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Pivot Table Topics

Learn how to use Microsoft Excel pivot tables to analyze and organize your data. The tutorials listed below will show you how to create, customize and format pivot tables. You'll find easy-to-follow steps, videos, expert tips, and examples.

pivot table top 10 filter

Get Started with Pivot Tables

These step-by-step tutorials show how to get started with Excel Pivot Tables, so you can organize, summarize, and analyze your data like a pro.

-- 1) How to Create a Pivot Table

-- 2) How to Plan and Set Up a Pivot Table

-- 3) Interactive Excel Pivot Table Demo

-- 4) Adjust the Field List

-- 5) Pivot FAQs

-- 6) Pivot Table Select

-- 7) Pivot Table Shortcuts

Pivot Charts

These tutorials show how to get started with Excel Pivot Charts, and fix a few simple problems you might have when you build them.

A ) Create a Pivot Chart

-- 1) Create a Pivot Chart

-- 2) Combination Column Line

-- 3) Compare Years

B ) Change a Pivot Chart

-- 1) Change All Pivot Charts With One Filter

-- 2) Data Source, Change

-- 3) Layout, Change

-- 4) Number Formatting

pivot chart number formatting

Pivot Filters and Slicers

Working with Excel pivot table filters and slicers allows you to dynamically control and refine the data that's summarized in your pivot table.

-- 1) Pivot Table Date Filters

-- 2) Pivot Table Filters - Top 10

-- 3) Label Filters

-- 4) Multiple Filters in Pivot Fields

-- 5) Report Filters

-- 6) Video - Pivot table Filters

-- 7) Pivot Table Slicers

-- 8) Value Group Slicers

Pivot Table Calculations

Use the following types pivot table calculations to extend the capabilities of your pivot tables.

A) Calculated Fields & Calculated Items

Excel pivot table calculated items and calculated fields are powerful features that allow you to perform advanced calculations and analysis within your pivot tables.

-- 1) Calculated Field vs Calculated Item

-- 2) Calculated Field

-- 3) Calculated Field Count

-- 4) Remove Calculated Field

-- 5) Calculated Item

-- 6) Custom Calculations

-- 7) Create List of Pivot Table Formulas

B) Summary Functions

With the built-in summary functions, you can calculate and display various statistical measures such as sums, averages, counts, minimum and maximum values, and more.

-- 1) Default Functions in a Pivot Table

-- 2) Summary Functions

-- 3) Count Blanks

-- 4) Count Unique Items

-- 5) Unique Count in Pivot Table

C) Show Values As

The "Show Values As" feature lets you choose different ways to calculate the data summaries. For example, you can show values as percentage of a total, difference from a specific value, running total, rank, and more.

-- 1) Show Values As

-- 2) Difference From

-- 3) Pivot Table Running Totals

-- 4) Running Total Stops at Year End

D) Formulas and Functions

Use formulas in your source data, to get better results in your pivot table. Or, use the GetPivotData function to extract specific data from a pivot table.

-- 1) Fiscal Year and Month Totals

-- 2) Turn Off GetPivotData Formulas

-- 3) Use Dates in GetPivotData Formula

Excel GetPivotData function example

Pivot Table Layout

By adjusting the layout of a pivot table, you can quickly see your data at different levels of detail and summarization. Analyze your data from multiple angles and get a clearer understanding of the underlying trends and patterns.

A) Pivot Fields

-- 1) Arrange Data Horizontally

-- 2) Pivot Table Layout

-- 3) Report Layout

-- 4) Expand and Collapse Pivot Fields

-- 5) Field Settings

-- 6) List all Pivot Fields with Details

-- 7) Move Row Labels in Pivot Table

B) Pivot Items

-- 1) Remove Old Items

-- 2) Show/Hide Items

Value Fields

-- 1) Data Fields

-- 2) Show Text Values

-- 3) Time Values

Pivot Macros

Use these macros with your pivot tables, to automate repetitive tasks, streamline data analysis, and enhance the functionality of your pivot tables.

A) Pivot Table Macros

-- 1) Edit Recorded Pivot Table Macro

-- 2) List All Pivot Tables

-- 3) Report Layout Macros

-- 4) Report Filters, Change With Macro

-- 5) Paste Format and Values

-- 6) Remove Pivot Fields with Macros(Normal or OLAP)

-- 7) Remove Calculated Field With Macro

-- 8) Report Layout Macro

-- 9) Reset Pivot Item Caption Macro

-- 10) Pivot Power Free Add-in

-- 11) "Sum of" Headings - Macros to Remove

-- 12) Copy Pivot Table Values and Format - Macro

B) Source Data Macros

-- 1) Source Data Macros

-- 2) Unpivot Source Data - Macro

C) Pivot Chart Macros

-- 1) Pivot Chart Macros

Source Data and Refresh

By properly preparing and managing your source data, you can ensure the accuracy and reliability of your pivot table analysis, making it easier to derive meaningful insights and make informed decisions based on your data.

-- 1) Automatically Include New Data

-- 2) DrillDown (Show Details)

-- 3) Filter Source Data

-- 4) Pivot Table from Multiple Sheets

-- 5) Power Query Combine Tables

-- 6) Locate and Fix Source Data

-- 7) Recreate Source Data

-- 8) Show Details (DrillDown)

-- 9) Unpivot Source Data - Manually

-- 10) Unpivot, Power Query

-- 11) Pivot Cache

-- 12) Pivot Table Refresh

-- 13) Refresh on Protected Sheet

Totals and Grouping

Use Excel's pivot table totals and grouping features to present and analyze your data in a more structured and meaningful way. With these toos, you can quickly identify patterns, spot trends, and gain valuable insights from your data.

-- 1) Create Multiple Pivot Table Subtotals

-- 2) Show Subtotals at Top or Bottom

-- 3) Show or Hide Subtotals

-- 4) Grand Totals

-- 5) Manually Group Pivot Items

-- 6) Pivot Table Grouping Affects Another Pivot Table

grouping pivot table numbers

Formatting and Printing

By formatting and printing your pivot tables effectively, you can create visually appealing reports that are easy to read, understand, and share with others

A) Formatting

Use these settings to customize the appearance of your pivot table

-- 1) Add Comments in a Pivot Table

-- 2) Copy a Custom Pivot Table Style

-- 3) Copy Pivot Table Format and Values

-- 4) Pivot Table Conditional Formatting

-- 5) Pivot Table Conditional Formatting - Weekends

-- 6) "Sum of" Headings and Blank Labels, Fix

B) Printing

Use these settings to ensure that your printed pivot table is well-structured and easy to follow

-- 1) Pivot Table Printing

-- 2) Repeat Headings When Printing

-- 3) Vertical Values for Printing

Troubleshoot & Protection

Working with Excel pivot table protection and troubleshooting helps ensure the integrity and smooth functioning of your pivot tables.

-- 1) Sorting a Pivot Field: New Items Out of Order

-- 2) Hide Error Values in Pivot Table

-- 3) Pivot Table Errors

-- 4) Pivot Table Option Macros

-- 5) Pivot Table Protection

-- 6) Block Features, Data Model

Power Pivot & Power Query

Working with Excel Power Pivot and Power Query opens up advanced data modeling and transformation capabilities within Excel

-- 1) PowerPivot from Identical Sources

-- 2) Power Pivot Resources

-- 3) Power Query Combine Tables




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Last updated: May 18, 2023 3:14 PM