Hands-On Lab 7 - Using Pivot Tables
Hands-On Lab 7 - Using Pivot Tables
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In this lab, first you will learn how to format data as a table, how to create a Pivot Table and use fields to arrange data in a Pivot Table, and how
to perform calculations using Pivot Table data. Next, you will learn some other features that we can use with Pivot Tables, including
Recommended Charts, Filters, Slicers, and Timelines.
Although you can use the Excel Desktop software if you have access to this version, it is recommended that you use Excel for the web for the
hands-on labs as the lab instructions specifically refer to this version, and there are some small differences in the interface and available
features.
We are using a modified subset of that dataset for the lab, so to follow the lab instructions successfully please use the dataset provided with
the lab, rather than the dataset from the original source.
Objectives
After completing this lab, you will be able to:
Task B: Create a pivot table and use fields to arrange data in a pivot
table
1. Select cell D4
3. Click OK.
3. Click OK.
4. Select the column called Sum of Amount in USD and then on the Home tab, select Accounting Number Format > $ English (United
States).
Note: The 'Recommended Charts' feature only works with 'full' Office for the web plans (those plans that come with an Office 365
subscription). Recommended Charts do not work with the 'basic' plan that comes with a Microsoft Account.
6. Select column C, D, E.
5. To filter using more than one slicer, in the Investors Name slicer, select Amour Infrastructure, then press CTRL and select Westbridge
Capital, and then Breakthrough Energy Ventures.
6. In the City Location slicer, click the Clear Filter button, then in the Investors Name slicer, click the Clear Filter button.
2. In the Date timeline, click top right drop-down and select QUARTERS.
3. In the Date Timeline, select 2019 Q1, then drag 2019 Q1 to 2019 Q3.
4. In the Date timeline, click the Clear Filter icon.
5. In the Date timeline, click top right drop-down and select YEARS, then select 2020 only.
Congratulations! You have completed Lab 7, and you are ready for the next
topic.
Author(s)
Sandip Saha Joy
Other Contributor(s)
Steve Ryan
Changelog
Date Version Changed by Change Description