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Pivot
Tables &
Pivot
Charts
Presented By Group - 2
• S. Poojitha Reddy
• Ragoba Vishal
• Priyankha Krishnan
• Kolekar Udit Kumar
• Syam
• Mohammed Wahab Uddin
• Naveen Kumar Chilaka
01
Introduction to Pivot
tables
04
Introduction To Pivot
Charts
02
Creating a Pivot Table
05
Creating Customizing
& Interactivity in Pivot
Charts
03
Understanding Pivot
Table Fields And
Customizing
Agenda
Purposeful
Interactive
Visual
Organized
Transformative
INTRODUCTION
TO
PIVOT TABLES
* Summarizing Large Data Sets
* Analyzing Data Trends
* Creating Reports
* Grouping And Filtering Data
* Calculating Aggregates
* Comparing Different Data Sets
* Identifying Patterns
* Exploring Data Interactively
USES OF PIVOT TABLES
WHAT IS A PIVOT
TABLE?​
​
​
A Pivot Table Is A Data Summarization
Tool Used In Spreadsheets (Excel, Google
Sheets, Etc.) To Automatically Organize
And analyze Data.​
It Helps Users Quickly Extract And View
Significant Information From A Large
Dataset.​
PIVOT TABLE
FIELDS​
​
Pivot Tables Are Built Using Different Fields
From The Dataset, Which Can Be
Categorized As Follows:​
​
​
A. Rows​
B. Columns​
C. Values​
D. Filters​
Dragging And Dropping​
​
Grouping Data​
​
Sorting And Filtering​
How to Use Pivot Table Fields:​
BEST PRACTICES:​
​
Start Simple: Begin with basic fields and gradually
add complexity.​
​
Use Filters Effectively: Filters can drastically simplify
the data view.​
​
Regular Updates: Refresh your data regularly to
ensure the pivot table reflects the most current
information.​
​
CUSTOMIZING PIVOT TABLES​
Rearranging Fields​
​
​
Drag and Drop: Move fields between Rows,
Columns, Values, and Filters to adjust the
data view.​
​
​
Group Data: Combine items (e.g., group
dates by month/quarter).​
Value Summarization​
​
​
Change Summaries: Sum, Count, Average, etc., for
different types of analysis.​
​
​
Value Field Settings: Right-click values to adjust
aggregation type.​
Sorting & Filtering​
​
Sort by Values: Rank data from highest to
lowest or vice versa.​
​
​
Filters & Slicers: Apply filters or use
slicers for interactive data filtering.​
Formatting​
​
​
Styles: Apply PivotTable styles for consistent design.​
​
Conditional Formatting: Highlight cells based on specific rules (e.g.,
values over a threshold).​
​
Number Formats: Apply currency, percentage, or custom formats for
clarity.​
Benefits Of
Pivot Tables
Pivot tables offer numerous advantages for data analysis,
making them a valuable tool for professionals and data
enthusiasts alike.
Data Summarization:
Pivot tables condense
large datasets into
concise summaries,
making it easier to
identify key trends and
insights.
Aggregation and
Calculation:Pivot tables are
useful for calculation
because they allow users to
easily large data sets by
applying mathematical
operations.
Data Filtering:Pivot tables
provide filtering
capabilities, allowing
users to focus on specific
subsets of data and gain
deeper insights.
Data Analysis:Pivot tables
facilitate various data
analysis tasks, including
trend identification,
outlier detection, and
comparative analysis.
Creating a
Pivot Table
Creating a pivot table is a
straightforward process
involving selecting the data
source, specifying the fields to
include, and choosing the
aggregation method.
Select the Range of Data:
After selecting data the next step is to specify the range of data within that
you want to include in your pivot table.
01
Select Data Source
Choose the data source, which could be a spreadsheet, database, or external data file.
02
Define Fields:
Drag and drop fields from the data source into the pivot table's different
areas (rows, columns, values, filters).
04
Choose Aggregation:
Select the aggregation method to be applied to the data, such as sum,
average, count, or other calculations.
03
STEPS TO CREATE PIVOT
TABLE
PIVOT
CHARTS
What are Pivot
Charts?
Pivot Charts in Excel are visual representations of
PivotTables. They help in summarizing and analyzing
large amounts of data quickly and efficiently. Pivot
Charts dynamically change as the underlying data is
modified.
Significance in Data
Analysis
Pivot Charts play a crucial role in
data analysis by providing
interactive ways to visualize data
trends, patterns, and
comparisons. They allow users to
slice and dice data to gain
deeper insights for informed
Benefits of Pivot
Charts
Pivot Charts offer flexibility, interactivity, and customization
options to present data in a meaningful way. They save time by
automating the process of creating charts that dynamically
update with changes in data.
Creating Pivot
Charts
Creating
Pivot Charts
in
Excel
To create pivot charts in Excel, first,
build a Pivot Table with the desired
data fields.
Then, insert a Pivot Chart based
on the Pivot Table.
Customize the chart type,
layout, colors, and styles to
enhance visual appeal.
Customize your chart
 Add titles, labels, and legends
 Adjust colors and styles
 Format axes and data series as needed
Refine and analyze
 Use filters to focus on specific data subsets
Experiment with different field arrangements
 Consider adding calculated fields for more
insights
Customizin
g
Pivot
Charts
INTERACTIVITY
IN PIVOT
CHARTS
FILTERIN
G
&
SLICERS
•Filtering And Slicing Allow Users To
View Only The Specific Data They Are
Interested In, Without Altering The
Underlying Data Set.
•This Feature Enables Users To Isolate
And Examine Subsets Of Data,
Making It Easier To Identify Trends
And Patterns Relevant To Specify
Criteria
DYNAMIC DATA REFRESH:
• Pivot Charts Connected To Dynamic Data
Sources Update Automatically When The Data
Changes.
EXAMPLE:
If The Data Source Of An Excel Table Gets Change
Or Updated To New Sales Figure, The Pivot Chart
Will Reflect These Updates Immediately.
BENEFIT:
This Features Ensure That Pivot Chart Always
Shows The Most Current Data, Making It A Reliable
Tool For Real-time Analysis.
DASHBOAR
D
CONCLUSION
THANK YOU

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Pivot Tables & Pivot Chart's presented by

  • 1. Pivot Tables & Pivot Charts Presented By Group - 2 • S. Poojitha Reddy • Ragoba Vishal • Priyankha Krishnan • Kolekar Udit Kumar • Syam • Mohammed Wahab Uddin • Naveen Kumar Chilaka
  • 2. 01 Introduction to Pivot tables 04 Introduction To Pivot Charts 02 Creating a Pivot Table 05 Creating Customizing & Interactivity in Pivot Charts 03 Understanding Pivot Table Fields And Customizing Agenda
  • 4. * Summarizing Large Data Sets * Analyzing Data Trends * Creating Reports * Grouping And Filtering Data * Calculating Aggregates * Comparing Different Data Sets * Identifying Patterns * Exploring Data Interactively USES OF PIVOT TABLES
  • 5. WHAT IS A PIVOT TABLE?​ ​ ​ A Pivot Table Is A Data Summarization Tool Used In Spreadsheets (Excel, Google Sheets, Etc.) To Automatically Organize And analyze Data.​ It Helps Users Quickly Extract And View Significant Information From A Large Dataset.​
  • 6. PIVOT TABLE FIELDS​ ​ Pivot Tables Are Built Using Different Fields From The Dataset, Which Can Be Categorized As Follows:​ ​ ​ A. Rows​ B. Columns​ C. Values​ D. Filters​
  • 7. Dragging And Dropping​ ​ Grouping Data​ ​ Sorting And Filtering​ How to Use Pivot Table Fields:​
  • 8. BEST PRACTICES:​ ​ Start Simple: Begin with basic fields and gradually add complexity.​ ​ Use Filters Effectively: Filters can drastically simplify the data view.​ ​ Regular Updates: Refresh your data regularly to ensure the pivot table reflects the most current information.​ ​
  • 10. Rearranging Fields​ ​ ​ Drag and Drop: Move fields between Rows, Columns, Values, and Filters to adjust the data view.​ ​ ​ Group Data: Combine items (e.g., group dates by month/quarter).​
  • 11. Value Summarization​ ​ ​ Change Summaries: Sum, Count, Average, etc., for different types of analysis.​ ​ ​ Value Field Settings: Right-click values to adjust aggregation type.​
  • 12. Sorting & Filtering​ ​ Sort by Values: Rank data from highest to lowest or vice versa.​ ​ ​ Filters & Slicers: Apply filters or use slicers for interactive data filtering.​
  • 13. Formatting​ ​ ​ Styles: Apply PivotTable styles for consistent design.​ ​ Conditional Formatting: Highlight cells based on specific rules (e.g., values over a threshold).​ ​ Number Formats: Apply currency, percentage, or custom formats for clarity.​
  • 15. Pivot tables offer numerous advantages for data analysis, making them a valuable tool for professionals and data enthusiasts alike. Data Summarization: Pivot tables condense large datasets into concise summaries, making it easier to identify key trends and insights. Aggregation and Calculation:Pivot tables are useful for calculation because they allow users to easily large data sets by applying mathematical operations. Data Filtering:Pivot tables provide filtering capabilities, allowing users to focus on specific subsets of data and gain deeper insights. Data Analysis:Pivot tables facilitate various data analysis tasks, including trend identification, outlier detection, and comparative analysis.
  • 16. Creating a Pivot Table Creating a pivot table is a straightforward process involving selecting the data source, specifying the fields to include, and choosing the aggregation method.
  • 17. Select the Range of Data: After selecting data the next step is to specify the range of data within that you want to include in your pivot table. 01 Select Data Source Choose the data source, which could be a spreadsheet, database, or external data file. 02 Define Fields: Drag and drop fields from the data source into the pivot table's different areas (rows, columns, values, filters). 04 Choose Aggregation: Select the aggregation method to be applied to the data, such as sum, average, count, or other calculations. 03 STEPS TO CREATE PIVOT TABLE
  • 19. What are Pivot Charts? Pivot Charts in Excel are visual representations of PivotTables. They help in summarizing and analyzing large amounts of data quickly and efficiently. Pivot Charts dynamically change as the underlying data is modified.
  • 20. Significance in Data Analysis Pivot Charts play a crucial role in data analysis by providing interactive ways to visualize data trends, patterns, and comparisons. They allow users to slice and dice data to gain deeper insights for informed
  • 21. Benefits of Pivot Charts Pivot Charts offer flexibility, interactivity, and customization options to present data in a meaningful way. They save time by automating the process of creating charts that dynamically update with changes in data.
  • 23. Creating Pivot Charts in Excel To create pivot charts in Excel, first, build a Pivot Table with the desired data fields. Then, insert a Pivot Chart based on the Pivot Table. Customize the chart type, layout, colors, and styles to enhance visual appeal.
  • 24. Customize your chart  Add titles, labels, and legends  Adjust colors and styles  Format axes and data series as needed Refine and analyze  Use filters to focus on specific data subsets Experiment with different field arrangements  Consider adding calculated fields for more insights Customizin g Pivot Charts
  • 26. FILTERIN G & SLICERS •Filtering And Slicing Allow Users To View Only The Specific Data They Are Interested In, Without Altering The Underlying Data Set. •This Feature Enables Users To Isolate And Examine Subsets Of Data, Making It Easier To Identify Trends And Patterns Relevant To Specify Criteria
  • 27. DYNAMIC DATA REFRESH: • Pivot Charts Connected To Dynamic Data Sources Update Automatically When The Data Changes. EXAMPLE: If The Data Source Of An Excel Table Gets Change Or Updated To New Sales Figure, The Pivot Chart Will Reflect These Updates Immediately. BENEFIT: This Features Ensure That Pivot Chart Always Shows The Most Current Data, Making It A Reliable Tool For Real-time Analysis.