Connecting to SAP HANA With a Microsoft Excel 2010 PivotTables and ODBO
Excel 2013 PivotTables Making Information Usable.
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Transcript of Excel 2013 PivotTables Making Information Usable.
![Page 1: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/1.jpg)
Excel 2013 PivotTablesMaking Information Usable
![Page 2: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/2.jpg)
Here’s a list of law firms, their locations and revenue
![Page 3: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/3.jpg)
But so what?
![Page 4: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/4.jpg)
Just looking at the list isn’t much good
![Page 5: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/5.jpg)
How about making it easier to see information in a way that makes sense to you?
![Page 6: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/6.jpg)
For instance listing firms by state and city
![Page 7: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/7.jpg)
Or maybe you’d like to make some calculations
![Page 8: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/8.jpg)
For instance showing the total revenue by state
![Page 9: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/9.jpg)
Or by city
![Page 10: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/10.jpg)
Or both - either with company names
![Page 11: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/11.jpg)
or without them.
![Page 12: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/12.jpg)
In order to do that, the information must be organized in a certain way
![Page 13: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/13.jpg)
The “field names” (types of information) must be in the top row.In this example they’re Company, City, State and Revenue in Millions
![Page 14: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/14.jpg)
The “records” (the information itself) must be in the following rows
![Page 15: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/15.jpg)
And there can be no blank rows or columns in the “range” (group of contiguous cells.)
![Page 16: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/16.jpg)
Let’s create a PivotTable together. Please turn on Excel and open Sample PivotTable.xlxs, which should be on the desktop.
![Page 17: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/17.jpg)
Click on any data cell,
![Page 18: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/18.jpg)
Then on the Insert tab and the PivotTable button
![Page 19: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/19.jpg)
Because you began by clicking on a data cell, Excel automatically assumes that you want to select that range.
![Page 20: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/20.jpg)
It also assumes that you’d like the PivotTable to appear in a new worksheet.
![Page 21: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/21.jpg)
Since that’s the case, please click on OK
![Page 22: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/22.jpg)
Here’s the new worksheet. Let’s look at it piece by piece.
![Page 23: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/23.jpg)
First of all, the new worksheet is automatically called Sheet1
![Page 24: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/24.jpg)
While the data remains on the original worksheet
![Page 25: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/25.jpg)
This area on Sheet1 is where the new PivotTable will appear.
![Page 26: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/26.jpg)
In order to create it, you’ll choose from the field list
![Page 27: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/27.jpg)
Which was automatically created from the original worksheet
![Page 28: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/28.jpg)
You’ll drag and drop field names into the following areas
![Page 29: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/29.jpg)
If you drag the Company field into the FILTERS area the field name will appear in cell A1
![Page 30: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/30.jpg)
and a selection arrow will appear in B1
![Page 31: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/31.jpg)
If you click on the selection arrow you can filter to see one or more records in that field.
![Page 32: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/32.jpg)
If you drag the field from Report Filter into the COLUMNS area the names will appear in columns
![Page 33: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/33.jpg)
Excel columns stretch up and down like the columns in the Parthenon
![Page 34: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/34.jpg)
If you drag a field into the ROWS area the names will appear in rows
![Page 35: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/35.jpg)
Excel rows stretch from side to side like row boats
![Page 36: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/36.jpg)
If you drag a field into the VALUES area Excel will calculate its value. This example shows that there are 34 companies in the spreadsheet
![Page 37: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/37.jpg)
Excel will calculate a field’s value based on its contents. If the field consists of text, as Company does, Excel will automatically count the records.
![Page 38: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/38.jpg)
If the field consists of values, Excel will automatically sum (add) them.
![Page 39: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/39.jpg)
To demonstrate, please look in the PivotTable Field list and click on the check-mark prior to the word “Company”
![Page 40: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/40.jpg)
All the fields have been removed from the PivotTable.
![Page 41: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/41.jpg)
Drag “Revenue in Millions” into the VALUES area and you’ll see that there is a total of 37099.5 million dollars in the spreadsheet.
![Page 42: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/42.jpg)
Why do they call them “PivotTables”?
![Page 43: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/43.jpg)
To demonstrate, please drag “City” into the COLUMNS area, “State” into ROWS and leave “Revenue in Millions” in VALUES.
![Page 44: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/44.jpg)
Now reverse the positions of City and State
![Page 45: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/45.jpg)
Oddly enough, PivotTables don’t automatically update if the records change.
Let’s make a simple example.
![Page 46: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/46.jpg)
Click in the check box prior to “State” to remove that field from the PivotTable
![Page 47: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/47.jpg)
We see that the total Atlanta revenue is 677.5 million dollars
![Page 48: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/48.jpg)
Click on the DATA_FEED worksheet tab.
![Page 49: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/49.jpg)
Cell D2 contains $677.50
![Page 50: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/50.jpg)
Please change it to $10000.00
![Page 51: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/51.jpg)
Please click on the Sheet1 tab
![Page 52: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/52.jpg)
And you’ll see that the Atlanta total still shows 677.5
![Page 53: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/53.jpg)
To update it, please click on the Analyze tab, the Refresh Button and “Refresh All”
![Page 54: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/54.jpg)
And the total will update
![Page 55: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/55.jpg)
Extra credit (if there’s time)
![Page 56: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/56.jpg)
Double-click in cell B10, which shows that the total New York revenue is 15487 million dollars
![Page 57: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/57.jpg)
A new worksheet appears with the details of all New York companies
![Page 58: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/58.jpg)
This is called “drilling down”
![Page 59: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/59.jpg)
Please click on the Sheet1 tab again
![Page 60: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/60.jpg)
To show that you can customize the field names in the PivotTableClick in A3 and type “City,” Click in B3 and type “Total Revenue in Millions”
![Page 61: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/61.jpg)
Click on the triangle next to Total Revenue . . .
![Page 62: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/62.jpg)
Then click on Value Field Settings
![Page 63: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/63.jpg)
Click on Number Format, Currency and OK
![Page 64: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/64.jpg)
When you click on “OK” again you’ll see the millions formatted as currency
![Page 65: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/65.jpg)
Click on the triangle next to Total Revenue again
![Page 66: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/66.jpg)
Then click on Value Field Settings again
![Page 67: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/67.jpg)
When you click on “Summarize By” and scroll you’ll see that you can count, average, show the maximum value and more.
![Page 68: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/68.jpg)
Click on “Cancel”
![Page 69: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/69.jpg)
Click on the triangle next to Total Revenue again
![Page 70: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/70.jpg)
Then click on Value Field Settings again
![Page 71: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/71.jpg)
When you click on the “Show values as” tab and scroll you’ll see that you can show each value in various ways including as a % of the total
![Page 72: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/72.jpg)
Click on “Cancel”
![Page 73: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/73.jpg)
Click on the Design tab and the check box prior to “Banded Rows”
![Page 74: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/74.jpg)
What’s new in Excel version 2010?
![Page 75: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/75.jpg)
Recommended PivotTables
![Page 76: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/76.jpg)
Recommended charts
![Page 77: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/77.jpg)
“Slicers” (custom filters you can use by clicking on field names)
![Page 78: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/78.jpg)
Here’s an example of a chart with slicers showing all fields.
![Page 79: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/79.jpg)
And here it is when only the states of CA, NY and TX are selected
![Page 80: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/80.jpg)
Here’s another slicer showing all of the fields
![Page 81: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/81.jpg)
And here it is when only the states of CA, NY and TX are selected
![Page 82: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/82.jpg)
Notice that only the cities, companies and revenue in those states are listed.
![Page 83: Excel 2013 PivotTables Making Information Usable.](https://reader036.fdocuments.us/reader036/viewer/2022062518/5697bf851a28abf838c87913/html5/thumbnails/83.jpg)
Questions?
Comments?