We, data junkies, love pivot tables. We think pivot tables are solution for everything (except for may be global warming and that broken espresso machine down stairs).
Today, we are going to learn 5 awesome pivot table tricks that will make you a star.
Click on these links to jump to tips.
Drill down pivot tables | Change Summary from Total | Slice & Dice Pivots | Difference from last month | Calculated Fields in Pivots
(If you are not familiar with basic pivot tables, you should check out this excellent pivot tables tutorial)
1. Drill down on your Pivots with Double click
This is by far the simplest and most powerful pivot table trick I have learned. Whenever you want to see the values behind a pivot field just double click on it.
Lets say, the sales of Lawrence in Middle region is $5,908 and you want to know which items contribute for this total, when you double click on the number $5,908 excel will show a list of all the records that add up to this number, neatly arranged in a new worksheet. Instant drill down.
See this magical trick in action.
2. Summarize Pivot Data by “Average” or some other formula
By default excel summarizes pivot data by “sum” or “count” depending on data type. But often you may want to change this to say “average”, to answer questions like “what is the average sales per product”. To do this, just right click on pivot table values (not on row or column headings) and select “summarize data by” and select “Average” option.
(In excel 2003, you have to do this from “field settings” menu option)
3. Slice & Dice your Pivot Tables with Grace
Re-arranging pivot table layouts is as easy as shuffling a pack of cards. Just drag and drop the fields from row areas to column areas (vice-a-versa) and you have the pivot table rearranged.
Here is a simple screencast explaining the secret
4. Show difference from last month (or year) without bending backwards
We all know that you can show monthly summaries using Pivots. But what if your boss wants you to also include “difference from previous month” as well? Now, dont rush back to source data and add new columns. Here is the right trick to make you a star.
- Just use field settings to tell excel how you want the data to be summarized.
- Right click on any pivot table value, select “value field settings”
- Now go to “Show value as tab” and Change “Normal” to “Difference from”
- Select “Previous” from Base-item area. Leave Base field as-is.
Now, your pivot is updated to show difference from previous column.
Bonus: There are quite a few value field settings you can mess with. Go play and discover something fun. 🙂
5. Add new dimensions to your Pivot Reports with Calculated Fields
Let us say you have both “sale” and “profit” values in your source data. Now, your boss wants to know “profit %” in the pivot report (defined as Profit/Sales). You need not add any extra columns in your source data, instead you can define custom calculated fields with ease and use them in pivot reports.
- To do this, Go to pivot table options ribbon, select “formulas” > “calculated field”
- Now define a new calculated field by giving it a name and some meaningful formula.
- Make sure you adjust the cell formatting so that output of calculation can be displayed (for eg. change number to % format)
(In excel 2003, the formula option is available from Pivot menu in toolbar)
See this tip in action:
What is your favorite pivot table trick?
Do you like pivot tables? What are your favorite tricks? What areas do you face difficulties? Tell me using comments.
Learn More about Pivot Tables:
- Excel Pivot Table – Tutorial (there is a video too)
- Authentic Resource on Pivot Tables from Debra
- Grouping Data in Pivot Tables
Now if you excuse me, I will go check that espresso machine and see if the beans need a refresh.
37 Responses to “Quickly Change Formulas Using Find / Replace”
Chandoo,
this is a really cool stuff what I use quite often. In addtion this method also could be a good choice to switch the reference type of the formulas from relative to absolute or vice versa. (just simply replace the $ in the same way).
Andras
@Andras: you are right, we can use find / replace to change references, reference types etc. Now, only if they had regex in find/ replace, we could so much more 🙂
@Tony Rose: Thank you. This is very useful and powerful feature. I even use it for cleaning up data. While formulas are good, they are not the solution for every problem. Often when I need more powerful cleanup / changing, I copy paste the stuff to text editors like notepad++ and then use their find/replace to do the dirty task.
What if i have to change the formula from ='Analysis'!C1 to 'Analysis 1'!C1?
I tried doing it using Find /Replace but could't. Encountered some errors.
And is there a way to change this using VBA???
Hi,
Did you ever get a reply to this?
Thanks
Ollie
to make your life easier, suggest you to avoid (Space) in worksheet names whenever possible. Consider (underscore) instead.
As the first formula wouldn't have the single apostrophes (since there's no space) need to include that in replace. So, search for:
Analysis
and replace with:
'Analysis 1'
This could be the most useful tips I've seen in a while. I use this all the time and can instantly change 400 formulas with a few clicks. Like so many other functions in Excel, I don't know what I would do without this one.
Keep 'em coming!
[...] on formulas: 5 areas where mouse kicks keyboard’s butt | Edit formulas in bulk using Find / Replace | Excel Formulas Online [...]
THANKS BRO
You, sir, are a god among men...
This is really cool. Your just save me hours of work. Thanks.
Thanks so much for this fix! It saved me tons of work. I'm muddling my way through and this really helped!
Oh... My... God!
This tip just saved me about 2 hours every month! I can't believe how easy it is to use. Now, can somebody tell me who I should call to get a refund for the previous 100 hours I spent manually changing formulas cell by cell?
Thanks so much!
THANK YOU!!!
THANK YOU!!!!
You saved me hours, I had a sheet that has more than 500 formulas, and i needed to replace the year in all of them, you saved me hours
Awesome info on replacing cell addresses in formulas. I have never heard about Ctrl+` before. Thank you!
I have something inside a formula like:
=sum(A1, A2*10) all over I now need to get rid of the *10 {=sume(A1, A2)} I thought to use the find replace trick above but with a blank in the replace but it then outputs just zeros. I thought I could trick it by doing *1 but then it just turns into =*1) with none of my references. Does anyone have an idea how to do this?
The Ctrl+ trick is cool.
@T
Instead of replacing with a blank try replacing
*10)
with
)
Thank you! This literally will save me hours and hours of time, and that's without losing my sanity in the process!
I have Sheet(1), Sheet(2), Sheet(3), etc ... Sheet(100).
Then there's a summary tab where I want to recap information on all those different sheets. Is there anyway to create a formula on the Summary tab to get ='Sheet(1)'!B$29 copied down for all 100 sheets without having to change each sheet # within the formula by hand?
@Brigitte
If you have a list of the sheet names in A2:A100
In B2: =INDIRECT("'"&A2&"'!$B$29")
Copy down
or if you don't have a list of the sheets names you can make it up on the fly
=INDIRECT("'sheet("&ROW()-1&")'!$B$29")
Copy down
Thanks for the suggestion. However, I copied your formula right back to my file and it didn't work. So I did it another way. I put the tab/cell reference in one cell and then did an =INDIRECT() to capture that information.
K2="'Sheet("&L2&")'!B$29" which has a value of 'Sheet(1)'!B$29
B2=INDIRECT(K2) which now has a value of 40 (contents on Sheet(1).
Thank you!!!!
Thank you ..
Hi, Out of all the formulae, I wish to replace the formula which has generated 0 value with blank space? I am unable to do it with find and replace function,
Please suggest.
Thanks.
Chandoo, you literally just saved me about 2 hours of work. I had a document with a daily report in two formats. The second formate just linked to all the appropriate cells in the other format (different sheets). This was 180 references that needed to be changed and I had to make this for a 4 week period (aka 28 different sheets at 180 references to change per sheet).
Thanks so much.
I have tried this way and without using the Ctrl-` formula view
Either way, I am trying to do something simple, but it won't let me.
I have a bunch of cells with a simple math formula like
=-(0.5*20)
various values in each cell, multiplied by 20
I simply want to change the multiplier globally from 20 to 25. But when I tell it to find *20 and replace it with *25, it replaces the entire cell contents with *25, rather than just replacing the *20 portion of the cell contents.
Can anyone assist with this? Seems so simple, but Excel isn't letting me do it.
Search/Replace 20 or 20) with a cell Reference eg A1 or A1)
Then put the value 25 in A1
By using a * in the search it replaces all the text
how to find a specific cell's value in a column & replace replace it with another cell value i actually need a method to replace a data in ca column and replace with the value i have in a specific cell can i give a [ location ] of data to what i need to find and then give row or column range to where i need to find and the given value & then give a [ location ] of data to what i want to be replace with the find and replace by row & column range & than by specific criteria and than by specific location.
please help.
how to find a specific cell’s value in a column & replace replace it with another cell's value.
i actually need a method to find a specific cell's data in a column and replace it with the value i have in a specific cell.
can i give a [ location ] of data to what i need to find and then give row or column range from where i need to find the given value & then give a [ location ] of data to what i want to be replace with.
find and replace by row & column range & than by specific criteria and than by specific location.
please help.
how to find a specific cell’s value in a column & replace it with another cell’s value.
i actually need a method to find a specific cell’s data in a column and replace it with the value i have in a specific cell.
can i give a [ location ] of data to what i need to find and then give row or column range from where i need to find the given value & then give a [ location ] of data to what i want to be replace with.
"find and replace by row & column range & than by specific criteria and than by specific location."
in more than 100 sheets in entire workbook
please help.
This is a great tool, does anyone knows an easiest way??
I'm working with a system that has over 59000 references... so every time the replace all is activated. I lose an entire day.
i actually needs to find cell number "D12" in column "D" and replace with Cell Number "B8" for example
find what = Cell Number "D12" John McNamara
find Where = in Column "D"
Replace with = Cell Number "B8" Bieber D'Souza
Replace Range = Column "D"
In which Sheet = All Sheets in Work Book (more than 100 Sheets)
Note: in every Sheet Cells Number "D12" & "B8" containing Different Employ Name but the find rang and replace rang are same in every sheet and find what cell number and replace with cell number are same also.
please help!
thank you. saved lot of time.
Thank you from the bottom of my heart!
Hi, I am trying to figure out how to use RE to find and replace several values in a column. Using find and replace does not work because of the values I am working with. I have a column with hundreds of rows that have a description of several operating systems and other info, which looks like this: Windows Server 2008 R2 Member Server Security Technical Implementation Guide; Windows 2008 Member Server Security Technical Implementation Guide; Solaris 10 10 SPARC SECURITY TECHNICAL IMPLEMENTATION GUIDE; and Windows Windows 2003 Member Server Security Technical Implementation Guide.
I need to be able to find and replace (or basically curtail the descriptions) to be Windows 2008 R2; Windows 2008; Windows 2003; and Solaris 10. BUT when I run find and replace with just *2008*, it finds every instance, including the ones with R2 at the end. I need it to only change the ones with 2008 to Windows 2008 and the ones that have 2008 R2 to Windows 2008 R2. I know it is possible, but I have no clue on how to write a macro to do this.
Thanks for your help,
Gerard
Wickedly efficient workaround. Excel really is a powerhouse program, all you have to do is dig into it. Ctl ~ exposes the formulas, and Ctl H allows for the multi edit. Brilliant, Chandoo!