How to create a dynamic pivot table and chart with slicer and timeline скачать в хорошем качестве

How to create a dynamic pivot table and chart with slicer and timeline

How to create a dynamic pivot table and chart with slicer and timeline Add Slicer Add Timeline Arrange Layout Apply Formatting Summary The video demonstrates how to create a pivot table, add slicers for filtering by store location, and use a timeline to analyze data by specific dates. It also covers formatting techniques, aligning elements, adding labels, and customizing the design for a polished presentation. Step by step Create Pivot Table: Select table, go to Table Design Summarize with PivotTable, place on new worksheet 1:07 Build Table: Drag Product Category to Rows and Sales to Values; sort largest to smallest 1:32 Add Slicer: Insert slicer for Store Location via PivotTable Analyze ribbon 2 Add Timeline: Insert timeline for Transaction Date; adjust to desired time unit 3:12 Insert Chart: From PivotTable Analyze, choose Recommended PivotChart and select chart type 4:01 Format Chart: Reverse category order, hide field buttons, and add data labels 5:06 Arrange Layout: Resize and position slicer, timeline, and chart neatly; rename chart title 6:00 Apply Formatting: Change styles/colors for slicer, timeline, pivot table, and chart . Highlights Adding a Slicer: Learn how to add a slicer to your pivot table for filtering data by specific store locations, making it easier to analyze subsets of information. Using a Timeline: Discover how to incorporate a timeline into your pivot table to filter and view data by days, months, or years effectively. Formatting and Aligning Elements: Understand how to align and format the slicer, timeline, and chart for a clean and professional presentation. Q&A How do you add a slicer to filter pivot data? A: To add a slicer, the video shows two methods: right‑click on the desired field in your PivotTable fields list (e.g., “Store Location”) and choose “Add Slicer,” or go to the PivotTable Analyze ribbon, select “Insert Slicer,” tick the field name, and click OK. The slicer appears as clickable buttons that instantly filter the table when selected. You can clear filters with the clear icon or by pressing Alt + C. What’s the process for inserting and using a timeline? A: For a timeline, right‑click on a date field such as “Transaction Date” and choose “Add as Timeline.” This creates an interactive bar where you can switch between viewing by days, months, or years. Dragging or clicking within the timeline filters the PivotTable (and linked chart) to that period, allowing quick analysis of specific time ranges alongside other slicers. How can you align and format pivot elements neatly? A: The presenter inserts extra rows at the top of the sheet, resizes and repositions the slicer and timeline so they sit horizontally above the table, and adjusts their column settings for tidier spacing. They move the chart beside the table, rename it, and apply consistent green formatting across all elements via each object’s dedicated design ribbon. This alignment and color matching create a clean, cohesive dashboard look.