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Part 5: Manipulating Excel Objects
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PivotTables and PivotCharts
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Excel uses individual transactions such as these to create the facts that are displayed in the PivotTable. This process involves two steps: extracting the keys from the information in the transactions and identifying the corresponding measure. A PivotTable implements multidimensional reports by combining the facts in different ways. You can drag and drop key fields from the PivotTable Field List to the page area to determine which specific page is displayed. You can also drag and drop key fields onto the column and row areas to determine which column and rows will be displayed. Measures should be dragged only into the Data area because these values will be computed based on the other fields. These actions result in a PivotTable that looks like Figure 16-2.
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A PivotTable allows a user to combine facts in many different ways.
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Creating a PivotTable with the PivotTable Wizard
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Although you can manually create a PivotTable, the PivotTable wizard really simplifies the process. To create a PivotTable with the PivotTable wizard, follow these steps:
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1 Choose Data, PivotTable and PivotChart Report from the Excel main menu.
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Part 5: Manipulating Excel Objects
Microsoft Office Excel 2003 Programming Inside Out
2 On the first step of the wizard, choose the location of your data and then select PivotTable.
3 The second step of the wizard prompts you to select the source data for the PivotTable. You can either enter a range in the Range box or press the button at the end of the box to collapse the dialog box, allowing you to select a range in any of the currently open workbooks. You can press the Browse button if you want to open a new workbook.
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4 In the last step of the wizard, you choose the location where the wizard will place the PivotTable. You can select a location on the current worksheet, or the wizard will cre ate a new worksheet for you. Pressing the Layout button displays a dialog box that allows you drag and drop the various fields for the PivotTable s initial configuration.
Part 5: Manipulating Excel Objects
PivotTables and PivotCharts
5 If you press the Options button in the last step of the wizard, the wizard will display the PivotTable Options dialog box. You can select from a wide range of options, as shown here.
6 Press the Finish button to create the PivotTable.
When the wizard is finished, you ll see a PivotTable similar to the one shown in Figure 16-3.
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Figure 16-3. A PivotTable contains summary information based on the underlying data supplied.
Part 5: Manipulating Excel Objects
Microsoft Office Excel 2003 Programming Inside Out
Introducing PivotCharts
A PivotChart is simply a graphical representation of a PivotTable. (See Figure 16-4.) In fact, a PivotChart is generally created from the data of an existing PivotTable. Just as with a PivotTable, you can drag fields into the appropriate areas of a PivotChart.
Figure 16-4.
A PivotChart contains drag and drop areas similar to a PivotTable.
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The chart s x-axis and y-axis correspond to the row and column areas in the PivotTable, whereas the page area is located near the top of the chart. More technically, these areas are known as the category and series areas. The page area and the data area are carried over directly from the PivotTable. After you drag and drop the fields into the various parts of the PivotChart, you can change the type of chart by choosing Chart, Chart Type from the Excel main menu. You can also use most of Excel s chart-formatting tools to customize the chart to fit your needs.
Creating a PivotChart with the PivotTable Wizard
The same wizard you use to create a PivotTable can also create a PivotChart. Under the cov ers, the wizard creates a new PivotTable and then uses that PivotTable to create a PivotChart. If you already have a PivotTable, simply select any cell within the one you wish to use and choose Insert, Chart from the Excel main menu. A resulting chart is shown in Figure 16-5.
Part 5: Manipulating Excel Objects
PivotTables and PivotCharts
Figure 16-5.
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