Advanced Pivot table tricks for Reporting and Analysis

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  • เผยแพร่เมื่อ 14 ธ.ค. 2024

ความคิดเห็น • 45

  • @LearnAccountingFinance
    @LearnAccountingFinance  2 ปีที่แล้ว +1

    Here are top 13 Excel hacks for accountants and finance professionals ... th-cam.com/video/_7ubAI1-moo/w-d-xo.html

  • @DarkWhippy
    @DarkWhippy 2 ปีที่แล้ว +1

    Awesome job! Just learned a few tricks to maximize my time. Thank you!

  • @vijaysahal4556
    @vijaysahal4556 3 ปีที่แล้ว +2

    Very useful sir nd yours teaching way is also unique sir 👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻💯

  • @nsanch0181
    @nsanch0181 3 ปีที่แล้ว +1

    I really enjoyed the pivot table lesson. Thank you for sharing.

  • @k0925sk
    @k0925sk 10 หลายเดือนก่อน

    Thanks!

  • @MyRockMyFortress
    @MyRockMyFortress 2 ปีที่แล้ว +1

    Great tutorial video!

  • @yaziedgaffoor168
    @yaziedgaffoor168 3 ปีที่แล้ว +1

    Thank you sir, your video has been most helpful.

  • @jerrydellasala7643
    @jerrydellasala7643 4 ปีที่แล้ว +5

    The two tables with different columns would be much quicker and easier to merge using Power Query. That would also mean updates to either table would be reflected in the merged table or pivot table once they are refreshed.

  • @sunilsomanath3208
    @sunilsomanath3208 3 ปีที่แล้ว +1

    You explained very well & your data is superb ❤️👍👍👍👍❤️

  • @rajnimohan6660
    @rajnimohan6660 4 ปีที่แล้ว +3

    Excellent way of explaining,Sir. Kindly make a video on price mix

  • @xierli8585
    @xierli8585 3 ปีที่แล้ว +1

    This is so useful, thank you!

  • @umairmomin8868
    @umairmomin8868 3 ปีที่แล้ว +2

    Learned something which has worth

  • @AcousticBihari
    @AcousticBihari 4 ปีที่แล้ว +1

    Very insightful. Thanks

  • @raja86sekhar78
    @raja86sekhar78 2 ปีที่แล้ว +1

    wow excellent

  • @happymm2008
    @happymm2008 4 ปีที่แล้ว +3

    Thank you. This is a great tutorial. Could you please provide the excel file to download so that I can practice with your tutorial step by step to learn?

  • @elactecnology
    @elactecnology 4 ปีที่แล้ว +1

    Thank you for your explanation. But would you please share the workbook you are using.
    That would be a wonderful way of practicing what you are explaning.

  • @jerrydellasala7643
    @jerrydellasala7643 4 ปีที่แล้ว +3

    Great tutorial. However, when formatting data in a pivot table, using the standard formatting tools in the Home tab only formats the data in the selected cells. To format the Pivot Table itself, one should RIGHT CLICK on any cell within the data set and select NUMBER FORMAT. This will bring up the same format window as using the standard Format option, however there are no other tabs available for Font, Border, etc. This will set the Data (in this case "Sum of Standard Margin %") to the desired format, and will extend to all values displayed for that data no matter what row or column changes are made. This will update the entire column. While selecting all of the data in the column does work, setting the format for the data set is easier as only one cell needs to be selected. Note that if the column formatted using this is removed and then added back, the format will need to be set again.

    • @LearnAccountingFinance
      @LearnAccountingFinance  4 ปีที่แล้ว +1

      Jerry Dellasala Thank you for the tip on formatting.
      I think to some extent its a matter of choice as well. I like to remove and add back columns (play with the pivot table fields a lot). Using the Home tab formatting option retains the formatting for the columns, but its important to know the formatting option within the pivot table, and thanks for sharing this.

  • @waqasahmad8225
    @waqasahmad8225 4 ปีที่แล้ว +1

    This is a great video on pivot table. would you mind if you provide the excel file to download so that every one can practice with your tutorial step by step to learn? Practice makes a man perfect. thanks in advance

    • @LearnAccountingFinance
      @LearnAccountingFinance  4 ปีที่แล้ว

      Thank you. Here is the link to download the file Here is the link to download the file bit.ly/37Sfe4v

  • @sachinkishore4115
    @sachinkishore4115 4 ปีที่แล้ว +1

    thank you for tht tips. i love pivot table

  • @Liz-jp3ng
    @Liz-jp3ng 3 ปีที่แล้ว +1

    Please do more

  • @queenofhearts2207
    @queenofhearts2207 3 ปีที่แล้ว +1

    Thank you so much for this - its incredible!
    For the adding of budget info, couldn't you do a vlookup and add column to your actual table?

    • @LearnAccountingFinance
      @LearnAccountingFinance  3 ปีที่แล้ว

      Thank you Queen of Hearts. Vlookup only looks at one lookup value. It may actually give incorrect results. Because you may be looking up using customer name, and it will find the first value for that customer and bring in that value, while there may be multiple other data cells related to the customer. We are trying to get multiple fields such as customer and part number and period data etc, so vlookup is definitely not going to do it. We could use "sumifs" depending on the size of data. I have noticed that using sumifs slows excel performance significantly if the formula is repeated large number of times.
      There are definitely better automated ways of doing it. This is a lazy yet very effective way though.

  • @aa-ow6by
    @aa-ow6by 3 ปีที่แล้ว

    It's not letting me group that country section. What should I do now ?

  • @shashidharkajekar9461
    @shashidharkajekar9461 3 ปีที่แล้ว +1

    Helpful

  • @shoppersdream
    @shoppersdream 4 ปีที่แล้ว

    Don't you have this workbook for us to practice? Thanks

  • @MrMosoani
    @MrMosoani 4 ปีที่แล้ว +1

    subscribed!
    I do data analysis and this is very helpful. Can you post videos about set value as? those percentages their differences and when or what scenarios they are best used for? Just to be more accurate with my reporting.

    • @LearnAccountingFinance
      @LearnAccountingFinance  4 ปีที่แล้ว

      Thank you for your feedback. I will keep this in mind for future videos.

  • @hosseinhosseinpoor4845
    @hosseinhosseinpoor4845 3 ปีที่แล้ว +1

    thanks...

  • @aphrovergi
    @aphrovergi 3 ปีที่แล้ว

    Some things are not used the way they should in Excel 365... When In Excel Tables, Freeze Panes is no longer necessary, When Formatting shouldn't use the Home tab, To combine two sheets use the Auto-Connect tool by a primary key

  • @hosseinhosseinpoor9561
    @hosseinhosseinpoor9561 3 ปีที่แล้ว

    عالی

  • @rinkeshpanchal4437
    @rinkeshpanchal4437 2 ปีที่แล้ว

    👍🏻👍🏻