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    Excel Pivot Tables & Charts
    Excel Pivot Tables & Charts
    Excel Pivot Tables & Charts
    Ebook130 pages1 hour

    Excel Pivot Tables & Charts

    By A. J. Wright

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    About this ebook

    This book is for every Excel user. It is widely agreed that close to 60 percent of Excel users leave 80 percent of Excel untouched. That is, most users do not tap into the full potential of Excel's built-in utilities. Of these utilities, the most prolific by far are the pivot table and pivot charts. Despite the fact that pivot tables and charts

    LanguageEnglish
    PublisherOjula Technology Innovations
    Release dateFeb 15, 2023
    ISBN9788133465965
    Excel Pivot Tables & Charts

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      Book preview

      Excel Pivot Tables & Charts - A. J. Wright

      Excel Pivot Tables & Charts

      A Step By Step Visual Guide

      Excel 2016/2013

      Practice Projects & Solutions Included for Beginners

      By

      A. J. Wright

      Excel Pivot Tables & Charts

      A Step By Step Visual Guide

      Copyright © Ojula Technology Innovations

      ISBN: 9788133465965

      Published in the United States

      All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. The author/publisher, its dealers and distributors will not be held liable for any damages caused or alleged to be caused directly or indirectly by this book. The author/publisher has endeavored to provide trademark information about all of the companies and products mentioned in this book. However, he cannot guarantee the accuracy of this information.

      Trademarks: Microsoft®, Excel® and Word® are registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

      Table of Contents

      How to Use This Book

      Download Link for Exercise Files

      1. Introduction to Pivot Tables

      What is A Pivot Table?

      Basic Concepts

      Conditions to Create a Pivot Table

      Limitations of a Pivot Table

      2. Creating A Pivot Table

      Source of Data

      Structure of the Pivot Table

      Creating Your First Pivot Table

      3. Creating A Pivot Chart

      How to Drill-Down Pivot Table Data

      Adding More Rows (categories) to Pivot Table

      How to Create A Pivot Table Chart

      4. Slicers & Advanced Filtering

      Practice Project 1

      Timeline Slicer

      Slicer

      Additional Information

      Advanced Filtering

      5. Calculations in Pivot Tables

      Calculated Fields

      Practice Project 2

      Adding A Basic Calculated Field

      Removing Or Changing Calculated Fields

      Inserting Logic Fields (if...then)

      6. Customizing Pivot Tables

      Making Major Cosmetic Changes

      Making Minor Cosmetic Changes

      7. Using VBA Macro Language to Create Pivot Tables

      Introduction to VBA

      Why Use Macros with Your Pivot Table Reports?

      Recording Your First Macro

      Using VBA to Create Pivot Tables

      Visual Basic Tools

      Understanding Object-Oriented Code

      Writing Code to Handle Any Size Data Range

      Using Super-Variables: Object Variables

      Using With and End With to Shorten Code

      Building a Pivot Table in Excel VBA

      Practice Project 3

      Adding Fields to the Data Area

      8: Advanced Tips, Tricks & Techniques

      How to Use This Book

      This book can be used as a tutorial or quick reference visual guide. It is intended for users who are comfortable with the basics of Microsoft® Excel® and are now ready to build upon this skill by learning Pivot Tables and Charts.

      This book assumes you already know how to create, open, save, and modify an Excel® workbook and have a general familiarity with the Excel® toolbar (Ribbon).

      Most of the examples in this book use Microsoft Excel 2016. However, the functionality and formulas can be applied with Microsoft Excel version 2013. Although the screenshots in this book use Microsoft Excel 2016, functionality and display are not very much different if you are using Excel 2013.

      Please always back-up your work and save often as we go. A good best practice when attempting any new functionality is to create a copy of the original spreadsheet and implement your changes on the copied spreadsheet. Should anything go wrong, you then have the original spreadsheet to fall back on.

      Download Link for Exercise Files

      The exercise files we will use later in this book are available for download at the following website: https://goo.gl/e1SsZV.

      Chapter 1: Introduction to Pivot Tables

      Databases contain raw data on various topics, and are usually arranged in a tabular form. In many cases, data overload may make it difficult to use the information and convert it into relevant knowledge.

      What is A Pivot Table?

      A pivot table is a simple, yet powerful, technique which enables Excel users to turn the data overload into well-organized and meaningful knowledge.

      By using a pivot table, users can perform various calculations on their data, such as calculating the average, counting, finding the

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