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Pivot Tables & Charts

Dive into the essential concepts of Pivot Tables, exploring when and why to use them. Learn how to structure your input data correctly for optimal results. This guide covers common pitfalls to avoid, along with a step-by-step approach to creating Pivot Tables. Discover how to rearrange fields, utilize filtering options, and perform cosmetic edits to enhance your data presentation. From changing layouts to formatting numbers, this resource equips you with the necessary skills to effectively manipulate and visualize your data using Pivot Tables.

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Pivot Tables & Charts

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  1. Pivot Tables & Charts

  2. When to use a Pivot Table?

  3. How to structure your input data

  4. How NOT to structure your input data

  5. How NOT to structure your input data

  6. How NOT to structure your input data

  7. How to correctly structure the data (previous slide)

  8. Anatomy of a Pivot Table

  9. Limitations of Pivot Table Data

  10. Creating a Pivot Table

  11. Creating a Pivot Table

  12. Creating a Pivot Table

  13. Creating a Pivot Table:Select fields (top right) and then simply drag them into or out of the areas (below right)

  14. Re-arranging the Pivot Table fields

  15. Using the optional “filter” field

  16. (1) Changing Data; and (2) Adding Data

  17. (1) Changing Data; and (2) Adding Data

  18. Cosmetic editing: Applying a style

  19. Cosmetic editing: Number format

  20. Cosmetic editing: Replacing blank cells (with zeros)

  21. Cosmetic editing: Changing field names

  22. Cosmetic editing: Layout

  23. Cosmetic editing: Subtotals, blank lines, etc.

  24. Cosmetic editing: Removing field headings

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