That’s just blown my mind, you make it look so easy because it is easy thank you. It’s just made a lot of sense and saving a lot time to manipulate the data in as far easier way.
I use individual sheets in one Numbers Budget file to document where I spend my money. I also use a different Numbers file to tally expenditures. Two questions: 1. Is there a way to make the tally file immediately transfer the correct tally directly into the Budget. and, 2. Each quarter, and at the end of the year, I like to analyze where my money is and has gone. How do I generate reports from individual worksheets? The values are in different fields in different sheets, although the header columns do have the same names. Thanks in advance! Great videos!
Yes. But how you do it specifically depends on how you have things set up. You can easily just refer to cells in tables in other sheets. See th-cam.com/video/GHJ6z33CBpU/w-d-xo.html
I’ve just recently discovered your channel and have enjoyed watching your videos. I’ve learned quite a bit and this one on pivot tables got me thinking they would be very useful for tracking and analyzing our expenses to get a handle on our budget. I believe Excel can convert a table from a PDF document (bank or credit card statement) to a worksheet. I haven’t found an equivalent capability in Numbers. Is that possible, or is there an easy way to achieve the same result some how? Thanks for providing all this great information.
Thanks Gary, I had no idea what a pivot table was until I watched this video. I’ve been trying out the options. Really useful. I have a Mac mini and an iPad Pro. I have found that can’t create a pivot table on the iPad but once it has been created using the Mac you can make changes on the iPad. Note you can! See comments below …
Hi Peter, you can create pivot tables on an iPad. To do this, select the spreadsheet by pressing on the circle on the top left-hand side. One of the menu options that pops up with you do this is "Table Options ...". Select this and you will see that one of the items is "Create Pivot Table". I hope this helps!
Long time user of Excel pivot tables. Numbers absence of pivots kept me from changing from Excel. Looks like I will have to rethink that. Not sure if I purchased your pivot class yet. If not, I will add to my library.
Great video - perhaps a quick video on the Pros and Cons of the difference on using Categories vs. Pivot Tables now that they are finally here for Numbers...? Thanks again.
In my opinion: Using Categories is the easiest and fastest way to group data by specific columns. Other spreadsheet applications do not have this feature. I'm a big fan. Using Pivot is better if the calculations and grouping are more complex like this video.
I track weight loss vs calories vs exercise vs carbs in a spreadsheet with categories (daily, monthly, yearly). It works so much better than anything I can do with pivot tables. This morning I discovered I can copy just the monthly summaries with NO daily data, and then add additional columns and sorting that is amazing in the ability to analyze data. Only problem is updating - but I will just wait until I have an additional month of data, add it onto the copied monthly summaries, then resort.
I don't think so. Checkboxes are just true/false values, so that's why you are seeing it. Since you can't change the values directly in the Pivot table, it makes sense that it shows true/false instead of showing something that would appear clickable but isn't.
Finally Pivot arrives at Numbers. If the drop-down menu can refer to a specific range, and the text-to-column feature is also present, then goodbye to excel. Numbers is truly visually stunning compared to other spreadsheet apps.
I have several pivot tables in my Numbers document, located on several sheets in the file. Is there a way to update all the pivot tables at once, or do I have to update each of them individually? Excel has a "Refresh All" command that updates all pivot tables in the spreadsheet, so I am wondering if there is an equivalent command in Numbers. Thanks, Gary, for another great video!
@@macmost Thanks for the response, Gary! Hopefully Apple will add this feature in an update of Numbers. It is a big time saver if you have multiple pivot tables in one file.
Hello Gary, another awesome Video from you and thanks for sharing your wisdom. Can you do a tutorial how to change URLS like IM: and CallTo: to a specific app. With windows this is quite easy but I cannot find this function in MacOS so I hope you can assist me here too.
Not sure if you monitor this but two questions. 1, can you eliminate the grand total columns and rows somehow, and 2, can you use conditional formatting on pivot table data to highlight specific results?
I don't think you can do either. Experiment, but you may not need to use pivot tables at all. There are other ways to analyze data depending on what you are trying to do, specifically.
Very nice presentation Gary! Thank you! Since formulas cannot be used in pivot tables, I guess there’s no way to have a running balance, or am I wrong?
Hi there!! Thanks for your videos. I have seen many excel sheets with buttons which we click and certain data appears in a chart, for instance. In excel, they create a form (like a button) and add a "data segmentation". Is there any similar feature in Numbers? Thanks!!
Hard to say without knowing exactly what those "buttons" are doing. All I can suggest is to learn the new pivot tables and explore the functionality in them to see if they fit your needs.
How do you combine multiple tables or sheets into one pivot table? There no “relationship” button in Excel for Mac, so I’m hoping numbers has something similar
Hi Gary, Love your channel. Do you know if there is a way to make an interactive chart that you can change the data via a drop-down? I’m looking to create a pie chart where it will update as I select a given row in a huge table where each row is a unique record. I’ve seen where the interactive table gives you the ability to do this, but the controls become unruly when it’s for 1000s of rows instead of just a handful. Any tips or thoughts would be hugely appreciated.
Yes, you can create complex things like that. Changing one value in a cell would change the values referenced in another table, and that table is the one used for the chart. It will take some work if you have never anything like it before. Lots to learn.
@@macmost Thanks Gary. I’m thinking maybe pop-up menu + a table using vlookup to grab the value from the pop-up to then search a larger table for the data to populate. Not sure if this is the most efficient way though.
@@macmost I tried with no success ad from my knowledge, can only done on a table, unfortunately in this way the data and connected graph I need, have to updated manually each time source data will change. Thanks anyway.
Great video, Gary. Thank you! I've been doing a lot of experimentation with Numbers' pivot tables and there's one thing (so far) I have not been able to figure out that I'm hoping you can answer. At around 35 minutes, you create a separate single cell table for your invoice using a formula. Numbers automatically makes the cell references absolute. I often want to do a single column or a multi column table with formulas based on the pivot table. However, I usually do not want the cells to be absolute references, so I can easily copy a formula from one cell to another in the new table. When I manually remove the $ to change the cell reference to relative from absolute, numbers refuses to accept the edit and continues to leave it as an absolute reference. Is there a solution? If not, creating formulas in a separate table, can be very laborious.
@@macmost yes, these are references to cells in the pivot table, just like your example for the invoice total. I noticed that even for your example, the cell reference was absolute. That’s ok if you’re just dealing with a single cell table but not if your new table has multiple rows and columns. I know I can do this in Excel and Google sheets (ie relative references) when referencing a pivot table but was hoping I could do it in Numbers. Any thoughts? Am I missing anything?
That’s just blown my mind, you make it look so easy because it is easy thank you. It’s just made a lot of sense and saving a lot time to manipulate the data in as far easier way.
This shed a big light on pivot tables for me.
Thank you Gary, the SumIf formula is exactly what I was looking for!
I subscribed to the Numbers course sold by Gary. It is excellent.
Outstanding presentation, Gary. Thank you.
I came in late but for sure will watch it all the way thru. Thank you, Gary! ❤️👏👍🏻
Very interesting and useful!! Thanks for make us discover all these tools which are already available in the Mac devices.
Thank you and thank Apple for finally making pivot tables!
Thanks Gary, once again a great video. And I used a pivot table in Numbers based on your video last week - very timely. Thanks.
I use individual sheets in one Numbers Budget file to document where I spend my money. I also use a different Numbers file to tally expenditures. Two questions: 1. Is there a way to make the tally file immediately transfer the correct tally directly into the Budget. and, 2. Each quarter, and at the end of the year, I like to analyze where my money is and has gone. How do I generate reports from individual worksheets? The values are in different fields in different sheets, although the header columns do have the same names. Thanks in advance! Great videos!
Yes. But how you do it specifically depends on how you have things set up. You can easily just refer to cells in tables in other sheets. See th-cam.com/video/GHJ6z33CBpU/w-d-xo.html
I’ve just recently discovered your channel and have enjoyed watching your videos. I’ve learned quite a bit and this one on pivot tables got me thinking they would be very useful for tracking and analyzing our expenses to get a handle on our budget. I believe Excel can convert a table from a PDF document (bank or credit card statement) to a worksheet. I haven’t found an equivalent capability in Numbers. Is that possible, or is there an easy way to achieve the same result some how? Thanks for providing all this great information.
Thank you. Outstanding job as usual.
Thanks Gary. Excellent presentation. I've been waiting for this functionality.
Good video with a good supply of material!
Thanks Gary, I had no idea what a pivot table was until I watched this video. I’ve been trying out the options. Really useful. I have a Mac mini and an iPad Pro. I have found that can’t create a pivot table on the iPad but once it has been created using the Mac you can make changes on the iPad. Note you can! See comments below …
Hi Peter, you can create pivot tables on an iPad. To do this, select the spreadsheet by pressing on the circle on the top left-hand side. One of the menu options that pops up with you do this is "Table Options ...". Select this and you will see that one of the items is "Create Pivot Table". I hope this helps!
Thanks for the tip Francis. Very useful to be able to create one the iPad. Many thanks
Long time user of Excel pivot tables. Numbers absence of pivots kept me from changing from Excel. Looks like I will have to rethink that. Not sure if I purchased your pivot class yet. If not, I will add to my library.
Great video - perhaps a quick video on the Pros and Cons of the difference on using Categories vs. Pivot Tables now that they are finally here for Numbers...? Thanks again.
In my opinion:
Using Categories is the easiest and fastest way to group data by specific columns. Other spreadsheet applications do not have this feature. I'm a big fan.
Using Pivot is better if the calculations and grouping are more complex like this video.
I track weight loss vs calories vs exercise vs carbs in a spreadsheet with categories (daily, monthly, yearly). It works so much better than anything I can do with pivot tables. This morning I discovered I can copy just the monthly summaries with NO daily data, and then add additional columns and sorting that is amazing in the ability to analyze data. Only problem is updating - but I will just wait until I have an additional month of data, add it onto the copied monthly summaries, then resort.
I think he explained the cons of categories vs pivot tables in this video.
Yeah! first time livestream for me. Greetings from Sweden.
This is so helpful!! My Checkboxes I made didn't pivot over correctly as it gives me False True instead. Anyway to make it Checkboxes?
I don't think so. Checkboxes are just true/false values, so that's why you are seeing it. Since you can't change the values directly in the Pivot table, it makes sense that it shows true/false instead of showing something that would appear clickable but isn't.
Finally Pivot arrives at Numbers. If the drop-down menu can refer to a specific range, and the text-to-column feature is also present, then goodbye to excel.
Numbers is truly visually stunning compared to other spreadsheet apps.
thanks to MacMost for sharing drop-down video in the past
Outstanding video!
I have several pivot tables in my Numbers document, located on several sheets in the file. Is there a way to update all the pivot tables at once, or do I have to update each of them individually? Excel has a "Refresh All" command that updates all pivot tables in the spreadsheet, so I am wondering if there is an equivalent command in Numbers. Thanks, Gary, for another great video!
Not that I can see.
@@macmost Thanks for the response, Gary! Hopefully Apple will add this feature in an update of Numbers. It is a big time saver if you have multiple pivot tables in one file.
Hello Gary, another awesome Video from you and thanks for sharing your wisdom. Can you do a tutorial how to change URLS like IM: and CallTo: to a specific app. With windows this is quite easy but I cannot find this function in MacOS so I hope you can assist me here too.
Not sure if you monitor this but two questions. 1, can you eliminate the grand total columns and rows somehow, and 2, can you use conditional formatting on pivot table data to highlight specific results?
I don't think you can do either. Experiment, but you may not need to use pivot tables at all. There are other ways to analyze data depending on what you are trying to do, specifically.
Thanks Gary! Nice video. I would enjoy doing along if i get the numbers file that you use. Can you drop it in some repos and share it with us?
I posted it with this video. Click on the link at the start of the description to go to the post and the download is there.
Thank you for your great class. I sent you some coffee $. Don
Very nice presentation Gary! Thank you!
Since formulas cannot be used in pivot tables, I guess there’s no way to have a running balance, or am I wrong?
A running balance in a pivot table? Those are two different things. You would have the running balance in a regular table, not a pivot table.
Is there a way to rename the column heading on the pivot table?
Nice video Thanks
You ROCK!
Thanks!
Thanks!
Why do half the links I select in Safari lead to "Safari cannot open the page" when the link works in Chrome?
Hi there!! Thanks for your videos. I have seen many excel sheets with buttons which we click and certain data appears in a chart, for instance. In excel, they create a form (like a button) and add a "data segmentation". Is there any similar feature in Numbers? Thanks!!
Hard to say without knowing exactly what those "buttons" are doing. All I can suggest is to learn the new pivot tables and explore the functionality in them to see if they fit your needs.
How do you combine multiple tables or sheets into one pivot table? There no “relationship” button in Excel for Mac, so I’m hoping numbers has something similar
Nothing like that. Pivot tables are taken from ONE table.
Hi Gary, Love your channel. Do you know if there is a way to make an interactive chart that you can change the data via a drop-down? I’m looking to create a pie chart where it will update as I select a given row in a huge table where each row is a unique record. I’ve seen where the interactive table gives you the ability to do this, but the controls become unruly when it’s for 1000s of rows instead of just a handful. Any tips or thoughts would be hugely appreciated.
Yes, you can create complex things like that. Changing one value in a cell would change the values referenced in another table, and that table is the one used for the chart. It will take some work if you have never anything like it before. Lots to learn.
@@macmost Thanks Gary. I’m thinking maybe pop-up menu + a table using vlookup to grab the value from the pop-up to then search a larger table for the data to populate. Not sure if this is the most efficient way though.
Hi Gary. Do you also do Microsoft excel tutorial?
No, sorry, I'm all about Mac and Apple stuff.
how is it possible to use the filter in the pivot, to display only the sums of each seller but only if they exceed a certain amount?
I don't think so, but experiment. If not, I would use a regular table to calculate and filter those sums instead.
@@macmost I tried with no success ad from my knowledge, can only done on a table, unfortunately in this way the data and connected graph I need, have to updated manually each time source data will change. Thanks anyway.
Great video, Gary. Thank you! I've been doing a lot of experimentation with Numbers' pivot tables and there's one thing (so far) I have not been able to figure out that I'm hoping you can answer. At around 35 minutes, you create a separate single cell table for your invoice using a formula. Numbers automatically makes the cell references absolute. I often want to do a single column or a multi column table with formulas based on the pivot table. However, I usually do not want the cells to be absolute references, so I can easily copy a formula from one cell to another in the new table. When I manually remove the $ to change the cell reference to relative from absolute, numbers refuses to accept the edit and continues to leave it as an absolute reference. Is there a solution? If not, creating formulas in a separate table, can be very laborious.
Not sure why that is happening for you. Are these references to cells in a Pivot Table, or a regular table. Maybe that's the difference.
@@macmost yes, these are references to cells in the pivot table, just like your example for the invoice total. I noticed that even for your example, the cell reference was absolute. That’s ok if you’re just dealing with a single cell table but not if your new table has multiple rows and columns. I know I can do this in Excel and Google sheets (ie relative references) when referencing a pivot table but was hoping I could do it in Numbers. Any thoughts? Am I missing anything?
Just a note - Percentage is working as it should - your scores are not recorded as percentages (you would need to divide by 100 😉)
How can we calculate fields in Pivot table?
You mean add your own formulas? No. Do that in regular tables.
How to force page breaker in numbers
You can't. But you have lots of options. See th-cam.com/video/w7WX0jXbJYM/w-d-xo.html
I always needed Excel as I use pivot tables frequently. Bye bye Excel.