Advanced Excel Pivot Table Techniques

Tabular view excel s default pivottable view looks.

Advanced excel pivot table techniques.

Select your data and go to insert pivot table screen. Do a right click on the slicer and select report connections. While a slicer might sound synonymous with a rare form of torture it s actually an incredibly useful. Press the ok button.

On that screen enable add to data model option. You know by now that excelis a powerhouse when it comes to making calculations and the. Locate the file that you want to use and select it. After that go to the connections tab and click on browse for more.

At step 3 of 3 of the wizard click on the finish button and a simple pivot table will appear on a new worksheet. 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. Following are the steps to do that. Different pivot tables can be connected together and controlled through slicers.

You can link that file as a source without adding data into the current file here are the steps. With the active cell inside the table go to the table tools design tab. Timelines timelines are a special type of slicer used to tweak the dates included as part of your pivottable data. Create a calculated field.

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. Follow the steps to create a pivot chart. 6 advanced pivot table techniques you should know in 2020 1. Add the field you want to distinct count to the value field area of the pivot table.

Below is a representation of a pivot chart. Go to the insert tab and press the table button in the tables section or use the keyboard shortcut ctrl t. In the create pivot table dialog box select use an external data source. Stay within the pivot table then click on pivottable analyze from the ribbon and click on the pivot chart.

Change the table name under the properties. Slicers slicers are point and click tools to refine the data included in your excel pivottable. The beauty of being skilled with advanced pivot table knowledge enables you to create a chart from the pivot within clicks. Click ok to insert pivot table.