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5. Add check marks to Apartment and Office Bldg. You may have to scroll down the list to see the Office Bldg item by using the scrollbar at the right side of the Report Filter list. 6. Click OK to close the list and to apply the filter. The BusType report filter now shows (Multiple Items), indicating that two or more items have been selected (see Figure 3-8). The pivot table shows the summarized values for the apartment and office building policies, and you can report that most of the insured value is for policies with flood coverage.
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Figure 3-8. Multiple items are selected in the Report Filter list.
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CHAPTER 3 MODIFYING A PIVOT TABLE
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Removing a Report Filter
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If you no longer need a report filter, you can remove it from the pivot table. For now, you re finished analyzing the policies by business type, so you ll remove the report filter: 1. Select a cell in the pivot table. 2. In the PivotTable Field List pane, remove the check mark from the BusType field name. The report filter is removed from the pivot table, and the values are a summary of all the records in the source data. When you remove a filtered field from the pivot table layout, its last setting is remembered. Before removing the BusType field from the pivot table layout, you selected the Apartment and Office Bldg items to filter the pivot table. In the PivotTable Field List pane, the BusType field still shows a filter icon, indicating that the field has a filter applied. Because the field is not in the pivot table layout, the filter currently has no effect on the displayed data. To see the retained filter, you can examine the BusType field in the PivotTable Field List pane. You will also be able to change the filter settings for the field. 1. In the PivotTable Field List, click the BusType field. 2. Click the arrow in the field name (see Figure 3-9) to open the field s sort and filter list.
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Figure 3-9. Filter icon and arrow in the PivotTable Field List pane 3. In the sort and filter list, you can see that the Apartment and Office Bldg items are still checked. The check mark to the left of the filter list indicates that the field has a filter applied (see Figure 3-10).
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Figure 3-10. Filter and sort list
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CHAPTER 3 MODIFYING A PIVOT TABLE
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4. Even though the BusType field isn t in the pivot table layout, you can change its filter settings. To remove the filter, click Clear Filter from BusType (shown in Figure 3-10). 5. The filter and sort list closes, and the filter icon is removed from BusType in the PivotTable Field List pane.
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Updating the Pivot Table
After you create a pivot table, it remains connected to the source data. If you make changes to the source data, add new records, or delete records, you can update the pivot table to reflect those changes. In the following sections, you ll make some changes to your source data, and then you ll see the effect of the changes in the pivot table.
Changing the Source Data
You have learned that there is an error in the insured value of one of the policies in the source data, and you have to correct the amount. Also, another policy has been sold, and you must add that information to the source data. You ll go to the Excel table that contains the source data and make the changes: 1. A quick way to go to the source data table is to use the Name box, which is located to the left of the Formula Bar, above the worksheet. Click the arrow in the Name box, and in the drop-down list, click Insurance, which is the name of the Excel table that contains the source data (see Figure 3-11).
Figure 3-11. Select a name in the Name box. 2. Sheet1, where the Excel table is located, is activated, and the entire Excel table is selected. In row 10, for policy 100208, select the InsuredValue ($30,000), which was entered with an incorrect amount.
Note If policy 100208 is not in row 10, you can sort the policies by the policy number in Column A.
3. Type the correct entry, which is $3,000,000, and then press the Enter key to complete the correction.
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