If you work with multiple Excel workbooks everyday, then here is a handy tip.
Open all the files you frequently use together.- Go to View ribbon and click on Save Workspace
- Give a name to your workspace
- Now, whenever you need to open all these files together, just double click on workspace file in your explorer.
- You are done!
Workspace saves not just file collection, but also window layouts. That means, if you like to arrange your Excel windows in a specific fashion, you can save this arrangement too.
Bonus tip: Use specific filter criteria all the time? Try custom views.
More tips on using Excel & shortcuts.
Do you use workspace feature?
I find workspace feature to be very useful when I need to work with multiple files, especially in cases like file comparison and consolidation. I can save the file layout as a workspace and re-open it whenever I want to resume the work.
What about you? How do you use workspace feature? Please share your tips & experiences with us using comments.
5 Responses to “Preparing Profit / Loss Pivot Reports [Part 2 of 6]”
[...] Preparing Pivot Table P&L using Data sheet [...]
[...] Preparing Pivot Table P&L using Data sheet [...]
[...] Preparing Pivot Table P&L using Data sheet [...]
I am not getting sound from the videos. I have checked all the settings and spent several hours searching the Internet to no avail.
Has anyone else had this problem?
Is there anyway to get the Grand Total to be broken out in the same fashion as the items above it? For instance, if you have in column 1, widget a, widget b, and have their sales by month in column 2, I'd like to see the grand total also be by month, for widget a & b combined.
I can't get anything other than a single line for the grand total, rather than the same format as the data above.
Widget A Month Sales
Jan 100
Feb 200
Widget B
Jan 150
Feb 250
Grand total - here I would also like to have Jan, Feb.
Jan 250
Feb 450