Chapter 8Working with Trendlines,

PivotTable Reports, PivotChart Reports, and

Slicers

Microsoft

Excel 2013

• Analyze worksheet data using a trendline

• Create a PivotTable report

• Format a PivotTable report

• Apply filters to a PivotTable report

• Create a PivotChart report

• Format a PivotChart report

• Apply filters to a PivotChart report

Objectives

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• Analyze worksheet data using PivotTable and PivotChart reports

• Create calculated fields

• Create slicers to filter PivotTable and PivotChart reports

• Format slicers

• Analyze PivotTable and PivotChart reports using slicers

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Objectives

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Project – On Your Feet Sneakers Sales

Analysis

• Create the line chart and trendline

• Create the PivotTable

• Change the layout and view of the PivotTable

• Filter the PivotTable

• Format the PivotTable

• Create the PivotChart

• Change the PivotChart view and contents

• Add slicers

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Roadmap

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Creating a 2-D Line Chart

• Select the range of cells to be charted• Tap or click the Insert Line Chart button on the

INSERT tab to display the Line Chart gallery• Tap or click the Line with Markers chart type in

the 2-D Line area of the Insert Line Chart gallery to insert a 2-D line chart with data markers

• Tap or click the Move Chart button on the CHART TOOLS DESIGN tab to display the Move Chart dialog box

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Creating a 2-D Line Chart

• If necessary, double-tap or double-click the default text in the New sheet text box to select the text

• Type the desired chart name• Tap or click the OK button to move the chart to

a new sheet• Tap or click the default title to select it• Type the desired chart title and then press the

ENTER key

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Creating a 2-D Line Chart

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Adding a Trendline to a Chart

• Tap or click the chart to select it• Tap or click the Add Chart Elements button on the CHART

TOOLS DESIGN tab to display the Add Chart Element menu• Tap or click the More Trendline Options to display the Format

Trendline dialog box• If necessary, tap or click the Trendline Options button• Tap or click the desired trendline type• Tap or click the desired options in the Format Trendline dialog

box• Tap or click the Close button to add the trendline with the

selected options• Tap or click a desired theme on the PAGE LAYOUT tab

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Adding a Trendline to a Chart

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Changing the Format of a Data Point

• Tap or click the desired data point twice to select the single point

• Right-click or press and hold (touchscreen) the selected data point do display the shortcut menu

• Tap or click Format Data Point on the shortcut menu to display the Format Data Point task pane

• Tap or click the Fill & Line button, then tap or click MARKER

• If necessary, tap or click MARKER OPTIONS to expand the section and select the desired options

• Tap or click the Close button

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Changing the Format of a Data Point

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Creating a Blank PivotTable

• Tap or click the desired cell containing the data for the PivotTable

• Tap or click the PivotTable button on the INSERT tab to display the Create PivotTable dialog box

• Click the OK button to create a blank PivotTable report on a new worksheet and display the PivotTable Fields task pane

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Creating a Blank PivotTable

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Adding Data to the PivotTable

• Drag the desired field from the Choose fields to add to report area to the desired locations (rows or columns)

• Drag the desired fields to the VALUES area

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Adding Data to the PivotTable

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Changing the Layout of a PivotTable

• Tap or click the Report Layout button on the PIVOTTABLE TOOLS DESIGN tab to display the Report Layout menu

• Click the desired layout

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Changing the View of a PivotTable

Report• Change the order of the fields in the ROWS or COLUMNS

area to change the view

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Filtering a PivotTable Report Using a

Report Filter• Drag the desired field from the ‘Choose fields to add to

report’ area to the Report Filter area in the PivotTable Fields task pane

• Tap or click the field’s Filter button to display the Filter menu

• Click to select the desired criterion

• Click the OK button to update the display

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Filtering a PivotTable Report Using a

Report Filter

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Filtering a PivotTable Report Using

Multiple Selection Criteria

• Drag the desired button from the ROWS or COLUMNS area to the FILTERS area

• Drag the desired button from the FILTERS area to the ROWS or COLUMNS area

• Tap or click the filter button to display the filter menu

• Tap or click the desired check boxes to prepare to select multiple criteria

• Tap or click the OK button

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Filtering a PivotTable Report Using

Multiple Selection Criteria

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Removing a Report Filter from a

PivotTable Report

• Tap or click the filter button and tap or click the All check box to include all criteria in the PivotTable report

• Tap or click the OK button

• Drag the desired button out of the PivotTable Fields task pane to remove it from the report

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Removing a Report Filter from a

PivotTable Report

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Filtering a PivotTable Report Using the

Row Label Filter

• Drag the desired button out of the ROWS area in the PivotTable Fields task pane to remove the field from the report

• Tap or click the desired check box in the Choose fields to add to report list to add the desired field to the ROWS area

• Tap or click the filter button to display the filter menu for the desired field

• Tap or click the desired check boxes on the filter menu

• Tap or click the OK button to update the display

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Filtering a PivotTable Report Using the

Row Label Filter

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Removing a Row Label Filter from am PivotTable

Report

• Tap or click the Filter button to display the Filter menu

• Tap or click the Clear Filter From command to remove the row label filter

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Formatting a PivotTable Report

• Select a cell in the PivotTable

• Tap or click the More button in the PivotTable Styles gallery in the PIVOTTABLE TOOLS DESIGN tab to expand the gallery

• Click the desired style

• Format the cells as desired using the Format Cells dialog box

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Formatting a PivotTable Report

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Switching Summary Functions in a

PivotTable

• Press and hold or right-click the desired cell to display the shortcut menu and prepare for changing the summary function

• Point to Summarize Values By on the shortcut menu to display the Summarize Values By menu

• Click the desired command

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Switching Summary Functions in a

PivotTable

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Adding a Second Value Calculation to a

PivotTable Report

• Drag the desired field from the PivotTable Fields task pane to the VALUES area

• Tap or click the desired calculation

• Tap or click the Value Field Settings to display the Value Field Settings dialog box

• Tap or click the desired settings and then tap or click the OK button

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Adding a Second Value Calculation to a

PivotTable Report

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Customizing the Display of the Field List and

Field Headers in the PivotTable Report

• Tap or click the Field list button and the Field Headers button on the PIVOTTABLE TOOLS ANALYZE tab to show or hide the fields

• Tap or click the PivotTable Options button on the PIVOTTABLE TOOLS ANALYZE tab to display the PivotTable Options dialog box

• Tap or click the desired settings

• Tap or click the OK button

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Customizing the Display of the Field List and

Field Headers in the PivotTable Report

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Customizing the Display of the Expand and

Collapse Buttons in a PivotTable Report

• Tap or click the Collapse button to collapse or expand the desired selection

• Press and hold or right-click the desired cell to display the shortcut menu and then point to Expand/Collapse to display the Expand/Collapse submenu

• Tap or click the desired settings

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Customizing the Display of the Expand and

Collapse Buttons in a PivotTable Report

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Updating the Contents of a PivotTable

Report

• Modify the contents of the desired cell on the desired sheet tab

• Tap or click the desired PivotTable sheet tab to make it active

• Tap or click any cell in the PivotTable report to make it active

• Tap or click the Refresh button on the PIVOTTABLE TOOLS ANALYZE tab to update the PivotTable report

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Updating the Contents of a PivotTable

Report

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Creating a PivotChart Report from an

Existing PivotTable Report

• Select a cell in the PivotTable report

• Click the Field List button on the PIVOTTABLE TOOLS ANALYZE tab to display the PivotTable Field List pane

• Click the PivotChart button on the PIVOTTABLE TOOLS ANALYZE tab to display the Insert Chart dialog box

• Click the desired chart type

• Click the OK button to add the chart to the worksheet

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Creating a PivotChart Report from an

Existing PivotTable Report

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Changing the Location of a PivotChart

Report and Deleting Data• With the chart selected, click the Move Chart button on

the PIVOTTABLE TOOLS DESIGN tab PivotChart Tools to display the Move Chart dialog box

• Tap or click the New sheet option button to select it

• Type the desired name in the New sheet text box

• Tap or click the OK button to move the chart to the new sheet

• In the PivotTable Field List pane, drag the desired items out of the Values area

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Changing the Location of a PivotChart

Report and Deleting Data

Changing the PivotChart Type and

Formatting the Chart

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• Tap or click the chart to select the data series

• Press and hold or right-click to display the shortcut menu

• Tap or click Format Data Series on the shortcut menu to open the Format Data Series task pane

• Tap or click the desired chart type

• Tap or click the Close button

• Tap or click the Chart Elements arrow on the PIVOTCHART

• TOOLS FORMAT tab to display the Chart Elements menu

• Tap or click the desired formatting changes

Changing the PivotChart Type and

Formatting the Chart

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Changing the View of a PivotChart

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• If necessary, click the Field List button on the PIVOTCHART TOOLS ANALYZE tab to display the PivotTable Field List pane

• Select and deselect the fields as desired

• Add, delete, and reorder the desired fields in the AXIS area

• Tap or click the PivotChart Report sheet tab to make it the active tab

Changing the View of a PivotChart

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Creating a PivotChart Report Directly

from Data

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• Select a cell containing the data

• Tap or click the PivotChart arrow on the INSERT tab to display the PivotChart menu

• Tap or click the PivotChart & PivotTable on the PivotChart menu to display the Create PivotTable with PivotChart dialog box

• If necessary, tap or click the New Worksheet option button

• Tap or click the OK button to add a new worksheet containing a blank PivotTable and blank PivotChart

• Add the desired fields to the Axis Fields and Values areas

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Creating a PivotChart Report Directly

from Data

Adding a Calculated Field to a PivotTable

Report

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• If necessary, tap or click the PivotTable to make it active

• Tap or click the Fields, Items, & Sets button on the PIVOTTABLE TOOLS ANALYZE tab to display the Fields, Items, & Sets menu

• Tap or click the Calculated Field command on the Fields, Items, & Sets menu to display the Insert Calculated Field dialog box

• Enter the name, and formula, and then click the Add button to add the calculated field to the Fields list

• Click the OK button to close the dialog box

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Adding a Calculated Field to a PivotTable

Report

Formatting the PivotTable and PivotChart

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• Tap or click the Field List button on the PIVOTTABLE TOOLS ANALYZE tab to display the PivotTable Fields task pane

• Tap or click DESIGN on the ribbon to display the PIVOTTABLE TOOLS DESIGN tab and make the desired formatting changes

• Use the Field List button, the +/- Buttons button, and the Field Headers button on the PIVOTTABLE TOOLS ANALYZE to hide the field list, the Expand/Collapse buttons, and the field headers

Formatting the PivotTable and PivotChart

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Formatting the PivotChart

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• Tap or click in the PivotChart report to select it

• Apply the desired styles from the Chart Styles gallery

• Use the ‘Chart Quick Colors’ button on the PIVOTCHART TOOLS DESIGN tab to change the colors

• Use the ‘Add Chart Element’ button on the PIVOTCHART TOOLS DESIGN tab to position the legend

• Tap or click the Field Buttons button on the PIVOTCHART TOOLS ANALYZE tab to show or hide the field button

Formatting the PivotChart

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Copying a PivotTable and PivotChart

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• Create a copy of the worksheet

Formatting the PivotChart

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• Use the ‘Chart Quick Colors’ button on the PIVOTCHART DESIGN tab to apply the desired color

Formatting the PivotChart

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• If necessary, tap or click to make the PivotChart active

• Tap or click the Insert Slicer button arrow on the PIVOTCHART TOOLS ANALYZE tab to display the Insert Slicers dialog box

• Click the check boxes to select the desired slicers to insert

• Click the OK button to display the selected slicers on the worksheet

Formatting the PivotChart

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Formatting Slicers

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• Tap or click and then drag the desired slicer to the desired location

• Hold down the ctrl key and then tap or click to select multiple slicers

• Tap or click the Height box on the SLICER TOOLS OPTIONS tab to set the button height

• Tap or click the desired Slicer style on the SLICER TOOLS OPTIONS tab to apply it to the slicers

• Tap or click any cell to deselect the slicer

Formatting Slicers

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Using the Slicers to Review Groups in the

PivotTable

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• Hold down the CTRL key and then tap or click the desired slicer to remove the data from the PivotTable and PivotChart calculations.

• Release the CTRL key and then tap or click the desired slicer to display that slicer’s data only

• Tap or click different slicers slicer to see the data for those slicers only

Using the Slicers to Review Groups in the

PivotTable

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Using the Slicers to Review Groups Not in

the PivotTable

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• Tap or click the Clear Filter button on the desired slicers to remove the filters and return the PivotTable and PivotCharts to their unfiltered states

• Tap or click Custom in the desired slicer to see the aggregate data options

• Tap or click different styles and combinations of styles to see how the aggregate data changes

Using the Slicers to Review Groups Not in

the PivotTable

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Chapter Summary

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• Analyze worksheet data using a trendline

• Create a PivotTable report

• Format a PivotTable report

• Apply filters to a PivotTable report

• Create a PivotChart report

• Format a PivotChart report

• Apply filters to a PivotChart report

Chapter Summary

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• Analyze worksheet data using PivotTable and PivotChart reports

• Create calculated fields

• Create slicers to filter PivotTable and PivotChart reports

• Format slicers

• Analyze PivotTable and PivotChart reports using slicers

Chapter 8Complete

Microsoft

Excel 2013