Despite decades of pivot table practice, you just taught me fews things (template formating) I always looked for, in a cristal clear manner. Very professional. Thank you very much.
THANK YOU! I've been an Excel trainer for over 30 years and using PivotTables since they first came out. I never did learn that you can set PivotTable defaults in the Options dialog box. I"m ecstatic because it never made sense to me that we had to change the PT layout every. single. time. to a specific option. Amazing!
This is one of the best videos you've done to date! Thank you so much for consolidating all of this into a simple, easy to navigate, useful set of tips and tricks! Pivot tables are so widely used these days, and even though they are sort of being replaced by Power BI, they still have their place. Awesome.
Thank you Mynda for your always valuable contributions to enhance the Excel skills which we are always awaiting from you especially that you are representing the content of each video by an easy and professional way ... Thank you and we are supporting you ever ...
Thank you Mynda, always very inspirational to see your tutorials, sometime almost lifechanging. In this case I have done something similar, and have created my own PivotTable styles, and then saved the workbook as templates .xltx, including introduction sheet and print layout for some sheets added head and footer, and links to a couple of lists holding essential number /- names for categories. All in all it saves time end ensure a consistent in the way the different jobs have
Thank you Mynda, you have made my project i had so easy to present ..thanks for all the free tutorials you do here - I don't take it lightly as a lot of work gone in to prepare for free....I still intend to enroll on one of your paid programs in coming weeks! Thank you and see you on the other side very soon. Stay blessed!!
To change the headings, I press ctrl-h replace, type Sum of (no space after of) and leave replace with blank. This removes Sum of leaving leading space. Great if there are many headings.
I use pivot tables a lot but I still learned a couple of things here which I hadn’t really thought about before. I’ll be amending my defaults after I press post!
Brilliant… pivot tables play such a big part in my stuff, but they ARE ugly. This will solve that. I have to say, you and Leila have given me so much finesse in my workbooks. Thanks Mynda
The number of times I have had a pivot table that I had to go and convert to just a normal data table and try to move over to the left the main field.... I had no clue you could repeat the labels and also TAB format which does what I was doing manually already. Wow. Great video =D
Hi Mynda, Thank you very much for sharing this. It would be nice if you make another video about pivot chart formatting tricks. I always struggle with them because they change format when I use slicers, for example.
I had noted this video and woke up super early today to watch it. Everybody is all power pivot and pivot tables from data models today when really sometimes a regular old pivot table does the job. They look so ugly. I have been using Excel forever. I don't know why I never really explored the formatting options. I usually copy the data from the table and do the formatting elsewhere (smh at myself lol). Thanks for this vid.
Pivot tables are my life. I'll take any of your design tips any day! I usually find myself using the pivot table for data analysis and then copying pasting the data to a static table so I can make it pretty/ready for consumption. Ok, I will try from now on just to use the Pivot table only. The reason for the static table is I often have to insert rows of 'dates' with no additional data to provide a continuous timeline and the Pivot table doesn't let me do that (at least I don't think it can) without modifying the raw input data.
Glad this video was helpful. This tutorial explains how to make PivotTables display missing dates: www.myonlinetraininghub.com/display-missing-dates-in-excel-pivottables
Thank you Mynda for yet another practical and useful video for the most commonly used but often confused; Pivot Tables. I got to know many new things. Keep up the great work!
I already knew some of these tricks but it is still very impressive. You really are at the top of your game, Mynda, thanks for your great input with your channel 🙂
Excellent video, thank you! Suggestion: can you do a video teaching us tips on how to format the slicers for pivot tables. That would be great! Thank you once again.
Hi Mynda, Thanks for the great video. I was wondering why you mentioned having all row labels on for lookup purposes, while you can also use the getpivotdata function. I see there may be situations in which one is preferred over the other. Maybe a nice one for another video some day?
Thank you! GETPIVOTDATA can perform a lookup of sorts, but it's not as user friendly as XLOOKUP and for that you need row labels repeated. I love GETPIVOTDATA too. I did a video on it here: th-cam.com/video/LDf_ORnSCu4/w-d-xo.html
Great video, if you were to add another field under your accounts and add a blank rows it adds rows between each item. Do you know of any way around this?
This is very useful. I'm trying to alternate row colours, but clicking on 'row banding' isn't working, despite me clearing any existing formatting I've tried formatting the source table that the pivot table is pulled from, but that doesn't come through. Any other ideas?
When you choose the style that doesn't have banding, you can't turn it off and on. You'd need to first apply a style that has it in order for you to then turn it off or on.
I had no idea that you could just sort the pivot table by overtyping the name of the row! (Mind blown!) Hiding (blank) with a space is also a handy tip!
It would be sooooo useful to be able to save a Pivot Table Style to be used on all excel files. I usually populate the PnL from a PowerBI Dataset and recreating the style every time is painful
one addition. The only way to transfer a style from one excel file to another is by copying a pivot table with it's style into the other one and then delete it. the style formatting will stay and is now available in the sheet. also works for slicer styles created for Pivot tables.
Hi Mynda, Thanks for the tutorial. Can we create calculated items for Gross Profit %? Also can we lock expand and collapse button as it is expanding and collapsing while clicking on calculated item?
Please see the Profit and Loss video here: th-cam.com/video/5kUQSxBVlZ8/w-d-xo.html You can turn off the expand & collapse buttons, as shown in the video.
tks. it has good information. whenever i click for 'subtotal'..sometime subtotal row is shaded and sometime not (i think when i have more columns). is there any method to apply shade to subtotal row so that it is distinctly visible
Hi Ma'am, I see in this video 2 pivot tables for Profit and Loss, and Budget variance, would you please to refere me to any of your video on how to form pivot tables from raw data to build profit and loss and budget variance report? thank you so much
Thanks for the tutorial! Can I ask, in the first place, in order to be able to separate Cost of Goods Sold and Expenses (both with separate headings), did you have a separate column in your data source, where you could indicate which category it belonged? If not, how do I provide separate headings in a single pivot table, like you've done? Thanks.
Brilliant, thanks a lot! I can see straight away on that video that you do indeed have a separate column for Cost of Goods Sold, Expenses etc.@@MyOnlineTrainingHub
This is great! But how can i save this style so i can use it for different documents and do not need to recreate it again? I tried to open new document , but custom style i've created wasn't available
Hi Mynda, thanks again - and a question - if you don't use pivot themes but format by like elements as in minutes: 4:46, how to easily bring same formatting to other tables? Or must it be done manually in your steps above? Or for a fixed style, would you create a theme, so it can be applied as needed auto? Thanks in advance - ah answered in the end! :) thanks Mynda
Despite decades of pivot table practice, you just taught me fews things (template formating) I always looked for, in a cristal clear manner. Very professional. Thank you very much.
Great to hear!
Yes! I work with Excel pretty much everyday, but Mynda's videos never fail to teach me new things. I love it!
What Tristan said...some really creative stuff here, thanks Myanda!
THANK YOU! I've been an Excel trainer for over 30 years and using PivotTables since they first came out. I never did learn that you can set PivotTable defaults in the Options dialog box. I"m ecstatic because it never made sense to me that we had to change the PT layout every. single. time. to a specific option. Amazing!
Glad you can make use of it 😊
Oh and.... I have learned sooo much from watching your videos! In case you've had your doubts... your time has been well spent!!!
That's awesome to hear! 🙏😊
This is one of the best videos you've done to date! Thank you so much for consolidating all of this into a simple, easy to navigate, useful set of tips and tricks! Pivot tables are so widely used these days, and even though they are sort of being replaced by Power BI, they still have their place. Awesome.
So pleased you liked it 🙏
Perfect format! Once done you can present directly to the Management without any changes or modifications.
Indeed!
Thank you Mynda for your always valuable contributions to enhance the Excel skills which we are always awaiting from you especially that you are representing the content of each video by an easy and professional way ... Thank you and we are supporting you ever ...
Thank you so much for your support 🙏😊
Perfect tutorial, straight to the point. Great work. Thank you!
So glad you liked it! 🙏
Thank you Mynda, always very inspirational to see your tutorials, sometime almost lifechanging.
In this case I have done something similar, and have created my own PivotTable styles, and then saved the workbook as templates .xltx, including introduction sheet and print layout for some sheets added head and footer, and links to a couple of lists holding essential number /- names for categories. All in all it saves time end ensure a consistent in the way the different jobs have
Great idea, Ivan!
Thank you Mynda, you have made my project i had so easy to present ..thanks for all the free tutorials you do here - I don't take it lightly as a lot of work gone in to prepare for free....I still intend to enroll on one of your paid programs in coming weeks! Thank you and see you on the other side very soon. Stay blessed!!
Wonderful to hear you've found my tutorials helpful 🙏😊 see you in a course someday where I can share even more.
Pronounce extreme convex and sweet accent and perfection..
Outstanding.
Thank you!
Awesome Mynda, gold nuggets everywhere in that one. Thank you.
Great to hear!
Excellent! I've used pivots 'forever' but still learned a couple of things :)
Great to hear it was worth your time to watch 🙏
To change the headings, I press ctrl-h replace, type Sum of (no space after of) and leave replace with blank. This removes Sum of leaving leading space. Great if there are many headings.
Great tip 🙏
The tip of adding the space is genius - Can't believe I didn't think of that before!
So pleased you can make use of it 😊
I use pivot tables a lot but I still learned a couple of things here which I hadn’t really thought about before. I’ll be amending my defaults after I press post!
Awesome to hear 😊
Brilliant… pivot tables play such a big part in my stuff, but they ARE ugly.
This will solve that.
I have to say, you and Leila have given me so much finesse in my workbooks.
Thanks Mynda
Wonderful to hear, Kevin!
The number of times I have had a pivot table that I had to go and convert to just a normal data table and try to move over to the left the main field....
I had no clue you could repeat the labels and also TAB format which does what I was doing manually already. Wow. Great video =D
So pleased you can save some time with these techniques 😊
I now know that I've mastered the pivot tables when all of these tips are not new to me. Thank you - always helpful.
Great to hear!
10:07 Oh, wow! I didn't even think about re-naming the "(blank)" to "" (nothing). I always went into the Pivot Table options in order to hide blanks.
Typing over the blank in the cell is just a shortcut to editing how the PivotTable handles blanks in the Options dialog box.
Hi Mynda
You are really the best.
Aw, thanks so much!
As always Mynda you provide excellent tutorials in a simple and easy way to understand. Thanks so much.
So glad you like them! 🙏
Learnt so many new things despite using excel for years now!! Thanks again 🤝
Great to hear!
This is genius! Thanks, Mynda for all the tricks!
My pleasure!
You are the BEST excel teacher EVER!😁
Aw, thanks so much 🙏😊
thats another level of pivot table knowledge..thanks a alot for sharing it to us
My pleasure 😊
Exactly what I was looking for. Brilliant as always. Thanks Mynda!
You're so welcome! 😊🙏
I feel much like a pivot table master, but newertheless I learned a few new things. Thank you very much Mynda 🙏
I'm so glad it was worth your time to watch!
Very well showcased Mynda. I love the presentation
Thank you so much 🤗
Hy Mynda, great video. This was very helpful for me; saving a bunch of time. Thanks!
Awesome to hear 🙏
The sorting tip at the beginning is amazing. Had no idea you could do that!
Glad it was helpful!
Best video book about Excel on the TH-cam 👍
Wow, thanks!
You are indeed the best I have watched! Thank you
Wow, thank you!
You are a gem
Thank you!
5:07 Wow! That is brilliant 👏!
I never knew you could do that! 😀
It's the little things that count 😊
Thanks 4 sharing, and level up my Excel skills...
Great to hear!
Thank you Mynda. It was indeed useful
So glad! 😊
Greetings from Egypt , great and very simple video thank you
Thanks for watching!
Also, thanks for showing how to configure the default Pivot Table layout. I didn't know about that, either.
So pleased you found so many nuggets in this video 😊
Hi Mynda, Thank you very much for sharing this. It would be nice if you make another video about pivot chart formatting tricks.
I always struggle with them because they change format when I use slicers, for example.
With Pivot Charts, you must clear all filters, then apply formatting. HTH.
I had noted this video and woke up super early today to watch it. Everybody is all power pivot and pivot tables from data models today when really sometimes a regular old pivot table does the job. They look so ugly. I have been using Excel forever. I don't know why I never really explored the formatting options. I usually copy the data from the table and do the formatting elsewhere (smh at myself lol). Thanks for this vid.
Awesome to hear you'll be able to make use of these techniques!
Pivot tables are my life. I'll take any of your design tips any day! I usually find myself using the pivot table for data analysis and then copying pasting the data to a static table so I can make it pretty/ready for consumption. Ok, I will try from now on just to use the Pivot table only.
The reason for the static table is I often have to insert rows of 'dates' with no additional data to provide a continuous timeline and the Pivot table doesn't let me do that (at least I don't think it can) without modifying the raw input data.
Glad this video was helpful. This tutorial explains how to make PivotTables display missing dates: www.myonlinetraininghub.com/display-missing-dates-in-excel-pivottables
Thank you! I did not know that pivot tables could have custom formatting. This is very helpful.
Glad I could help!
Very useful video for all excel users
Glad you think so! 🙏😊
Thank you so much, Mynda. 🥰🥰🙌
My pleasure!
Great. Thank you very much!
I applied it to my report.
Awesome to hear!
Thank you Mynda for yet another practical and useful video for the most commonly used but often confused; Pivot Tables. I got to know many new things. Keep up the great work!
Thanks so much, Vijay!
Simply great! Thanks for this outstanding tutorial!
🙏 Glad you liked it!
Wow, quite a few little tricks I did not know. Thank you once again!
Great to hear 😊
I already knew some of these tricks but it is still very impressive. You really are at the top of your game, Mynda, thanks for your great input with your channel 🙂
Thanks so much for your kind words!
Excellent video, thank you! Suggestion: can you do a video teaching us tips on how to format the slicers for pivot tables. That would be great! Thank you once again.
Already done one here: th-cam.com/video/KEZzGu1MIY4/w-d-xo.html
Forgot all about Default PivotTable Layout. Thanks!
Glad it was worth your time to watch 😊
Great video as usual. Thank u so much, Mynda 🤩
Thanks for watching!
Wow! Thank you, Your Royal Awesomeness!
😁glad you liked it!
Awesome. Tons of useful stuff, thanks Mynda!
Cheers, Chris!
Hello, can you do a center of gravity tutorial to select an optimal location for an office?
1:03 ---> Blown my mind 🤯
So pleased you liked it!
excellent tips as always...thank you
Glad you like them!
Thank you! Love your videos. Great explanation with great tips!
Thanks so much. Glad you like them!
AMAZING!
Thanks a lot for everything!🤗
Glad you liked it! 🙏😊
You are the best, Thank you!
Thanks so much!
good job, nice way of explaination
Thanks so much!
You are the best...Many many thanks
So nice of you 🙏😊
Thank you so much, really helpful
Glad it helped! 😊🙏
Superb Very Useful. Thank You so much!
So nice of you 🙏
Thank you so much. Very useful info
Great to hear!
Thank you for sharing!
My pleasure!
please we need more videos related to financial statements and finance trick....
I'll keep it in mind 😊
So cool and useful 👌. Lots of thanks 😊
Glad to hear that!
Thanks for doing this!
My pleasure!
Awesome. Thanks for sharing.
Thanks for watching!
This is super helpful.
I'm so glad!
Just subscribed! Thanks for these tips!😊
Awesome 🙏 welcome!
Very useful, thanks! 😊
Glad it was helpful!
Hi Mynda, Thanks for the great video. I was wondering why you mentioned having all row labels on for lookup purposes, while you can also use the getpivotdata function. I see there may be situations in which one is preferred over the other. Maybe a nice one for another video some day?
Thank you! GETPIVOTDATA can perform a lookup of sorts, but it's not as user friendly as XLOOKUP and for that you need row labels repeated. I love GETPIVOTDATA too. I did a video on it here: th-cam.com/video/LDf_ORnSCu4/w-d-xo.html
Great video, if you were to add another field under your accounts and add a blank rows it adds rows between each item. Do you know of any way around this?
Glad you liked it. Blank rows are pretty limited in options, they simply get inserted after each item based on the last item in the row labels area.
Very nice video. Thank you!
Glad you liked it!
Thanks a lot, Very useful
Glad to hear that 😊
This is very useful. I'm trying to alternate row colours, but clicking on 'row banding' isn't working, despite me clearing any existing formatting I've tried formatting the source table that the pivot table is pulled from, but that doesn't come through. Any other ideas?
When you choose the style that doesn't have banding, you can't turn it off and on. You'd need to first apply a style that has it in order for you to then turn it off or on.
This video are nailed, but i wondering how you made that financial statement template ?
Thanks so much. See this video for creating the P&L: th-cam.com/video/5kUQSxBVlZ8/w-d-xo.html
I had no idea that you could just sort the pivot table by overtyping the name of the row! (Mind blown!)
Hiding (blank) with a space is also a handy tip!
Glad you found something useful 😊
Thank you, Minda.
Q: Do you have a video that explain how to do pivot table to show petty cash in hand on any selected date?
I don't have anything that specifically covers that scenario, sorry.
@@MyOnlineTrainingHub Thanks
It would be sooooo useful to be able to save a Pivot Table Style to be used on all excel files. I usually populate the PnL from a PowerBI Dataset and recreating the style every time is painful
You can save the style in your default workbook and it will be there in all new files: www.myonlinetraininghub.com/customize-default-excel-workbook
I thought I i knew all there was about pivot tables and im no novice haha! Im definitely going to implement a few if these tips ASAP
Awesome to hear 😁
one addition.
The only way to transfer a style from one excel file to another is by copying a pivot table with it's style into the other one and then delete it. the style formatting will stay and is now available in the sheet. also works for slicer styles created for Pivot tables.
I assume you mean PivotTable styles, in which case, great tip. Thanks for sharing.
@@MyOnlineTrainingHub I just checked, doesn't work anymore, only works with slicer style - disappointed now 😞
Hi Mynda, Thanks for the tutorial. Can we create calculated items for Gross Profit %? Also can we lock expand and collapse button as it is expanding and collapsing while clicking on calculated item?
Please see the Profit and Loss video here: th-cam.com/video/5kUQSxBVlZ8/w-d-xo.html You can turn off the expand & collapse buttons, as shown in the video.
tks. it has good information. whenever i click for 'subtotal'..sometime subtotal row is shaded and sometime not (i think when i have more columns). is there any method to apply shade to subtotal row so that it is distinctly visible
Go to the PivotTable Design tab on the ribbon and choose a style that suits, if there isn't one, then you can create a custom style.
Hi Ma'am, I see in this video 2 pivot tables for Profit and Loss, and Budget variance, would you please to refere me to any of your video on how to form pivot tables from raw data to build profit and loss and budget variance report? thank you so much
Sure, you can see it here: Easy Excel PivotTable Profit & Loss Statements
th-cam.com/video/5kUQSxBVlZ8/w-d-xo.html
Agreed, the content is of high value. But do you produce your own videos? A reall well polished product, audio, transitions, all of it. Thank you!
Thanks so much! Yes, I record, edit and produce my own videos 😊
thank you, much appreciated :)
You're welcome!
Thanks for the tutorial! Can I ask, in the first place, in order to be able to separate Cost of Goods Sold and Expenses (both with separate headings), did you have a separate column in your data source, where you could indicate which category it belonged? If not, how do I provide separate headings in a single pivot table, like you've done? Thanks.
You can see the step by step tutorial to create the Profit & Loss and get the example file here: th-cam.com/video/5kUQSxBVlZ8/w-d-xo.html
Brilliant, thanks a lot! I can see straight away on that video that you do indeed have a separate column for Cost of Goods Sold, Expenses etc.@@MyOnlineTrainingHub
mynda. you are cool!!
Glad you liked my video 😊🙏
This is great! But how can i save this style so i can use it for different documents and do not need to recreate it again? I tried to open new document , but custom style i've created wasn't available
You can add it to your default workbook: www.myonlinetraininghub.com/customize-default-excel-workbook
Thanks luv , Gotta get mi blauuwwdy job first.
Good luck.
7:20 Could you do something similar with Custom Formatting (I know you can, but does it work with Pivot Tables)? Thanks.
Yes, for the numeric value fields.
Thank you!
Pleasure!
Hi Mynda, thanks again - and a question - if you don't use pivot themes but format by like elements as in minutes: 4:46, how to easily bring same formatting to other tables? Or must it be done manually in your steps above? Or for a fixed style, would you create a theme, so it can be applied as needed auto? Thanks in advance - ah answered in the end! :) thanks Mynda
Glad you enjoyed it 😁
thanks for the sharing..
My pleasure 😊
Your bottom double bottom border seems much thicker than mine, is that something special you did to get the effect.
No, it's just the default. It might look thicker because I'm zoomed in.
Very useful 👍
Glad you think so!
thank you, very hepful
Glad to hear that!