Book description
This book consolidates all the best functionality of pivot tables into one guide that provides you with a meaningful tutorial, offering practical solutions to day-to-day problems.
Within just the first 2 chapters, you will be creating basic pivot tables, increasing productivity, and producing reports in minutes instead of hours.
Within the first 6 chapters, you will learn how to use pivot tables to quickly highlight your top 10 customers or bottom 5 products in profitability; quickly create analysis comparing sales this period to last period by product or region or both; easily summarize daily transactional data by month or quarter or year in a few mouse clicks–all without knowing any formulas!
By the end of the book, you will truly be a pivot table guru, automating pivot tables using VBA, creating pivot tables with external data in OLAP cubes, and even creating dynamic reporting systems so that your managers can answer their own queries with a few mouse clicks.
• Take advantage of the numerous pivot table recipes
• Create powerful summary reports in seconds
• Build ad-hoc query tools with ease
• Enhance your Executive Reporting
• Filter reports to top 10 customers or products
• Add dynamic charts to reports
• Quickly summarize daily data by month, quarter, or year
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1 Pivot Table Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
2 Creating a Basic Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . .21
3 Customizing a Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
4 Controlling the Way You View Your Pivot Data . . . . . . . . . . . .83
5 Performing Calculations Within Your Pivot Tables . . . . . . . . 117
6 Using Pivot Charts and Other Visualizations . . . . . . . . . . . . .141
7 Analyzing Disparate Data Sources with Pivot Tables . . . . . . 167
8 Sharing Pivot Tables with Others . . . . . . . . . . . . . . . . . . . . . .189
9 Working with and Analyzing OLAP Data . . . . . . . . . . . . . . . . 201
10 Enhancing Your Pivot Table Reports with Macros . . . . . . . . .215
11 Using VBA to Create Pivot Tables . . . . . . . . . . . . . . . . . . . . . 231
12 Common Pivot Table Issues and Questions . . . . . . . . . . . . . .291
A Finding Pivot Table Commands on the Ribbon . . . . . . . . . . . .315
Table of contents
- Copyright
- About the Authors
- Acknowledgments
- We Want to Hear from You!
- Introduction
- 1. Pivot Table Fundamentals
- 2. Creating a Basic Pivot Table
-
3. Customizing a Pivot Table
- Making Common Cosmetic Changes
- Making Layout Changes
- Customizing the Pivot Table Appearance with Styles and Themes
- Changing Summary Calculations
- Adding and Removing Subtotals
-
Using Running Total Options
- Display Change from Year to Year with Difference From
- Compare One Year to a Prior Year with % Difference From
- Track YTD Numbers with Running Total In
- Determine How Much Each Line of Business Contributes to the Total
- Create Seasonality Reports
- Measure Percentage for Two Fields with % of Total
- Compare One Line to Another Line Using % Of
- Track Relative Importance with the Index Option
- Next Steps
- 4. Controlling the Way You View Your Pivot Data
- 5. Performing Calculations Within Your Pivot Tables
- 6. Using Pivot Charts and Other Visualizations
- 7. Analyzing Disparate Data Sources with Pivot Tables
-
8. Sharing Pivot Tables with Others
- Sharing a Pivot Table with Other Versions of Office
- Saving Pivot Tables to the Web
- Publishing Pivot Tables to Excel Services
- Next Steps
- 9. Working with and Analyzing OLAP Data
- 10. Enhancing Your Pivot Table Reports with Macros
-
11. Using VBA to Create Pivot Tables
- Introducing VBA
- Learning Tricks of the Trade
- Understanding Versions
- Building a Pivot Table in Excel VBA
- Creating a Report Showing Revenue by Product
- Handling Additional Annoyances When Creating Your Final Report
- Addressing Issues with Two or More Data Fields
- Summarizing Date Fields with Grouping
- Using Advanced Pivot Table Techniques
- Controlling the Sort Order Manually
- Using Sum, Average, Count, Min, Max, and More
- Creating Report Percentages
- Using New Pivot Table Features in Excel 2007
- Next Steps
-
12. Common Pivot Table Issues and Questions
-
Troubleshooting Common Pivot Table Issues
- I keep getting the error âThe PivotTable field name is not valid.â
- When I refreshed my pivot table, my data disappeared
- My pivot table always uses Count instead of Sum
- My pivot table constantly adjusts the columns in my workbook to autofit the headings
- The Defer Layout Update option locked me out of other functionality such as sorting, filtering, and grouping
- Older versions of Excel do not open my pivot table properly
- When I try to group a field, I get an error message
- My pivot table shows the same data item twice
- Deleted data items still show up in the filter area
- I refreshed my pivot table, and now my calculated fields are displayed as error values
-
Common Pivot Table Questions
- How do I make my pivot table refresh automatically?
- How do I refresh all pivot tables in a workbook at the same time?
- How can I sort data items in a unique order that is not ascending or descending?
- How do I turn my pivot table into hard data?
- Is there an easy way to fill the empty cells left by row fields?
- Is there an easy way to fill the empty cells left by row fields in many columns?
- Why does my pivot chart exclude months for certain data items?
- How do I add a rank number field to my pivot table?
- How do I hide calculation errors in my pivot table?
- How can I reduce the size of my pivot table reports?
- How can I easily create a separate pivot table for each market?
- How do I avoid the need to constantly redefine my pivot tableâs data range?
-
Troubleshooting Common Pivot Table Issues
- A. Finding Pivot Table Commands on the Ribbon
Product information
- Title: Pivot Table Data Crunching for Microsoft® Office Excel® 2007
- Author(s):
- Release date: December 2006
- Publisher(s): Que
- ISBN: 0789736012
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