8 Tips to Improve the Design of Excel Pivot Tables

TLDRLearn 8 tips to improve the design of your Excel pivot tables, including field names, text and column formatting, layout, filters, removing blanks, adding visual support, and creating a template.

Key insights

💡Use meaningful field names in pivot tables to improve clarity.

🖌️Format text and column headers to make pivot tables visually appealing.

Add blank rows and subtotals to improve the layout of pivot tables.

🔍Remove filters to reduce clutter in pivot tables.

Adjust blank cells in pivot tables to enhance data presentation.

Q&A

How can I improve the design of field names in pivot tables?

Choose meaningful and descriptive field names to improve clarity and understanding.

How can I make pivot tables visually appealing?

Format text and column headers, apply colors, and use conditional formatting to enhance the visual appeal of pivot tables.

What is the importance of layout in pivot tables?

Optimize the layout of pivot tables by adding blank rows, subtotals, and adjusting field positions to improve readability and organization.

How can I remove filters in pivot tables?

Minimize clutter in pivot tables by removing unnecessary filters and dropdowns.

How can I adjust blank cells in pivot tables?

Fill blank cells with zeros or appropriate placeholders to maintain consistency and enhance data presentation.

Timestamped Summary

00:00Introduction to improving the design of Excel pivot tables.

00:22Tip 1: Use meaningful and descriptive field names to enhance clarity.

01:59Tip 2: Format text and column headers for visually appealing pivot tables.

03:32Tip 3: Optimize pivot table layout with blank rows and subtotals.

04:40Tip 4: Remove unnecessary filters and dropdowns to reduce clutter.

06:27Tip 5: Adjust blank cells in pivot tables for consistent and enhanced data presentation.

08:56Tip 6: Create a template for pivot table design consistency and efficiency.

10:02Tip 7: Add visual support with conditional formatting to aid data interpretation.

11:19Bonus feature: Use the camera tool to easily incorporate dynamic pivot tables into presentations.