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Week 2 Lesson 3

Wk 2 lesson 3

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13 views

Week 2 Lesson 3

Wk 2 lesson 3

Uploaded by

didarabyjay1
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 16

CWW TECH AFRICA: DATA

ANALYSIS

Pivot Tables and Advanced


Excel Features

WEEK TWO: LESSON THREE

FRI JULY 19 2024


PART ONE
Pivot table
Introduction to Pivot Tables
A Pivot Table is a data summarization tool found in data visualization
programs such as Microsoft Excel. Pivot Tables can automatically
sort, count, total, or average data stored in one table or spreadsheet
and display the results in a second table showing the summarized
data

Purpose: To transform large datasets into meaningful


reports, making data analysis more manageable and
insightful.
Creating a Pivot Table: Step-by-step Guide

• Select your data range: Highlight the data you want to analyze.

• Go to the Insert tab: On the Excel Ribbon.

• Click on PivotTable: A dialog box appears.

• Choose the location: Select whether you want the PivotTable report to be
placed in a new worksheet or an existing worksheet.

• Click OK: The PivotTable Field List appears, ready for configuration.
Pivot Table Layout

The Four Areas of a Pivot Table:


•Rows: Drag fields here to display unique
items from the data as rows.

•Columns: Drag fields here to display unique


items across the top as columns.

•Values: Drag fields here to perform


calculations and display summarized data.

•Filters: Drag fields here to filter data


displayed in the PivotTable.
Customizing Pivot Table
•Excel offers various chart types like column, bar,
line, pie, scatter
•Sorting and Filtering: Sort and filter data to focus on
specific information.
•Changing Summary Functions: Change how data
is summarized (e.g., Sum, Count, Average).
•Grouping Data: Group data to create higher-level
summaries (e.g., by month or year).
•Formatting the PivotTable: Apply styles and
formatting for better readability. and histogram
charts. Each chart type serves different purposes
and helps represent data insights clearly and
effectively.
Creating a Pivot Chart
Definition: Pivot Charts provide a visual representation of PivotTable
data, making it easier to understand trends and patterns.

How to Create:

1. Go to the Insert tab: On the Excel Ribbon.

2. Select the PivotTable: Click on the PivotTable you want to


visualize.

3.Choose a chart type: Select from options like Column, Line, or Pie
chart.
Advanced Pivot Table Techniques

Calculated Fields and Items: Create custom calculations within


your PivotTable.

Using Slicers for Better Filtering: Use slicers for a more interactive
and user-friendly filtering experience.

Refreshing PivotTable Data: Update the PivotTable to reflect


changes in the source data.

Linking Multiple PivotTables with Slicers: Connect multiple


PivotTables to the same slicer for consistent filtering.
PART two
Advanced Excel Features
Introduction to Advanced Excel Features

Overview: Advanced features such as VLOOKUP, HLOOKUP, INDEX &


MATCH, and Data Validation are essential for efficient data
management and analysis.
VLOOKUP

•Definition: VLOOKUP (Vertical Lookup) searches for a value


in the first column of a table and returns a value in the same
row from a specified column.

•Syntax: =VLOOKUP(lookup_value, table_array,


col_index_num, [range_lookup])

•Example: Use VLOOKUP to find a product price in a product


list.
INDEX & MATCH
•INDEX: Returns the value of an element in a table or array, selected by
the row and column number indexes.

•MATCH: Searches for a specified item in a range of cells and returns


the relative position of that item.

•Syntax:
•=INDEX(array, row_num, [column_num])
•=MATCH(lookup_value, lookup_array, [match_type])

•Example: Combine INDEX & MATCH to perform a lookup that


VLOOKUP cannot handle.
Data Validation

Definition: Data Validation in Excel allows you to control the type of data
or the values that users enter into a cell.

How to Set Up:


1.Select the cell or range.
2.Go to the Data tab.
3.Click on Data Validation.
4.Set the validation criteria (e.g., whole number, decimal, list).
Conditional Formatting

Definition: Conditional Formatting changes the appearance of cells based on


conditions you specify. It helps to highlight important information or trends in
your data.

How to Apply:
1.Select the range.
2.Go to the Home tab.
3.Click on Conditional Formatting.
4.Set the rules and formatting styles.
Macros and Automation

Definition: Macros are sequences of instructions that automate tasks. They


are recorded or written in VBA (Visual Basic for Applications).

How to Create:
1.Go to the Developer tab.
2.Click on Record Macro.
3.Perform the actions you want to automate.
4.Stop recording.
THE END…
ANY
QUESTION

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