Exam #2 Business Computing
Resize and move a PivotTable slicer
Clicking the title bar and dragging the sliver to the desired position. To resize a sliver, click and drag the sizing handles to adjust the length and width
Collapse or expand an outline view
Level 1- grand totals Level 2- subtotals and grand totals Level 3- records as well as subtotals and grand totals You can click the expand or show details (+) outline button, or the collapse or hide details (-) outline button, for specific data teams
Create a formula using structured references
Type or click to enter the table name(s), surrounded by parenthesis, and the column name(s) surrounded by brackets, where you would otherwise enter cell references. Structured references automatically adjust if data ranges in the table change.
Filter a PivotChart
When you click the button arrow, an AutoFilter menu appears. You can add, delete, or change filtering criteria by making selections on the AutoFilter menu
Filter PivotTable fields
You can add filters by using the Insert Slicer button on the PIVOTTABLE TOOLS ANALYZE tab, by dragging desired fields to the Filters area of the PIVOTTABLE Fields pane, by using the Filter command on the shortcut menu, or by clicking the existing filter arrows in the PivotTable
filter a table
click the filter arrow for the column you want to filer, and use the commands on the AutoFilter menu to filter the data by color, number, or specific values. Then, click OK to apply the filter criteria to the data
delete a record from a table
in the Cells group on the Home tab, click the delete arrow and then click delete table rows. You can also right click and cell in the record you want to delete, point to Delete on the shortcut menu, and then click Table Rows
Move PivotTable fields
in the PivotTable Fields pane, click and drag a field from one PivotTable area to another
edit the data in a PivotTable
make the desired changes in the data source, select the PivotTable, then click the Refresh button the the PIVOTTABLE TOOLS ANALYZE tab
Add fields to a PivotTable
open the PivotTable Field List by clicking the Field List button in the Show group on the PIVOTTABLE TOOLS ANALYZE tab, then click the check boxes in the field list for the fields you want to add to the PivotTable
Format a PivotChart data series
select the data series and then open the task pane by double clicking the data series, clicking Format Data series on the shortcut menu, or clicking format selection on the PIVOTCHART TOOlS FORMAT tab. Make selections in the task pane to modify the data series as desired
Add a value field to a PivotTable
select the field in the fields list area of the PibotTable Fields pane, and drag the field to the Values area of the pane, if necessary
add a record to the end of a table
select the row and then enter the data, pressing enter or tab to move from cell to cell
create a pivotable
using buttons on the insert tab; the recommended pivottable button provides preset pivotable options while the pivotable button lets you build a pivotable from scratch. You can also use the Quick Analysis feature to create a recommended or custom PivotTable. You can insert a PivotTable in the active worksheet or in a new worksheet.
Format a range as a table
when you convert a range, Excel formats the table with a table format you choose. You can specify whether a table has headers, and then you can use the tools on the TABLE TOOLS DESIGN tab to choose a different table style or modify the way columns and rows are displayed
sort a table
you can sort data in columns in either ascending or descending order. To do so, you can use the Sort & Filter button in the Editing group on the Home tab, or you can use the sort and filter arrow at the top of the column you want to sort ascending order- A to Z descending order- Z to A
Sort a table based on a custom sort order
you can sort them on the Home or Data tabs or on the shortcut menu. Sorts are performed in ascending or descending order, with text sorted alphabetically, dates chronologically, and numbers by value
