Category: PivotTables

How to Add Calculated Fields to a PivotTable in Excel

PivotTables are great tools for grouping, summarizing and totaling information from raw data. Once you have created a table, then you are ready to get even more out of your information by using the summarized data in additional formulas or calculations. The way Excel does this is through Calculated Fields.…
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Dressing Up Your PivotTable Design

Once you have a PivotTable created, you may find that Excel's default formatting is bland at best, unreadable at worst. Here are five formatting options you can adjust when you need to get a PivotTable ready for a presentation or report, but don't need to create something as visually elaborate…
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Tips for Creating Perfect Pivot Tables with a Macro

Once you've harnessed the power of PivotTables, you probably find yourself looking for ways to use them all the time. The same is true of macros – convenient shortcuts that make your life easier! But have you tried to combine the two? Unless you are turning the exact same format…
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Create an Excel Pivot Chart from Your PivotTable

Problem:  You have data with thousands of donors and their annual gifts listed. The PivotTable you are using still doesn't help you see which donors gave the most or how many donors gave you donations at various giving tiers. Solution:  Create a PivotChart. You may need a visual representation of…
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Excel PivotTable Percentage: Which Customers Are Costing You A Fortune?

Let's suppose you have sales by state, and each state belongs to a sales region. What percentage of your sales come from each region? First, Set Up Your PivotTable 1. Align your data in a table format, as shown here. Type "State," "Region," and "Sales" in row A. 2. Drag…
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