Excel 2010 - Overview
Quick Access
toolbar
Tabs
Group
Help
button
The Ribbon – Traditional menus and toolbars have been replaced by the Ribbon. Commands are
organized with a set of Tabs. The Tabs on the Ribbon display the commands that are most relevant for
each of the task areas in the applications. The Home tab contains many commonly used formatting
features. As you move your mouse over the Ribbon, tool tips appear. Some ribbons contain dialog box
launchers. If you have trouble finding tools on the Ribbon, go to: http://office.microsoft.com/ and search
for find ribbon commands. Some Tabs on the Ribbon appear only when they are useful. The Ribbon can
be quickly hidden by double-clicking on any Tab. To unhide the Ribbon, double-click on it again.
Quick Access Toolbar – This toolbar is located to the right of the Office Button. By default it contains
three buttons: Save, Undo, and Redo. A small arrow on the right allows for the quick addition or removal
of buttons.
The Mini Toolbar – appears as a ghost when text is selected. By moving your mouse over the Mini
Toolbar, you may select and apply formatting options.
File Tab (Backstage View) – area where you manage your files – create, open, save, print, change
settings, etc.
Live Preview – when you move the mouse over a gallery of format options, the application will show you
how your application will change after your formatting is applied.
Developed by:
Steve Janover
Capital Region BOCES, NERIC
1
Exercise A - Bar Graphs, Pie Charts and Filtering
Creating the Expense Spreadsheet
1)
Enter the spreadsheet as depicted below:
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Resize the columns as needed by double-clicking on the gray divider between the column letters.
Boldface labels and column as shown above.
Format the columns in columns D thru H for currency by selecting those columns and then
selecting the Accounting Number Format icon from the Number group on the Home ribbon.
Tip:
To format Tolls Parking on two lines in cells D5 and F5.
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Type Tolls in the Formula Bar.
Hold down the ALT key and press ENTER.
Type Parking in the Formula Bar.
Press ENTER.
Resize Row 5 by double-clicking on the row divider between rows 5 and 6. If you have
trouble doing this, change the Row Height of Row 5 to 27.
We now wish to enter a formula that calculates the Mileage Allowance.
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In cell F7, type =.48*C7.
Copy the three cells below by using the fill-down feature or by dragging the cell’s fill handle down
three cells.
Create a formula to calculate the TOTAL in Row 7, by typing =sum(D7:G7) in cell H7.
Fill this formula to the three cells below.
Create a formula to calculate the TOTALS for columns C thru G by clicking in cell C12 and then
selecting the AutoSum button in the Editing group on the Home ribbon.
Cells C7:C11 should now be bounded by an animated broken line.
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Press ENTER.
Fill the formula to the five cells to the right and format the cells for Accounting Number Format.
Your completed spreadsheet should appear similar to the one below:
Creating a Column Chart
We now wish to create a bar chart to show the comparison between types of expenses.
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Select row 6 and delete it by choosing Delete Sheet Rows from the Delete drop-down in the Cells
group on the Home ribbon.
Highlight cells D5 thru G9. Choose the Insert ribbon.
Choose Column from the Charts group and then select All Chart Types…
Select Column, go with the default selection, and click OK.
Your Column chart should now appear in your workbook. We need to modify it.
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Make sure the chart is selected and the handles are visible. Select the Design tab in the Chart
Styles group.
Choose the Select Data icon in the Data group.
The Select Data Source window should appear on your screen.
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Select Series1 and click the Edit button under Legend Entries (Series)
Type Boston in the Series name: field and click OK.
Pick Series2 and click the Edit button and type Syracuse in the Series name: field and click OK.
Choose Series3 and pick the Edit button and type Albany in the Series name: field and click OK.
Select Series4 and choose the Edit button and type Buffalo in the Series name: field and click OK.
Click OK to close the Data Source Window.
Make sure the chart is selected and choose the Layout.
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Click on the Chart Title icon in the Labels group.
Select Above Chart.
The Chart Title box is now selected.
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Type October Expenses and press ENTER.
Select the Axis Titles icon in the Labels group and choose Primary Horizontal Axis Title and then
Title Below Axis.
Type Expenditures and press ENTER.
Select the Axis Titles icon again and choose Primary Vertical Axis Title and then Rotated Title.
Type cost-dollars and press ENTER.
Drag the chart below your spreadsheet.
Right-click on the Legend and choose Format Legend…
Select Border Color and choose Solid line.
Click Close.
Save your workbook to a folder on your workstation and name it ex-a.
Creating a Pie Chart
Pie charts are useful when you are showing the relative proportion of numbers that add up to a total.
They are good for a single series of data. Ideally, there shouldn’t be too many wedges (small ones).
If you need to show progress toward a goal, you may be better off using a bar chart. Pie charts are also
not good for comparing two sets of proportions or multiple series of data. A stacked column chart may be
a better choice for this.
The pie chart we’ll create will show the total monthly expenses by type as a percentage.
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Select cells D5 thru G5.
Hold down the CTRL key and select cells D11 thru G11.
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Choose the Insert ribbon and then Pie from the Charts group.
Select All Chart Types… from the drop-down.
Choose Pie under Templates.
Select Exploded pie in 3-D (fifth icon from left) from the Pie row and click OK.
Drag the Pie Chart graphic below the Column Chart in your spreadsheet.
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Choose the Layout tab.
Select the Chart Title icon from the Labels group.
Choose Above Chart.
Type October Expenses and press ENTER.
Re-center the chart title box, if necessary.
Click one of the pie wedges to expose the handles of all the wedges.
Select the Layout tab and choose Data Labels from the Labels group.
Pick More Data Label Options… from the drop-down.
The Format Data Labels window should now appear on your screen.
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Select Label Options and only check Percentage under Label Contains and Outside End under
Label Position.
Click Close.
Size the Pie Chart box so all the wedge percentages are visible.
Click on one of the percentages to expose all the percentage handles.
Right-click on one of the percentages and then choose Bold and change the Font Size to 12 from
the Mini Toolbar.
Click on the Legend in your Pie Chart to expose its handles.
Right-click on the legend and change the Font Size to 12 on the Mini Toolbar.
Resave your workbook.
Your Pie Chart should appear similar to the one below:
5
Sorting
1)
Make sure the ex-a workbook is on your screen.
Sort the spreadsheet alphabetically by Location.
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Select cells A6 thru H9.
Select the Home tab.
Choose Sort & Filter from the Editing group and then Custom Sort…
The Sort window should now appear on your screen.
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Pick LOCATION from the Sort by drop-down.
Uncheck My data has headers.
Click OK.
We now wish to sort the Mileage Allowance by Location.
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Select cells A6 thru H9.
Choose Sort & Filter and then Custom Sort…
Make sure My data has headers is unchecked.
Select Column F under the Sort by drop-down.
Then choose the Add Level button.
Select Column B from the Then by drop-down.
Click OK.
Applying a Filter
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Select Row 5.
Choose Filter from the Sort & Filter button.
Click on the Location drop-down box and only leave Buffalo checked and click OK.
To redisplay all your data choose Select All from the Location drop-down menu and click OK.
We now wish to display only data with Meals greater than or equal to $20.00.
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Click the Meals drop-down menu and choose Number Filters, and then Greater Than Or Equal
To…
Type 20 in the drop-down menu in the top right of the window.
Click OK.
Three cities should now display: Syracuse, Boston, Buffalo.
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Restore all the data by choosing the Meals drop-down and then choose Select All and click OK.
Remove the filter by selecting the Sort & Filter button and then Filter.
Save your revised workbook.
6
Exercise B - Creating a Simple Gradebook
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Start a new workbook.
Enter the data for the spreadsheet from the example below:
Relative and Absolute References
A reference identifies a cell or range on a worksheet and tells the formula where to look for data.
A relative cell reference is relative to the position of the formula. For example, a formula in cell C3 that
contains a relative reference to the cell B2 would look for the value one cell above and one cell to the left
of C3. If this formula were copied to cell D7, it would look for the value in C6 (one cell above and one cell
to the left).
An absolute cell reference always refers to a specific location, regardless of where the formula is located.
To indicate an absolute reference, place a dollar sign before the letter and/or number of the cell
reference, such as $B$2. In this exercise we need to keep the cell references absolute (unchanged) to get
the correct calculations.
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Click in cell F5 and enter the following formula:
=$b$15*b5+$c$15*c5+$d$15*d5+$e$15*e5
If you type this formula in correctly you should get a value of 62.2 in cell F5.
We now wish to copy the formula to the four cells below.
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Select cell F5 and then drag your mouse down thru cell F9.
Choose the Home tab and then Down from the Fill drop-down in the Editing group.
Let’s now enter a formula to display the minimum score on each exam.
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Select cell B11 and type the following formula:
=min(b5:b9)
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Fill this formula to the four cells to the right by selecting cell B11 and then dragging your mouse
thru cell F11.
Select Right from the Fill drop-down in the Editing group.
Click in cell B12 and enter =max(b5:b9).
Fill the formula to the four cells to the right.
Enter a formula for the Class Average. Type the following formula in cell B13.
=average(b5:b9)
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Fill the formula from cell B13 to the three cells to the right.
Boldface rows 1 and 3 and cells A11, A12, A13, and A15.
We now wish to format cells B5 thru F13 to 0 decimal places (nearest whole number).
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Individually select any cells that are in the range B5 thru F13 that are not whole numbers. You will
need to round these off to the nearest whole number.
Make sure the Home tab is selected and click on the Decrease Decimal icon in the Number group.
Your completed example should appear like the example below:
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Save your workbook to a folder on your workstation and name it ex-b.
Exercise C - Enhancing your Gradebook
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Open the workbook named ex-b in Excel.
Select cell C1.
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Italicize the text by choosing the Home tab, and then the Italic icon in the Font group.
Change the Font Size to 14 pt., by choosing the Font Size icon in the Font group.
Type Grade in cell G3.
Highlight cells B3 thru G15.
Select Center from the Alignment group on the Home tab.
Highlight cells A3 thru G3.
Hold down the CTRL key on your keyboard.
Select cells A13 thru G13.
With the CTRL key still depressed, choose A15 thru G15.
Right-click on any of the highlighted cells and choose Format Cells…
Now pick the Border tab.
Pick the Fifth line in the right column under Style.
Choose the Top and Bottom border icons under Border.
Pick the Fill tab.
Select the Light Green shade in the fourth row.
Click OK.
Save your workbook to your workstation and name it ex-b.
See example below:
Conditional Formatting
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Format cells F5 thru F12 for 1 decimal place by choosing the Home tab, and then the Increase
Decimal button in the Number group.
Also format cells B13 thru E13 for one decimal place.
Format cells B15 thru E15 for percentage by choosing the Percent Style button in the Number
group.
Select cells B5 thru G13.
Choose Conditional Formatting… from the Styles group and then Highlight Cells Rules.
Pick the second drop-down from the Conditional Formatting icon and then choose Less Than…
Type 65 in the Format cells that are LESS THAN: box.
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Choose Custom Format… from the drop-down.
Pick Bold under Font style:
Select the Red shade under the Color: drop-down.
Click OK.
Click OK again.
View your spreadsheet, all grades less than 65 should now be red and boldfaced.
Creating a Vertical Lookup Table for Letter Grades
Excel allows a user to create both horizontal (hlookup) and vertical (vlookup) tables. In this next exercise
the vlookup table will provide a letter equivalent for the numeric average.
The VLOOKUP function in cell G5 determines the letter grade for Adams, J. based on the computed
average in cell F5.
Note: We need to use absolute references for the range so that the addresses will not change when the
function is copied to determine the letter grade for the other students. The numeric breakpoints for letter
grades must be in ascending order for the lookup table to work correctly.
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Select cell F17 and type Grade Criteria and Bold the text.
Select cells F17 and G18 and then choose Merge & Center from the Alignment group and then
Merge & Center.
Select cells F18 thru G22 and choose Center from the Alignment group.
Type the following in cells F18 thru G22.
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Enter the following formula in cell G5.
=VLOOKUP(F5,$F$18:$G$22,2)
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Copy the formula down to the 7 cells below:
Delete the F in cell G10.
Resave your spreadsheet.
10
Exercise D - Graphing Data - Line Graphs
Creating the Monthly Precipitation Graph
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2)
Download and open the Excel workbook named data.xls located in a folder on your workstation.
Make sure the Data spreadsheet is visible by clicking on its worksheet tab located in the lower
left-hand corner of the screen.
We wish to create four line graphs that display comparative weather data for Albany, NY and
Seattle, WA.
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Click on cell B5 and highlight the cells thru M7.
You should now have a rectangular selection on your screen that encompasses cells B5 thru M7.
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Select the Insert tab and choose Line in the Charts group.
Choose All Chart Types…
Select Line and then the Line with Markers (fourth from left) type in the Line row.
Click OK.
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A line graph should appear on your screen. Click on its handles and drag it to the bottom of your
screen below the last row of data.
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Make sure the graph’s handles are still exposed and right-click on the graph.
Choose Cut.
Select the Insert Worksheet button located in the lower left-hand corner of your screen.
Choose the Paste button located in the Clipboard group of the Home tab.
The graph should now be pasted in the spreadsheet named Sheet1.
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Right-click on the tab labeled Sheet1 and choose Rename.
Type Precipitation in the tab area labeled Sheet1 and press ENTER.
Make sure the graph’s handles are exposed and choose the Design tab.
Choose the Select Data button from the Data group.
The Select Data Source window should now appear.
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Click on Series 1 and choose the Edit button.
Type Albany, NY in the Series name: field and click OK.
Select Series 2 and click the Edit button, and then type Seattle, WA in the Series name: field and
click OK.
Make sure the graph is selected and choose the Layout tab.
Click on the Chart Title button in the Labels group.
Select Above Chart.
The Chart Title box is now selected.
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Type Normal Monthly Precipitation (inches) and press ENTER.
Right-click on the Chart Title box and change the Font Size to 12.
Select the Axis Titles icon in the Labels group and choose Primary Horizontal Axis Title and then
Title Below Axis.
Type Month and press ENTER.
Select the Axis Titles drop-down again and choose Primary Vertical Axis Title and then Rotated
Title.
Type Inches and press ENTER.
Resave your workbook.
Modifying the Graph
In the following steps changes will be applied to the following areas of the graph: Plot Area, Major
Gridlines, Chart Titles, Category Axis Title, Value Axis and Title, Series Points and Values.
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Right-click anywhere between the horizontal lines of the graph.
Choose Format Plot Area…
Select Solid fill and then pick a very light shade of yellow from the Theme Colors.
Click Close.
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The Plot Area should now be a very light yellow shade.
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Right-click on any of the six horizontal gridlines and then choose Format Gridlines…
Choose Line Style and select the third style under the Dash type: drop-down.
Click Close.
Right-click on the Seattle line (red) and choose Format Data Series…
Select Line Style under Series Options and change the Width: to 1.5 pt.
We now wish to slightly decrease the size of the square marker.
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Select Marker Options and choose the Built-in radio button.
Change the Size: to 3 and click Close.
Repeat Steps 9 thru 11 above for the Albany (blue) line.
Note: Change the Marker Size for the Albany line to 5.
We now wish to change the orientation of the inches label and format the Y-axis scale to one
decimal place.
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Right-click on the inches label and select Format Axis Title…
Select Alignment.
Choose the Text direction: drop-down and select Horizontal.
Click Close.
Right-click in the inches number scale and choose Format Axis…
Choose Number from the Format Axis window.
Select Number from the Category: list and make sure Decimal places: is set to 1.
Click Close.
Resave your workbook.
13
Creating the Sunshine, Temperature, and Wind Graphs
1)
Follow the same procedure as detailed before and create three more line graphs using the
appropriate ranges in the Data worksheet. The graph titles and labels should be:
Sunshine Average Percent (0%)
Y-axis label - 0%, round off Y-axis (0%) to the nearest whole number.
Normal Daily Mean Temperature
Y-axis label - Degrees, round-off Y-axis to the nearest whole number.
Average Wind Speed (mph)
Y-axis label - mph, round-off Y-axis (mph) to the nearest whole number.
See completed examples below:
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3)
Name your line graphs: Sunshine, Temperature, and Wind.
Rename and arrange the workbook tabs in the following order:
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Resave your workbook.
14
Exercise E - Importing a Text File
This exercise will walk you through the steps of importing a text file and concatenating (combining fields)
columns.
Directions: To complete this exercise you will need to download the file named pivot.txt and save it to a
folder on your workstation.
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Start a new workbook in Excel.
Click on the File menu and choose Open.
Navigate to the folder on your workstation where you saved your file and choose All Files from
the drop-down.
Select the pivot.txt file and click Open.
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The Text Import Wizard should now appear on your screen.
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Make sure Delimited is selected in the Step 1 screen and click Next.
Tab should be selected in Step 2 and click Next.
Select Finish on Step 3 of the Wizard.
The pivot data should now appear in your workbook.
We now wish to combine the information in two columns into one.
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Select Column B by clicking on the gray column heading.
Choose the Home tab and then select Insert in the Cells group.
Type Name in cell B1.
Type =concatenate(d2,” “,c2) in cell B2.
Note: Commas are used to separate the cells. Any text to be included should be enclosed in
quotation marks. For this example, we left a space between the quotation marks to separate the
first name from the last name. Another way of writing this formula would be to use an ampersand
(&) instead of the word concatenate. If you chose to write the formula with an ampersand it
would look like: =d2&” “&c2.
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6)
Select cell B2 and then drag your mouse thru cell B11.
Make sure the Home tab is selected and then choose Fill and then Down from the Editing group.
You should now see the first name and last name for all ten individuals in Column B.
We now wish to copy the values of Column B back to Column B without the formulas so we can
delete Columns C and D.
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Select cells B2 thru B11.
Choose Copy from the Clipboard group.
Select cells B2 thru B11 again.
Choose the Paste drop-down in the Clipboard group and then select Paste Values.
Press the ESC key to deselect the selection.
Delete columns C and D by selecting them and then choosing Delete from the Cells group.
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You should now have six columns with the following fieldnames:
StudentID, Name, Teacher, Regents Grade, Final Grade, Grade Level
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Save your workbook to a folder on your workstation and name it pivot.
16
Exercise F - Working with PivotTables
A PivotTable is an interactive table created from an existing, static table. It allows easy summary and
analysis of your worksheets and the ability to compare several facts about one element in a data list.
PivotTables allow you to study and manipulate your data. No matter what you do in the PivotTable, the
structure and format on your original table remains intact.
The PivotTable is usually based on an Excel database list. Instead of working with columns and rows, a
PivotTable report works with fields and items. Database lists need to have field names in the first row so
the data can be grouped in the columns. You should have at least four fields in your PivotTable, one of
which should have multiple types in it. Each field and its name in a PivotTable report corresponds to a
column in the source data. The name of the field in the PivotTable is the column header for that that
column in the list. Data field values can be summarized in the PivotTable using summary functions such as
Sum, Count, or Average.
Creating the Final Grades PivotTable
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Locate the file pivot.xls used in Exercise E on your workstation, and open it.
Boldface all the fieldnames in Row 1.
Highlight cells A1 thru F11.
Select the Insert tab and then PivotTable from the Tables group.
The Create PivotTable window should now appear.
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Make sure the following radio buttons are checked:
Select a table or range
New Worksheet
6)
Click OK.
The PivotTable Field List should appear on the right side of your screen.
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Select the Options tab under PivotTable Tools.
Click on the Options button in the PivotTable group.
Uncheck Show grand totals for rows under Totals & Filters.
Click the Display tab and uncheck Show expand/collapse buttons click OK.
From the PivotTable Field List, choose Fields Section and Area Section Side-By-Side from the
drop-down in the upper-right corner of the list.
Drag the Teacher field to the Row Labels area in the Field List.
Drag the Grade Level field to the Column Labels area in the Field List.
Also drag the StudentID field to the Row Labels area.
Drag the Final Grade field to the Values area.
Select the Sum of Final Grades drop-down under Values and choose Value Field Settings…
Change Sum to Average and click OK.
Change the Teacher drop-down under Row Labels and select Field Settings…
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Select None and then the Layout & Print tab and check Show item labels in tabular form and click
OK.
Rename Row Labels in cell A4, Teacher.
Rename Grand Total in cell A15, Final Grade Average.
Rename Column Labels in cell C3, Grade Level.
Click anywhere inside the PivotTable and choose the PivotTable Tools Design tab.
Click on Report Layout in the Layout group, and choose Show in Tabular Form.
Format cells C15 thru E15 for Number and 0 decimal places.
This PivotTable presents the same data as listed in the original pivot.txt file. However, we are
now viewing the student’s Final Grade grouped by Teacher and Grade Level. The table is also
calculating an average of the Final Grades by Grade Level.
Try dropping down the Teacher, StudentID, and Grade Level drop-downs and unchecking some of
the fields.
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27)
Rename the Pivot workbook tab Data and the Sheet1 workbook tab Final Grades.
Save your workbook to a folder on workstation and name it ex-f.
Creating the Regents Grade PivotTable
The second part of this exercise involves using the same data, but we will view a list of student Regents
Grades listed by StudentID, with Grade Level indicated, and grouped by Teacher. The averages are also
provided for each teacher’s Regents Grades.
1)
2)
Highlight cells A1 thru F11 in the Data workbook.
Select the Insert tab and then PivotTable from the Tables group.
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The Create PivotTable window should now appear.
3)
Make sure the following radio buttons are checked:
Select a table or range
New Worksheet
4)
Click OK.
The PivotTable Field List should appear on the right side of your screen.
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Select the Options tab under PivotTable Tools.
Click on the Options button in the PivotTable group.
Uncheck Show grand totals for rows under Totals & Filters.
Click the Display tab and uncheck Show expand/collapse buttons click OK.
From the PivotTable Field List, choose Fields Section and Area Section Side-By-Side from the
drop-down in the upper-right corner of the list.
Drag the StudentID field to the Row Labels area the Field List.
Also drag the Grade Level field to the Row Labels area of the Field List.
Drag the Teacher field to the Column Labels area in the Field List.
Drag the Regents Grade field to the Values area.
Select the Sum of Regents Grade drop-down under Values and choose Value Field Settings…
Change Sum to Average and click OK.
Change the StudentID drop-down under Row Labels and select Field Settings…
Select None and then the Layout & Print tab and check Show item in tabular form and click OK.
Rename Row Labels in cell A4, StudentID.
Rename Column Labels in cell C3, Teacher.
Rename Grand Total in cell A15, Regents Average.
Format cells C15 thru F15 for Number and 0 decimal places.
Center Align cells A3 thru F15.
Click anywhere inside the PivotTable and choose the PivotTable Tools Design tab.
Click on Report Layout in the Layout group, and choose Show in Tabular Form.
Rename the Sheet2 workbook Tab, Regents Grade.
Resave your workbook.
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Creating the Grade Level PivotTable
The final PivotTable of this exercise will display the Grade Levels and distribution of students by teacher.
1)
2)
Highlight cells A1 thru F11 in the Data workbook.
Select the Insert tab and then PivotTable from the Tables group.
The Create PivotTable window should now appear.
3)
Make sure the following radio buttons are checked:
Select a table or range
New Worksheet
4)
Click OK.
The PivotTable Field List should appear on the right side of your screen.
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Select the Options tab under PivotTable Tools.
Click on the Options button in the PivotTable group.
Uncheck Show grand totals for rows under Totals & Filters.
Click the Display tab and uncheck Show expand/collapse buttons click OK.
From the PivotTable Field List, choose Fields Section and Area Section Side-By-Side from the
drop-down in the upper-right corner of the list.
Drag the Grade Level field to the Row Labels area.
Drag the Teacher field to the Column Labels area.
Drag the StudentID field to the Values area.
Select the Sum of StudentID drop-down under Values and choose Value Field Settings…
Change Sum to Count and click OK.
Change the Grade Level drop-down under the Row Labels area and select Field Settings…
Select None and then the Layout & Print tab and check Show item labels in tabular form and click
OK.
Rename Grand Total (cell A8) to Teacher Totals.
Click anywhere inside the PivotTable and choose the PivotTable Tools Design tab.
Click on Report Layout in the Layout group, and choose Show in Tabular Form.
Boldface cells A5 thru A7, and B8 thru E2.
Center Align cells A3 thru E8.
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Rename the Sheet3 workbook tab, Student Distributions.
Reorder the workbook tabs so they appear in the following order: Data, Final Grades, Regents
Grade, Student Distributions.
Resave your workbook.
Exercise G - Creating PivotCharts
A PivotChart is created from a PivotTable. Changes made to the PivotTable are reflected in the PivotChart
and vice versa.
1)
2)
Open the pivot.xlsx worksheet on your workstation.
Open the workbook tab named Data.
We wish to add another column column to the spreadsheet.
3)
4)
Type Sport in cell G1.
Enter the following data in Column G:
Creating a new PivotTable
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2)
Highlight cells A1 thru G11.
Select the Insert tab then choose the PivotTable drop-down from the Tables group.
The Create PivotTable window should now appear.
3)
Make sure the following radio buttons are checked:
Select a table or range
New Worksheet
4)
Click OK.
The PivotTable Field List should appear on the right side of your screen.
5)
Select the Options tab under PivotTable Tools.
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6)
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Click on the Options button in the PivotTable group.
Uncheck Show grand totals for rows under Totals & Filters.
Click the Display tab and uncheck Show expand/collapse buttons click OK.
From the PivotTable Field List, choose Fields Section and Area Section Side-By-Side from the
drop-down in the upper-right corner of the list.
Drag the Grade Level field to the Column Labels area.
Drag the Sport field to the Row Labels area, and also drag it to the Values area.
Additionally, drag the Teacher field to the Report Filter area.
Select the Teacher drop-down in the Field List and choose Field Settings…
Select None and then the Layout & Print tab, and check Show item labels in tabular form and
click OK.
Choose the Grade Level drop-down under Column Labels and then select Field Settings…
Change the Subtotals to None and click OK.
Rename Grand Total (cell A10), Total.
Rename Row Labels (cell A4), Sport.
Rename Column Labels (cell B3), Grade Level.
Click anywhere within your PivotTable and select the PivotTable Tools Design tab.
Click on Report Layout and choose Show in Tabular Form.
Boldface cell A1.
Rename the Sheet1 workbook tab, Sports.
Save your workbook to a folder on your workstation and name it exercise-g.
Creating the PivotChart
1)
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Click anywhere in the PivotTable.
Select Column from the Insert tab in the Charts group.
Choose Clustered Column under 2-D Column.
A column chart should now appear in your worksheet.
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Pick the Layout tab under PivotChart Tools and then choose Chart Title in the Labels group.
Select Above Chart.
Type # of Students Participating by Sport and press ENTER.
Change the Font Size to 16.
Make sure the Layout tab is selected and choose Axis Titles from the Labels group.
Select Primary Vertical Axis Title and then choose Rotated Title.
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10)
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Type # and press ENTER.
Right-click on the # (Value Axis Title) and select Format Axis Title…
Select Alignment and choose Horizontal from the Text direction: drop-down.
Click Close.
Change the # Font Size to 12.
Make sure the Layout tab is selected and choose Data Labels from the Labels group and select
Outside End.
Format all the text and numbers in the chart to a Font Size of 12, except the title.
Make sure the chart is selected and choose the Design tab.
Choose Move Chart from the Location group.
In the Move Chart Window, select New sheet: and type By Sports and click OK.
Resave your workbook.
See example below:
Creating the Sports by Teacher PivotChart
1)
2)
Right-click on the Sports workbook tab and choose Move or Copy…
Check Create a copy and click OK.
A new workbook tab will be created named Sports (2). It should now be selected.
3)
4)
Click somewhere in the PivotTable.
Make sure the PivotTable Field List is visible.
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5)
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Click on the Teacher drop-down and choose Remove Field.
Drag the Sport field from the Row Labels area to the Report Filter area.
Drag the Teacher field to the Row Labels area.
Click anywhere in the PivotTable and select the Insert tab.
Choose Column in the Charts group and select Clustered Column under 2-D Column.
Add the following elements to your Chart:
Chart title: # of Students Participating in Sports by Teacher (change the Title Font Size to 16.)
Vertical Axis Title: # (change the text orientation to Horizontal)
Add Data Labels (Outside End)
Change the Font Size of all the text and numbers to 12, except the title.
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Rename the Sports (2) PivotTable tab, Teacher.
Select the Teacher PivotChart.
Choose the Design tab.
Select Move Chart from the Location group.
In the Move Chart Window, select New sheet: and type By Teacher and click OK.
Resave your workbook.
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Resources
Basic Excel 2010 Spreadsheet Tutorial
http://spreadsheets.about.com/od/excelformulas/ss/2010-12-25-excel-2010-basictutorial-pt1.htm
Beginner’s Microsoft Excel 2010 Tutorial
http://www.softwaretrainingtutorials.com/excel-2010-ms.php
Getting Started with Office 2010
http://office.microsoft.com/en-us/support/getting-started-with-office-2010-FX101822272.aspx
Interactive Ribbon Commands
http://office.microsoft.com/en-us/support/learn-where-menu-and-toolbar-commands-are-inoffice-2010-and-related-products-HA101794130.aspx
Microsoft Office Online
http://office.microsoft.com/en-us/help/default.aspx
Microsoft Excel 2010 Training Page
http://office.microsoft.com/en-us/excel-help/make-the-switch-to-excel-2010RZ101809963.aspx
Microsoft Excel 2010 Tutorials
http://www.vtc.com/products/Microsoft-Excel-2010-Tutorials.htm
Microsoft Training Home Page
http://office.microsoft.com/en-us/training/FX100565001033.aspx
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