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EasyaccesstolargedatasetswithpivottablesinExcel&Tableau Paperpresentedintrack9,InstitutionalResearch:workingfortheacademic communityatthe EAIR33rdAnnualForuminWarsaw,Poland 2831August2011 NameofAuthor(s)
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01
Step 1: Open Excel or Tableau and create a new worksheet or data source.
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Step 2: Import or copy the large dataset that you want to analyze into Excel or Tableau.
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Step 3: Ensure that your dataset is organized with column headers and rows of data.
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Step 4: In Excel, select the range of data that you want to use for your PivotTable analysis. In Tableau, connect to your dataset and ensure it is properly formatted.
05
Step 5: In Excel, go to the 'Insert' tab and click on 'PivotTable'. In Tableau, drag and drop the necessary dimensions and measures onto the workspace.
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Step 6: Configure your PivotTable or pivot table analysis by selecting the desired rows, columns, and values for summarization.
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Step 7: Apply any necessary filters or slicers to further refine your analysis.
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Step 8: Customize the appearance and formatting of your PivotTable or Tableau visualization.
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Step 9: Analyze and explore your data by interacting with the PivotTable or Tableau visualization.
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Step 10: Save and share your analysis or export the results as needed.

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