Excel Meal Planner With Pivot Table

Now that fall is here, you might be back into a routine of weekly meal planning, and Excel is a great tool to use for that.

To help you get started, there is a weekly meal planner on my Contextures website, that you can download. Enter the meal and product information, based on your favourite meals.

Then, pick your meals for the upcoming week, and click a button  to create a weekly shopping list.

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Posted in pivot table subtotals | Leave a comment

Get Total Amount from Specific Pivot Table

If you have multiple copies of a pivot table in a workbook, on different sheets, you can use the GETPIVOTDATA function to pull the total amount from a specific pivot table. In this example, there are 3 copies of the pivot table in a workbook, each with a different layout and filter applied.

The sheets are named consistently, starting with “PT_”, and the pivot table location is the same on each sheet.

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Posted in pivot table value fields | Leave a comment

Copy Pivot Table Source Number Formatting

When you add numeric fields to a pivot table, Excel applies General format, in most cases. It doesn’t matter if you’ve spent hours applying fancy custom formatting to the numbers in the source data – all of that is ignored.

After the numeric data has been added to the pivot table, you can manually change the formatting of each field, in the Field Setting window. It’s not too painful in a small pivot table, but can take a while if there are several Values fields.

numberformatall02

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Posted in pivot table formatting | 1 Comment

5 Annoying Pivot Table Problems

As much as I love Excel pivot tables, there are a few annoying problems that you’ll run into, while working with them. I made a list of my top 5 annoyances, and you might have other problems to add to the list.

5 Annoying Pivot Table Problems http://www.pivot-table.com/

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Posted in Excel Pivot Tables | 11 Comments

Remove Sum Of in Pivot Table Headings

When you add fields to the Values area, they are set as either Sum or Count, and the field is renamed. For example, Quantity becomes Sum of Quantity, or Count of Quantity. Instead of short field names, you might end up with long ones, which can make the columns wider than necessary.

Instead of using these default names, you can change the field names to something shorter, or more descriptive, such as Qty Sold. Watch the video below, to see the steps, or follow the written instructions.

Remove "Sum Of" in #Excel pivot table headings; avoid error msg http://www.pivot-table.com/

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Posted in pivot table value fields | 6 Comments

Compare Top and Bottom Products

An Excel pivot table is a great way to summarize a large amount of data, and with a Top 10 filter, you can show the top products, or the worst selling ones

In this video, a pivot table summarizes the products sales over a two year period. With a Value Filter, you can quickly show the top products, and see their total sales.

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Posted in pivot table value fields | 1 Comment

Pivot Table Tips on Contextures

Thank you for following my pivot table tips, here on the Excel Pivot Tables Blog. I appreciate it!

There are many more tips and tutorials on my Contextures website, and I’ve just finished setting up a Pivot Table index, so you can find everything.

pivot table tutorial index

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PivotPower Premium Update 201407

If you’ve bought a copy of my PivotPower Premium add-in, I sent out an update email last week, so you can download the latest version.

There are a few new features, that I hope you will find useful. A big thank you to my lovely customers, who suggested these new features!

coverribbon_20140703

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Posted in Excel add-in | 1 Comment

Hide Zero Items in Pivot Table

If you create a calculated item, extra items might appear in the pivot table, with zero amounts in some rows. In the example shown below, a calculated item was created in the Category field. Because of that, all the cities are listed under each region, instead of just the region in which they are located.

Los Angeles and San Diego are not in the East, so their sales in that region show up as zero. It makes the pivot table look messy and confusing!

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Posted in Calculated Item | Leave a comment

Show Fiscal Year to Date Totals

Last week, you saw how to calculate the fiscal year and month, by adding formulas in a pivot table’s source data.

The formulas referred to a named cell – FYStart – where you enter the start month of the fiscal year.

pivotfiscalyear01

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Posted in Functions | 1 Comment