Created 11/06/2006 Revised 6-8-10Office of Information, Technology and Accountability Microsoft Excel – Pivot Tables.

Created 11/06/2006 Revised 6-8-10 Office of Information, Technology and Accountability

Microsoft Excel – Pivot Tables

Office of Information, Technology and Accountability2Created 11/06/2006 Revised 6-8-10

While Waiting ~

Create an Excel Spreadsheet Enter five names of students Scores on three tests Average these tests scores Create a graph

Office of Information, Technology and Accountability3Created 11/06/2006 Revised 6-8-10

Nine Elements of Digital Citizenship Student Learning and Academic Performance

1. Digital Access: full electronic participation in society2. Digital Literacy: the process of teaching and learning about technology and the use of technology3. Digital Communication: electronic exchange of information

School Environment and Student Behavior

4. Digital Security & Safety: electronic precautions to guarantee safety/physical well-being in a digital technology world5. Digital Etiquette: electronic standards of conduct or procedure6. Digital Rights and Responsibilities: those freedoms extended to everyone in a digital world

Student Life Outside the School Environment

7. Digital Commerce: electronic buying and selling of goods8. Digital Health and Wellness: physical and psychological well-being9. Digital Law: rights and restrictions

Office of Information, Technology and Accountability4Created 11/06/2006 Revised 6-8-10

Digital Citizenship Links

www.digitalcitizenship.net www.digitalcitizenshiped.com/

Curriculum.aspx www.netsmartz.org http://cybersmart.org/ www.bpscybersafety.org/index.html www.staysafeonline.info/

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Standards Addressed

Standard 1: Demonstrate proficiency in the use of computers and applications as well as an understanding of concepts underlying hardware, software, and connectivity.

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Pivot Tables and ChartsBy the end of this session you will know and be

able to:Create a simple pivot table

Using data provided Create a simple chart of the pivot table in a

variety of manners to demonstrate appropriate information

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You will demonstrate this by . . . Creating a simple Pivot Table

Using the Wizard to set up a simple table Adding Row Fields

Creating another Pivot Table based on an existing Table (Pivot Tables based on external data)

Using Pivot Tables to consolidate data Using calculated fields

Creating a pivot table

Use the attached worksheet for your data.http://www.sps.springfield.ma.us/tech/

content/pivot%20table%20workbook.xls

open and save this workbook and save to desktop

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Creating a PivotTable requires pre-planning of the data you would like to see summarized in the PivotTable.

It is often a good idea to create a plan and even sketch the desired table.

This will help you decide which fields should be placed in the row, column, and data placeholders when running the wizard.

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Need to pre-plan to create a PivotTable

What is my goal for a pivot table?

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My Goal: Create a table that compares average number of students in all 9th grade classes.

What results do I want to see?Average number in each Academic areaTotal number of students per TeacherGrand total of students in all classes.

What information do I need?The tale rows will show the data department, teacher and totalThe table columns will show the date for each teacher class and separated by departments and grand total.

What calculation method will I use?I will use addition to see the comparison for classes by departments.

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How to video for Office 2007

This is how to create a PivotTable and Chart using office creating_a_pivot_table_and_chart.swf

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Changing the look of the table

After the PivotTable is created you can change the layout of the table.

You may want to make changes to the formatting, sort the data, add a field, or add a Page View.

You can also easily turn the PivotTable into a chart by clicking the Chart button while the cursor is anywhere in the PivotTable.

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Create a PivotTable using Office 2003

Office of Information, Technology and Accountability14Created 11/06/2006 Revised 6-8-10

To create a Pivot Table, first highlight any cell in the data, then click on the menu Data - PivotTable… You should see the following dialog.

For now, you want to analyze the data contained in the Excel list, so click the Next

Step two is to select the range you want to use to create your PivotTable and PivotChart

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The next dialogue box will ask if you want to put the information in the same or in a separate worksheet. (separate keeps it cleaner)

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Understand your data

Ask yourself what you want to know Remember the rules of where to place data

fields: Row Fields: display data vertically, in rows Column Fields: display data horizontally, across

columns Data Items: numerical data to be summarized Page Fields: display data as pages and allows you to

filter to a single item

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Office of Information, Technology and Accountability18Created 11/06/2006 Revised 6-8-10

You can click-and-drag the buttons on the right of the form to any of four areas on the Pivot Table.

Drag "State" to the Row area, "Month" to the Column area, and "Sales" to the Data area.

Click OK and Finish.

Creating a Pivot table use this chart

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Month Customer Product Price Units TotalNov-06 FoodMart Apples 3.49 15 52.35$ Nov-06 FoodMart Bananas 2.99 12 35.88$ Nov-06 FoodMart Grapes 3.29 3 9.87$ Nov-06 FoodMart Oranges 2.79 12 33.48$ Nov-06 MegaStore Apples 3.49 11 38.39$ Nov-06 MegaStore Bananas 2.99 24 71.76$ Nov-06 MegaStore Grapes 3.29 18 59.22$ Nov-06 MegaStore Oranges 2.79 3 8.37$ Nov-06 MiniMall Apples 3.49 3 10.47$ Nov-06 MiniMall Bananas 2.99 25 74.75$ Nov-06 MiniMall Grapes 3.29 20 65.80$ Nov-06 MiniMall Oranges 2.79 28 78.12$ Nov-06 SuperShop Apples 3.49 18 62.82$ Nov-06 SuperShop Bananas 2.99 3 8.97$ Nov-06 SuperShop Grapes 3.29 12 39.48$ Nov-06 SuperShop Oranges 2.79 24 66.96$

pivot table workbook.xls

A simple Pivot Table

You can click-and-drag the buttons on the right of the form to any of four areas on the Pivot Table.

Drag "State" to the Row area, "Month" to the Column area, and "Sales" to the Data area.

Click OK and Finish.

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The Structure of a Pivot TableDetermine how much of the data is reviewed .

How you want to view data: year, school, instructor , gender.

Aggregate data items: math scores.

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Page variables Title

Row variables

Column

variables

Data

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Summarized data

In row and column headings, use the down arrows to bring up a list of data values that can be clicked “on” or “off.”

Month Customer Product Price Units TotalNov-06FoodMart Apples 3.49 15 $ 52.35 Nov-06FoodMart Bananas 2.99 12 $ 35.88 Nov-06FoodMart Grapes 3.29 3 $ 9.87 Nov-06FoodMart Oranges 2.79 12 $ 33.48 Nov-06MegaStore Apples 3.49 11 $ 38.39 Nov-06MegaStore Bananas 2.99 24 $ 71.76 Nov-06MegaStore Grapes 3.29 18 $ 59.22 Nov-06MegaStore Oranges 2.79 3 $ 8.37 Nov-06MiniMall Apples 3.49 3 $ 10.47 Nov-06MiniMall Bananas 2.99 25 $ 74.75 Nov-06MiniMall Grapes 3.29 20 $ 65.80 Nov-06MiniMall Oranges 2.79 28 $ 78.12 Nov-06SuperShop Apples 3.49 18 $ 62.82 Nov-06SuperShop Bananas 2.99 3 $ 8.97 Nov-06SuperShop Grapes 3.29 12 $ 39.48 Nov-06SuperShop Oranges 2.79 24 $ 66.96

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Adding Row Fields

Drag the Customer button to the Row area under the Product button. The Wizard will look like this:

Click Finish.

What type of product was sold by each customer?

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Your Pivot Table now contains both customer and Product as well as totals.

Sum of Units    Customer Product TotalFoodMart Apples 15  Bananas 12  Grapes 3  Oranges 12FoodMart Total 42MegaStore Apples 11  Bananas 24  Grapes 18  Oranges 3MegaStore Total 56MiniMall Apples 3  Bananas 25  Grapes 20  Oranges 28MiniMall Total 76SuperShop Apples 18  Bananas 3  Grapes 12  Oranges 24SuperShop Total 57Grand Total   231

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Exercise

There are limits on how many fields you can drag to the Row and Column areas. Experiment with the Pivot Table and see if you can find these limits.

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Once you have a table, pivot it!

Use the tables from pivot table workbook.xls and go ahead and try to pivot the tables and see what you can do.

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Creating Pivot Charts

Click the chart button to create chart

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Sample of the chart.

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If you want to create another type of chart just click in the chart and you can change it

Your Turn

Create a pivot table Create a related chart

Office of Information, Technology and Accountability30Created 11/06/2006 Revised 6-8-10

RubricCATEGORY Advanced Proficient Partially Proficient Not Proficient

Pivot Table Student has created a pivot table that is easy to read and understand

Student has created a pivot table that has a small amount of difficulty to understand

Student has lacked in creating a pivot table that is easily understood

Student has not created a readable pivot table

Filtering Student has demonstrated ability to filter information

Student has had a small difficulty in demonstrating their ability to filter but has completed the task.

Student has a several opportunities to filter and struggles immensely

Student has not filtered data

Chart Student has created a chart appropriate for the data

Student has created a chart that includes all data but not appropriate chart type for the data source

Student has created a chart but not representing the data

Student has not created a chart

Office of Information, Technology and Accountability31Created 11/06/2006 Revised 6-8-10

Resources ISTE Publications, Digital Citizenship in Schools

by Mike Ribble and Gerald Bailey, copyright 2007, ISBN No: 978-1-56484-232-9. 

Microsoft Training Webpage: http://office.microsoft.com/en-us/training/ default.aspxSome information

http://www.techonthenet.com/excel/pivottbls/create.php

.

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