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TrainingWorksheet-MacrosandPivotTables AGUDA
TrainingWorksheet-MacrosandPivotTables AGUDA
If you perform a task repeatedly in Microsoft Excel, you can automate the task with a MACRO. A MACRO is a series of commands and functions that are stored in Excel via a Microsoft Visual Basic (VB) module and can be run whenever you need to perform the task. Objective(s): - During this session you will learn how to: 1. 2. Concatenate cells and complete an entire provisioning document by hand. Create a MACRO so that this is done automatically.
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Recording a Macro
Shortcut Name it. Describe.
(optional) (optional)
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2.
3.
Columns
Rows
Summed data
Grand Totals
Grand Totals
Where your pivot table will be Second: Ensure that the range selected is correct. Tell Excel where to put the new Pivot Table (new or existing worksheet) Narciso Aguda, 2012
Display/Control Toggles
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How to Pivot:
You will use the Pivot Table Field List to control your pivots. By clicking and dragging different fields into the boxes below, you will get a different view of your Pivot table.
Columns
Rows
Summed data
Grand Totals
Click and drag those field names into the correct boxes. Charge should go in VALUES because this is the summed data we want. Free/Red should go in the Rows. Setting it up this way should yield your first Pivot Table: Now, Id like to drill down to WHAT GRADES are represented by FREE, REDUCED, or NONE?
Grand Totals
Have your PIVOT table DRILL down your data. If I want differentiate up this Sum of Charge into Lunch and Breakfast. Since we have a SUM OF CHARGE as a Column Label already, we want to Add Type to the Column Labels
Keep Free/Red field on the top of the Row Labels since we want to group them as such, then we want to Add GRADE to the Row Labels underneath
On Your Own
4. Now that I can see this data by Grade (Rows = 9/10/11/12) and by Type (Columns = Lunch/Breakfast), Im interested in seeing how much was charged per grade on a daily basis. 5. Create a New Pivot Table that will group the ROW list by Grades and show me Specific Students activity by date. (Here I dont need to see whether or not they are Free/Reduced or if the scan was for Breakfast/Lunch)
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