Training News & Tips
Quarter 2 - 2008

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An Excel 2003-2007 Pivot Table or Pivot Chart May be the Analytical Tool for You

 

If your organization is looking for a powerful manipulative data analysis tool, Excel's Pivot Table may be the answer.  A Pivot Table uses two dimensional data to produce a three dimensional table based on multiple conditions that have intersecting points. They allow you to manipulate row and column headings around central data so you can view the data in different ways. A Pivot Table report is also a great way to summarize large amounts of data in a small amount of space by using a few simple steps.

 

 

 

Pivot Tables and Pivot Charts are "interactive" which allow you to change how you look at the data by simply dragging and dropping one field into another position.  Pivot Tables can also perform numerous calculations without you ever having to type in a formula.

 

A Pivot Table is organized into fields and items. Fields are the rows or columns of data; items are the specific entries within a field. At the intersection of the column and row is a field that contains numeric data which can be summarized any way you wish (i.e. summed, averaged, counted, standard deviation, etc).  For example, if you want to summarize sales data broken down by month, by sales rep; each month becomes a line item on the left side of the table, each sales rep becomes a line item across the top of the table, and the sales figures become the summary data at each intersecting point.  Thus, at a glance you are able to see a break down summary of each product line sold by each sales rep during a specific timeframe. You also have the ability filter the items based upon specific criteria using a page field.  A page field causes the pivot table to display only the data that matches the precise value.  It is a quick way to see the data you want based upon the criteria you use.  You can choose to view the data in a detail or summary format.

 

 

If you need to transform numbers into graphics, you can choose the Pivot Chart, which when selected, also creates a corresponding table. The Pivot Chart provides you with an interactive graph that is easy to manipulate.

 

If you are interested in learning more about Pivot Tables and Pivot Charts in Excel, this topic is covered in our Excel Mod IV or a 3-hour charting focus session. Please contact Cindy Prindle if you have any questions or Sarah Loeffelholz if you would like to register for this class. You can contact us by e-mail at cprindle@habco.com, or sloeffelholz@habco.com, or by phone at (608) 784-7737.  You can also check our calendar and register for any of our in-house and on-line classes on our website at www.habco.com, (point to The Training Center on the menu bar).  We welcome the opportunity to provide you, our client the competitive edge by helping the employees of your organization become more efficient with your software. 

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"Cindy,                       
Thank you very much for the Excel training. My staff told me today that they were very glad they went. You did a great job! I know they're happy when they come to me and tell me how good it was, instead of me having to ask them. Again, thank you for your time and service."
--Patrick O'Rourke, Gundersen Lutheran

"Hi Cindy:
Just wanted to say thanks for your patience with the guys at Outlook training. Let's just say that they were less than enthusiastic about going; however, upon return I sensed a much greater optimistic attitude. Obviously, I have you to thank for that."
--Danny McDonald, City of Onalaska

"Cindy,                       
I am putting things into practice from the Excel Mod IV class, and I continue to be amazed at how useful the class was! I just had to write to say thanks again! Wonderful, wonderful content."
--Amy Topel, WCHQ--BQI Project Manager

"Cindy was patient, energetic, and know the material thoroughly.
--Gloria Brennan, River Steel

 

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 Excel: You can publish Pivot Tables and Pivot Charts to the web. You can include interactivity tools that allow a user to manipulate the information in a web browser without having the Excel program.

 PowerPoint:
You can easily enhance any graphic in PowerPoint by applying a shape from the picture shape gallery. The graphic will fit inside of the desire shape.

 Excel: When you need to "debug" your Excel spreadsheet, you can easily display a formula version of the sheet by clicking the keys CTRL ~ on your keyboard. This will show you the formulas and links in each cell rather than the results as numbers in the cells. By clicking CTRL ~, you can return to normal view.

 Access: The Performance Analyzer is a tool in Access that quickly analyzes the efficiency of your database in order to optimize its performance. The results appear in the Analysis Results box under the categories of Recommendation, Suggestion, or Idea.

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