Microsoft Office Tutorials and References
In Depth Information
Exhibit 5.5
Insert PivotTable command
Now, let us turn to the PivotTable and PivotChart tool in Excel to produce the
results we have seen in Tables 5.3, 5.4, and 5.5. The steps for constructing the tables
follow:
1. Exhibit 5.5 shows the Tables Group found in the Insert Ribbon . In this step, you
can choose between a PivotTable and a PivotChart . We will begin by selecting a
PivotTable , although a PivotChart contains the same information.
2. Step 2, shown in Exhibit 5.6, opens a dialogue box that asks you to identify the
data range you will use in the analysis—in our case $A$2:$I$31. Note that I have
included the titles (dimension labels such as Gender , Age , etc.) of the fields, just
as we did in the data sorting and filtering process. This permits a title for each
data field— Case , Gender , Income , etc. The dialogue box also asks where you
would like to locate the PivotTable . We choose to locate the table in the same
sheet as the data, cell L10, but you can also select a new worksheet.
3. A convenient form of display will enable the drop-and-drag capability for the
table. Once the table is established, right click and select Pivot Table Options.
Under the Display Tab, select Classic Pivot Table Layout. See Exhibit 5.7.
4. Exhibit 5.7 shows the general layout of the PivotTable . Note that there are four
fields that form the table and that require an input— Page , Column , Row , and
Data . With the exception of the Page , the layout of the cross-tabulation table is
similar to our previous Tables 5.3, 5.4, and 5.5. On the right, Pivot Table Field
List , you see nine buttons that represent the dimensions that we identified earlier
as the titles of columns in our data table. You can drag-and-drop the buttons
into the four fields shown below— Report Filter (Page Fields) , Column Labels ,
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