Pivot Table Date Filters

If there’s a date field in your Excel pivot table, you can use it to focus on a specific date, or a selected date range. To filter the dates, you can use the following filter types:

Date checkboxes
Date range entry
Dynamic date range selection

Using Date Checkboxes
If a date field is in the Row Labels [...]

Manually Group Pivot Table Items

You can group pivot table data, as an easy way to see subtotals. For example, in a pivot table with sales order data, you can group the Order Date field by years and months, to quickly compare the sales totals each month, for a selected year.

In this pivot table example, we have sales data for [...]

Change the Pivot Table Field List Order

In the PivotTable Field List, the fields usually appear in the same order that they appear in the source data. If the pivot table source data has lots of fields, it might be hard to find a specific field in the list.

To make it easier to find the fields in the long list, you [...]

Analyze Sales With a Pivot Table

This week, John Walkenbach, aka Mr. Spreadsheet, used a pivot table report to analyze his website’s Amazon sales for 2009. Here’s a screenshot of the results, showing the top sellers, and number of units sold.

John knows a thing or two about Excel, having written over 40 Excel books, so take a look at the full [...]

Pivot Table Tricks

Chandoo, at the Pointy Haired Dilbert blog, has posted 5 Excel Pivot Table tricks today. His blog posts are always informative and entertaining, so go and take a look.
The 5 Pivot Table tricks are:

Drill Down Pivot Tables
Change Summary from Total
Slice and Dice Pivots
Difference from Last Month
Calculated Fields in Pivots

Did you [...]

Excelerators Quiz for Excel Power Users

The team at PowerPivot for Microsoft Excel 2010 created the Excelerators Quiz, where you can test your Excel skills. To make the challenge more exciting, they’re sponsoring a giveaway on the Contextures blog (for USA residents only).
The blog giveaway prize has a total value of over $250, and will include a Dell ST2310 23 inch [...]

Filter a Pivot Table for Nonconsecutive Dates

In an Excel 2007 pivot table, you can filter a date field by using the Date Filters option in the Row Labels drop down. For example, you can select all the dates between two specific dates, or filter for a dynamic range, such as Last Week.
 
However, when you use the row label date filters, [...]

Change All Pivot Table Value Fields to SUM

Sometimes when you add fields to the Values area of a pivot table, they appear as Count of Field instead of Sum of Field. In the screen shot below, the Quantity field shows the COUNT, and the TotalPrice field shows the SUM.
 
COUNT Summary Function
The COUNT summary function is the default if a field [...]

New Pivot Items Out of Order

If you add new products to your pivot table source data, and refresh the pivot table, the new products will appear in the drop down lists. Sometimes though, the new items appear at the end of the list, instead of in alphabetical order. This problem can occur if you have manually rearranged the items in [...]

Show Text in a Pivot Table Values Area

A common question is “How can I show text in a pivot table’s values area, instead of numbers?”
For example, if you add the Region field to the Values area, you’d like to see the region’s name, instead of a Count Of Region number.

If you use Crosstab queries in Microsoft Access, you might have achieved [...]