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Create Gantt Charts in Excel using Pivot table is useful when we want to analyze or slice data to gain
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PowerPivot is still Pivot table and it only extends things that you already know about Excel. It enables you to

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store and query a large amount of data efficiently. Moreover, it can incorporate data from multiple data sources
such as Microsoft Access database, text file or data imported from a web page.  You don’t need to import data
as Excel worksheets before analyzing data. With Power Pivot, you can define complex expressions using DAX How to Calculate Variance
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Master Excel Pivot Table: Top Pivot Table Courses Online

How to enable PowerPivot in Excel?

Read More: How to Create Pivot Table Data Model in Excel 2013

Download PowerPivot for Excel 2010

PowerPivot is available to you if you have Excel 2013. But if you only have Excel 2010, you need to go to
Microsoft Download center and download PowerPivot add-in for Excel 2010. After clicking on Download
button, the web page will prompt you three choices as shown in the bottom panel of Figure 1.1. 
1033\x64\PowerPivot_for_Excel_amd64.msi is for 64-bit operating system while
1033\x86\PowerPivot_for_Excel_x86.msi is for 32-bit operating system. After downloading, install the add-in
following instructions.

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Figure 1.1
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Enable PowerPivot in Excel &…

To enable the PowerPivot add-in in Excel 2013, select File from the tab and then select Options -> Add-ins. What is active cell in Excel
At the bottom of the Excel Options dialog box, select COM Add-ins and then click on GO button. In the
prompted COM Add-ins dialog box, select Microsoft Office PowerPivot for Excel 2013 and then click on
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Figure 1.2

Get/Refresh External data using the PowerPivot add-in

I’ve already told you that PowerPivot can enable you to incorporate data from multiple sources. This section will
focus on how to import external data using PowerPivot.  After you enable PowerPivot, PowerPivot tab will
appear on the ribbon as shown in the upper panel of Figure 2.1. And you will see prompted Home tab as
shown in the bottom panel of Figure 2.1 if you choose Manage. By clicking on Get External Data and
corresponding drop-down list options, you can import data from multiple data sources.

From Database Loads data from an Access or SQL Server database (for which data is
relational or dimensional)
From Data Service Import data from a website that has an OData data feed or Microsoft
Azure Marketplace
Other Sources Load data from all other supported data sources such as Excel files,
text files, databases like Oracle and Teradata
Existing From a list of previously used external sources

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Connections

Figure 2.1

If the external data is from a database, you can refresh the data in your workbook by clicking on Data ->
Connections -> Refresh All.  Please note that only rows and existing columns can be refreshed. Even the
newly added rows can be included. But if there are new columns in the source database, you need to import it
using approach discussed above again.

Example: How to download data from Text file

Now let’s use Box office.txt to illustrate how to download data from multiple sources using PowerPivot. This
text file contains data for top 100 movies at the worldwide box office. A subset of data is shown in Figure 3.1.
For each movie, we have the movie title, domestic, international or worldwide box offices. And we even know in
which year the movie was released.

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Figure 3.1

Follow the instructions in Figure 2.1 to click on PowerPivot -> Manage -> Get External Data -> From Other
Sources to open Table Import Wizard dialog box. Move scroll to the bottom and select Text File before clicking
on Next. Fill the Table Import Wizard dialog box as shown in the middle panel of Figure 3.2.  Since the first row
contains column headers, we have to select Use First Row As Column Headers. In the Column Separator field,
select vertical bar as the data in the text file is delimited by a vertical bar.

Figure 3.2 [click on the image to get a full view]

After you click Finish and Close to complete the process of importing data from text file into PowerPivot, you
will get something similar to that in Figure 3.3. You can see that the data has been downloaded into
PiwerPivot. Please note that PowerPivot for Excel and original workbook (PowerPivot.xlsx) are two different
things. You can use the two menus in the red box or blue box to switch between .xlsx file and PowerPivot. For
example, if you click on Switch To workbook Excel icon (in the red box) in the upper-left corner of the
PowerPivot ribbon, you can return to the original workbook (PowerPivot.xlsx).

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Figure 3.3 [click on the image to get a full view]

Use PowerPivot to create a Pivot Table

By clicking on PivotTable in Home tab of PowerPivot window, Excel will direct you to the workbook and allow
you to choose fields where you want to place your Pivot Table. For our problem, we choose A1: I100 of
existing worksheet to place our Pivot Table.

Figure 4.1 [click on the image to get a full view]

After clicking on the OK button in Create PivotTable dialog box, PivotTable Fields dialog box will be prompted
as shown in the left panel of Figure 4.2. You can see that there is a little triangle symbol before Box office field

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and this field will expand if you click on that symbol.

Read More: How to Create a Pivot Chart in Excel 2013!

In the expanded field, drag PivotTable headings into boxes as shown in the right panel of Figure 4.2. Here are
the explanations for the 4 boxes.

1. Row Labels Fields dragged here are listed on the left side of the Pivot table. As we drag Year field was
dragged here, the data will be summarized by Year. Suppose that there is another field – country – which will
be dragged here after Year, the data will be summarized first by year and then by country within each year.
2. Column Labels Fields dragged here have their values listed across the top row of the PivotTable. For our
example, we have no fields in the Column Labels area.
3. Values Fields dragged here will be summarized in the table. Domestic, international and worldwide box
offices were dragged here for our problem.
4. Filter For Fields dragged here, we can easily pick any subset and PivotTable will show calculations based on
that subset. We have no fields in Filter area.

Figure 4.2 [click on the image to get a full view]

A pivot table similar that in Figure 4.3 will be created following above instructions. Now let’s format cells to
increase readability. Select column B, C, D and then right click on any cell within the select range. Select
Format cells to open Format Cells dialog box. Fill the prompted Format cells dialog box as shown in Figure 4.3.

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Figure 4.3 [click on the image to get a full view]

Finally, the pivot table will be displayed as below in Figure 4.4. You can see that in 1977, the sum of Domestic
box offices is $460, 998, 007.

Figure 4.4

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Besides formatting cells, we can even change the way in which how the data will be summarized. Suppose that
we select anywhere in column B and right click on it. Then select Value Field Settings to open Value Field
Settings dialog box. You can see that we can also perform different calculation like average, max, count, etc. 
For our problem, we choose Average.

Figure 4.5

The pivot table will be changed and it looks like that in Figure 4.6. You can see that only column B has changed
as we only selected column B previously. And header was also replaced with “Average of Domestic”.

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Figure 4.6

Summarize Pivot Table using Pivot Chart

Click anywhere inside pivot table as shown in Figure 4.4, ANALYZE tab will be prompted (middle panel of
Figure 5.1). Click on ANALYZE tab, you can see PivotChart in Tools group (bottom panel of Figure 6.1).

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Figure 5.1

After you click on PivotChart, an Insert Chart dialog box will be prompted.  From Figure 5.2, you can see that
there are a lot of chart types for us to choose and for our problem, we will choose line chart. And in the top of
this dialog box, we can determine the appearance of our charts.

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Figure 5.2

After we click on the OK button, a pivot chart like that in Figure 5.3 will be created. The box offices have
increased a lot since 2008. And if you click on the chart, a plus, and a pen symbol will be prompted at the right
side of the chart. You can use plus symbol to add, remove or change chart elements such as axes, legend, etc.

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Figure 5.3

If you click on the pen symbol, you can set style and color schema for your chart. For our problem, we chose
the third style and you can see the style of the chart was changed.

Figure 5.4

Insert data slicers for Pivot Table


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Sometimes, we may want to filter data and see the calculations based on that subset data. At this time, we can
insert slicers for Pivot Table. Similar to inserting pivot chart, we need to click on any cell within pivot table to
enable ANALYZE tab. And then click on ANALYZE -> Insert Slicer to open Insert Slicers dialog box. You can
see that all the fields are displayed and we choose Year for our problem.

Figure 6.1 [click on the image to get a full view]

After clicking on OK, you will see that a slicer similar that in middle of Figure 6.2 will be displayed in the
worksheet. It has all values of Year.

Figure 6.2 [click on the image to get a full view]

If you click on 1977, the pivot table, slicer and pivot chart will be changed. The excel will only summarize on
data of 1977.

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Figure 6.3 [click on the image to get a full view]

And if you click on Ctrl and at the same time select 1977, 982, 1993, you will get something similar to that in
Figure 6.4. The domestic box office in the year 1993 is less than that in the year 1982 or 1977.

Figure 6.4 [click on the image to get a full view]

We can also select non-consecutive years like 1977, 1996 and 2008. If you click on the upper right corner of
Slicer box, the excel will summarize on whole data and the slicer does not work anymore.

Figure 6.5 [click on the image to get a full view]

Update Pivot Table after adding new data

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If you want to add new data and would like your data to be automatically included in your Pivot Table
calculations, just right-click on the pivot table and select Refresh.

Figure 7.1

Conditionally format your Pivot Table

If you look at Column B within Pivot table closely, you will find that it is hard to tell the highest value at a
glance.  To solve this problem, we can apply conditional formatting to Pivot Table.

Read More: How to Create an Average Calculated Field in Excel Pivot Table

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Select range B2: B4 and then click on Home -> Conditional Formatting -> New Rule to open New Formatting
Rule dialog box. Select Data Bar in Format Style field box and then select your own color in color field.

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Figure 7.2 [click on the image to get a full view]

After you click on the OK button, you will see that a lot of data bars appear in column B. And from these data
bars, you can easily tell that the highest box office occurred in the year 2015 and the lowest was in the year
1996.

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Figure 7.3

Download working file

Download the working file from the link below.

 PowerPivot-Excel.rar
(Visited 1,949 time, 3 visit today)

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Zhiping Yan
I am from China and this photo was taken in a classical garden. There are many similar
gardens in China, attracting a lot of visitors every year, especially in spring and summer.

I was major in Biotechnology. But I took a job as an SAS programmer because I prefer
programming. Besides SAS, I also learned Excel VBA in my spare time. It is fantastic to be
able to manipulate data, files and even to interact with the internet via programming. This will save me a lot
of time. I am keen to learn new things.

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