UT SW 390 - Demographic Profiles of Agency Clients

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Slide 1Slide 2Slide 3Slide 4Slide 5Slide 6Slide 7Slide 8Slide 9Slide 10Slide 11Slide 12Slide 13Slide 14Slide 15Slide 16Slide 17Slide 18Slide 19Slide 20Slide 21Slide 22Slide 23Slide 24Slide 25Slide 26Slide 27Slide 28Slide 29Slide 30Slide 31Slide 32Slide 33Slide 34Slide 35Slide 36Slide 37Slide 38Slide 39Slide 40Slide 41Slide 42Slide 43Slide 44Slide 45Slide 46Slide 47Slide 48Slide 49Slide 50Slide 51Slide 52Slide 53Slide 54Slide 55Slide 56Slide 57Slide 58Slide 59Slide 60Slide 61Slide 62Slide 63Slide 64Slide 65Slide 66Slide 67Slide 68Slide 69In many reports, there is usually a section that describes the demographics of the sample or population of subjects or clients who are included in the study. This section might include a narrative summary of key statistics, as well as tables and charts displaying the most crucial characteristics of the sample. The activities in this class demonstrate methods for presenting tables and charts that summarize or profile these key characteristics.The tables that we use to profile demographics will be created as Excel pivot tables. A pivot table is a dynamic tool that that produces tables that are easy to change and manipulate so that a user can look at the data in different ways. While this makes a pivot table very useful for analyzing data, it makes it awkward to chart the data. We will copy the pivot table to a static range of cells containing only formatted text. This will leave the pivot table intact in case we need to work with it.Once the pivot table has been converted to a static table, we will chart the data in the table using pie charts, bar charts, and column charts.Demographic Profiles of Agency Clients - Part 1Demographic Profiles of Agency Clients Part 1, Slide 1 Copyright © 2004, Jim Schwab, University of Texas at AustinThe data source is ClientDemographics.xlsI have added data for 78 clients of my hypothetical agency in the file ClientDemographics.xls, which can be downloaded from a link on Class Worksheet 6.I have added data for 78 clients of my hypothetical agency in the file ClientDemographics.xls, which can be downloaded from a link on Class Worksheet 6.Demographic Profiles of Agency Clients Part 1, Slide 2 Copyright © 2004, Jim Schwab, University of Texas at AustinSave the data source file under a different nameDemographic Profiles of Agency Clients Part 1, Slide 3 Copyright © 2004, Jim Schwab, University of Texas at AustinWe will save the source data file under a different name so that we can start over with the original data file, if needed. Save the file under the name ClientDemographicProfile.xls.We will save the source data file under a different name so that we can start over with the original data file, if needed. Save the file under the name ClientDemographicProfile.xls.Change the names of the worksheetsDemographic Profiles of Agency Clients Part 1, Slide 4 Copyright © 2004, Jim Schwab, University of Texas at AustinWe will change the name of Sheet2 to Client Profile and use this worksheet as the destination for all of our charts and tables for our demographic profile.We will change the name of Sheet2 to Client Profile and use this worksheet as the destination for all of our charts and tables for our demographic profile.We will change the name of Sheet3 to PivotTables and use this worksheet for the Excel pivot tables that we create.We will change the name of Sheet3 to PivotTables and use this worksheet for the Excel pivot tables that we create.Select PivotTable Report to create a tally for SexDemographic Profiles of Agency Clients Part 1, Slide 5 Copyright © 2004, Jim Schwab, University of Texas at AustinFirst, select any cell within the list, e.g. A1.First, select any cell within the list, e.g. A1.Second, select the PivotTable and PivotChart Report command from the Data menu to open the PivotTable and PivotChart Wizard dialog box.Second, select the PivotTable and PivotChart Report command from the Data menu to open the PivotTable and PivotChart Wizard dialog box.If we are interested in tallying how many cases fall into each category of a variable, we can create a pivot table that gives us this information.If we are interested in tallying how many cases fall into each category of a variable, we can create a pivot table that gives us this information.Step 1: verify the source of data and kind of reportDemographic Profiles of Agency Clients Part 1, Slide 6 Copyright © 2004, Jim Schwab, University of Texas at AustinClick on the Next button.Click on the Next button.On step 1 of the PivotTable and PivotChart Wizard, we indicate the source of the data for the report and indicate what type of report we want to produce.On step 1 of the PivotTable and PivotChart Wizard, we indicate the source of the data for the report and indicate what type of report we want to produce.Since the data for the table is in a Excel list from which we want to create a PivotTable, we accept the default data source and Kind of report to create. Since the data for the table is in a Excel list from which we want to create a PivotTable, we accept the default data source and Kind of report to create.Step 2: verify the location of the data for the tableExcel shows the range as the entire list, including the row for the headers, A1 through D79. Selecting the entire table will enables us to choose to include any field in the list when we are laying out the structure of the table.Excel shows the range as the entire list, including the row for the headers, A1 through D79. Selecting the entire table will enables us to choose to include any field in the list when we are laying out the structure of the table.Since the address of the list is the correct data source, click on the Next button to go to Step 3.Since the address of the list is the correct data source, click on the Next button to go to Step 3.Demographic Profiles of Agency Clients Part 1, Slide 7 Copyright © 2004, Jim Schwab, University of Texas at AustinOn step 2 of the PivotTable and PivotChart Wizard, we indicate the location of the data for the report.On step 2 of the PivotTable and PivotChart Wizard, we indicate the location of the data for the report.Step 3: locate the table on a new worksheetWe want to put all the pivot tables we create on the one worksheet named PivotTables, so we click on the Existing worksheet option button.We want to put all the pivot tables we create on the one worksheet named PivotTables, so we click on the Existing worksheet option button.Finally, click on the


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UT SW 390 - Demographic Profiles of Agency Clients

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