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C h a p t e r 5 : P i v o t Ta b l e s a n d P i v o t C h a r t s : O v e r v i e w
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to pivot reports based on PowerPivot models Furthermore, pivot tables and pivot charts will be considered separately the longer section on pivot tables coming first The later section on pivot charts will demonstrate how to link a chart to a table and how to have an independent chart And, where there are alternative methods of reaching the same goal, the easiest and most direct alternative will be shown
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When you want to create a pivot report, the choice is between a pivot table and a pivot chart, or both together You can, of course, add further tables and charts retrospectively, whether related or unrelated to the first reports inserted Here, we discuss how to insert a single pivot table
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As the pivot tables shown in this book are based on a PowerPivot model, you must first have some data in the PowerPivot model Once the data is assembled, you are ready to view it in a pivot table If you change the PowerPivot model later, you can easily update the field list by clicking the Refresh button that will appear at the top of the PowerPivot Field List for the pivot table There are two main ways of inserting a pivot table (as stated earlier, this chapter concentrates on the most direct and easiest alternatives and, for the sake of clarity, does not mention every single possibility) One way to create a pivot table is to click the PivotTable button in the Reports group on the Home ribbon in PowerPivot The second way is to click the PivotTable button in the Report group on the PowerPivot ribbon in Excel Both of these result in the same drop-down menu This menu is shown in Figure 5-1 In this menu, there are two choices for inserting a stand-alone pivot table (that is, a pivot table without a related pivot chart) One option is called PivotTable and the other Flattened PivotTable There have been many examples of the former throughout this book but, to show the comparison between a normal and a flattened pivot table, Figure 5-2 shows a typical result after choosing PivotTable Figure 5-3 shows a typical result after choosing Flattened PivotTable A flattened pivot table looks more like an Excel table It s flattened, or completely expanded, and there is no option to collapse column or row labels A simpler display sacrifices the ability to drill up or drill down Before the pivot table is inserted, the Create PivotTable dialog allows you to decide upon the location of the pivot table This dialog is shown in Figure 5-4
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Prac tical PowerPivot & DAX Formulas for Excel 2010
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Figure 5-1
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Inserting a pivot table menu
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Unflattened pivot table
C h a p t e r 5 : P i v o t Ta b l e s a n d P i v o t C h a r t s : O v e r v i e w
Figure 5-3
Flattened pivot table
Figure 5-4
Create PivotTable dialog
Prac tical PowerPivot & DAX Formulas for Excel 2010
PowerPivot Field List for Pivot Tables
Once the pivot table has been inserted into an Excel worksheet, you control the data that appears through the PowerPivot Field List This field list has a slightly different appearance when you are working with a pivot chart In this section, we are concentrating on the PowerPivot Field List that accompanies a pivot table An example of a PowerPivot Field List is shown in Figure 5-5 Often, the PowerPivot Field List will simply disappear It s sensitive to context, so it only shows when the focus is within a pivot table If you have a Report Filter, you can also place the focus there to display a hidden field list Placing the focus on a slicer does not cause a hidden field list to appear If you still can t see the PowerPivot Field List, make sure the Field List toggle button, in the Show/Hide group on the PowerPivot ribbon, is turned on Let s spend a little time looking at the PowerPivot Field List By default, it s docked on the right-hand side of the worksheet containing the pivot table You can undock it simply by dragging on its title bar so that it becomes free-floating You can then dock it on any side of the worksheet by dragging far enough Alternatively, if it s free-floating, you can redock it in the last docked position by double-clicking its title bar If you click
Figure 5-5
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