Pivot Table Basics
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Questions and Answers

What type of data structure is required to effectively use a PivotTable?

  • Flat-file data
  • Compressed data
  • Normalized data (correct)
  • Unstructured data

What is the first step to take before creating a PivotTable?

  • Create a foldable chart
  • Create a summary report
  • Create a data model
  • Create a Table (correct)

Which process can be used to create a PivotTable in Excel?

  • Creating a Pivot Table Automatically (correct)
  • Creating a table manually
  • Merging cells
  • Data import wizard

Which of the following statements about PivotTables is correct?

<p>PivotTables require structured data. (D)</p> Signup and view all the answers

What is the purpose of normalizing data before using it in a PivotTable?

<p>To eliminate redundancy and improve organization (A)</p> Signup and view all the answers

What is a requirement for data to be used in a pivot table?

<p>There should be at least one column of values that can be summarized (D)</p> Signup and view all the answers

Which of the following best describes 'Category Field' in the context of a pivot table?

<p>A column that describes the data field (A)</p> Signup and view all the answers

Which type of data format is essential for effective analysis in a pivot table?

<p>Normalized data (C)</p> Signup and view all the answers

What does normalized data provide compared to non-normalized data?

<p>Simplified organization for analysis (B)</p> Signup and view all the answers

In the given data, how are categories presented in non-normalized data?

<p>From left to right in the first row and top to bottom in the first column (C)</p> Signup and view all the answers

What is one characteristic that differentiates normalized data from non-normalized data?

<p>Normalized data has separate rows for each data point (A)</p> Signup and view all the answers

Which of the following descriptions fits the term 'Data Field'?

<p>It is a column of values that can be summed (D)</p> Signup and view all the answers

Why is it important for data to be normalized before analysis?

<p>It simplifies and structures the dataset for better analysis (B)</p> Signup and view all the answers

What is the first step to create a Pivot Table manually using an existing worksheet?

<p>Select the Insert tab in the Ribbon (C)</p> Signup and view all the answers

After generating a Pivot Table automatically, what happens next?

<p>A gallery of possible Pivot Tables is displayed for selection (D)</p> Signup and view all the answers

Which field would you typically set as the value to answer which day of the week has the most deposits?

<p>Amount (C)</p> Signup and view all the answers

What should you do to experiment further with your Pivot Table after it is created?

<p>Drag more fields to the Pivot Table (D)</p> Signup and view all the answers

What information is provided by the Pivot Table relating to Friday's deposits?

<p>Total deposits of 1718148 (B)</p> Signup and view all the answers

Which tab must be selected in the Ribbon to find the 'Recommended PivotTables' option?

<p>Insert (A)</p> Signup and view all the answers

What type of data structure is typically required for creating a Pivot Table?

<p>Normalized list or Excel table (C)</p> Signup and view all the answers

What is a key feature of a Pivot Table?

<p>Allows you to summarize and analyze complex data (B)</p> Signup and view all the answers

What is a key benefit of using a PivotTable?

<p>It allows users to re-arrange data dynamically. (D)</p> Signup and view all the answers

What does the term 'pivot' imply in the context of PivotTables?

<p>To rotate or view data from multiple angles. (A)</p> Signup and view all the answers

What is a requirement for data to be used effectively with a PivotTable?

<p>Data should be normalized. (D)</p> Signup and view all the answers

How does a PivotTable respond when the underlying data changes?

<p>It does not change unless manually refreshed. (A)</p> Signup and view all the answers

In what scenario might a bank use a PivotTable?

<p>To analyze daily new deposit amounts by branch. (D)</p> Signup and view all the answers

What type of report is generated by a PivotTable?

<p>A dynamically generated summary report. (B)</p> Signup and view all the answers

What is the first step in using a PivotTable effectively?

<p>Create a table with the data. (D)</p> Signup and view all the answers

Which of the following is a drawback of using a PivotTable?

<p>Changes in underlying data do not update automatically. (A)</p> Signup and view all the answers

What is the primary purpose of normalizing data before creating a Pivot Table?

<p>To ensure data can be structured into categories and records (C)</p> Signup and view all the answers

Which of these steps is NOT involved in creating a Table in Excel?

<p>Using the paste command from the menu (B)</p> Signup and view all the answers

What happens when rows are added or deleted from a Table in Excel?

<p>The pivot table updates automatically to reflect the changes (C)</p> Signup and view all the answers

What function does the Table command serve in Microsoft Excel?

<p>It formats data visually as a Table for analysis (D)</p> Signup and view all the answers

What is the effect of deleting rows from a Table on the Pivot Table constructed from it?

<p>The Pivot Table will automatically update to include remaining data (C)</p> Signup and view all the answers

How does Microsoft Excel name new tables created in a workbook?

<p>By adding sequential numbers to the name 'Table' (A)</p> Signup and view all the answers

What is one advantage of using a Table versus a regular range of data in Excel?

<p>Tables adjust the range for Pivot Tables automatically (D)</p> Signup and view all the answers

Which of the following best describes the relationship between a normalized list and Pivot Tables?

<p>Normalized lists are a prerequisite for creating effective Pivot Tables (A)</p> Signup and view all the answers

Flashcards

Pivot Table

A summary report generated from data, allowing interactive rearrangement to see different data viewpoints.

Pivot

To rotate or revolve; in context, to change the viewpoint of summarized data.

Pivot Table Use

Analyzing data to answer questions by changing summary viewpoints.

Data Requirements for Pivot Tables

Data must be organized in a structured table (normalized data).

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Normalized Data

Organized data in a table format where each piece of data is stored only once; prevents redundant data.

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Pre-Pivot Table Step

Create a table of data before creating the Pivot Table.

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Automatic Pivot Table Creation

Creating a Pivot Table by using the software's automation feature.

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Manual Pivot Table Creation

Creating a Pivot Table by directly selecting and arranging data fields.

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Not normalized data

Data formatted in a cross-tab or summary table. This format combines multiple values into a single cell.

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Data field (pivot table)

A column containing values that can be totaled or summarized in a pivot table.

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Category field (pivot table)

A column that describes categories used for grouping and summarizing the data field in a pivot table.

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Normalized list

A tabular arrangement of data where each column represents a distinct attribute and each row represents a single data item.

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Data formatting for pivot table

Data must be structured as a normalized list, including columns for values to be summarized and columns that describe the data.

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Required columns in pivot table data

Must have at least one column with values to be summarized and additional columns that describe or categorize the values.

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Table (Excel)

A structured range of cells in a spreadsheet that visually represents data.

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Table (Excel) update and pivot tables

When you edit a table in Excel, the range of cells that a pivot table references automatically updates

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MS Excel Table Command

A command within Microsoft Excel to formally define a tabular data range as a table

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Table naming

Excel automatically names tables (e.g., Table1, Table2) which can be changed

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PivotTable location

An automatically created PivotTable is placed on a new worksheet.

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PivotTable fields (Values/Rows/Columns)

Fields are automatically placed into the appropriate areas within the PivotTable structure (Values, Rows, or Columns) to summarize data.

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PivotTable fields (data/categories)

Select fields to summarize the data by breaking it down into categories. One field becomes the summary and others become categories.

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PivotTable Question Example

Use PivotTables to explore data and find answers such as which day had the most deposits.

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Pivot Table Functionality

Summary tables used to analyze and summarize data quickly and comprehensively by grouping related fields.

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PivotTable Location (Manual)

PivotTables, created manually, appear in a new worksheet separate from original data.

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Prepare Data for Pivot Tables

Organize your data into a structured table with distinct columns and rows, ensuring each piece of information is stored only once.

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Pivot Table Data Requirements

The data used for a Pivot Table must be structured and organized in a table format, where each data element is stored only once.

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Create a Pivot Table: Automatic

Generate a Pivot Table automatically by using the software's features.

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Create a Pivot Table: Manual

Manually select and arrange data fields to create a Pivot Table.

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Pivot Table: Analyze Data

Use a Pivot Table to analyze data by rearranging data viewpoints and summarizing data.

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Study Notes

Pivot Table Basics

  • Pivot tables are summary reports generated dynamically from databases (internal worksheets or external files).
  • A key benefit of pivot tables is the ability to rearrange data for various summary views interactively.
  • A drawback is that they don't automatically update when underlying data changes; however, manual or programmatic updates can be requested.
  • Pivot tables are problem-solving tools used to answer questions about data collections.
  • For example, with bank transaction data, a bank might want to determine daily deposit totals per branch, peak deposit days, the amount used to open accounts, and the types of accounts opened most often.

Data Requirements

  • Data used for pivot tables must be normalized (one row per record, with columns representing categories and data fields).
  • A data field consists of values that can be summarized (e.g., sums or counts).
  • Category fields categorize data fields.

Normalization

  • Data must be in a table format with categories and data.
  • Each row represents one record with an entry for each field.
  • Data normalization is vital before creating a pivot table.

Creating a Pivot Table

  • Before creating a PivotTable: Create an Excel Table for better data management and updating abilities. Easily select a cell and utilize the Insert > Table command. The data should be visually formatted appropriately.
  • Automatically: Excel offers recommended configurations. Select these from the Insert tab.
  • Manually: Follow these steps after creating a table: Select the worksheet containing the data. Select the Insert tab. Select PivotTable and select From Table/Range. The automatically generated table name should be preserved, as well as other default settings. Click OK.
  • Drag fields (e.g., Amount to Values and Weekday to Rows ) to display data summarizations and answer questions. The data is then filtered as necessary to address specific questions regarding the data.

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Microsoft Excel Pivot Table Basics PDF

Description

This quiz covers the fundamental concepts of pivot tables, focusing on their dynamic summary report capabilities and the process of organizing data for analysis. It also delves into the importance of normalization in data preparation and the specific requirements for data used in pivot tables. Test your knowledge on how to effectively utilize pivot tables for problem-solving and data summarization.

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