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Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich
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Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Dec 20, 2015

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Page 1: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Lab 5:Pivot Tables / Pivot ChartsSimon: Chapters 7 & 8

URBPL 5/6010: Urban AnalysisUniversity of Utah

Pam Perlich

Page 2: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Files for this Lab

CreatePivotTable.xlsAddCalcField.xlsGetPivotTable.xlsPivotChartDB.mdbPop_Age_Sex_GOPB.xls

Page 3: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Pivot Tables

Summarize and analyze database filesDatabase files

Record basedEvery column must have a titleMaximum size: 8,000 total items and 256 fields

Data Pivot tableCross tabs of dataRow by Column for Data

Page 4: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Create a Pivot Table

Open CreatePivotTable.xlsStudy the rectangular data setNotice the columns with headingsSelect the entire data blockData PivotTable and PivotChartPivot Table / Chart Wizard appears

Page 5: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Pivot Table Wizard

Data source is an excel databaseObjective is to create a pivot tableMake sure you have the entire data block selected (including headings)Step 3

Put data in a new worksheetClick “Layout” to specify configuration

Page 6: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Click “Layout”

Page 7: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.
Page 8: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Double Click Here to Change Computation

Page 9: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Click “Options”

Page 10: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Insert a Calculated Field

Open AddCalcField.xlsSelect a specific location (cell) for calculation (e.g., F6)Insert Calculated FieldWithin dialogue box

Name the fieldSpecify the formulaInsert variable names if necessary

Notice how Excel automatically adds fields to all products and areas

Page 11: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Insert a calculated field

1) Select cell

2) Insert => calculated field

Page 12: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.
Page 13: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Link Pivot Table Results to Table

Open GetPivotTable.xlsSpecify desired location of valueInsert Function GETPIVOTDATA

Page 14: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Retrieve value from pivot table

1) Insert => Function => GETPIVOTDATA

2) Specify function arguments

3) =GETPIVOTDATA(PivotTable!C4,PivotTable!A5)

Page 15: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Pivot Chart

Create with same principlesCapabilities

Change chart typeChange computation (from sum to average, etc.)Add and alter fieldsFormat charts

Page 16: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Pivot Chart from Database

Open a new blank excel workbookDataPivot ChartExternal data sourceDialogue box opens Get DataMS Access DatabaseNavigate to and select PivotChartDB.mdbSelect and import all fieldsDrag fields onto graph to create crosstabulations

Page 17: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.
Page 18: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Change Crosstabulations / Format

Experiment with the features availableChange chart typesChange data elementsNotice how many of the standard charting features are available (e.g., data tables, chart type, etc.)

Page 19: Lab 5: Pivot Tables / Pivot Charts Simon: Chapters 7 & 8 URBPL 5/6010: Urban Analysis University of Utah Pam Perlich.

Demographic Data – Pivot Tables

Open Pop_Age_Sex_GOPB.xlsCreate a pivot table with various crosstabulation and filteringExample: School age populations for a selection of counties in 2050Explore pivot chart possibilities