Microsoft Excel 2013 Getting Started with PivotTables and PivotCharts

Contenuto dell'eBook:

Microsoft Excel 2013: Getting Started with PivotTables and PivotCharts is a two-lesson advanced level course that guides you through creating, formatting and modifying PivotTables and PivotCharts in Excel 2013 using step-by-step hands-on activities.

In Lesson 1, you learn how to create a blank PivotTable; then use the Field List to manually arrange data in the PivotTable. Next you learn how to create a PivotTable using three additional methods—the Recommended PivotTables button, the Quick Analysis feature and the Summarize as PivotTable button with the Data Model.

You learn how to format a PivotTable by applying Number formatting, changing the PivotTable layout, hiding and showing subtotals and grand totals and applying a PivotTable style. You also learn how to refresh a PivotTable when the underlying data is changed; how to filter a PivotTable; and how to rearrange the structure of a PivotTable.


In Lesson 2, you learn to create a PivotChart from a PivotTable using multiple methods—the PivotChart button, standard Excel charting buttons and a keyboard shortcut—plus you learn how to create a PivotChart and its underlying PivotTable simultaneously.

Next you learn to format the overall PivotChart by applying a chart style and chart layout; then you learn to format individual chart elements, such as the Chart Area, Axes and Titles using formatting task panes. Finally, you learn to modify a PivotChart by filtering it, changing its chart type/subtype, adding, removing and repositioning its fields and changing the underlying data’s row and column orientation.

Note that this course emphasizes using the traditional keyboard and mouse actions to perform tasks in Excel 2013.
Course Prerequisites

The following Napier-Rivers LLC courses (or equivalent experience working with Excel 2013 in the Windows operating system environment) are prerequisites for this course

• Microsoft Excel 2013: Getting Started with Excel,
• Microsoft Excel 2013: Working with Formulas and Functions, and
• Microsoft Excel 2013: Creating and Formatting Charts.

Data Files
If you have not yet downloaded the data files, visit http://ebooksforoffice.com/datafiles, locate Microsoft Excel 2013: Getting Started with PivotTables and PivotCharts book title, and then click the ‘Download data files’ link.

Learning Objectives
After completing this course you will be able to:

• select different methods to create a PivotTable including the PivotTable button, Recommended PivotTables button, the Quick Analysis feature, the Summarize as PivotTable button and the Data Model,
• recognize multiple ways to format a PivotTable using a shortcut menu and buttons on the PIVOTTABLE TOOLS DESIGN tab, and
• identify ways to modify a PivotTable using buttons on the PIVOTTABLE TOOLS ANALYZE tab, a keyboard shortcut, the filtering arrows, the Field List, slicers and a shortcut menu,
• select different methods to create a PivotChart including the PivotChart button, standard Excel charting buttons, a keyboard shortcut and simultaneously with the PivotTable,
• recognize multiple ways to format a PivotChart using the Chart Elements and Chart Styles buttons, buttons on the PIVOTCHART TOOLS DESIGN and FORMAT tabs, task panes and a shortcut menu, and
• identify ways to modify a PivotChart using Pivot Field buttons, a shortcut menu, the Field List and buttons on the PIVOTCHART TOOLS DESIGN tab.
• Lesson Summary
• Lesson 1: In this lesson, you learn to:
• use the PivotTable button to create a PivotTable,
• use the Recommend PivotTables button to create a PivotTable,
• use the Quick Analysis feature to create a PivotTable,
• use the Summarize as PivotTable button and the Data Model to create a PivotTable,
• format the PivotTable values using a shortcut menu,
• change the PivotTable layout using the PIVOTTABLE TOOLS DESIGN tab,
• rearrange, hide and show subtotals and grand totals using the PIVOTTABLE TOOLS DESIGN TAB,
• apply a PivotTable style using the...

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