10 Advanced Pivot Table Tricks in Excel

TLDRLearn 10 advanced pivot table tricks in Excel, including adjusting field list settings, creating multiple reports with one click, adding data bars, creating calculated fields, and more.

Key insights

🔥Adjust field list settings to organize pivot table data more efficiently.

📊Create multiple reports with one click using pivot table settings.

📝Add data bars to visualize pivot table data more effectively.

🧮Create calculated fields to perform custom calculations in pivot tables.

🔄Calculate the difference between columns in pivot tables.

Q&A

How do I adjust field list settings in Excel pivot tables?

To adjust field list settings, go to the 'Tools' section and select 'Field Section' and 'Area Section Side by Side'. You can also sort fields alphabetically or in the data source order.

Can I create multiple reports with one click in Excel pivot tables?

Yes, you can create multiple reports for each customer or category by using the 'Show Report' and 'Filter Pages' options in the pivot table settings.

How can I add data bars to pivot tables in Excel?

To add data bars to pivot tables, go to 'Home', select 'Conditional Formatting', choose 'Data Bars', and select 'All Cells Showing in the Header of Your Pivot Table Column'.

What are calculated fields in Excel pivot tables?

Calculated fields allow you to perform custom calculations in pivot tables using existing field values. You can create calculated fields by going to 'Pivot Table Analyze', selecting 'Calculations', and choosing 'Calculated Field'.

How do I calculate the difference between columns in Excel pivot tables?

To calculate the difference between columns in pivot tables, add the same field to the values column twice, right-click on the second instance, select 'Show Values As', and choose 'Difference From'.

Timestamped Summary

00:00Introduction to advanced pivot table tricks in Excel.

04:14Tip #1: Adjust field list settings for better organization.

06:30Tip #2: Create multiple reports with one click.

09:30Tip #3: Add data bars to pivot tables for visual representation.

11:10Tip #4: Create calculated fields for custom calculations.

13:30Tip #5: Calculate the difference between columns in pivot tables.

16:40Tip #6: Customize number formatting for better visualization.

19:20Tip #7: Create your own custom groupings.

22:10Tip #8: Group dates as needed in pivot tables.

23:50Tip #9: Group dates as needed in pivot tables.

25:30Tip #10: Add a timeline to your pivot table for easy filtering.

27:50Conclusion and closing remarks.