data matrix generator excel template WORKING WITH SHAREPOINT LISTS IN EXCEL in Office Excel

Creating DataMatrix in Office Excel WORKING WITH SHAREPOINT LISTS IN EXCEL

CHAPTER 3 WORKING WITH SHAREPOINT LISTS IN EXCEL
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Note Placement is important. If a query returns ten rows this time, it might return eight or fifteen next
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time, so you shouldn t place charts below the query results. Locate charts above or to the right of the query results, or on another worksheet.
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In Excel, select the exported SharePoint data you wish to chart, then click the Chart Wizard button on the Standard toolbar to launch the Chart Wizard. Create the chart as you would with native Excel data. You don t need to export the data first. You can launch Excel s Chart Wizard directly from SharePoint. Follow these steps to create a chart directly from SharePoint: 1. Open the list you want to chart in Datasheet view. If it s in Standard view, click the Edit in Datasheet button on the list toolbar to switch to Datasheet view. 2. Click the Task Pane button to open the task pane. 3. Click the Chart with Excel link to open Excel, return the query results, and launch the Chart Wizard with all the query results selected. 4. Complete the steps of the Chart Wizard to create the chart.
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Note If you have a SharePoint list that s often used for a chart, consider creating a view, Chart Data, that
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only includes the columns needed for the chart. For information on creating views, see 4.
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Creating PivotTable and PivotChart Reports
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PivotTable reports are tables that organize and summarize information for easier analysis. PivotChart reports are graphical representations of the same data. PivotTable and PivotChart reports are interactive; you can move information around to compare data and look for trends and relationships. A PivotTable report of the Sales by Quarter data shown earlier in this chapter is displayed in Figure 3-14.
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CHAPTER 3 WORKING WITH SHAREPOINT LISTS IN EXCEL
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Figure 3-14. A PivotTable report of the Sales by Quarter data
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There are four areas in a PivotTable report: Data, Rows, Columns, and Page. Numerical data is summarized in the Data Area. Columns that describe the data are placed in the Rows and Columns Areas. Columns used to group data are placed in the Page Area. In the PivotTable report shown in Figure 3-14, the Region field was dropped in the Row Area. The four fields containing sales data (Q1 Sales, Q2 Sales, Q3 Sales, and Q4 Sales) were placed in the Data Area. As with charts, you can create PivotTables and PivotCharts directly from a SharePoint datasheet view, or create reports with SharePoint data previously exported to Excel. There s a difference between the two methods. When you create PivotTables and PivotCharts using the SharePoint Datasheet view task pane, the query doesn t export the data from the SharePoint list to the Excel workbook. The report is linked directly to the data in the SharePoint list (to create and display PivotTables and PivotCharts on a page in a SharePoint site, see 9).
Creating a PivotTable Report from SharePoint
To create a PivotTable report directly from SharePoint, follow these steps: 1. Display the list in a datasheet view. 2. Click the Task Pane button to display the task pane. 3. Click the Create Excel PivotTable Report link in the task pane to launch Excel. 4. When the Opening Query dialog box opens, click Open to run the query.
CHAPTER 3 WORKING WITH SHAREPOINT LISTS IN EXCEL
5. In the Import Data dialog box, choose a location for the PivotTable report. The PivotTable, PivotTable Field List, and PivotTable toolbar are automatically displayed, as shown in Figure 3-15.
Figure 3-15. To create a PivotTable, drag fields from the list and drop them in the four areas of the PivotTable.
6. To create the PivotTable, drag fields from the Field List and drop them in the areas of the PivotTable.
Changing Field Settings
When you drop a field that contains numbers in the Data Area, Excel uses the Sum function to summarize the data in the field. If you drop a field that contains any non-numeric data, Excel uses the Count function to summarize the data. The field names used to describe the fields start with the summarization method (Sum of, Count of), followed by the field name. To change the summarization method or the field name, right-click the field name and choose Field Settings from the context menu to open the PivotTable Field dialog box, shown in Figure 3-16.
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