot Table Fields And Customizing Agenda
P urposeful I nteractive V isual O rganized T ransformative INTRODUCTION TO PIVOT TABLES
* Summarizing Large Data Sets * Analyzing Data Trends * Creating Reports * Grouping And Filtering Data * Calculating Aggregates * Comparing Different Data Sets * Identifying Patterns * Exploring Data Interactively USES OF PIVOT TABLES
WHAT IS A PIVOT TABLE? A Pivot Table Is A Data Summarization Tool Used In Spreadsheets (Excel, Google Sheets, Etc.) To Automatically Organize And analyze Data. It Helps Users Quickly Extract And View Significant Information From A Large Dataset.
PIVOT TABLE FIELDS Pivot Tables Are Built Using Different Fields From The Dataset, Which Can Be Categorized As Follows: A. Rows B. Columns C. Values D. Filters
Dragging And Dropping Grouping Data Sorting And Filtering How to Use Pivot Table Fields:
BEST PRACTICES: Start Simple: Begin with basic fields and gradually add complexity. Use Filters Effectively: Filters can drastically simplify the data view. Regular Updates: Refresh your data regularly to ensure the pivot table reflects the most current information.
CUSTOMIZING PIVOT TABLES
Rearranging Fields Drag and Drop: Move fields between Rows, Columns, Values, and Filters to adjust the data view. Group Data: Combine items (e.g., group dates by month/quarter).
Value Summarization Change Summaries: Sum, Count, Average, etc., for different types of analysis. Value Field Settings: Right-click values to adjust aggregation type.
Sorting & Filtering Sort by Values: Rank data from highest to lowest or vice versa. Filters & Slicers: Apply filters or use slicers for interactive data filtering.
Formatting Styles: Apply PivotTable styles for consistent design. Conditional Formatting: Highlight cells based on specific rules (e.g., values over a threshold). Number Formats: Apply currency, percentage, or custom formats for clarity.
Benefits Of Pivot Tables
Pivot tables offer numerous advantages for data analysis, making them a valuable tool for professionals and data enthusiasts alike. Data Summarization: Pivot tables condense large datasets into concise summaries, making it easier to identify key trends and insights. Aggregation and Calculation:Pivot tables are useful for calculation because they allow users to easily large data sets by applying mathematical operations. Data Filtering:Pivot tables provide filtering capabilities, allowing users to focus on specific subsets of data and gain deeper insights. Data Analysis:Pivot tables facilitate various data analysis tasks, including trend identification, outlier detection, and comparative analysis.
Creating a Pivot Table Creating a pivot table is a straightforward process involving selecting the data source, specifying the fields to include, and choosing the aggregation method.
Select the Range of Data: After selecting data the next step is to specify the range of data within that you want to include in your pivot table. 01 Select Data Source Choose the data source, which could be a spreadsheet, database, or external data file. 02 Define Fields: Drag and drop fields from the data source into the pivot table's different areas (rows, columns, values, filters). 04 Choose Aggregation: Select the aggregation method to be applied to the data, such as sum, average, count, or other calculations. 03 STEPS TO CREATE PIVOT TABLE
PIVOT CHARTS
What are Pivot Charts? Pivot Charts in Excel are visual representations of PivotTables. They help in summarizing and analyzing large amounts of data quickly and efficiently. Pivot Charts dynamically change as the underlying data is modified.
Significance in Data Analysis Pivot Charts play a crucial role in data analysis by providing interactive ways to visualize data trends, patterns, and comparisons. They allow users to slice and dice data to gain deeper insights for informed decision-making.
Benefits of Pivot Charts Pivot Charts offer flexibility, interactivity, and customization options to present data in a meaningful way. They save time by automating the process of creating charts that dynamically update with changes in data.
Creating Pivot Charts
Creating Pivot Charts in Excel To create pivot charts in Excel, first, build a Pivot Table with the desired data fields. Then, insert a Pivot Chart based on the Pivot Table. Customize the chart type, layout, colors, and styles to enhance visual appeal.
Customize your chart Add titles, labels, and legends Adjust colors and styles Format axes and data series as needed Refine and analyze Use filters to focus on specific data subsets Experiment with different field arrangements Consider adding calculated fields for more insights Customizing Pivot Charts
INTERACTIVITY IN PIVOT CHARTS
FILTERING & SLICERS •Filtering And Slicing Allow Users To View Only The Specific Data They Are Interested In, Without Altering The Underlying Data Set. •This Feature Enables Users To Isolate And Examine Subsets Of Data, Making It Easier To Identify Trends And Patterns Relevant To Specify Criteria
DYNAMIC DATA REFRESH: Pivot Charts Connected To Dynamic Data Sources Update Automatically When The Data Changes. EXAMPLE: If The Data Source Of An Excel Table Gets Change Or Updated To New Sales Figure, The Pivot Chart Will Reflect These Updates Immediately. BENEFIT: This Features Ensure That Pivot Chart Always Shows The Most Current Data, Making It A Reliable Tool For Real-time Analysis.