Pivottables through car approach

Pivottables in Excel for a CAR oriented approachAnn.Deraedt@howest.be 20 Januar 2014

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Computer-Assisted-Reporting

Workshop is based on the concept article “Data Journalism or Computer Assisted Reporting” by Elena Egawhary and Cynthia O-Murchu

http://www.tcij.org/resources/handbooks/data-journalism

Only support for page 7- 27

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CAR oriented approach

1. Calculation with formulas and operators

2. Use Excel tables to manage information

3. A pivot table: an interactive way to quickly summarize large amounts of data

4. Visualizing with Excel charts

5. Import data from external data sources

6. Using macro’s to speed up your work from rows to columns

7. Distribute the contents of a cell to adjacent columns

8. Understand data at a glance with conditional formatting

9. Not: BI database sources only RDBM sources

All sources can be found on http://office.microsoft.com

Workshop topics

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1. Calculation with formulas and operators

- Celreferences: http://spreadsheets.about.com/od/excelformulas/ss/formula_begin_3.htm

- Operator: + - / * : influenced empty fields

http://office.microsoft.com/en-us/excel-help/calculation-operators-and-precedence-HP010078886.aspx?CTT=1

- video: introduction to formulas in Excel 2010http://office.microsoft.com/en-us/videos/video-introduction-to-formulas-in-excel-2010-VA102502537.aspx?CTT=1

- Video: more complex formulas in Excel 2013 http://office.microsoft.com/en-us/excel-help/video-more-complex-formulas-in-excel-2013-VA103990859.aspx?CTT=1

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2. Use Excel tables to manage information

Demo: Organize your data by using an Excel table http://office.microsoft.com/en-us/excel-help/demo-organize-your-data-by-using-an-excel-table-HA010237617.aspx?CTT=1

Training: http://office.microsoft.com/en-us/excel-help/use-excel-tables-to-manage-information-RZ102252956.aspx?CTT=1

- Format data

- Sort & filter

- Add totals

- Use formulas

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3. Pivot table: interactive way to quickly summarize large amounts

Article and training on http://office.microsoft.com/en-us/results.aspx?qu=pivottable&ex=1&origin=EC079000070

- Row, Column, Value, Report Filter

- Different calculations in value fields

- Refresh

- Layout

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4. Visualizing with Excel charts

Articles, demo and training on http://office.microsoft.com/en-us/results.aspx?qu=excel+charts&ex=1&origin=EC079000070

- Series: values, names and legend

- Different types

- Save as chart template

- Pivotgraphics

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5. Import data from external data sources

Article: http://www.office.microsoft.com/en-us/excel-help/import-data-from-external-data-sources-HA104003952.aspx

Data from the Belgian government:http://www4dar.vlaanderen.be/sites/svr/Cijfers/Pages/Excel.aspx

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6. Using macro’s to speed up your work from rows to columns

Training: http://office.microsoft.com/en-us/excel-help/save-time-by-creating-and-running-macros-in-excel-2010-RZ102337714.aspx?CTT=1

- Use relative macro’s in current map

- Add a shortcut key to speed up execution

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7. Distribute the contents of a cell to adjacent columns

Articles: split text to different cells:

- http://office.microsoft.com/en-us/excel-help/de-inhoud-van-een-cel-over-aangrenzende-kolommen-verdelen-HP001216399.aspx

- http://office.microsoft.com/en-us/excel-help/tekst-splitsen-en-over-verschillende-cellen-verdelen-HA102809804.aspx

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8. Understand data at a glance with conditional formatting

Training understand: http://office.microsoft.com/en-us/mac-excel-help/training-understand-data-at-a-glance-with-conditional-formatting-RZ103796396.aspx?CTT=1

Training use conditional formatting: http://office.microsoft.com/en-us/excel-help/use-conditional-formatting-RZ104078009.aspx?CTT=1

Find duplicate values fast:http://office.microsoft.com/en-us/excel-help/course-summary-use-conditional-formatting-HA104104022.aspx?CTT=1

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9. Not: BI database only RDBM sources

Business Intelligence or Business Analytic data are structured on FACT & DIMENSIONS

(http://

www.cio.com/article/40296/Business_Intelligence_Definition_and_Solutions )

Most sources are structured OLTP databases (OnLine Transaction Processing), mainly in the 3NF rule of the CODD Normalization