Analyzing and Presenting Business Data

Objectives
In this session, you will learn to:
Summarize data at macro level
Summarize data at micro level

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Analyzing and Presenting Business Data

Summarizing Data at Macro Level

Scenario:

Needs to
create

Sales Manager Next Year Plans

(Paul Furnishers
Inc.)

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Analyzing and Presenting Business Data

Summarizing Data at Macro Level (Contd.)

Scenario (Contd.):

Diffic
ult
to
Analy
ze
Textual Format

Easy
to
Analyze Create Reports Analy
Profitability ze
Graphical
Format

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Analyzing and Presenting Business Data

Summarizing Data at Macro Level (Contd.)

Excel provides the chart feature to represent the numerical information in a
graphical format.
Data set is a collection of various data items and their corresponding values.
By using charts, you can perform following analyses.

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Analyzing and Presenting Business Data

Creating Graphs
Scenario:

Total
Calculates Revenue
(-) Total
Expense
______________
Profit

Sales Manager Profitability Figures

(Paul Furnishers
Inc.)

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Analyzing and Presenting Business Data

Creating Graphs (Contd.)

Scenario (Contd.):

Inser
t

Graph Chart

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Analyzing and Presenting Business Data

Creating Graphs (Contd.)

Let us view an animation, which introduces charts.

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Analyzing and Presenting Business Data

Creating Graphs (Contd.)

Excel provides different types of charts.

Let us discuss some of the chart types.

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Analyzing and Presenting Business Data

Creating Graphs (Contd.)

Area chart is used to plot the changes in data at various intervals of time.
Area chart highlights the area between the axes and the line created by joining
the points that are plotted against a data set.
The following figure represents an area chart.

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Analyzing and Presenting Business Data

Creating Graphs (Contd.)

Scatter chart is used to show the relationship between the data values and the
data items.
In a scatter chart, the data values against the corresponding data items are
plotted as individual points.
The following figure represents a scatter chart.

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Analyzing and Presenting Business Data

Creating Graphs (Contd.)

A chart has the following components:
Chart Title
Vertical Axis
Horizontal Axis
Vertical Axis Title
Horizontal Axis Title
Legend
Data Labels
Data Table
Vertical Gridline
Horizontal Gridline

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Analyzing and Presenting Business Data

Creating Graphs (Contd.)

Excel allows the users to insert a chart in a worksheet.
Excel provides the following options for inserting a chart in a worksheet:
Insert an embedded chart.
Insert a chart in a chart sheet.

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Analyzing and Presenting Business Data

Task 2.1: Inserting an Embedded Chart and Moving an Embedded Chart to

a Chart Sheet

Let us now see how to

insert an embedded chart
and move an embedded
chart to a chart sheet.

PaulFurnishers_Re
venue

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Analyzing and Presenting Business Data

Customizing Graphs
Scenario:

Customi
Sends
ze

Sales Manager Month-wise Chart in the

(Paul Furnishers Report Report
Inc.)

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Analyzing and Presenting Business Data

Customizing Graphs (Contd.)

Excel allows the users to customize the design, layout, and formatting style of
the chart by using the following contextual tabs and their various groups:

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Analyzing and Presenting Business Data

Task 2.2: Customizing a Chart

Let us now see how to

customize a chart.

PaulFurnishers_Re
venue

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Analyzing and Presenting Business Data

Summarizing Data at Micro Level

Scenario:

Performs
tasks

Sales Manager
(Paul Furnishers
Inc.)

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Analyzing and Presenting Business Data

Summarizing Data at Micro Level (Contd.)

Scenario (Contd.):

Generat Perfor
e m

Sales Manager Reports Micro Level Analysis

(Paul Furnishers
Inc.)

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Analyzing and Presenting Business Data

Summarizing Data at Micro Level (Contd.)

To perform a detailed analysis, the information should be presented in a
dynamic format.
To present the vast volume of information to perform quick analysis, Excel
provides the PivotTable feature.
Excel allows to represent the PivotTable reports graphically by using the
PivotChart feature.

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Analyzing and Presenting Business Data

Working with the Cross-tabulated Data

The names of the clients

should appear as rows.

The products sold to the

Needs to create clients should appear as
PivotTable report with columns.
The total number of
invoices billed against the
clients for all the products
Sales Manager
should be displayed.
(Paul Furnishers Criteria
Inc.)

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Analyzing and Presenting Business Data

Working with the Cross-tabulated Data (Contd.)

Drag the Company Name data

field from the Choose fields to
add to report section and drop
the same to the Row Labels
area.
Drag the Product Name data
Performs to field from the Choose fields to
create report add to report section and drop
the same to the Column Labels
area.
Drag the Sales Person data field
from the Choose fields to add
Sales Manager to report section and drop the
(Paul Furnishers same to the Values area.
Inc.)
Actions

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Analyzing and Presenting Business Data

Task 2.3: Inserting and Organizing PivotTable

Let us now see how to

insert and organize
PivotTable.

PaulFurnishers_Sa
les

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Analyzing and Presenting Business Data

Working with the PivotTable Tools Contextual Tabs

The PivotTable Tools contextual tabs allow you to perform various operations
on PivotTable reports. These contextual tabs are:
PivotTable Tools Analyze:
It contains the options to work with the data contained in the report.
It contains the following groups:
PivotTable
Active Field
Group
Filter
Data
Actions
Calculations
Tools
Show

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Analyzing and Presenting Business Data

Working with the PivotTable Tools Contextual Tabs (Contd.)

PivotTable Tools Design:
It contains the options to set the layout and style of a PivotTable report.
It contains the following groups:
Layout
PivotTable Style Options
PivotTable Styles

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Analyzing and Presenting Business Data

Task 2.4: Customizing a PivotTable Report

Let us now see how to

customize a PivotTable
report.

PaulFurnishers_Sa
les

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Analyzing and Presenting Business Data

Task 2.5: Disconnecting a Slicer

Let us now see how to

disconnect a slicer.

PaulFurnishers_Sa
les

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Analyzing and Presenting Business Data

Representing the Cross-tabulated Data Graphically

The summarized data contained in a PivotTable report can be represented in
the form of a chart by using a PivotChart report.
You can graphically present the data in the PivotChart reports.
The PivotChart report contains the standard chart elements.
The data contained in the PivotChart report is dynamically linked to the data in
the PivotTable report.
You can insert a PivotChart report by using:
PivotChart option.
PivotTable Tools Analyze contextual tab.

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Analyzing and Presenting Business Data

Task 2.6: Creating a PivotChart Report by Using the PivotTable Tools Analyze
Contextual Tab

Let us now see how to

create a PivotChart report
by using the PivotTable
Tools Options contextual
tab.

PaulFurnishers_Sa
les

Ver 1.0 Slide 28 of

Analyzing and Presenting Business Data

Summary
In this session, you learned that:
Excel provides the chart feature, which is also known as the graph feature, to
represent the numerical information in a graphical format.
Excel allows the users to save the formatting style and layout of an existing chart as
a template.
PivotTable is a tool that provides you the functionality of summarizing the data by
presenting it in a dynamic tabular format.
The summarized data contained in a PivotTable report can be represented in the
form of a chart by using a PivotChart report.

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