Working with the Filter in a Pivot Table
Working with the Filter in a Pivot Table As if the rows and columns weren’t enough, you also have access to the filters box. This allows you to drill down into the data with these filters but by...
View ArticleAutomatically duplicate your Pivot Tables with different selections
Automatically duplicate your Pivot Tables with different selections An overlooked feature is the ability to (automatically) have Excel create a number of new sheets with Pivot Tables in then, named...
View ArticleGrouping Dates into days, months, quarters and years in a Pivot Table
Grouping Dates into days, months, quarters and years in a Pivot Table A very useful feature is grouping dates into days, months, quarters and years in a Pivot Table. If you are working with time you...
View ArticleGrouping Dates into weeks in a Pivot Table
Grouping Dates into weeks in a Pivot Table You can also use the grouping feature to group a series of dates in weeks or any number of days. For a week you would 7 days, two weeks 14 days etc. The key...
View ArticleGrouping Text in a Pivot Table
Grouping Text in a Pivot Table It is also possible to group text items within a field. This is useful when you want to group together a number of items but don’t have the time or access to the data...
View ArticleGrouping Numbers in a Pivot Table
Grouping Numbers in a Pivot Table Although not commonly used, a useful tool is the ability to group numbers in a pivot table. One of the main uses would be to create histograms and the like. The key...
View ArticleProblems with grouping in Pivot Tables
Problems with grouping in Pivot Tables Although grouping is very useful, there are sometimes problems with setting them up where Excel refuses to allow you to group the data. The key lessons from this...
View ArticlePivot Charts in Excel
Pivot Charts in Excel Once you have created your Pivot Report, you may want to visualise it with a Pivot Chart. These are extremely easy to set up and have all the functionalities of the normal...
View ArticleGet information out of a Pivot with GETPIVOTDATA
Get information out of a Pivot with GETPIVOTDATA Most people are annoyed when they try and link a cell to a Pivot Table and get a complex looking formula starting with GETPIVOTDATA. But with a little...
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Switching off the GETPIVOTDATA
Switching off the GETPIVOTDATA Although we find the GETPIVOTDATA useful, many people get annoyed by it and would rather it did not automatically activate when you refer to a Pivot Table. There are 2...
View ArticleConditional Formatting in a Pivot Table
Conditional Formatting in a Pivot Table Conditional formatting is a great tool for visualising data. Pivot Tables is a great tool for slicing and dicing data. Combined they provide a great way to ‘see’...
View ArticleSlicers in a Pivot Table
Slicers in a Pivot Table A slicer allows you to choose the items to look at in a visually appealing way, but more than that it also allows you to set up a group of Pivot Tables that are controlled by a...
View ArticleControl all Pivot Tables and Charts at once
Control all Pivot Tables and Charts at once Using slicers, it is possible to control multiple Pivot Tables and Pivot Charts at the same time. This is useful when you are setting up a dashboard and you...
View ArticleTimelines in a Pivot Table
Timelines in a Pivot Table A timeline allows you to choose date related options in a visually appealing way, but more than that it also allows you to set up a group of Pivot Tables that are controlled...
View ArticleFind formula that refer to hidden cells
Find formula that refer to hidden cells It is so easy to hide rows and columns in Excel, we often forget that formula may still be referring to these hidden cells. If these cells are important, why are...
View ArticleFind all IF functions
Find all IF functions IF functions can be particularly risky and are generally important cells. Did the person put the correct sign in (was it > but it should have been >=)? Have they built the...
View ArticleFind all NPV functions
Find all NPV functions NPV is a common function used in Financial Models and it often is the key deciding number. However, there are a number of typical errors users make when using it including:...
View ArticleFind all Lookup functions in Excel
Find all Lookup functions in Excel Lookups (and VLOOKUP in particular) are commonly used, useful functions in Excel. However, there is a risk in using these lookups i.e. Using an approximate match when...
View ArticleFind numbers in Excel formula
Find numbers in Excel formula The most common error in spreadsheets, often referred to as hard coding. This is where you create a perfect formula and then add a number to it. Good spreadsheet practice...
View ArticleFind unprotected formula cells
Find unprotected formula cells Cell protection is important in spreadsheets where you are worried about users overwriting your formula. Cell protection is normally put on cells with formulas in. This...
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