Creating a Pivot Table in Excel with Report Data...All trademarks expressed or implied concerning Excel are property of Microsoft Corporation. Objective of creating a Pivot table from
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EMS does not provide training in Excel, but as a bonus, we have included these instructions to create a Pivot Table from your Excel spreadsheet. All trademarks expressed or implied concerning Excel are property of Microsoft Corporation. Objective of creating a Pivot table from an Excel generated report: So that exported data that includes Category scores as column headers across the top and Learner names listed vertically. Scores & Reports:
1. Generate the Excel report by selecting filters in left column
2. Click on SHOW DATA button at the bottom of the column.
4. Exported data from Data Grid in Scores & Reports by clicking on the checkboxes of the items you want to export and clicking on Export on the blue action bar above the columns; or Export All data. If there are more than 500 records, click on the Export Score button.
5. Select Format Type: Question if you want to include question scores and/or question text, or Category to include category names and scores.
6. Style: Format 1
7. Select the checkboxes of the information to be included in your spreadsheet.
2. You may have a message at the bottom of your page to Open or Save Excel document. 3. Choose Open. In Excel 1. Click “Enable Editing” at the top of your spreadsheet. 2. Delete the top row with header text and last row with the exported date. 3. Highlight entire data cells in the spreadsheet. 4. Data > Sort 5. Sort by Learner Name, Click “Add Level” two times to add a row for Category Name, Question Text (in this order).
6. While spreadsheet is still highlighted, Insert menu > Pivot table 7. Keep the default settings:
Highlight column B to last column to the right, right click, column width = 7.5 (this fits the columns on one screen).
Rearrange the columns
1. Click the minus sign next to the Category names to collapse them
2. Click the Category Name Cell (Row 4)
3. Rearrange the columns by dragging them (be sure to have the 4-point cross arrow cursor) into the position you would like. Drop your cursor when you see the green line. The column will be placed to the left.
4. If you don’t need the Grand Total column and row, delete by highlighting Grand total heading and right click, select Delete Grand Total.
Colorize data below 75%
1. Highlight all numerical data
a. Home > Conditional Formatting > Cell rules > Less than and input .75 or the percentage of choice.