Microsoft Office

Part V
Analyzing Data with Excel
Question 2
How many accounts were opened at each branch, broken down by account type?
Figure 34.12 shows a pivot table that answers this question.
n The AcctType field is in the Column Labels section.
n The Branch field is in the Row Labels section.
n The Amount field is in the Value section and is summarized by Count.
The most common summary function used in pivot tables is Sum. In this case, I changed the summary
function to Count. To change the summary function to Count, right-click any cell in the Value area and
choose Summarize Data By ➪ Count from the shortcut menu.
FIGURE 34.12
This pivot table uses the Count function to summarize the data.
Question 3
What’s the dollar distribution of the different account types?
Figure 34.13 shows a pivot table that answer this question. For example, 253 of the new accounts were for
an amount of $5,000 or less.
This pivot table is unusual because it uses only one field: Amount.
n The Amount field is in the Row Labels section (grouped).
n The Amount field is also in the Values section and is summarized by Count.
n A third instance of the Amount field is the Values section, summarized by Percent of Total.
When I initially added the Amount field to the Row Labels section, the pivot table showed a row for each
unique dollar amount. I right-clicked one of the Row Labels and selected Group. Then I used Excel’s
Grouping dialog box to set up bins of $5,000 increments.
The second instance of the Amount field (in the Values section) is summarized by Count. I right-clicked a
value and chose Summarize Data By ➪ Count.
I added another instance of Amount to the Values section, and I set it up to display the percentage. I used
the Show Values As tab of the Data Field Settings dialog box and specified % Of Total. To display the Data
Field Settings dialog box, right-click any cell and choose Summarize Data As ➪ More Options.
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