Pivot Tables (Chapter 4)

To modify a PivotTable: select the name of the field you want to modify. On the PivotTable Tools, Analyze tab, in the ______ Field group, select ______ ______.

Active, Field settings

To add new fields to your pivot table which are not there in the original source data, you use ___________ fields option. Hint: You have added sales tax column to the total amount using this feature.

Calculated

_______ fields: fields that group the values in the PivotTable.

Category

On the far right, in the figure above, there is the PivotTable field list. The items listed there, such as "Day" and "Segment" are ____ from the original source table.

Columns

If Ted decides that he wants to work with nonnumeric data in his PivotTable, what function must he use to produce summaries?

Count

Pivot tables are updated automatically when the source data changes.

False

Ted wants to be able to analyze date data in his PivotTable by month. What must he do with the date field in his PivotTable?

He must group the data by the date field

Ted wants to use his PivotTable to show the total value of the motorcycles for a series of motorcycle dealerships but he wants to filter the display to show only those dealers whose total stock of motorcycle is greater than $1 million. How would he accomplish this?

He would develop a PivotTable using the value filter.

Which of the following is a true statement Carter can make to Ted about PivotTables?

To remove a field from a PivotTable, you click the field's check box in the PivotTable field list.

A PivotChart is by definition linked with a PivotTable. If you modify one, the other also changes accordingly.

True

You cannot change data directly in the PivotTable. Instead, you must edit the Excel table, and then ____, or update, the PivotTable to reflect the updated data.

Refresh

To create a PivotChart: click anywhere in the PivotTable to show the PivotTable Tools on the ______. On the PivotTable Tools, ______ tab in the Tools group, select PivotChart _____. In the Insert Chart ______ _____, click the chart type and subtype you want.

Ribbon, Analyze, button, dialog box

A pivot table groups data into categories and then use functions to summarize data.

True

_______ allows you to organize the data in the PivotTable so it's easier to find the items you want to analyze.

Sorting

The data used to create a pivot table is referred to as?

Source data

By default, the PivotTable report uses the ____ function for numbers in the Values area.

Sum

To insert a PivotTable you would go to the INSERT tab on the ribbon and go to the ______ group

Tables

When you create a Pivot Table, you need to specify where to find the data for the PivotTable. Excel may help you to find the data range but you have the duty to confirm it.

True

You can create more than one slicer in a pivot table.

True

In the pivot table terminology, which fields display the numbers that are summarized in the pivot table, for example, amount?

Value

You can drag one field to the FILTERS area of the PivotTable Fields pane to change what values are displayed in the original source table.

False

Known as the "upper section" of a PivotTable, lists the name of each field in the data source.

Fields Section

In pivot table terminology, which fields are used to select one or more items to display in the pivot table i.e. only show data you want. smaller portion of large data

Filters

Ted wants to be able to use his PivotTable to combine items into groups. Which of the following is true?

Items that appear as column labels can be grouped

The four squares labeled FILTER, COLUMNS, ROWS, and VALUES. These four areas represent the ____ of the PivotTable.

Layout

A ___________ chart is a graphical representation of the data in a pivot table.

Pivot

A ______ allows you to add, remove, filter, and refresh data fields.

PivotChart