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The pivot table and chart should populate. If the data type were numeric, the aggregation defaults to Sum. Since the Marital_Status data is a string, the Values aggregation should default to Count. Then drag Marital_Status from the field list into the Values box. In the PivotChart Fields, drag Marital_Status from the field list into the Axis (Categories) box.
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Click OK and the pivot table will generate. The selected range will appear in the Table/Range field by default. The Create PivotTable editor will pop up. To create a pivot chart and pivot table, first select the range of data you want to include then click Insert > PivotChart > PivotChart & PivotTable. Using a pivot table makes that super simple, because it transforms the data and aggregates it for us. Let’s say we wanted to count the records grouped by Marital_Status. We can create a chart along with the table using the PivotChart feature under Insert. Pivot tables provide a simple approach to reformatting columns and rows, transforming them into groupings, statistics, or summaries. Pivot charts visualize the data expressed in a pivot table, giving us insight at a glance. One of my favorite features in Excel is pivot charts and, as a close follow-up feature, pivot tables. Here’s our very own senior data scientist, Tom, explaining these functions in a video: I am using the Customer Personality Analysis dataset from Kaggle in these examples.
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In order to show the power of data analysis in Excel, we need some data to play around with and graph. You can click any of the features to skip ahead to them. In this article, we’ll go over the 10 features and functions for using data analysis in Excel I think every analyst needs to know: One of the reasons Excel is so popular is because it is jam-packed with features and functions that can be used to clean, aggregate, pivot, and graph data. I personally use Excel almost every day because it can sometimes lead to quicker results than spinning up Python or loading the data into a database. Today, Microsoft’s ubiquitous spreadsheet program Excel has over 750 million users and is used in some of the largest companies worldwide. In this example, the formula in F7 is saying IF(E7 = “Yes”, then calculate the Total Amount in F5 * 8.Spreadsheets are still in style! The use of electronic spreadsheets date back to 1979 and are still one of the most popular ways to review and manipulate data. So the formula in E2 is saying IF(Actual is Greater than Budgeted, then Subtract the Budgeted amount from the Actual amount, otherwise return nothing). In the above illustration, instead of returning a text result, we are going to return a mathematical calculation. In the above example, the IF function in D2 is saying IF(C2 Is Greater Than B2, then return “Over Budget”, otherwise return “Within Budget”)
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You can also nest multiple IF functions together in order to perform multiple comparisons. You are not limited to only checking if one thing is equal to another and returning a single result, you can also use mathematical operators and perform additional calculations depending on your criteria. In this example, the formula in cell D2 says: IF(C2 = 1, then return Yes, otherwise return No)As you see, the IF function can be used to evaluate both text and values. In the above example, cell D2 says: IF(C2 = Yes, then return a 1, otherwise return a 2) The value that you want returned if the result of logical_test is FALSE. The value that you want returned if the result of logical_test is TRUE. Use the IF function, one of the logical functions, to return one value if a condition is true and another value if it's false.
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