Transcription of Pivot tables - Excel 2010
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Pivot tables - Excel 2010
Microsoft Excel Pivot tables General instructions with exercises on BI4 Dynamics data 1 1 PREFACE 3 How to use this document 3 BI4 Dynamics 3 2 INTRODUCTION 4 Understanding dimensions and cubes 4 General features of BI4 Dynamics 4 Pivot tables 5 3 CONNECTING TO DATA 6 Creating a new Connection 6 Using an existing connection 8 Changing an existing report connection 9 Refreshing a connection 10 Connection properties 10 Changing language 12 Exercises 13 4 Pivot TABLE OVERVIEW 14 Show fields related to area 14 Pivot table field list 15 Pivot table preview 16 Pivot Table tools tabs 16 5 WORKING WITH Pivot tables 18 Creating, modifying and deleting the Pivot table layout 18 Nesting dimensions 18 Exercises 19 6 DATA DISPLAY OPTIONS 22 Dimension browsing (hierarchies) 22 Sorting data 22 Filtering data 23 Slicers 26 Search 27 Subtotals, dimension levels display and grouping 29 Exercises 30 7 FORMATTING 32 Pivot table formatting 32 Displaying and formatting measures 32 Conditional formatti
2 8.6 Sparklines 41 8.7 Exercises 43 9 ADDITIONAL EXERCISES 44 9.1 Sales cube 44 9.2 Inventory cube 47 9.3 General ledger/Account schedules cube 51
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