Thursday, August 10, 2017

Basic Data Analysis in Excel: Charts and Tables

This blog is related to following :
  •  Introduction to Reporting in Excel
  •  Excel Tables
  •  Basic Pivot Tables and Chart
  •  Dashboards
Introduction to Reporting in Excel :

Generally we report data in Excel but do not know how to use that data and how to represent that data graphically. In the below screenshot there are steps to follow to represent data graphically.
Consider the sales data for a bicycle company over the years for different countries.

Select data in Excel and then go to insert tab and choose any type of chart: Bar, Line, Pie etc.

Excel Tables : Excel tables are formatted tables which are more user friendly and functional for calculations and formulas.

To create excel table select data and then select table from insert tab.
There is total row check box to find multiple result at the last row of the data such as Sum, Max, Min.

Basic Pivot Tables and Chart : Pivot tables are one of Excel's most powerful features. A pivot table allows you to extract the significance from a large, detailed data set.

Step to create Pivot table :

1) Select Pivot table option from insert tab.
2) Create Pivot table pop up appears as given below.

3) After select "OK" on new sheet pivot table with all columns on the LHS will appear.
4) Select Column Label , Row label and Value section as per the desire report in pivot.

5) You can select multiple columns/rows/report filters as shown below.

Pivot Chart :
Steps to create pivot charts :
1) Select pivot table data.
2) Select pivot chart from option tab.
3) Insert Chart pop up will appears.
4) Select Chart type and template then select "OK".
5) Pivot chart will appear as per the pivot table with all applied filters.

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