excel sharing session 2

Excel Sharing Session

4/4/2013 2nd session 1

Agenda (4 hours from 10am to 3pm) 1. Table 2. Pivot Table – 1 3. Excel Table 4. Pivot Table – 2



Invalid / Incomplete Table



Not so preferred table – e.g. drag value many times, can’t filter quarter



Table suitable for Pivot Table Who Week What Amount

Joe 3 Movies 18

Beth 4 Food 17

Janet 5 Movies 14

Joe 3 Food 12

Joe 4 Movies 19

Janet 5 Car 12

Joe 3 Food 19

Beth 4 Movies 15

Janet 5 Movies 19

Joe 3 Car 20

Joe 4 Movies 16

Beth 5 Food 12

Beth 3 Movies 16

Joe 4 Food 17

Joe 5 Movies 14

Janet 3 Car 19

Joe 4 Food 17

Beth 5 Movies 20

Janet 3 Food 18

Joe 4 Movies 14

Joe 5 Food 12

Janet 3 Movies 18

Janet 4 Car 17

Janet 5 Food 12

Field : Who, Week, What & Amount Record : every row except headings



Pivot Table - step 1



Pivot Table - step 2 select range



Pivot Table - step 3



Pivot Table - step 4 select value



Pivot Table - step 5 select row


4/4/2013 2nd session 10

Pivot Table - step 6 select column


4/4/2013 2nd session 11

Pivot Table - step 7 select report filter


4/4/2013 2nd session 12

Pivot Table – filter value


4/4/2013 2nd session 13

Pivot Table - Old format : 1


4/4/2013 2nd session 14



4/4/2013 2nd session 15



4/4/2013 2nd session 16



4/4/2013 2nd session 17

Change Data Source - 1


4/4/2013 2nd session 18



4/4/2013 2nd session 19



4/4/2013 2nd session 20



4/4/2013 2nd session 21

Double Click Value to extract details -1


4/4/2013 2nd session 22

Double Click Value to extract details -2


4/4/2013 2nd session 23

Change value settings - 1


4/4/2013 2nd session 24



4/4/2013 2nd session 25



4/4/2013 2nd session 26

Drag fields to change report format


4/4/2013 2nd session 27

Change field settings - 1


4/4/2013 2nd session 28



4/4/2013 2nd session 29



4/4/2013 2nd session 30

Change Grand Total


4/4/2013 2nd session 31

Excel Table – select format


4/4/2013 2nd session 32

Excel Table – select range


4/4/2013 2nd session 33

Excel Table – format


4/4/2013 2nd session 34

Excel Table – filter


4/4/2013 2nd session 35

Excel Table – heading


4/4/2013 2nd session 36

Excel Table – new field


4/4/2013 2nd session 37

Excel Table – formula : 1


4/4/2013 2nd session 38

Excel Table – formula : 2


4/4/2013 2nd session 39

Excel Table – new record


4/4/2013 2nd session 40

Excel Table – pivot table : 1


4/4/2013 2nd session 41

Excel Table – pivot table : 2


4/4/2013 2nd session 42

Excel Table – pivot table : refresh 1


4/4/2013 2nd session 43



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4/4/2013 2nd session 45

PivotTable – sorting : 1


4/4/2013 2nd session 46



4/4/2013 2nd session 47



4/4/2013 2nd session 48

PivotTable – label filter


4/4/2013 2nd session 49

PivotTable – value filter : 1


4/4/2013 2nd session 50



4/4/2013 2nd session 51



4/4/2013 2nd session 52

PivotTable – pivot chart : 1


4/4/2013 2nd session 53



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4/4/2013 2nd session 57

PivotTable – calculated field : 1


4/4/2013 2nd session 58



4/4/2013 2nd session 59


excel sharing session 2

Documents