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Excel PivotTables

Sorting Excel Date Slicers

Sorting Excel Date Slicers

July 29, 2014 by Mynda Treacy

Slicers are an amazing new feature introduced in Excel 2010. I used them to build these 3 interactive dashboards on Olympic data from 1896 to 2012: By the way, I teach you how to build dashboards like this in my Excel Dashboard course. While Slicers are a great addition to Excel, they unfortunately have some …

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Sorting in Excel PivotTables

Sorting in Excel PivotTables

June 5, 2014 by Mynda Treacy

My second Excel love is PivotTables (VLOOKUP is still my number 1). PivotTables make short work of summarising data and if you change your mind like the wind you can easily satisfy those whims with little more than a drag and a drop, unlike formulas which often require a lot more cajoling. Once you have …

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Conditional Formatting PivotTables

Conditional Formatting PivotTables

April 29, 2014 by Mynda Treacy

Conditional Formatting in PivotTables has its ups and downs. Unfortunately I find them mostly ‘downs’ but let’s not dwell on the negative as the few ‘ups’ might still make it worthwhile depending on your needs. The Upside of Conditional Formatting PivotTables When you apply Conditional Formatting to the Values area of your PivotTable the formatting …

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Display Missing Dates in Excel PivotTables

Display Missing Dates in Excel PivotTables

March 25, 2014 by Mynda Treacy

Q: How do you get the PivotTable to show the missing dates in your data? A: Not as easily as it should be, but here are a couple of workarounds you can use. Option 1: If you don’t care how Excel formats your dates The limitation of this option, as you will see, is that …

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Filter Excel Pivot Tables by Values

Filter Excel Pivot Tables by Values

September 18, 2013 by Mynda Treacy

This is a guest tutorial written by Bryon Smedley of Bristol, Tennessee. If you’ve ever used Pivot Tables in Excel, you no doubt have discovered the wonders of filtering.  The ability to filter row or column items can be extremely helpful when you don’t wish to analyze all of the items in the driving data …

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Excel Pivot Tables to Extract Data

Excel Pivot Tables to Extract Data

August 2, 2013 by Mynda Treacy

I regularly get asked: “What formula can I use to extract a list or subset of data from a master sheet into separate sheets for each division/sales person/product etc., and when I add to the master sheet I want it to automatically feed through to the other sheets?” Before we had the FILTER function, my …

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Excel PivotTable Month Comparison [Video]

Excel PivotTable Month Comparison [Video]

April 2, 2013 by Mynda Treacy

In this last tutorial, in my 3 part series on PivotTable tips and tricks, I’m going to show you how to include the month on month change. In the example below we can see that beverage sales in Feb were $10,391 less than the previous month, and in March they were $4,622 less than February: …

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excel pivot table group data

Excel PivotTable Group Data [Video]

March 26, 2013 by Mynda Treacy

In this second tutorial, in my 3 part series on PivotTable tips and tricks, I’m going to show you how to group data like dates into years, quarters or months, and ages into groups like this PivotTable below: Watch the Video For best viewing watch the video in 720p HD full screen. Download the Workbook …

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Excel PivotTable Add Percentage of Total Column [Video]

Excel PivotTable Add Percentage of Total Column [Video]

March 19, 2013 by Mynda Treacy

Excel PivotTables make light work of analysing data but there are a few tricks once you get past the basics. In this first tutorial, in my 3 part series on PivotTable tips and tricks, I’m going to show you how to add a percentage of total sales to your PivotTable like this one in column …

Read moreExcel PivotTable Add Percentage of Total Column [Video]
Excel PivotTables Unique Count 3 Ways

Excel PivotTables Unique Count 3 Ways

February 27, 2013 by Mynda Treacy

PivotTables are the Origamists of Excel. Folding and summarising data into almost any shape. I say 'almost' because until Excel 2013 they couldn’t calculate a unique (sometimes called distinct) count. For example, you might want to count the number of 'things' you had, whether it be products or customers, or any other unique combination of …

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Excel Factor 6 Auto Refresh PivotTables

Excel Factor 6 Auto Refresh PivotTables

July 18, 2012 by Mynda Treacy

This Excel Factor tutorial was sent in by Bryon Smedley of Bristol, Tennessee. Excel PivotTables are one of the greatest tools in the spreadsheet user’s toolkit. However, there is one tiny bit of functionality that appears to be missing: the ability of pivot tables to automatically update when information in the source data changes. Most …

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Excel Factor Entry 1 - Reverse PivotTable

Excel Factor Entry 1 – Reverse PivotTable

June 20, 2012 by Mynda Treacy

How to Create a Reverse PivotTable - this is genius. This tutorial was sent in by Bryon Smedley of Bristol, Tennessee. There comes a time when you are presented with data in a cross-tabular format but your analysis requires that the data be formatted into a traditional table (or normalized) structure. Your report is in …

Read moreExcel Factor Entry 1 – Reverse PivotTable
Excel Pivot Table Video Tutorial

Excel Pivot Table Video Tutorial

January 21, 2011 by Mynda Treacy

An Excel Pivot Table is one of the most powerful productivity tools available, but some common data layout mistakes can make Pivot Tables difficult, frustrating and downright scary for some users. Thankfully these issues are easily fixed. I've put together a short video that'll get you started with Pivot Tables, and when your data is …

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Excel Pivot Tables Explained

November 1, 2010 by Mynda Treacy

Excel Pivot Tables are one of the most powerful tools at our disposal, and once you understand how they work, they’re actually quite easy to insert and modify. In this example we’re going to work with a small amount of data (see image below) for illustration purposes, but Pivot Tables are in their element with …

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