Excel Pivot Tables Create Tables and Charts
Excel Add-Ins • If Data, Pivot Tables is ghosted, Go to Tools, Add-In and select the Analysis ToolPak
Create a DataSet Unload to mydataset select rptdate, c1, c2, c3, c4, c5, c6, c7, c8, c10, c11, c12, c13, c14, c15, c16, c17, c18, c20, c21, c24, c26, c27, c28, c29, c30 from ar9056 where rptdate = "03/31/2007"
Open a Data File • FTP the file to the PC • Open in Excel • Change “File of Type” filter to “All Files” • Delimited file • Pipe sign is the default delimiter • Don’t import unnecessary columns • Add column headers
Tools/Pivot Table • From the Tools Menu select Pivot Table • Select "Microsoft Excel List or Database" and "Pivot Table" • Next you are asked "Where is the data that you want to use?". • The cell range should be the entire data set. • Select to put the report in a new worksheet
Summary Tools • Right Click on Sum of Obs • Select Field Settings • Change sum to count • Right click on Sum of Score • Select Field Settings • Change sum to average
Properties • Sort – Click on any field in the column you want as the sort column. Select Data, Sort • Filter – Click the down arrows next to the row or column fields and select which of the values you want displayed • Details – Double click any field item and see all the data elements that make up that field • Change aggregate function - Rather than sum the column…. Right click anywhere in the pivot table and select field settings. Choose the aggregate function of your choice.
More than one • More than one aggregate function – Drag the item from the Pivot Table Field List to the data area (get count and avg in one report) Right click and select Field Settings and select the aggregate function you want. To remove one of the aggregate functions, right click and select Field Settings, Hide
Grouping • Put columns together…for example the Adequate together with NA going down the left side…hold the control key and select A and X columns. Right click on the last item and select Group and Show Detail, Group. • You can also right click on the details area of the group and select Field Settings, Hide to just see the subtotals of the group.
Custom Calculations • Drag an item from the Pivot Table Field List to the data area (this gives you another sum) Right click on the new column and select Field Settings. Select Options, Show Data As... % of Column, % of Row, or % of Total are very helpful tools.