Data Analysis &
Data Visualization using
Microsoft Excel
By Saminu Lewi
(Database Officer )
Objective
 Summarizing data
 Construct Pivot Tables
 Understanding chart type
 Creating Pivot Charts
Part 1 – Summering data
• Using Excel Function wizard
• COUNTIF, COUNTIFs SUMIF functions
• Filtering data
• Sorting data
• Freezing data
Function Wizard
• Function wizard: enables to insert different function
Formula > insert function/ select from the
list
insert function
COUNTIF Function
counts the number of items in a range that meet a specific
criteria.
Syntax : =COUNTIF(cells to count, criteria to count)
Lets count facilities supervised by region category
COUNTIFS Function
counts the number of items in a range that meet criterias.
=COUNTIFs(cells to count, criteria to count)
SUMIF function to sum the values in a range that meet the criteria
specified
Syntax
SUMIF(range, criteria, [sum_range])
SUMIF Function
Filtering data
Filter your data ifyou want to display records that meet certain criteria.
Data> Filterdata
Or
home >Sort & Filter >Filter
Sorting data
You can sort your Excel data on one column or multiple columns.
Data> sort data >select the column
Or
home >Sort & Filter >Sort
Lets Sort ss data
By region,
by supplinghub
Name ofsupervisor
Freezing data
You can view part of your data
View >sort data >select the column Freezes based on the
current selection
Most commonly used
Freeze the title row / first
row and you can scroll
the rest data
Freeze the first column
and you can scroll the
rest data
Part 2 – Pivot Table
– Creating pivot table
– Components of pivot table
– Adding Filter and slicer to pivot table
– Formatting pivot table
– configuring
– Grouping
– Refreshing
Definition
PivotTable: is one of the powerful feature in excel
It is used:
• to summarize data
• to extract patterns & trends from large volume of
data
It is Interactive: rearrange them by moving, adding,
or deleting fields
Easy to update: you can modify a PivotTable on the
automatically; if the original worksheet data is
changed
Basic idea
Good familiarity with Excel
• Creating formula creation
• Sorting and filtering data
• Creating and manipulating charts
Basic idea
• The best way to format your data is data list or
table
• data list is a serious of column
• Each row represents a particular fact
• The first row should contain the headers
/columns
• No gabs/blank row in the data list
• No data around the list you are summarizing
Example
S.No(Month) Name of Supervisour SupplyingHub Region Major/Emerging Zone W oreda Name of the Facility
Type of theFacility
(HO -Hospital&
HC - Health Center)
Implementation
model 1=Paper
basedIPLS
2=HCMIS 3=Non-
IPLS
Oct-17 Dame Balcha Adama Oromia Major Bale Agarfa Ambentu HC 1
Oct-17 Yehun Telila AddisAbaba Amhara Major N/Shoa D/ Birhan Ad Ayer tena HC 1
Nov-17 Mesfin Arega AddisAbaba Addisababa Major Kirkos FelegeHiwot HC 2
Nov-17 AbdulazizKedir Dire Dawa Oromia Major EastHarargh Bedeno Furda HC 1
Nov-17 Dame Balcha Adama Oromia Major Arsi Shirka Gobessa Ho 2
Dec-17 Mesfin Arega AddisAbaba Addisababa Major Akaki Kality Kilinto HC 1
Nov-17 AbdulazizKedir Dire Dawa Oromia Major EastHarargh Goro-Gutu Kobo Welteha HC 1
Nov-17 AbdulazizKedir Dire Dawa Oromia Major EastHarargh Gurewa Oromitu HC 1
Dec-17 Mesfin Arega AddisAbaba Addisababa Major Akaki Kality Tuludimtu HC 1
Nov-17 Mesfin Arega AddisAbaba Addisababa Major Lideta Abnet HC 2
Oct-17 Mesfin Arega AddisAbaba Addisababa Major AddisKetem 5 AddisKetema HC 2
Oct-17 Mesfin Arega AddisAbaba Addisababa Major AddisKetem 7 AddisRaey HC 2
Dec-17 Mesfin Arega AddisAbaba Addisababa Major Gulele 8 Addisu Gebeya HC 2
Dec-17 RedaeGebretsadik Mekele Tigray Major Easten Adigratetow Adigate HC 2
Oct-17 RedaeGebretsadik Mekele Tigray Major Easten Adigratetow AdigateGHP Ho 2
Dec-17 Habtamu Fantaye Mekele Tigray Major Southern Embalage Adishehu Ho 2
Dec-17 MengeshaBelay Dessie Amhara Major south wollo tenta Adjbar HC 2
Oct-17 Mesfin Arega AddisAbaba Addisababa Major Kolfe 4 AlemBank HC 2
Dec-17 Mesfin Arega AddisAbaba Addisababa Major Bole 8 Amoraw HC 2
Number of the Facility
supervi HC Ho Grand
Total
Emerging Region
Afar 29 4 33
Benshangul Gumuz 24 2 26
Gambella 16 16
Somali 31 5 36
Emerging Region Total 100 11 111
Major Region
Addis ababa 70 7 77
Amhara 141 38 179
Dire Dawa 15 2 17
Harari 1 1
Oromia 296 47 343
SNNP 135 31 166
Tigray 96 21 117
Major Region Total 753 147 900
Grand Total 853 158 1011
Definition . . .
Creating PivotTable
1. Click in the Excel table
2. Click Insert tab > click the PivotTable button > pivot table dialog
3. Click the Select a table or range option button and verify the
reference in the Table/Range box … by default it brings the table
4. Choose where you want to place the pivot table
- Click the New Worksheet option button/ It will direct to new sheet/
- click the Existing worksheet option button, select the specific cell location
5. Click the OK button
Components of PivotTable
Components of PivotTable …
Decide what column
data to use ascolumn
labels, row labels,
PivotTable values, or
report filter
1. Analyze Tab
• To insert slicer
• To insert time slicer
• To group fields
• To change the data source
• To show & hide pivot table tab
• To refresh the data
• To insert pivot chart
Ribbons of PivotTable
Ribbons of Pivot Table
2. Design Tab
• To change the pivotTable style
• To include/ exclude sub total & grand total
• To change the report layout
Format PivotTable
• A Good formatted pivot table will communicate your data better
• Pivot table
• Style Formatting
• Reporting layout Formatting
• Number Formatting
Style Formatting steps
click any cell in the pivot table > click design > PivotTable Styles choose a
style
Reporting layout Formatting
click any cell in the pivot table > click design > Layout > choose a layout
Format PivotTable Fields/data
Number format
Right click the value on pivot table fields > click value field settings>
Number format Button > do the formatting and click ok
Or
Select the data inside the pivot table > home > Number > do the formatting
Adding a Report Filter to a PivotTable
• A report filter allows you to focus on a subset of items in that field
• Drag the field Region to FILTERS area
• Select Amhara from Region Filter
Adding data slicer in PivotTable
 Data slicers help you filter & visualize the filtered summery report
 It help you to see which filter conditions are currently active
Adding data slicer steps
click any cell in the pivot table > click Analyze > under Filter click insert
slicer > select the field u want to filter from insert slicer > ok
Creating report connection
Select the data slicer > click Option > under slicer click report connection >
select pivot table & chart to connect to the filter > Ok
Formatting data slicer steps
Select the data slicer > click Option > under slicer styles > select the styles u
want
Grouping PivotTable Items
• Automatically grouping dates in to months and years
• For easy understanding
Reporting layout Formatting
click date > click Analyze > Group selection > click month & Year > ok
Pivot Table Calculations
 Pivot table data is most frequently aggregation stat is sum for
Numeric field and count is used for non numeric fields.
 However, you can display & analyze the your data using a
number of different summary stat techniques.
Count, Average, Max, Min…
Steps to change the summery stat
 Go to the values area
 click on the field
 click value field setting
 select the stat from Summarize Value fields by option
Click ok
Refreshing a PivotTable
• When you create a PivotTable, a copy of the data is stored in a
pivot cache. Any changes to the data won’t show up in the report
until you refresh the cache.
To refresh the data:
• Right-click the pivot table and click Refresh Data. Or
• Go to the Analyze tab, in the Data group, click the Refresh
button
• Definition
• Chart types and their use
• Creating pivot chart
Part 3 – Visualization
Definition
• Data visualization - It is presentation of data in graphical format.
• It enables decision makers
• to recognize and identify new patterns
• correlation between different variables.
• Enables to make data driven decision
30
Effective visualizations help managers & stakeholders
use that information for decision-making
Chart type and their purpose
BAR
CHART
• used to show change over time
• to compare different categories/ to compare values side by
side
HORIZONTAL BAR CHART
Best used to compare individual
categories
COLUMN BAR CHART
• useful for showing changes over a
period of time /
Rules
1. Always start at zero y-axis
11
1
90
0
Emerging
Region
Major
Region
Oct - Dec 2017 Spervision performance by Region
category
30
8
35
6
34
7
50
0
10
0
20
0
15
0
25
0
30
0
35
0
40
0
Oc
t
No
v
De
c
Number of health facilities visited by
month
Chart type …
Stacked Bar Chart
Best used to compare parts of a whole.
Compares the contribution of each of
individual items value to a total across
categories
100% Stacked Bar Chart
% share of part from the whole
the percentage that each value
contributes to a total across categories
70 29 141 24 15 16
296 135 31 96
7
4
38
2
2
1
47
31
5
21
0
50
100
150
200
250
300
350
400
Number
of
Facilities
Ho
HC
0%
30%
20%
10%
40%
50%
60%
70%
80%
90%
100%
Number
of
Facilities
Ho
HC
Chart type …
Line Charts
Line charts display continuous data over time and
are good for showing trends
Rule
s:
• Don’t plot more than 4 lines in one graph
• Lines should be Labeled- to help quickly
identify lines
180,000
160,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000
-
Oct Nov
2016
Dec Oct Nov
2017
Dec
Measles woreda distribution
Measles Penta
Chart type …
Pie Chart
how categories represent part of a
whole -- the composition of
something
• Make sure All data adds up to 100%.
• Don’t compare more than 6 things in one pie chart
Dual Axis/ combo Chart
• This should be used to visualize a
correlation between two data sets.
Selecting the right Chart for your data
Purpose Chart Type
To compare many category values column bar chart
line chart
To show distribution column bar chart
line chart
To understand the relationship between value
sets
Line graph
To show trends over time line chart
column bar chart
To show composition: how individual parts make
up the whole of something
pie chart
stacked bar chart
Creating a PivotChart
• A PivotChart is a graphical representation of the data
• A PivotChart allows you to interactively add, remove, filter, and
refresh data
• First u need to select an appropriate visualization for Pivot Charts
Click any cell in the PivotTable > Tools group > Pivot chart > All
Chart > select appropriate chart
First – hide the chart elements that appeared by default
• Right click on one chart element
• Click on hide all chart elements
37
Formatting PivotChart
• Click on the pivot chart
• From Design tab : Add chart elements
• Chart title
• Data Label and color and
• formatting other chart elements /
38
Formatting PivotChart
Sample Excel
Dashboard
Data analysis and visualization
Quarter 1 Woreda Vaccine
dashboard
-
BCG BOPV
IPV
Measle
s
PC
V
Pent
a
Rot
a
T
T
Thousand
s
Vaccine Distributed qty in
doses
180.00
160.00
140.00
120.00
100.00
80.00
60.00
40.00
20.00
Issue
Date
Oc
t
Nov
Dec
Jan
Feb
Mar
Apr
May
1.9 4.2
19.
7 6.
3
104.
5
29.
1
46.
1
1.8
-
20.
0
40.
0
100.
0
80.0
60.
0
BC
G
BOP
V
IP
V
Measle
s
PC
V
Pent
a
Rot
a
T
T
Monthly Average unit price in
birr
120.0
Regio
n
Affar
Amhara
Benishangul-Gumuz
Tigray
42
Thank you

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Data analysis and visualization

  • 1. Data Analysis & Data Visualization using Microsoft Excel By Saminu Lewi (Database Officer )
  • 2. Objective  Summarizing data  Construct Pivot Tables  Understanding chart type  Creating Pivot Charts
  • 3. Part 1 – Summering data • Using Excel Function wizard • COUNTIF, COUNTIFs SUMIF functions • Filtering data • Sorting data • Freezing data
  • 4. Function Wizard • Function wizard: enables to insert different function Formula > insert function/ select from the list insert function
  • 5. COUNTIF Function counts the number of items in a range that meet a specific criteria. Syntax : =COUNTIF(cells to count, criteria to count) Lets count facilities supervised by region category
  • 6. COUNTIFS Function counts the number of items in a range that meet criterias. =COUNTIFs(cells to count, criteria to count)
  • 7. SUMIF function to sum the values in a range that meet the criteria specified Syntax SUMIF(range, criteria, [sum_range]) SUMIF Function
  • 8. Filtering data Filter your data ifyou want to display records that meet certain criteria. Data> Filterdata Or home >Sort & Filter >Filter
  • 9. Sorting data You can sort your Excel data on one column or multiple columns. Data> sort data >select the column Or home >Sort & Filter >Sort Lets Sort ss data By region, by supplinghub Name ofsupervisor
  • 10. Freezing data You can view part of your data View >sort data >select the column Freezes based on the current selection Most commonly used Freeze the title row / first row and you can scroll the rest data Freeze the first column and you can scroll the rest data
  • 11. Part 2 – Pivot Table – Creating pivot table – Components of pivot table – Adding Filter and slicer to pivot table – Formatting pivot table – configuring – Grouping – Refreshing
  • 12. Definition PivotTable: is one of the powerful feature in excel It is used: • to summarize data • to extract patterns & trends from large volume of data It is Interactive: rearrange them by moving, adding, or deleting fields Easy to update: you can modify a PivotTable on the automatically; if the original worksheet data is changed
  • 13. Basic idea Good familiarity with Excel • Creating formula creation • Sorting and filtering data • Creating and manipulating charts
  • 14. Basic idea • The best way to format your data is data list or table • data list is a serious of column • Each row represents a particular fact • The first row should contain the headers /columns • No gabs/blank row in the data list • No data around the list you are summarizing
  • 15. Example S.No(Month) Name of Supervisour SupplyingHub Region Major/Emerging Zone W oreda Name of the Facility Type of theFacility (HO -Hospital& HC - Health Center) Implementation model 1=Paper basedIPLS 2=HCMIS 3=Non- IPLS Oct-17 Dame Balcha Adama Oromia Major Bale Agarfa Ambentu HC 1 Oct-17 Yehun Telila AddisAbaba Amhara Major N/Shoa D/ Birhan Ad Ayer tena HC 1 Nov-17 Mesfin Arega AddisAbaba Addisababa Major Kirkos FelegeHiwot HC 2 Nov-17 AbdulazizKedir Dire Dawa Oromia Major EastHarargh Bedeno Furda HC 1 Nov-17 Dame Balcha Adama Oromia Major Arsi Shirka Gobessa Ho 2 Dec-17 Mesfin Arega AddisAbaba Addisababa Major Akaki Kality Kilinto HC 1 Nov-17 AbdulazizKedir Dire Dawa Oromia Major EastHarargh Goro-Gutu Kobo Welteha HC 1 Nov-17 AbdulazizKedir Dire Dawa Oromia Major EastHarargh Gurewa Oromitu HC 1 Dec-17 Mesfin Arega AddisAbaba Addisababa Major Akaki Kality Tuludimtu HC 1 Nov-17 Mesfin Arega AddisAbaba Addisababa Major Lideta Abnet HC 2 Oct-17 Mesfin Arega AddisAbaba Addisababa Major AddisKetem 5 AddisKetema HC 2 Oct-17 Mesfin Arega AddisAbaba Addisababa Major AddisKetem 7 AddisRaey HC 2 Dec-17 Mesfin Arega AddisAbaba Addisababa Major Gulele 8 Addisu Gebeya HC 2 Dec-17 RedaeGebretsadik Mekele Tigray Major Easten Adigratetow Adigate HC 2 Oct-17 RedaeGebretsadik Mekele Tigray Major Easten Adigratetow AdigateGHP Ho 2 Dec-17 Habtamu Fantaye Mekele Tigray Major Southern Embalage Adishehu Ho 2 Dec-17 MengeshaBelay Dessie Amhara Major south wollo tenta Adjbar HC 2 Oct-17 Mesfin Arega AddisAbaba Addisababa Major Kolfe 4 AlemBank HC 2 Dec-17 Mesfin Arega AddisAbaba Addisababa Major Bole 8 Amoraw HC 2 Number of the Facility supervi HC Ho Grand Total Emerging Region Afar 29 4 33 Benshangul Gumuz 24 2 26 Gambella 16 16 Somali 31 5 36 Emerging Region Total 100 11 111 Major Region Addis ababa 70 7 77 Amhara 141 38 179 Dire Dawa 15 2 17 Harari 1 1 Oromia 296 47 343 SNNP 135 31 166 Tigray 96 21 117 Major Region Total 753 147 900 Grand Total 853 158 1011 Definition . . .
  • 16. Creating PivotTable 1. Click in the Excel table 2. Click Insert tab > click the PivotTable button > pivot table dialog 3. Click the Select a table or range option button and verify the reference in the Table/Range box … by default it brings the table 4. Choose where you want to place the pivot table - Click the New Worksheet option button/ It will direct to new sheet/ - click the Existing worksheet option button, select the specific cell location 5. Click the OK button
  • 18. Components of PivotTable … Decide what column data to use ascolumn labels, row labels, PivotTable values, or report filter
  • 19. 1. Analyze Tab • To insert slicer • To insert time slicer • To group fields • To change the data source • To show & hide pivot table tab • To refresh the data • To insert pivot chart Ribbons of PivotTable
  • 20. Ribbons of Pivot Table 2. Design Tab • To change the pivotTable style • To include/ exclude sub total & grand total • To change the report layout
  • 21. Format PivotTable • A Good formatted pivot table will communicate your data better • Pivot table • Style Formatting • Reporting layout Formatting • Number Formatting Style Formatting steps click any cell in the pivot table > click design > PivotTable Styles choose a style Reporting layout Formatting click any cell in the pivot table > click design > Layout > choose a layout
  • 22. Format PivotTable Fields/data Number format Right click the value on pivot table fields > click value field settings> Number format Button > do the formatting and click ok Or Select the data inside the pivot table > home > Number > do the formatting
  • 23. Adding a Report Filter to a PivotTable • A report filter allows you to focus on a subset of items in that field • Drag the field Region to FILTERS area • Select Amhara from Region Filter
  • 24. Adding data slicer in PivotTable  Data slicers help you filter & visualize the filtered summery report  It help you to see which filter conditions are currently active Adding data slicer steps click any cell in the pivot table > click Analyze > under Filter click insert slicer > select the field u want to filter from insert slicer > ok Creating report connection Select the data slicer > click Option > under slicer click report connection > select pivot table & chart to connect to the filter > Ok Formatting data slicer steps Select the data slicer > click Option > under slicer styles > select the styles u want
  • 25. Grouping PivotTable Items • Automatically grouping dates in to months and years • For easy understanding Reporting layout Formatting click date > click Analyze > Group selection > click month & Year > ok
  • 26. Pivot Table Calculations  Pivot table data is most frequently aggregation stat is sum for Numeric field and count is used for non numeric fields.  However, you can display & analyze the your data using a number of different summary stat techniques. Count, Average, Max, Min… Steps to change the summery stat  Go to the values area  click on the field  click value field setting  select the stat from Summarize Value fields by option Click ok
  • 27. Refreshing a PivotTable • When you create a PivotTable, a copy of the data is stored in a pivot cache. Any changes to the data won’t show up in the report until you refresh the cache. To refresh the data: • Right-click the pivot table and click Refresh Data. Or • Go to the Analyze tab, in the Data group, click the Refresh button
  • 28. • Definition • Chart types and their use • Creating pivot chart Part 3 – Visualization
  • 29. Definition • Data visualization - It is presentation of data in graphical format. • It enables decision makers • to recognize and identify new patterns • correlation between different variables. • Enables to make data driven decision 30 Effective visualizations help managers & stakeholders use that information for decision-making
  • 30. Chart type and their purpose BAR CHART • used to show change over time • to compare different categories/ to compare values side by side HORIZONTAL BAR CHART Best used to compare individual categories COLUMN BAR CHART • useful for showing changes over a period of time / Rules 1. Always start at zero y-axis 11 1 90 0 Emerging Region Major Region Oct - Dec 2017 Spervision performance by Region category 30 8 35 6 34 7 50 0 10 0 20 0 15 0 25 0 30 0 35 0 40 0 Oc t No v De c Number of health facilities visited by month
  • 31. Chart type … Stacked Bar Chart Best used to compare parts of a whole. Compares the contribution of each of individual items value to a total across categories 100% Stacked Bar Chart % share of part from the whole the percentage that each value contributes to a total across categories 70 29 141 24 15 16 296 135 31 96 7 4 38 2 2 1 47 31 5 21 0 50 100 150 200 250 300 350 400 Number of Facilities Ho HC 0% 30% 20% 10% 40% 50% 60% 70% 80% 90% 100% Number of Facilities Ho HC
  • 32. Chart type … Line Charts Line charts display continuous data over time and are good for showing trends Rule s: • Don’t plot more than 4 lines in one graph • Lines should be Labeled- to help quickly identify lines 180,000 160,000 140,000 120,000 100,000 80,000 60,000 40,000 20,000 - Oct Nov 2016 Dec Oct Nov 2017 Dec Measles woreda distribution Measles Penta
  • 33. Chart type … Pie Chart how categories represent part of a whole -- the composition of something • Make sure All data adds up to 100%. • Don’t compare more than 6 things in one pie chart Dual Axis/ combo Chart • This should be used to visualize a correlation between two data sets.
  • 34. Selecting the right Chart for your data Purpose Chart Type To compare many category values column bar chart line chart To show distribution column bar chart line chart To understand the relationship between value sets Line graph To show trends over time line chart column bar chart To show composition: how individual parts make up the whole of something pie chart stacked bar chart
  • 35. Creating a PivotChart • A PivotChart is a graphical representation of the data • A PivotChart allows you to interactively add, remove, filter, and refresh data • First u need to select an appropriate visualization for Pivot Charts Click any cell in the PivotTable > Tools group > Pivot chart > All Chart > select appropriate chart
  • 36. First – hide the chart elements that appeared by default • Right click on one chart element • Click on hide all chart elements 37 Formatting PivotChart
  • 37. • Click on the pivot chart • From Design tab : Add chart elements • Chart title • Data Label and color and • formatting other chart elements / 38 Formatting PivotChart
  • 40. Quarter 1 Woreda Vaccine dashboard - BCG BOPV IPV Measle s PC V Pent a Rot a T T Thousand s Vaccine Distributed qty in doses 180.00 160.00 140.00 120.00 100.00 80.00 60.00 40.00 20.00 Issue Date Oc t Nov Dec Jan Feb Mar Apr May 1.9 4.2 19. 7 6. 3 104. 5 29. 1 46. 1 1.8 - 20. 0 40. 0 100. 0 80.0 60. 0 BC G BOP V IP V Measle s PC V Pent a Rot a T T Monthly Average unit price in birr 120.0 Regio n Affar Amhara Benishangul-Gumuz Tigray