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- 1. Microsoft ® Office Excel ® 2003 Training What’s so great about PivotTable reports? Peace River Distributing presents:
- 5. Lesson 1 Make your data work for you
- 17. Lesson 2 Create a PivotTable report
- 26. The layout area to drop items onto What’s so great about PivotTable reports? Use drop areas to control the report organization. For example, if you were to drag the Salesperson field into the area labeled Drop Row Fields Here , you’d see one row for each salesperson’s name. If you dragged the Salesperson field into the area labeled Drop Column Fields Here , you’d see one column for each salesperson’s name.
- 40. USING THIS TEMPLATE See the notes pane or view the full notes page ( View menu) for detailed help on this template.
Notas do Editor
- [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
- Some likely questions: Do you need to know sales totals by region, by salesperson, by quarter, or by month? Would your business do better if your best people sold only top products? Or would that mean whole product lines with no revenue?
- So for example, you can move in a second from a report that lists sales by salesperson, to a report listing sales by country, or how salespeople are ranked by order amounts. It’s like turning a mob into a marching band.
- In more granular detail: You’ll learn how to drag selected data into the PivotTable layout area, and you’ll see how the new view answers your questions about a list of sales figures in Excel. [ Note to trainer : Steps—given in either numbered or bulleted lists—are always shown in yellow text.]
- Note: The PivotTable and PivotChart Wizard is also used to create Microsoft PivotChart reports, which are graphical versions of PivotTable reports. PivotChart reports aren’t covered in this course.
- You could spend more time with the wizard, but in this example it’s not necessary.
- The new worksheet will also display the PivotTable toolbar.
- To create a PivotTable view of your data, you’ll drag fields from the field list and drop them onto the layout area. The following section covers this in more detail.
- Next, you’ll see how to determine which fields to drop into the layout area (you don’t have to use all of them).
- The Data Items drop area is where you usually drop data containing numbers because Excel automatically adds up numbers in this area.
- [ Note to trainer : With Excel 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in Excel, with instructions to guide you. Important : If you don’t have Excel 2003, you won’t be able to access the practice instructions.]
- Using This Template This Microsoft Office PowerPoint ® template has training content about using Excel 2003 to create PivotTable reports. It's geared for you to present to a group and customize as necessary. This template's content is adapted from the Microsoft Office Online Training course called “PivotTable I: What’s so great about PivotTable reports?” Features of the template Title slide: On the very first slide, there is placeholder text over which you should type the name of your company. Or you can delete the text box altogether if you don't want this text. Animations: Custom animation effects are applied throughout. These effects play in previous versions back to Microsoft PowerPoint 2000. They include the entrance effects called Peek and Stretch , and sometimes the Dissolve effect. To alter animation effects, go to the Slide Show menu, click Custom Animation , and work with the options that appear. If this presentation contains a Macromedia Flash animation: To play the Flash file, you must register a Microsoft ActiveX ® control, called Shockwave Flash Object, on your computer. To do this, download the latest version of the Macromedia Flash Player from the Macromedia Web site. Slide transitions: The Wipe Down transition is applied throughout the show. If you want a different one, go to the Slide Show menu, click Slide Transition , and work with the options that appear. Hyperlinks to online course: The template contains links to the online version of this training course. The links take you to the hands-on practice session for each lesson and to the Quick Reference Card that is published for this course. Please take note: You must have Excel 2003 installed to view the hands-on practice sessions. Headers and footers: The template contains a footer that has the course title. You can change or remove the footers in the Header and Footer dialog box (which opens from the View menu).