Business Analytics with Excel
Analyzing Data with Pivot Tables
Learning Objectives
By the end of this lesson, you will be able to:
Explain the use of pivot tables and how to create them in Excel
Formulate grouping of two different data types in a pivot table
Create and evaluate the summarized values in a pivot table
Illustrate the use of a calculated field and calculated item
Design an interactive pivot table using a slicer
A Day in the Life of a Business Analyst
As a business analyst of an organization:
You are required to summarise, sort, reorganize, group, count, total or average data stored in a
table. Also you are required to do grouping by any field (column), and using advanced calculations
on dataset of company.
To achieve these tasks, you will be learning a few concepts, such as grouping in pivot table,
custom calculation, calculated field, calculated item and slicer that will help find a solution for the
given scenario.
Introduction to Pivot Table
Pivot Table: Introduction
Pivot tables are extremely useful and powerful Excel features.
Summarize Analyze
Pivot Table
Explore Present
Tabular Form
Why Pivot Table?
Determine the net sales made by salesmen in each region.
Pivot Table: Features
This data can be analyzed easily Pivot Table
by creating a pivot table.
Calculate and summarize the data
instantly, which is both easy to
read and manipulate.
Pivot or reorganize data to answer
different questions quickly.
Need for Pivot Table
Need for Pivot Table
A proper analysis of the available data helps companies to make critical business decisions.
Pivot Table: Capabilities
A pivot table has the following capabilities:
Tabulates and Saves a lot of time and
summarizes data work
Enables data processing Pivot Table Gives insights into data
and visualization that is otherwise too
programs hard to discover
Summarizes, Calculates and summarizes
analyzes, explores, data in a way easy to read and
and presents the data manipulate
How Does It Work?
Pivots or reorganizes data quickly Discovers new trends and patterns
Pivot Table: Slicers
Slicers make filtering data in pivot tables easier.
Assisted Practice: Create Pivot Table
Problem statement:
Demonstrate how to create a Pivot Table and customize it.
Assisted Practice Guidelines
Steps to follow:
Step 1: Open the Excel file
Step 2: Create a Pivot Table
Grouping in Pivot Table
Grouping in Pivot Table
Group the fields in a pivot table
by the header values.
A pivot table groups data for any
field added as a row or as a
column.
Excel does this automatically for
numeric values, including dates
and times.
Assisted Practice: Perform Grouping in Pivot Table
Problem statement:
Demonstrate how to perform grouping in a Pivot Table.
Assisted Practice Guidelines
Steps to follow:
Step 1: Open the Excel file
Step 2: Create a Pivot Table
Custom Calculation
Custom Calculation: Introduction
The way values are shown in the pivot table has to be changed.
The value can be displayed in terms of a percentage instead of a total or an average value.
Assisted Practice: How to perform Custom Calculation
Problem statement:
Demonstrate how to perform custom calculations in a Pivot Table.
Assisted Practice Guidelines
Steps to follow:
Step 1: Open the Excel file
Step 2: Create a Pivot Table
Calculated Field and Calculated Item: Introduction
Calculated Field and Calculated Item
Once we have created a pivot table, we can add calculated fields and calculated items to it.
04 03
01
Calculated Calculated
fields items
Calculated Field: Definition
Calculated fields help enhance the results by allowing formulas to be written.
This functionality helps to create a new field that performs the calculations based on
other pivot fields.
Assisted Practice: How to add calculated field
Problem statement:
Demonstrate how to add calculated field in an existing Pivot Table.
Assisted Practice Guidelines
Steps to follow:
Step 1: Open the Excel file
Step 2: Create a Pivot Table
Calculated Item: Definition
Many calculated items can be
added in a pivot table field
apart from the existing items.
Calculated items are used to
perform calculations between
items within the fields.
Assisted Practice: How to add calculated item ?
Problem statement:
Demonstrate how to add a calculated item in an existing Pivot Table.
Assisted Practice Guidelines
Steps to follow:
Step 1: Open the Excel file
Step 2: Create a Pivot Table
Slicer
Filter: Introduction
It is necessary to concentrate on a certain part of the data based on demand and goal of data analysis.
The filters in Excel make it easier to filter data in the pivot table and extract the necessary information.
Slicer: Introduction
Slicer is a filtering component that allows narrowing down the data and extracting necessary information
in the pivot table.
100000 759379747
280000
7865957858587
4837957509
Slicer: Features
• Slicers contain a set of buttons that make filtering
data in pivot tables quicker and easier.
• The items can be filtered without opening the drop-
down lists.
• Slicers can be created for any field and can filter the
pivot table data according to the requirement.
Assisted Practice: Create Slicer
Problem statement:
Demonstrate how to create a Slicer in a Pivot Table and filter data.
Assisted Practice Guidelines
Steps to follow:
Step 1: Open the Excel file
Step 2: Create a Pivot Table
Key Takeaways
Pivot tables are used to summarize, analyze, explore, and present the data
in the form of a table.
Grouping data in a pivot table can help show a subset of data to be
analyzed.
In a pivot table, summary functions in value fields can be used to
combine values from the underlying source data.
Formulas can be created in the calculated fields and calculated
items.
Slicers are easy-to-use filtering components that contain a set of
buttons used to quickly filter the data in a pivot table.
Knowledge Check
Knowledge
Check
Which of the following is part of the Pivot Table field list box?
1
a. A field section and an area section
b. A calculated field and an area section
c. A calculated field and a calculated item
d. A field section and a calculated item
Knowledge
Check
Which of the following is part of the Pivot Table field list box?
1
a. A field section and an area section
b. A calculated field and an area section
c. A calculated field and a calculated item
d. A field section and a calculated item
The correct answer is a
The Pivot Table field list box contains a field section and an area section.
Knowledge
Check Which of the following options available in a Pivot Table allows us to change the sum
2 function to the count function?
a. Value Field Setting
b. Grouping
c. Slicer
d. Calculated Field
Knowledge
Check Which of the following options available in a Pivot Table allows us to change the sum
2 function to the count function?
a. Value Field Setting
b. Grouping
c. Slicer
d. Calculated Field
The correct answer is a
The Value Field Setting option allows us to change the sum function to the count function in a Pivot Table.
Knowledge
Check
The Grouping feature of a Pivot Table allows us to create class intervals.
3
a. True
b. False
Knowledge
Check
The Grouping feature of a Pivot Table allows us to create class intervals.
3
a. True
b. False
The correct answer is a
True. The Grouping feature helps us create a table with class intervals and add values for each class
interval.
Knowledge
Check
A Pivot Table can be defined as _____.
4
a. A column chart representing the frequency distribution
b. A data summarization tool to analyze data in the form of a table
c. A function that performs mathematical calculations
d. A tool to filter data
Knowledge
Check
A Pivot Table can be defined as _____.
4
a. A column chart representing the frequency distribution
b. A data summarization tool to analyze data in the form of a table
c. A function that performs mathematical calculations
d. A tool to filter data
The correct answer is b
A Pivot Table can be defined as a data summarization tool to analyze data in the form of a table.
Knowledge
Check
The Calculated Fields perform calculations based on _____.
5
a. Grouping
b. Report Filter Area
c. Slicer
d. Pivot Table Data Fields
Knowledge
Check
The Calculated Fields perform calculations based on _____.
5
a. Grouping
b. Report Filter Area
c. Slicer
d. Pivot Table Data Fields
The correct answer is d
The Calculated Fields perform the calculation based on Pivot Table Data Fields.
