Advanced Excel Pivot Table Techniques

Different pivot tables can be connected together and controlled through slicers.

Advanced excel pivot table techniques.

The beauty of being skilled with advanced pivot table knowledge enables you to create a chart from the pivot within clicks. Following are the steps to do that. Follow the steps to create a pivot chart. How to create an advanced excel pivot table we will create our data to show the sales made by a business in a particular period our spreadsheet will contain the sales date category product quantity sales rep and amount in columns a b c d e and f respectively figure 2 setting up the data.

Below is a representation of a pivot chart. Insert a slicer and. Stay within the pivot table then click on pivottable analyze from the ribbon and click on the pivot chart. At step 3 of 3 of the wizard click on the finish button and a simple pivot table will appear on a new worksheet.

In the dialog box select all the pivot tables and then click ok. While a slicer might sound synonymous with a rare form of torture it s actually an incredibly useful. Locate the file that you want to use and select it. Slicers slicers are point and click tools to refine the data included in your excel pivottable.

Timelines timelines are a special type of slicer used to tweak the dates included as part of your pivottable data. Select your data and go to insert pivot table screen. Go to the insert tab and press the table button in the tables section or use the keyboard shortcut ctrl t. Click ok to insert pivot table.

After that go to the connections tab and click on browse for more. You can format your pivot table with colours fonts etc to make it professional enough for your presentation without buying any add ins or solution. You know by now that excelis a powerhouse when it comes to making calculations and the. Add the field you want to distinct count to the value field area of the pivot table.

With the active cell inside the table go to the table tools design tab. You can link that file as a source without adding data into the current file here are the steps. Create a calculated field. Do a right click on the slicer and select report connections.

Tabular view excel s default pivottable view looks. Change the table name under the properties. Use a table for your source data. In the create pivot table dialog box select use an external data source.