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My Pivot Table Books:

Beginning Pivot Tables in Excel 2007  

Excel 2007 Pivot Tables Recipes  

Excel Pivot Tables Recipe Book  

 

Excel Pivot Tables Recipe Book

by Debra Dalgleish

Published March 2006

Download the Source Code  
Chapter List  

Excel Pivot Tables Recipe Book: A Problem-Solution Approach assumes that you know the basics of Excel and pivot tables, and provides troubleshooting tips and techniques, and programming examples.

This book is for anyone who uses pivot tables, and who only reads the manual when all else fails. It's designed to help you understand the advanced features and options that are available, as you need them. Experiment with pivot tables, and if you get stuck, search for the problem in this book. With luck, you'll find a solution, a workaround, or, occasionally, confirmation that pivot tables can't do what you want them to do.

Download the Source Code

  1. Go to the Source Code Download page and right-click on the Download Now link.
  2. Click on Save Link As, then select a folder in which to save the source code file.

Chapter List

  1. Creating a Pivot Table: Issues to consider when planning a pivot table, and preparing the source data. Problems that occur when connecting to the source data, and understanding the pivot table options that are available.
  2. Sorting and Grouping Pivot Table Data: Understanding how data sorts in a pivot table, creating custom sort orders, showing top items only, grouping and ungrouping numbers, dates and text.
  3. Calculations in a Pivot Table: Using the summary functions and custom calculations, creating calculated items and calculated fields to expand the built-in capabilities, modifying formulas, and adjusting the solve order.
  4. Formatting a Pivot Table: Autoformatting a pivot table, applying and retaining formatting, creating custom number formats, showing and hiding totals and subtotals.
  5. Extracting Pivot Table Data: Using the Drill to Details feature to extract underlying records, using the GetPivotData worksheet function to extract pivot table data, turning off the GetPivotData feature, creating pivot table copies with the Show Pages feature.
  6. Modifying a Pivot Table: Changing the pivot table layout, modifying field and item captions, clearing old items from the field dropdowns, adding comments to data cells, customizing the PivotTable toolbar.
  7. Updating a Pivot Table: Refreshing the pivot table, refreshing automatically, reconnecting to the source data, changing the source data, creating a dynamic source data range.
  8. Securing a Pivot Table: Preventing users from changing the pivot table layout, connecting to a password protected data source, using security features, addressing privacy issues.
  9. Pivot Table Limits and Performance: Understanding limits to pivot table field size, addressing memory issues, maximizing performance, reducing file size.
  10. Publishing a Pivot Table: Preparing a pivot table for publishing on a web page, with or without interactivity.
  11. Printing a Pivot Table: Printing headings on every page, repeating row and column labels, adjusting the print area, using the Report Manager to simplify printing.
  12. Pivot Charts: Restoring lost formatting, creating normal charts from pivot tables, stepping through the Chart Wizard
  13. Programming a Pivot Table: Recording and using macros, automating pivot table creation, printing, and modification. Sample code for clearing old items from pivot field dropdown lists, refreshing all pivot tables, preventing layout changes, reformatting a pivot chart, changing the pivot cache.

     

Pivot Table Tutorials on Contextures Website:

Pivot Tables -- Introduction 
Pivot Tables -- Create a Pivot Table in Excel 2007 
Pivot Tables -- Data Field Layout
Pivot Tables -- Show and Hide Items
Pivot Tables -- Clear Old Items
Pivot Tables -- Field Settings
Pivot Tables -- GetPivotData
Pivot Tables -- Grouping Data
Pivot Tables -- Multiple Consolidation Ranges
Pivot Tables -- Printing   
Pivot Tables -- Custom Calculations 
Pivot Tables -- Pivot Cache     
Pivot Tables -- Protection  
Pivot Tables -- Grand Totals
Pivot Tables -- Running Totals  
Pivot Tables -- Filter Source Data  

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Last updated: November 15, 2009 2:32 PM