by contextures.com
After you create a pivot table, you can insert a pivot chart, based on that pivot table. However, if you change the layout of the pivot chart, it will also change the pivot table’s layout.
For example, if I remove City from the chart in the screen shot below, the City field will also be remove from the pivot table.
Continue reading “Changing Pivot Chart Affects Excel Pivot Table”
After you set up a pivot table, you might want to prevent other people from making changes to the way that it is set up. With a bit of programming, you can restrict what happens to a pivot table.
I’ve updated one of the pivot chart sample files on my Contextures website. On the main sheet, there are two pivot charts, showing survey responses by department, and by years of service.
At the top of the sheet, you can select a question from the dropdown list, and view the survey results for that question.
In Excel 2010, slicers were added to Excel, and they make it easy to select one or more items in a pivot table’s Report Filter.
A quick way to show how amounts accumulate over time is to build a pivot table, and show the values as a running total.
However, if you group the dates by year and month, the running total stops at the end of each year, and starts again at the start of the next year. There is no setting you can adjust to change this behavior.
There is a new feature in Excel 2013, that makes it even easier to get started with pivot tables.
Just select a cell in your source data table, and on the Ribbon’s Insert tab, click Recommended PivotTables.
In a pivot table, you can show all the summarized data, or focus on specific details. One way to hide information is with filtering, and that affects the pivot table totals.
A pivot table is a great way to summarize data in Excel, and you can show sums, counts, averages, and other functions.
The Grouping dialog box isn’t available if you try to group items in a text field. Instead, you can manually group the items.
Continue reading “Group and Ungroup Text Items in Pivot Table”
When you click on the arrow in a pivot table heading, you can manually filter the field’s items, by adding and removing check marks from the list of pivot items. That lets you focus the report on specific items, and temporarily ignore the other data.
