Thank you very much Dave!!!! I will give this a try today. Annette
-----Original Message----- From: JAWS-Users-List [mailto:[email protected]] On Behalf Of Dave Carlson Sent: Wednesday, February 18, 2015 12:02 AM To: [email protected] Subject: Re: [JAWS-Users] Excel 2010 Pivot Tables Here's something that might help. Quick reference card PivotTable I - Get started with PivotTable reports in Excel 2007 . Overview of PivotTable reports and PivotChart reports . Design the layout and format of a PivotTable report . Select different source data for a PivotTable report . Group items in a PivotTable report . Connect to (import) external data . Connect to (import) an OLAP database . PivotTable II: Filter PivotTable report data in Excel 2007 Prepare the source data Here are recommendations for setting up your MicrosoftR Office ExcelR 2007 worksheet for an Excel 2007 PivotTableR report: list of 3 items . Make sure each column has a heading. These column headings are used to name the fields in the PivotTable report (a field summarizes multiple rows of information from the source data). . Put similar data in each column. For example, text items in one column, numbers in another column, and dates in another column. . Remove any blank rows or columns. list end Note If you open in Excel 2007 an Excel workbook created in a version prior to Excel 2007, and you create an Excel 2007 PivotTable report, the layout area will be in Classic PivotTable layout instead of in the Excel 2007 layout. To avoid this, follow these steps: list of 4 items 1. Save the data as an Excel 2007 file. 2. Close the workbook. 3. Open it again. 4. Create the PivotTable report. list end If you do this before you create the PivotTable report, the layout area will be in Excel 2007 layout. Create a PivotTable report list of 2 items 1. Select a cell or range of cells. 2. Click the Insert tab. In the Tables group, click the arrow on PivotTable, and on the menu, click PivotTable. list end The Create PivotTable dialog box opens. list of 2 items 3. Select a table or range is already selected for you. The Table/Range box shows the range of the selected data. 4. New Worksheet is also selected for you as the place where the report will be placed (you can click Existing Worksheet if you don't want the report placed in a new worksheet). Click OK. list end On the left is the layout area ready for the PivotTable report, and on the right is the PivotTable Field List. This list shows the column titles from the source data: Each title is a field in the list. list of 1 items 5. In the field list, select the check boxes next to the fields that you want to add to the report. list end Fields are automatically added to the report. Fields that are non-numeric are added to the Row Labels area of the report. As you add more non-numeric fields, Excel places them on the inside of fields already on the PivotTable report, building a hierarchy. Numeric fields are added on the right. list of 3 items . To remove a field from the report, clear the check box next to the field name in the field list. . To remove all the fields from a report so that you can start over again, click the Options tab on the Ribbon under PivotTable Tools. In the Actions group, click the arrow on the Clear button, and then select Clear All. . To delete the entire report, click the Options tab. In the Actions group, click the arrow on Select. Click Entire Table. Then press DELETE. list end Sort a field list of 1 items . Right-click a cell in the field you want to sort. Point to Sort, and then click an option. For example, click Sort Largest to Smallest or More Sort Options. list end Group a field You can group data that contains dates or times by following these steps. To manually group selected items, see the Help topic about grouping under See also, above. list of 2 items 1. Right-click a cell in the field you want to group, and then click Group. In the Grouping dialog box, select an option, and then click OK. 2. To ungroup, click in the grouped field, right-click, and then select Ungroup. list end Add a report filter Use a report filter to focus on a subset of data in the report, often a product line, a time span, or a geographic region. list of 1 items . In the PivotTable Field List, right-click a field name, and then select Add to Report Filter. list end Pivot a report When you pivot a PivotTable report, you transpose the vertical or horizontal view of a field, moving rows to the column area or moving columns to the row area. list of 1 items . Right-click the field you want to pivot. Point to Move, and then select Move "field name" to Columns, or select Move "field name" to Rows. list end Move a PivotTable report to another location list of 2 items 1. Click the PivotTable report. 2. Click the Options tab on the Ribbon under PivotTable Tools. In the Actions group, click Move PivotTable. list end The Move PivotTable dialog box opens. list of 1 items 3. Under Choose where you want the PivotTable report to be placed, either select New Worksheet, or in the Location box for Existing Worksheet, type the first cell in the range of cells where you want to locate the PivotTable report. Then click OK. list end Print a PivotTable report To set printing options, click in the PivotTable report. Click the Options tab on the Ribbon under PivotTable Tools. In the PivotTable group, click Options. In the PivotTable Options dialog box, on the Printing tab, select the options you want. Quick reference card PivotTable II - Filter PivotTable report data in Excel 2007 . PivotTable I: Get started with PivotTable reports in Excel 2007 . Filter data in a PivotTable report or PivotChart report Set a filter for text in Row Labels or Column Labels list of 1 items . Click the arrow next to Row Labels or Column Labels, depending on whether the field you want to filter is in the row or column area of the report. When you click that arrow, a menu appears with the Select field box at the top, which you use to select which field to apply a filter to. list end The menu also shows a list of all the rows in whatever field you select. Looking at the items in the list is a way to verify that you've selected the correct field to filter. To filter the report: list of 1 items . Clear the check box next to (Select All) in the list to clear all the check boxes next to the items in the list. Then click the check boxes next to the items you want to display in the PivotTable report. list end Or, list of 1 items . Point to Label Filters and select a comparison operator such as Equals or Contains. In the Label Filter <Field Name> dialog box, in the box on the right, type text. Then click OK. list end You can also set a filter by clicking within a field instead of clicking the arrow next to Row Labels or Column Labels. list of 2 items . To hide selected items within a field, select the items, point to Filter, and then select Hide Selected Items. . To display selected items within a field, select the items, point to Filter, and then select Keep Only Selected Items. list end Set a value filter list of 1 items . Click the arrow next to Row Labels or Column Labels. Point to Value Filters, select a comparison operator such as Equals, Does Not Equal, or Greater Than. In the Value Filter <Field Name> dialog box, type numbers in the last box, and then click OK. list end Set a date filter list of 3 items . Click the arrow next to Row Labels or Columns Labels. You'll know if you are in an area in which you can filter by dates if the Date Filters command is available. . Clear the check box next to (Select All), and then select the check boxes next to the dates you want to display. Click OK. Or, . Click Date Filters, and then select a comparison operator such as Before, After, or Between. In the Date Filter <Field Name> dialog box, type dates in the empty boxes. Then click OK. list end Remove filters You can remove filters one at a time, or you can quickly remove all filters at once. Remove a filter in the PivotTable report To remove a filter from a specific field, click the filter icon Icon image wherever the filtered field appears in the report, either on Row Labels or on Column Labels. Then click Clear Filter From <Field Name>. Or select the check box next to (Select All) to make all data in that field visible. To clear a filter on items within a field, right-click within a field, point to Filter, and then click Clear Filter From <Field Name>. If you do not see the Clear Filter From command for the filtered field: list of 2 items . Be sure that you have selected the correct area of the report to clear the filter from: either rows or columns. . Is the correct field name shown in the Select field box? You see that box when you click the filter icon. The field name in that box must match the name of the field you want to clear the filter from. If the field name in the box is incorrect, select the correct field from the list that appears when you click the arrow next to the box. list end Remove a filter in the PivotTable Field List Move the cursor over the filter icon Button image next to the field name you want to remove the filter from. Click the arrow that appears, and then click Clear Filter >From <Field Name>. Or select the check box next to (Select All) to make all data in the field visible. Remove all filters at one time At the top of the window, on the Ribbon, click the Options tab under PivotTable Tools. In the Actions group, click Clear, and then click Clear Filters. Be sure you really want to do this before you undo all your selections. Quick reference card PivotTable III - Calculate data in PivotTable reports in Excel 2007 . PivotTable I: Get started with PivotTable reports in Excel 2007 . PivotTable II: Filter PivotTable report data in Excel 2007 . Calculate values in a PivotTable report . Create, edit, or delete a PivotTable or PivotChart formula . Design the layout and format of a PivotTable report list end Change summary functions Excel automatically adds up numbers using the SUM function. You can change the summary function. list of 2 items 1. Right-click in the Values field. Point to Summarize Data By, and then click the summary function you want to use. 2. To switch back to SUM, right-click again in the Values field, point to Summarize Data By, and then click Sum. list end Using custom calculations To create a custom calculation, right-click in the Values area, point to Summarize Data By, and click More Options. Click the Show values as tab, and then click a function in the Show values as list. You can use the following functions in a custom calculation: table with 2 columns and 10 rows Function Result Normal Turns off custom calculation. Difference From Displays values as the difference from the value of the Base item in the Base field. % Of Displays values as a percentage of the value of the Base item in the Base field. % Difference From Displays values as the percentage difference from the value of the Base item in the Base field. Running Total in Displays the value for successive items in the Base field as a running total. % of row Displays the value in each row or category as a percentage of the total for the row or category. % of column Displays all the values in each column or series as a percentage of the total for the column or series. % of total Displays values as a percentage of the grand total of all the values or data points in the report. Index Calculates a value as follows: ((value in cell) x (Grand Total of Grand Totals)) / ((Grand Row Total) x (Grand Column Total)). table end Create your own formulas by using Calculated Fields list of 3 items 1. At the top of the window, on the Ribbon, click the Options tab under PivotTable Tools. In the Tools group, click the Formulas button, and then click Calculated Field. 2. Type a name for the formula in the Name box, and type the formula in the Formula box. Then click OK. 3. To delete a formula, select the name in the Name box, and then click Delete. list end The GETPIVOTDATA function The GETPIVOTDATA function works for cells in the Values area. The function is automatically entered when you type an equal sign outside the PivotTable report and select a single cell inside the Values area of the report. If you pivot a report, the function will return the data in the referenced cell, even if the cell has changed location. GETPIVOTDATA is on by default, but you can turn it off if you prefer. At the top of the window, on the Ribbon, click the Options tab under PivotTable Tools. In the PivotTable group, click the arrow on Options, and then click Generate GetPivotData. Dave Carlson Oregonian, Musician, Woodworker, and Pioneer ----- Original Message ----- From: "Annette Carr" <[email protected]> To: <[email protected]> Sent: Tuesday, February 17, 2015 12:38 PM Subject: [Bulk] [JAWS-Users] Excel 2010 Pivot Tables Hi All, Does anyone know if it is possible to be successful in using Excel2010 Pivot Tables with JAWS16 or earlier? If it is possible, does anyone have any suggestions on where I can turn for instruction on how to create Pivot Tables when using JAWS? Thanks for any help you can provide. Annette For answers to frequently asked questions about this list visit: http://www.jaws-users.com/help/ For answers to frequently asked questions about this list visit: http://www.jaws-users.com/help/ For answers to frequently asked questions about this list visit: http://www.jaws-users.com/help/
