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Pivot Table Topics on Contextures

Use Excel Pivot Tables to quickly summarize data from a list or Excel table.

Author: Debra Dalgleish

Pivot Table Tutorials

These popular tutorials show how to use Excel Pivot Tables, and fix pivot table problems, if they occur.

1 --How to Troubleshoot and Fix Excel Pivot Table Errors -- How to troubleshoot and fix Excel pivot table errors, such as "PivotTable field name is not valid". Find the problem, and fix it

2 -- How to Group Excel Pivot Table Data -- How to group dates, numbers and text fields in an Excel pivot table. Example files to download. How to troubleshoot grouping problems and avoid problems

3 --How to Find and Fix Excel Pivot Table Source Data -- Simple steps to find or change Excel Pivot table data source. Rebuild missing source data, save source data with pivot table. Videos, written steps, free workbook

4 -- How to Show Text in Pivot Table Values Area -- Show text in the Pivot Table Values area with conditional formatting and custom number formats. Set up manually or with macro.

5 -- Fix Pivot Table Sorting Problems; Best Pivot Sorting Tips -- How to fix Excel pivot table sorting problems- new items at end, wrong items at top. Sort by column or row, custom order. Easy steps, videos, Excel files

group a date field in pivot table

Pivot Table Videos

Here's one of my latest Excel pivot table videos, and almost all of my Excel pivot table tutorial pages include a video too.

You can watch this short video, to see the steps for making a pivot table, and a clustered stacked column pivot chart. There are written steps below the video.

Excel Pivot Tables - Sample Files

Here are the download links for a couple of my latest Excel pivot table sample workbooks, and most of the Excel tutorial pages include a sample file too.

More Workbooks: For even more pivot table sample files, go to the Excel Sample Files page, and scroll down to the Pivot Table section.

   
PT0050

Excel Budget Template -- Track and plan your spending in this budget template. Review cash and credit card spending in pivot tables that show monthly totals
Excel File: Budget Template workbook (no macros)

   
PT0049 Slicer Shows Pivot Table Value Groups -- Click a Slicer, to quickly show and hide groups of values in a pivot table. Function slicer changes summary function and heading 
Excel File:
Show Pivot Table Value Groups (has macros)

 

About Debra

 

Last updated: August 14, 2022 1:52 PM