Excel - Use slicers, timelines and PivotCharts to analyze your pivotetable data Tutorial

In this video, you will learn about using slicers, timelines, and PivotCharts to analyze your PivotTable data.
The video covers how to set up your data sources, create a PivotTable, filter data, edit summary formulas, change header names, and display data in the desired order.
It also explains the benefits of using slicers in Excel.
This knowledge will help you showcase your data effectively and make accurate summaries.

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Objectifs :

This video aims to teach users how to effectively utilize advanced tools in Excel, specifically focusing on slicers, timelines, and pivot charts to analyze pivot table data. By the end of the video, viewers will understand how to filter data using these tools and create visual representations of their pivot tables.

Chapitres :

Introduction to Advanced Tools in Excel
Excel offers a variety of advanced tools that enhance data analysis capabilities, particularly when working with pivot tables. This section introduces the key tools: slicers, timelines, and pivot charts, which allow users to filter and visualize their data effectively.
Using Slicers to Filter Pivot Table Data
Slicers are a powerful feature that enables users to filter pivot table data easily. To add a slicer, follow these steps: 1. Click on a cell within your pivot table. 2. The Pivot Table Tools tab will appear. Click on 'Analyze'. 3. Select 'Insert Slicer'. 4. In the Insert Slicer dialog, choose the fields you want to filter. 5. Adjust the size and position of the slicers as needed. For example, to view cooking and romance books sold in October at the Bellevue and Seattle stores: - Hold the Ctrl key and click on 'Romance'. - In the date slicer, select 'October'. - In the store slicer, click 'Bellevue' and then hold the Ctrl key to select 'Seattle'. To reset the slicers, click the 'Clear Filter' button located at the top right of each slicer.
Inserting and Using Timelines
Timelines provide a way to filter data based on time periods. To add a timeline: 1. Click on a cell in your pivot table. 2. Select 'Insert Timeline' from the Analyze tab. 3. In the Insert Timeline dialog, choose the relevant time field. 4. Adjust the size and position of the timeline as desired. To filter by a specific timeframe, click the drop-down arrow in the upper right of the timeline and select a timeframe, such as days. Use the slider to navigate through the timeline and select the desired day. To reset the timeline, click the 'Clear Filter' button at the top right of the timeline.
Creating Pivot Charts for Visual Representation
Pivot charts offer a visual representation of the data in your pivot table. To create a pivot chart: 1. Click on a cell in your pivot table. 2. Go to the Analyze tab and select 'Pivot Chart'. 3. In the Insert Chart dialog, click 'OK'. 4. Move and resize the chart as needed. When using slicers and timelines, the pivot chart will update to reflect the filtered data, providing a clear visual summary of your analysis.
Conclusion and Further Learning
By utilizing slicers, timelines, and pivot charts, users can significantly enhance their ability to analyze and visualize pivot table data in Excel. While this video provides a solid foundation, there is always more to learn about the advanced features of Excel. Continuous practice and exploration of these tools will lead to greater proficiency.

FAQ :

What is a pivot table in Excel?

A pivot table is a powerful Excel feature that allows users to summarize, analyze, and present large amounts of data in a concise format, making it easier to draw insights.

How do I add a slicer to my pivot table?

To add a slicer, click on a cell in your pivot table, go to the Pivot Table Tools tab, click on 'Analyze', and then select 'Insert Slicer'. Choose the fields you want to filter by.

What is the purpose of a timeline in a pivot table?

A timeline allows users to filter pivot table data based on date ranges, making it easier to analyze trends over specific time periods.

Can I use slicers and timelines together?

Yes, you can use slicers and timelines together to filter your pivot table data more effectively, allowing for a more detailed analysis.

How do I reset filters on a slicer or timeline?

To reset filters, click the 'Clear Filter' button located at the top right of the slicer or timeline.

What is a pivot chart and how is it used?

A pivot chart is a visual representation of data from a pivot table. It helps users to easily identify trends and patterns in the data, enhancing data analysis.

Quelques cas d'usages :

Sales Analysis for Retail Stores

Retail managers can use pivot tables with slicers and timelines to analyze sales data across different stores and time periods, helping them identify trends in product performance.

Financial Reporting

Accountants can utilize pivot tables to summarize financial data, applying slicers to filter by department or time frame, thus improving the efficiency of financial reporting.

Project Management

Project managers can analyze project timelines and resource allocation using pivot tables and timelines, allowing them to make informed decisions about project progress and resource needs.

Marketing Campaign Performance

Marketers can track the performance of different campaigns by using pivot tables to filter data by campaign type and time period, enabling them to optimize future marketing strategies.

Inventory Management

Inventory managers can apply pivot tables to analyze stock levels and sales trends, using slicers to filter by product category and timelines to assess seasonal demand.

Glossaire :

Pivot Table

A data processing tool in Excel that allows users to summarize and analyze data from a larger dataset, enabling quick insights and reporting.

Slicer

A visual filter in Excel that allows users to segment data in a pivot table by selecting specific criteria, making it easier to analyze subsets of data.

Timeline

A feature in Excel that allows users to filter data in a pivot table based on dates, providing a visual representation of time-based data.

Pivot Chart

A graphical representation of data from a pivot table, allowing users to visualize trends and patterns in the data.

Ctrl Key

A control key on the keyboard used in combination with other keys to perform specific functions, such as selecting multiple items.

Clear Filter Button

A button in Excel that allows users to remove all filters applied to a slicer or timeline, resetting the view to show all data.

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to help you analyze your pivot table data.

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You can use slicers and timelines to filter your pivot

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table data, and at a glance you can see what filters are applied.

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To add a slicer, click a cell in your pivot table,

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and the Pivot table tools tab appears;

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click Analyze; click Insert slicer.

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The insert slicer dialog has options for each field in the pivot table;

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check the fields you want to slice the pivot table with,

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and click OK.

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Adjust the size of the slicers, move them where you want,

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and you're ready to slice your pivot table.

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To see the cooking and romance books, sold in October,

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at the Bellevue and Seattle stores:

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in the Genre slicer, click Cooking; press the Ctrl key, and click Romance.

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In the date slicer, click October;

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in the store slicer, click Belleview; press the Ctrl key, and click Seattle.

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And, in the pivot table, you now see

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just the cooking and romance books, sold in October,

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at the Bellevue and Seattle stores.

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To reset the slicers, click the Clear filter button,

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at the top right of each slicer.

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To add a timeline, click a cell in your pivot table,

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on the Analyze tab, click Insert timeline.

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The Insert timelines dialog has an option for each date field in your pivot table.

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In this example, there's just one;

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check the field and click OK.

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Adjust the size of the time line, and move it where you want.

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In the upper right of the timeline, click the drop down arrow,

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and choose a timeframe, such as days.

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Use the slider to move along the timeline;

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select the day; click the end of the selector,

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and drag it to cover the time period you want.

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The pivot table now displays the sales for the time period.

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You can use timelines and slicers together to filter your pivot table data.

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To reset the timeline, click the Clear filter button,

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at the top right of the timeline.

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Pivot charts provide a visual representation of your pivot table,

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making it easier to see trends.

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To create a Pivot chart, click a cell in your pivot table;

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click Analyse,

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click Pivot chart;

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in the Insert chart dialog, click the chart type you want;

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and click OK.

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Move the chart and make it the size you want.

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When you filter with the timeline and slicers,

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the chart automatically updates.

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Now you've got a pretty good idea about how to use pivot tables.

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Of course, there's always more to learn.

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