PivotTable Tricks That Will Change the Way You Excel (Free File)
ฝัง
- เผยแพร่เมื่อ 31 พ.ค. 2024
- Advanced Pivot Table tips & tricks to make you a PRO Excel user.
👩🏫 PivotTable course: bit.ly/pivottablecourse24
➡️ Download the example file here and follow along: bit.ly/pivottablefile24
@MrXL' TH-cam channel: @ / @mrxl
There's no denying, PivotTables are time-savers. They're one of Excel's most powerful tools, but they have a lot of cool features that most Excel users will never discover on their own. So, in this video, I'm going to uncover the pro tips & tricks that will take your PivotTables to the next level, so you can analyze data like an Excel boss.
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⏲ TIMESTAMPS
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0:00 Save time with PivotTable tricks
0:25 Trick №1
2:23 Trick №2
4:30 Trick №3
6:35 Trick №4
8:26 Trick №5
9:55 Trick №6
12:48 Trick №7
14:55 Trick №8
15:51 Trick №9
16:53 Trick №10
#Excel #ExcelTutorial #PivotTable - วิทยาศาสตร์และเทคโนโลยี
❓Which one of these tricks do you like the most?
PivotTable course: bit.ly/pivottablecourse24
The (Mr. Excel) trick with adding filters to other columns 🙂
I liked then all but the GetPivot example was my favourite
This Filter trick is just a killer. Thank you Mynda
That Mr. Excel trick is gold. The GetPivot example is right up there too.
I LOOOOVE the last trick: PVT Analysis > Options > Show Report Filter Pages
Thanks again
Without a doubt one of the best excel teachers on you tube, so clear
Wow, thank you so much!
@@MyOnlineTrainingHub my pleasure, I have learnt so much and your sample files are excellent
I have learned SO much about Excel and PQ from you. But I've actually learned more about how to teach technical content. Your approach is the master class in how to structure the flow of a technical feature, create relevant examples, and provide robust context. Simply the best I have ever seen.
You made my week 🥰 thanks so much 🙏
The 🍕 example is my winner!
I somehow overlooked these amazing features of PT:
Report Connections for Slicers,
Filter Connections for PivotTables.
... and what a brilliant idea to tag/classify sheets with emojis 😍
Awesome to hear! Have fun with the emojis 😁
Great video, thank you. Mexico is still North America, though :)
Good job I’m teaching Excel and not geography 🤦♀️😆
Everything south from Texas is Mexico.😂😂
Poor mexico. We in South America say they're Middle-America (mexico to panama). Schroedinger's country's
You are one of the weekly highlights, and especially the formula to tell “Only select one item in the slicer” is a good idea to improvement.
The other stuff I know about, or have been using, but it´s always good to have it refreshed or see new ways to use the features.
Thanks so much for your support 🥰 glad you liked the Slicer trick 😉
Excellent Mynda. I knew about the timeline slicer but always forget to use it!
Cheers, Chris 🙏😁 the only downside of the timeline slicer is it’s big!
excellent as always Mynda...thank you
Mo
Thank you too for watching 🥰
Thank you, Mynda. The tutorial video was formidable.
Glad you enjoyed it! 🙏😊
Amazing and easy to follow tutorial! Thanks so much, Mynda! 😍
Thanks for the visit and support!
Thank you for this. It's a treasure trove of Pivot Table tricks in a short time frame.
Glad it was helpful!
Awesome tutorial on pivot table. Crystal Clear an Concise.
Glad you liked it!
Great teaching and learning so much from your videos. Thank you.
So nice of you 🙏😊
Thank you for the valuable information.
Glad it was helpful! 🙏😊
Great video Mynda. Lots of tips. The timeline’ slicer is the coolest !
Glad you liked it! 😁🙏
you are super!!.. keep it going.. you have a very cute way of explaining...❤
Thank you so much 😀
Want to thank you again for such excellent content. I keep all your emails after watching so I can go back when I need to find the one tidbit that I need. Love integrating the use of Slicers!
So pleased you like them! 🙏
They were all great tips, thank you.
So glad to hear that 😁🙏
Awesome.. One of the best excel videos I have ever seen
Wow! Thanks so much 🥰
Awesome! Thanks so much! 🎉
You are most welcome! Thanks for watching 🙏😁
Hi Mynda, great video. I'm a long time fan of your channel. I love the timeline and the getpivotdata tips!!
Great to hear! Thanks for your support 🙏😊
Regarding sorting by the last column, you can simply right click and sort ascending or descending.
and why have I never noticed that? 🤔😆 Thanks for sharing.
Thank you for your impeccable explanations, clear even for those who, like me, are not English speakers. Great.
Wonderful to hear 🙏
Great content as usual. Thanks 👍
Thanks for watching!
Thank you for your efforts ❤❤
You're welcome 😊
Thank you for this informative video Myanda, I like the Get pivot table utilization and Slicer one.
Great to hear 😁🙏
This is a great video with loads of valuable information. Your presentation style is very easy to follow. Really liked learning about the option to apply conditional formatting to a pivot table. Thank you.
Glad you enjoyed it! 🙏😊
Thanks for your tipps. You always learn somehing new in Excel, it's a never ending story ;-)
The last feature, creating different sheets based on your selection is a thing that comes in handy for me just the right moment!
Awesome to hear 🙏😊
Another great video Mynda!!! Put the filter button on the columns area really a great tricky!!! Thanks for contribute to my Excel growing ! ;)
My pleasure, Miguel!
Thanks for sharing the great video like always
Thanks for watching!
New subscriber. I just discovered your channel yesterday and have already started a couple of your tricks. Thank you!
Awesome to hear! Welcome! 😊
Some great tips. Greetings from South Africa.
Cheers, Chris! Much appreciated 😁🙏
wow great video!! trick n°3 is just OP thanks! A LOT!
Glad you liked it! 😁
The filter trick is wowza!
Glad you liked it 😊
Mynda 5:49 you can also select more options, and select the cell T7 to sort on Dec. I really liked trick 10. Thanks
Thanks for sharing 🙏
Love from India, Mr excel trick was wonder full & awesome video
Glad you liked it 🙏😁
Your videos always leave me fulfilled 😎
Happy to hear that! 😁🙏
Thank you for giving a good use case for when you need calculated fields: “instead of adding a column”!
Glad it was helpful!
all are amazing specially number 5 of slicer connection
Glad you liked them!
hi Mynda, the navigation on side left when you were navigating is something I've never seen before too - ideal for complicated progress claims and invoice excel reports
The navigation pane is super handy. You can enable it from the View tab of the ribbon.
Great video , yes pivot tables are amazing ,
I use conditional formatting , slicers and show values as (my favorite one)
The trick by Mr excel is new to me I think it’s very useful
Thank you! Glad you discovered a new tip 😁
thanks for sharing, except the last one, have been using the remaining ones quite actively. Thanks again!!
Glad watching to the end was worth your while 😁
First time I thought nothing was new for me. But you nailed it. Click for not showing details was new for me.
Thanks for watching. Glad you discovered something new 😁
7:00 I would absolutely recommend doing this differently: it is not good practice to just select cells in a pivot table instead of using "apply rules to" to ensure that your conditional formatting still works when your underlying data changes.
Good point. I didn't click the PivotTable icon that shows up in the bottom right after applying the formatting that allows you to specify which cells you want it applied to. If you expect your data to change, then it's a good idea to complete that step.
In the calculated field, have you figured out a way to include functions into the formula? For instance if I want to calculate the age compared to today() I can't as these types of formulas are not allowed. I had to resource to calculate those in the source data to add it to the pivot table. Your thoughs on this are greatly appreciated. Thanks
If you need functions that aren't supported by regular PivotTables, you can use Power Pivot (the data model) and write DAX measures. I explain what Power Pivot is on my course page: www.myonlinetraininghub.com/power-pivot-course
There seems more familar way for sorting pivot table rather than adding filters at adjacent column. Please try "select a cell in the middle of pivot table and then select excel ribbon menu "Data" --> and then "sort". This cause generation of selection window and we can choose option of sorting (ascending/decending" and also can select direction of sorting (by column or by line). For me, this way looks more familar and consistent with typical sorting methods rather than adding filters.
Thanks for sharing this alternative 👍
"Show report filter pages" was a new one to me! 🙂
I think I can think of some uses for that - although it would be more helpful with Tables in my case. (normally I'd just copy the TAB and amend the data in each)
You can always choose the “tabular layout” and repeat item labels to get the PivotTables in a table style/layout 😉
Wow wow wow. What a video and what a tips and trick. I adore you. To be honest only number 6 i did not understand it alot. But the remaining ones are clear. If i stay like 100 year. I could not know them
Thank you so much! I recommend you download the file and inspect how number 6 is structured to better understand it. If you still have questions, you can reach out via email.
Trick number 10 had my eyes going huh! How come I never knew that! Thanks Myanda
Glad you hung in to the end and discovered something new 😁
I liked the Date Range Slicer/selector
Great to hear 😁 have fun with them 🙏
quick win on sorting in pivot tables (rows OR columns): - overtype the entry with the one you want to appear in that position - for instance, overtype USA with Germany, and the rows resort accordingly... same applies to columns, overtype with the valid label as necessary and they magically re-sort..
Even better, that trick works in groups and subgroups
Yes, that’s another cool way to sort 👍 Thanks for sharing 🙏😁
Hi Mynda, great video as always.
One question to your last tip "Report filter pages", which I already knew.
Everytime I have to create a country report and a dashboard with slicers and charts I get the additional request to send this to the regional managers or even every single seller but only with the data for their own territory. Do you have an idea how to create these regional reports in a simple and fast way?
I’d use Power BI to automate this. You can use Row Level Security to control who can see what data, enabling you to build one report for many users. Here is an introduction to Power BI: Say GOODBYE to Excel Limitations with Power BI (FREE File)
th-cam.com/video/gOs7EC-FebE/w-d-xo.html
I cover Row Level Security in my comprehensive Power BI course: www.myonlinetraininghub.com/power-bi-course
Mexico hasn't moved to South America that I have heard. But you do a nice job with Excel.
😆good thing I'm teaching Excel and not geography!
Thanks vdpeer - completely unnecessary waste of my eyes having to read your comment 👍
Good content, thanks. You rather slipped by using multiple values from the pivot table slicers. I found it quite hard to get a range that could be used in formulae (however restricted). I eventually came up with =OFFSET(Pivot_Table_Range,,,COUNTA(Pivot_Table_Range),1) where the Pivot_Table_Range is the maximum size your slicer can be (maybe with a couple of extra rows for growth). Don't know if you or others have found a better way than this
OFFSET will return a range of cells, but this list is probably more useful as an array of values but then there isn’t a lot of functions that will work with an array of values, so the application is more limited and less useful, and more complex, hence why I didn’t cover it in this video. A topic for another time 😁
4:22 So what is the difference between Calculated Fields and Measures? Thanks!
Calculated fields are not available in the data model/Power Pivot, whereas measures are. And likewise, measures are not available for regular PivotTables. In other words, measures and calculated fields are the same thing but for different types of PivotTables, although measures are more powerful.
would you please explain how can u add levigation from where you select example
Levigation? Not sure what you’re referring to, sorry.
Thanks again Mynda, I’m learning a lot from your videos. I am struggling with running totals in pivot tables. Our system provides me with a list of records, each of them containing a date stamp, a project id, a number of hours spent on a project, the spendings, hourly rate etc. Now I want to build a monthly report that shows the list of actual projects, including the hours spent in the month and from the beginning of the year (year to date). How could I do that? It seems that for a running total a date field is required. However, I just want the actual month name in the title. Is there a way to fix this?
Please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
Thank you for all your excellent videos. I developed my portfolio sheet & dashboard after watching your videos. I want to know how we can create XIRR Stock wise. I have created XIRR for the entire portfolio.
My pleasure! For XIRR at the stock level, you'd have to summarise the data by stock and then calculate XIRR.
@@MyOnlineTrainingHub I got it using this formula. =XIRR(IF(Ledger1!$B$2:$B$15000=Dashboard!B6,Ledger1!$G$2:$G$15000,1),IF(Ledger1!$B$2:$B$15000=Dashboard!B6,Ledger1!$A$2:$A$15000,NOW()))
Only issue currently I'm facing is negative return is coming as zero.
Hi, thank you for all your help! I have a problem that's driving me crazy. When I use measures in pivot tables I see the entire dataset once I double click to get the summaries. I end up doing groups in power query which result in my reports being huge… Is there a way to limit the summaries in pivot tables to what the measure is designed for vs the entire table???
I would create another PivotTable that shows the drilled down view you're after with the double click action and link it to any slicers you have connected to the original PivotTable. Then add a hyperlink (attached to a button shape if you want) that takes the user to see the drilled down view PivotTable. No need to drill down and only one dataset required in your file.
@@MyOnlineTrainingHub thank you!!! i’ll give it a try 👌😊
Your Mr Excel tip, I wonder, can it not also be done like this: Sort Descending (Z to A) by: Sum of Sales, and then clicking on More sort options, where the current setting is shown as Sort by Endtotal, but below that the option is to sort on the value in a certain column, where you can choose $U$7. (I am using Excel in Dutch language, so I hope I got the terms correctly in English). Cheers from Jan
Nice, Jan! Even better as this doesn't require the extra filter icons. It'll still need updating each time you add a new month, but not if you make changes during the current period. Thanks so much for sharing 🙏
The perfect person doesn’t exis…..
Example 8: Would be great if it was possible to see the difference between years.
Is it necessary to use PowerPivot and DAX to do that or is there a method to see change year-on-year?
You can change the grouping to Years and then it will calculate the difference between years.
@@MyOnlineTrainingHub Thanks, but it's not possible if I want to keep both Year and Month?
In that case you'd have to use the data model/Power Pivot and write a DAX measure.
Navigation way is too cool
Thank you!
Do you have a video on changing the Quarters to match a business’s fiscal year? I need the Q1 to begin on April 1. How do I do that?
Yes, here you go: www.myonlinetraininghub.com/excel-convert-dates-to-fiscal-quarters-and-years
@@MyOnlineTrainingHub I watched the video but I got an error and this was selected "Month[@Date". I typed the exact formula you showed. My table is formatted and the date columns are categorized as "date" already.
Please post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
@@MyOnlineTrainingHub I did it, I was actually missing a comma before the first 4 🙈 It’s all good now, thanks!
my favorite is how to add a filter button to all the columns of a pivot table
Glad you liked it 🙏
Slicer, conditional formatting makes pivot table more powerful also pivot table have options to enter formulae so that we do not have to add an additional column for our calculation.
Not sure I follow how conditional formatting reducing the columns to put formulas in 🤔
Sorry I was not referring to conditional formatting reducing columns. I was referring to the additional column where sales minus cogs can be calculated via pivot tables.
Ah, thanks for clarifying. Glad you found these tips helpful 😀
Hi , thanks for your Course is amazing , but when i make the table by day not month the timeline not accepted in Pivot table
Hard to say why your timeline isn't available. You're welcome to post your question and Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
@@MyOnlineTrainingHub if you don't mind how can post my question and Excel file can you give me from where to go in your website , Thanks in advance for you support
The link to the forum is in my reply above. Here it is again: www.myonlinetraininghub.com/excel-forum
I was thinking whether there will be Trick #3... ))))
Glad I didn’t let you down 😉
@@MyOnlineTrainingHub Ha-ha, thanks! ))
@@MyOnlineTrainingHubBy the way, thanks for subtitles! Although I almost always understand your speech, but sometimes take a glimpse at subtitles (I'm not English-speaker) ))))
Glad they're helpful 😉
what is the downward pointing hand?
It’s the emoji I chose for the Slicer selection in formulas example sheet tab i.e. it's part of the sheet name. 😉
Good stuff and good video, as usual! :-)
OK, apart from the disable drill down, I didn’t learn anything new. So, I’m pretty much up to snuff with PTs.
OTOH, I should indeed give those Calculated Fields another good look: they remind me of (implicit ?) measures in DAX and are indeed more efficient than calculated columns.
On the GetPivotData functions or more generally the CUBE functions: the latter is what you need to do MDX stuff and take PTs to the next level still. Déjà vu - didn’t converse on that topic not so long ago?… ;-)
BTW, here’s a trick you can use to allow multiple selections in a slicer to work with your formulas: apply both slicers and formulas on an Excel data table and… done.
And yes, we know the Mr.Excel trick for filtering PTs - he has a nac for finding tricks like that. :-)
Thanks for watching, Geert! Yes, calculated fields are regular PivotTable's measures, although not quite as good as DAX.
I did do a video on CUBE functions a while ago. You have a good memory!
Slicers for tables are a great trick. It's just a shame you can't connect them to multiple tables or both tables and PivotTables 🤔
@@MyOnlineTrainingHubIf I remember correctly you said you would do a refresher of said video (put it on your list, anyway). ;-)
On those Slicers: arrr… that’s true: we can’t cross-slice tables, etc. But we can copy those table slicers and they will both be linked to that table. Then you create a PT and wonder “why not?”. This is a reason to replace those PTs by formulas… and we’re back to where we started this conversation. :-)
😁
how to improve dashboards performances ??
This video explains the main causes of slow Excel files: th-cam.com/video/e4no3HpW1NY/w-d-xo.html
BUT, you cannot select non-contiguous months/quarters using the timeline. This would be helpful when comparing Jan of 2022 with Jan of 2023. I use a slicer instead w/ the months. Need a MS to add this. Please?
Correct. Better to use a regular slicer for that. I don’t think we’ll get any improvements to the timeline slicer as it’s had these limitations for a long time 🤔
❤
Thanks for watching!
6:10 Not trying to offend Mr. Excel, but wouldn't it be easier to just rightclick a cell in the column you want to sort on and then choose sort?
Thanks for sharing.
Hi, my name is Kamran and I am based in Dubai. I am watching your videos and impressed with your excel skills. I was wondering if you can help me with one formula to automatically calculates cost of shares sold on First-in-First-out basis. I regularly trade in stock market so volume of transaction is quite large. Hence, it is not possible to manually check cost of each share. Hence, I am looking to automate my file, however, I am not able to arrive at cost of shares sold. I took help from AI tools, watched youtube videos etc but remained unsuccessful. Problem comes if I make a split purchase and a split sale i.e. first buy quantity of any share on different dates and then sell the quantity in small chunks on later dates. I would be grateful if you have or you can suggest any solution for this.
KR
When you buy the shares they need to be tagged with a tranche number. Then when you sell the shares you need to also tag them with the tranche they came from. If you sell 10 shares and 5 are from tranche 1 and 5 are from tranche 2, then you need to split this transaction over two lines so they can be tagged accordingly. This way, you can lookup the original tranche purchase price to calculate the cost correctly. HTH.
@@MyOnlineTrainingHub unfortunately it's not that easy. I had tried in many way. 2ndly, i want to fully automate my process so that trade transaction is automatically picked up by my model and do the rest for me. So thats why I am looking to connect with some expert who can understand my requirement and help me build a model with a fair reimbursement of his/her efforts.
how to setup the timeline so it will end with the last record? It always shows me the timeline until december even my Data ends in June
Unfortunately, that’s a limitation of the Timeline slicer. Better to use regular slicers instead.
good to know, thank you very much❤@@MyOnlineTrainingHub
You missed the key motivation for Calculated Fields. Having a smaller file is going to be irrelevant in most situations. What really matters is when the calculation can't be aggregated at the row level. For instance, if I have a column for profit and a column for sale price, I can calculate a profit margin by profit/sale price. Calculated fields are essential for this to work correctly because you can't add up the individual row profit margins and calculate an average. But, with a calculated field, you'll get the right calculation no matter how you slice the data in the Pivot Table.
Yes, another great reason to use calculated fields. Thanks for raising this 🙏😊
1 and 5
Thanks for watching. Glad you found some tips you can use 😁🙏
Volume higher please.
I'm only 1:19 in and my mind is blown. There's a timeline slicer!?
Surprisingly, many Excel users are not aware of it 😃
Why I dont have Show Report Filter page?
Maybe because you've loaded your data to the Data Model i.e. Power Pivot.
@@MyOnlineTrainingHub Nope. It's a simple Pivot table which is not loaded to Data Model.
Have you put a field in the Filters area? It uses this field to create the filter pages.
@@MyOnlineTrainingHub yep. I put all fields in the same way. This feature is greyed out.
Unlike dash board in pivot making excel
But calculated fields only work, when the pivot is not made from the data model :/
Correct. If you’re using the data model then you have measures which are better IMO.
Unable to download example file.
No one else is reporting this issue. It might be your browser, so you could try a different one. If you're still having trouble, please reach out via email so we can get the file to you: website at MyOnlineTrainingHub.com
The crappy dialog box for calculated fields is a real turnoff. Would be nice if Microsoft upgraded the UI for it and Power Pivot.
Yeah, but I wouldn’t wait for that to happen 🤪
FYI: Mexico is part of North America, not South America
Wrong
Isn't that central America?
No it's North America
Who gives a two shit
Good job I’m teaching Excel and not geography 😆
Still Get Pivot Data is bad
Shhh, not it's not 😜
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Thanks for watching 🙏😁