Excel® Tips and Tricks

Category: Pivot Tables

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How to Work with Excel PivotTable Dates





Categories: Excel®, Pivot Tables

With the most recent versions of Excel, you have gained more and more functionality with Pivot Tables. It is now much easier to work with dates. There are two features that you can put to work right away:  data filtering (2007) and timeline slicer (2013). There’s also a change to the way dates are displayed […]

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Excel PivotTable Formulas





Categories: Excel®, Pivot Tables

It’s easy to create formulas with PivotTable data. The key is to remember that you are working with aggregate values, not individual ones. We’ll take a look at how to create a simple formula using something called a Calculated Field. And then, we’ll take a look at two common causes of confusion and errors with […]

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PivotTable from a PivotTable





Categories: Excel®, Pivot Tables

While it is not technically possible to pivot a pivot table, you can reduce the number of records to analyze by using some of the functionality available in Excel 2010 and later versions. Download Pivot Table from Pivot Table.xlsx to work along. The Steps To accomplish the goal of reducing the amount of data to […]

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How to Calculate Median in an Excel PivotTable – Almost!





Categories: Excel®, Pivot Tables

A frequent question that comes up when working with Excel PivotTables is how to calculate median using the table’s filters and analysis. The short answer is “Excel doesn’t do that”. Meaning, there isn’t a simple way to change the Value Field Settings to calculate “Median”. The closest you can get is “Average”. However, averages aren’t […]

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How to Use Slicers in Excel 2010 and 2013





Categories: Excel®, Pivot Tables

Excel’s Slicer Filter was added in Excel 2010 and enhanced in Excel 2013. This useful feature is excellent for viewing and comparing varied combinations of your data with a simple click. Something like a cross between a button and a filter, Slicers have become a prized tool for analyzing large data sets in dashboards and […]

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How to Show Percentage of Total in an Excel PivotTable





Categories: Excel®, Pivot Tables

Once you learn how to create an Excel PivotTable, you’ll discover that organizing your information is only the first step in getting the most out of this useful feature. PivotTables then give you the ability to further manipulate the organized information. Value Field Settings let you perform different types of summarizations. Calculated Fields and Calculated […]

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Create a PivotTable Calculated Item in Excel





Categories: Excel®, Pivot Tables

Excel’s PivotTable feature allows you to organize information in such a way that you can answer many questions about your data that would otherwise require lots of formulas, functions and “IF” statements. To get even more answers out of your data, PivotTables offer Calculated Fields and Calculated Items.

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Grouping Excel PivotTable Data by Month





Categories: Excel®, Pivot Tables

PivotTables have some useful “hidden” features that can make interpreting your data even easier. One such feature allows you to view data by date groupings (such as month, quarter, even week and hour of day). By grouping within the PivotTable itself, you avoid constantly changing your source data and creating multiple PivotTables from the same […]

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