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Pivot Table Demonstration Tools for LBOHs cott Troppy, Surveillance Epidemiologist Bureau of Infectious Disease and Laboratory Sciences MA Department of Public Health May 27, 2020 1

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Page 1: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

PivotTableDemonstration

ToolsforLBOHs

cott Troppy,SurveillanceEpidemiologistBureauofInfectiousDiseaseandLaboratorySciences

MADepartmentofPublicHealth

May 27, 2020

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Page 2: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

PivotTableLearningObjectives• Use pivot tables to turn raw data into meaningful and insightful reports

• Structure your raw data in the right way• Design and format your pivot table reports so that they are easy to read and understand

• Summarize your data in different ways including totals, counts and percentages

• Use pivot tables to create monthly summary reports• Display a pivot table as a chart 2

Page 3: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

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Page 4: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

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Page 5: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

OutputType:CSVvs XSL

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Page 6: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

CommaSeparateValue(CSV)output

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Page 7: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

• Looking at a raw data set like this one here, how would you answer the following?

• What is your count of gender in your data

• What does Race look like?

• What about hispanicmakeup of your events?

• How do I create a table of age ranges?

WhyuseaPivotTable?

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Page 8: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

DeleteColumnsyoudon’tneed

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Page 9: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

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Page 10: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

Selectentirespreadsheet– clickonceonboxabovethenumber1

andtotheleftofthefirstcolumn10

Page 11: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

ClickInserttabfromtheRibbonattopofscreenandthenclickPivotTable

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Page 12: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

InsertyourPivotTableintoanewworksheet

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Page 13: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

Variablesfromspreadsheetappearforyoutochooseandcount

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Page 14: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

SelectvariableandthendragdownintoRowandValues

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Page 15: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

RowLabelsandValuestoFindNullValues

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Page 16: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

Blankmeansemptyinyourspreadsheet

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Page 17: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

CopyandPasteintoanotherworksheettoallowforediting17

Page 18: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

CopyandPasteandchooseValuessothenumberscomeoverandnottheformulafromyourPivottable

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Page 19: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

Nowyoucaneditthecolumnheadersandformatasneeded 19

Page 20: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

Blankmeansemptyinyourspreadsheet

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Page 21: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

CopyandPasteintoanotherworksheettoallowforediting21

Page 22: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

Housekeepingtomanageyourdata‐renameyourworksheetasyoucreatethem….

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Page 23: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

SaveyourCSVtoExcelformat

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Page 24: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

CopyandPasteandchooseValuessothenumberscomeoverandnottheformulafromyourPivottable

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Page 25: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

Nowyoucaneditthecolumnheadersandformatasneeded 25

Page 26: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

UsingtheGroupFunction(AgeVariable)

26

• From your Excel spreadsheet you have a list of Ages (in years)

• Insert your pivot table• Select Age for Row Labels• Select Count of Years in Values

Page 27: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

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Page 28: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

UpdateAgeChoices

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• Update the Grouping options based on the age ranges you want

• Click OK to create the table• You can copy then table and then update the age ranges with counts

Page 29: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

PivotTableGraph• To create a graph first highlight the rows and columns you want to use

• Click the Insert ribbon and then choose a graph type• Column• Line• Pie Chart

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Page 30: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

InsertaGraphfromyourtable

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Page 31: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

Graphisinsertedinworksheetwhereyoucanthenformat

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Page 32: Pivot Table Demonstration - maventrainingsite.com · Why use a Pivot Table? 7. Delete Columns you don’t need 8. 9. Select entire spreadsheet –click once on box above the number

LBOHTemplateSpreadsheet

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