Excel Chapter 7

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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.

Clear Filter

A button that removes a filter.

FILTER 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.

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.

Add-ins

Optional commands and features that are not immediately available; you must first install and/or active this before you can use it.

Source data

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

Data Model

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

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.

PowerView

Allows you to create and interact with multiple charts, slicers, and other data visualizations in a single worksheet

Quick Explore

Allows you to drill down through PivotTable data with a single click

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.

Refresh

The command to update a worksheet to reflect the new data.

Slicer header

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

Filter

To limit the display of data to only specific information.

Business Intelligence Tools

Used to perform data analysis and create sophisticated charts and reports

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 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 which you use to select the item by which to filter.

PowerPivot

Allows you to analyze data from multiple sources, work with multiple data tables, and create relationships between tables

Associated PivotTable report

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

Slicer

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

Relationship

An association between tables that share a common field.

Field names

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

PivotTable

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

PivotChart report

A graphical representation of the data in a PivotTable report.


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