BATECH 165 Ch 4 - Creating PivotTables and PivotCharts

PivotTable Fields pane

A window that lists, at the top, all of the fields - column titles - from the source data for use in the PivotTable report; and at the bottom, an area in which you can arrange the fields in the PivotTable. (PivotTable Tools Analyze tab > Show group > ____ List button)

Record

All of the categories of data pertaining to one person, place, event, thing, or idea; represented by a row in a database table.

Source data

The data for a PivotTable, formatted in columns and rows, which can be located in an Excel worksheet or an external source. (In Create PivotTable dialog box, you must select this from the first three options available)

Field button

A button on a PivotChart with an arrow to choose a filter, and thus change the data that is displayed in the chart.

Layout section

The lower portion of the PivotTable Fields pane containing the four areas for layout; use this area to rearrange and reposition fields in the PivotTable.

Filtering button

A button on a slicer which you use to select the item by which to filter.

Clear Filter

A button that removes a filter.

PivotChart

A graphical representation of the data in a PivotTable report.

List

A series of rows that contains related data with column titles in the first row.

Filters area

An area in the lower portion of the PivotTable Fields pane to position fields by which you want to filter the PivotTable report, enabling you to display a subset of data in the PivotTable report.

Relationship

An association between tables that share a common field. (PivotTable Tools Analyze tab > Calculations group)

PivotTable

An interactive Excel report that summarizes and analyzes large amounts of data. (Insert tab > Tables group)

Slicer

Easy-to-use filtering control with buttons that enable you to drill down through large amounts of data. (Pivot Table Tools Analyze tab > Filter group)

Associated PivotTable report

The PivotTable report in a workbook that is graphically represented in a PivotChart.

Field names

The column titles from source data that form the categories of data for a PivotTable.

Slicer header

The top of a slicer that indicates the category of the slicer items.

Field section

The upper portion of the PivotTable Fields pane containing the fields - column titles - from your source data; use this area to add fields to and remove fields from the PivotTable.

Filter

To limit the display of data to only specific information.

Field

a single piece of information for every record.

Primary key

the field used to uniquely identify a record in an Access table.

COLUMNS area

An area to position fields that you want to display as columns in the PivotTable report. Field names placed here become the column titles.

ROWS area

An area to position fields that you want to display as rows in the PivotTable report. Field names placed here become row titles, and the data is grouped by these row titles.

Data Model

A method of incorporating data from multiple, related tables into an Excel worksheet.

VALUES area

An area to position fields that contain data that is summarized in a PivotTable report or PivotChart report. The data placed here is usually numeric in nature and the data is summarized - summed. You can also perform other basic calculations such as finding the average, the minimum, or the maximum.

Refresh

The command to update a worksheet to reflect the new data. (PivotTable Tools Analyze tab > Data group)