Grouping Pivot Table Dates by Fiscal Year

You can group the dates in a pivot table in different increments, such as by year and quarter.

However, the grouping options are based on the calendar year, and there are no options for grouping pivot table dates by fiscal year. If you want to group the dates by your company’s fiscal year, which [...]

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 [...]

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 [...]

Remove Calculated Field From Excel Pivot Table

After you create a calculated field in an Excel pivot table, you might want to remove it from the pivot table layout. You can temporarily remove a calculated field, or you can permanently remove it.
In this example, the pivot table has a calculated field named Bonus. It appears in the Values area as Sum [...]

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 [...]

Remove a Pivot Table Style in Excel 2007

When you create a pivot table in Excel 2007, a default PivotTable style is automatically applied to a pivot table. For example, in the screen shot below, the pivot table uses the Pivot Style Light 16.

Remove the Pivot Table Style
In some workbooks, you might prefer to have a pivot table with no fill color [...]

Keep Formatting in Excel 2007 Pivot Table

Even though a pivot table is automatically formatted when you create it, you can add your own formatting later. For example, in the pivot table shown below, I’ve added colour to the subtotal rows, and made column B narrow.

However, some of that pivot table formatting might be lost if you refresh the pivot [...]