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Microsoft Certified Application Specialist (MCAS) Tutorials

Advanced Features / Pivot Charts & Tables




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Inseting a Pivot Table or a Pivot Chart is another component that you should be aware of in the examination. First, if you're not familiar with Pivot Tables and Charts, make sure you thoroughly understand the use of them from Microsoft Excel. The features in Access are not as robust but the concepts are the same. Let's say for instance that I'd like to create a Pivot Chart. I will go to Create. Under the Forms Ribbon I'm going to select Pivot Chart. You will notice that I'm given a blank canvas. You'll need to know to select the Field List. Now, notice I clicked on it and nothing appeared. This is one instance where it requires two clicks. It's just a little bit of a glitch that sometimes affects the program. Be aware of that in the examination. Don't panic; just repeat your steps. You will need to understand fundamentally how to lay out a chart. For instance, I always know that there's some kind of scale that will be on the side of the screen. As a result, I'm going to select the category Sale Amount. I'm going to choose the field and drop the field in the center of the screen. Notice how the Range of Sales appears automatically. Now, how would you like these sales split up? For this I'm going to choose a company. Again, I'm opening the Company component, taking Company Name and dragging it to the category on the bottom. This allows me to see the companies. If I would like to put some type of sort order in, say for instance by month, I can do the same thing. I could choose years, quarters, months. Again, select the item and place it on top. Notice all the orders are appearing. If I go to the pull-down, to the Plus Sign, I can choose what Quarter 1. If I'd like to return to Everything, put my checkmark back in again and say OK and close my Field List out and I'm looking at the actual chart itself. You do have the ability to right click and change the type of chart. Now, keep in mind this is not as robust as Excel. You are limited in your features. I can however select a 3D effect, a flat bar or lines. Notice that you do have the ability to put some borders and fills on and some general components. Notice though when you're working with this screen that there is a very simple look and feel to the chart within Access. If you're looking for a quick chart, this is perfect. If, however, you're looking for something more in depth, you may want to export this to Excel and then create your chart. Now, keep in mind that when I create, I can also create a regular Pivot Table. For this I can simply go to More Forms and use the Form Wizard or the Pivot Table itself. Once again, the same component will occur. I'll need to go to the Field List; not worried if it doesn't open up on that first click. Once again I'll need to choose how I'd like to see my information. Perhaps I'd like to see everything listed by Company Name. In the center I'd like to see the Sales Amount. Again, if I'd like to see it by a specific date or organized by month or years, I'll take my Years and pull it on the top. Understanding how to arrange the data in the Pivot Table is very important. If you're not sure of how to work with these, make sure you review the Excel portion on Pivot Tables and Pivot Charts. You do not have to go into detail within Microsoft Access, but you need to know that it's possible to do within this program.

Tutorial Information

Course: Microsoft Certified Application Specialist (MCAS)
Author: Lauri Sowa-Matson
SKU: 33988
ISBN: 1-935320-41-6
Release Date: 2009-04-30
Duration: 9.5 hrs / 127 lessons
Work Files: Yes
Captions: Available on CD and Online University
Compatibility: Vista/XP/2000, OS X, Linux
QuickTime 7, Flash 8

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