Excel Chapter 4

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

Record

All of the categories of data pertaining to one person, place, event, thing, or idea

Filters area

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

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 or financial 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

Columns area

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

PivotTable

An interactive Excel report that summarizes and analyzes large amounts of data

Slicer

Easy-to-use filtering control with buttons that enable you to drill down through large amounts of data

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

Source data

The data for a PivotTable, formatted in columns and rows, which can be located in an Excel worksheet or an external source

Primary Key

The field used to uniquely identify a record in an Access table

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

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

List

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

Field

a single piece of information for every record

Relationship

an association between tables that share a common field

Refresh

the command to update a PivotTable to reflect the new data

Filter

to limit the display of data to only specific information

Slicer header

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

Power BI

A business analytics service that organizations use to transform and analyze data by creating visually impactful interactive reports

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

Filtering button

A button on a slicer used 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

Data model

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