Pivot Table Tips Videos

Short Excel videos show to create a pivot table, copy a PivotTable style from one workbook to another, use the pivot table's Top 10 Filter, and more tips

Create a Pivot Table in Excel 2007

In Excel, you can create a pivot table to quickly and easily summarize a large table of data. If you are familiar with pivot tables in Excel 2003 and earlier versions, watch this short video to see the new techniques for creating a pivot table in Excel 2007.

Use the Ribbon commands to insert a pivot table, then use the new PivotTable Field List to add fields to the Report Filter, Column Labels, Row Labels, and Values areas.

For written instructions for this Excel video tutorial, see the full article: Create a Pivot Table in Excel 2007

Copy Custom PivotTable Style to Different Workbook

Excel 2007 also has new PivotTable styles, and there's no built in way to copy a PivotTable style from one workbook to another. The video here will show you a workaround for copying your favourite styles to a different workbook.

For written instructions for this Excel tutorial, see the Excel Pivot Tables Blog article: Copy a Custom PivotTable Style

Use Pivot Table Top 10 Filters

To focus on the best or worst results in your data, you can use the Top 10 filter feature in a pivot table. With the Top 10 values filter, you can see the Top or Bottom Items, or the items that make up a specific Percent or that total a set Sum.

For written instructions for this Excel tutorial, see the Excel Pivot Table Filters - Top 10  

Create a Pivot Table from Multiple Sheets

When you're creating a pivot table, it's best if the source data is all on one sheet. However, if you don't have that option, multiple consolidation ranges will pull all the data into one pivot table.

For written instructions for this Excel tutorial, see Excel Pivot Table Tutorial — Multiple Consolidation Ranges

Create Multiple Subtotals in a Pivot Table

Excel pivot table subtotals are automatically created when you add more fields to Row and Column areas. You can change the summary function for a subtotal, and create multiple subtotals for a pivot field.

For written instructions for this Excel tutorial, see Excel Pivot Table Subtotals

Macro Formats Pivot Table in Classic Style

After you create an Excel pivot table, you probably make several changes to its formatting, and to the pivot table options. Instead of manually making the changes, use a macro to format the pivot table, in Classic Style.

In this video you'll see the steps for manually formatting a pivot table, compared to the speed of running the Classic Pivot Table Formatting macro from Bob Ryan, founder of Simply Learning Excel

You'll see the manual steps required to format the pivot table in Classic Style, compared to running the macro, to format the pivot table in seconds, instead of minutes. To see the code and download the sample file go to Format Pivot Table in Classic Style

Edit a Recorded Pivot Table

After you record a pivot table, make a few changes, so the code is flexible, and can run on any pivot table, in any workbook.

 

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