All articles in 'Pivot Tables & Charts' Category

CP018: Dont be a Pivot Table Virgin!

In the 18th session of Chandoo.org podcast, lets loose your Pivot table virginity.

Note: This is a short format episode. Less time to listen, but just as much awesome.

CP018: Don't be a Pivot Table Virgin! - Introduction to Excel Pivot Tables - Chandoo.org Podcast

What is in this session?

Pivot tables are a very powerful & quick way to analyze data and get reports from Excel. But surprisingly, not many use them. Today, lets bust your pivot table virginity and understand the concepts like pivoting, values, labels, filters, groups and more.

In this podcast, you will learn,

  • Announcements
  • What is a Pivot Table?
  • Example of business data & reporting needs
  • Key pivot table terms to understand
  • Creating your first pivot table
  • Learning more about pivot tables
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Top 10 things we struggle to do in Excel & awesome remedies for them

Top 10 things we struggle to do in Excel & awesome remedies for them

Recently we asked you, what do you struggle doing in Excel? 170 people responded to this survey and shared their struggles. In this post, lets examine the top 10 struggles according to you and awesome remedies for them.

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Matching transactions using pivot tables [video]

Published on Jun 10, 2014 in Pivot Tables & Charts

Last week, we learned how to use formulas to reconcile (match) transactions in Excel. Today, lets take a look at even faster and simpler way to do this:

Using Pivot Tables

 

Here is a short video explaining the technique and why it works. See it below

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Finding Conversion ratio using Pivot Table Calculated Items

Published on Mar 6, 2013 in Pivot Tables & Charts, Power Pivot
Finding Conversion ratio using Pivot Table Calculated Items

Today, lets understand how to use Calculated items feature in Pivot tables. We will use a practical problem many of us face to learn this feature – ie calculating conversion ratio from a list of sales calls.

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Highlight Quarters, Weekends in pivot reports using styles [quick tip]

Published on Nov 8, 2012 in Excel Howtos, Pivot Tables & Charts
Highlight Quarters, Weekends in pivot reports using styles [quick tip]

Here is a quick pivot table tip.

When reporting summaries by month, it would be better to highlight 3 months at a time (Jan, Feb, Mar in one color, Apr, May, Jun in another color) than showing all in one color. Today, lets learn how to do this in easiest possible way.

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Show monthly values & % changes in one pivot table

Published on Nov 6, 2012 in Excel Howtos, Pivot Tables & Charts
Show monthly values & % changes in one pivot table

Pivot tables are great help when analyzing lots of data. One of the common questions managers & analysts ask (when looking at monthly sales data for example) is,

How is the monthly performance of our teams (or regions, products etc.)?

A pivot report can answer this question in a snap. Today lets learn how to do that.

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Using pivot tables to find out non performing customers

Published on Oct 3, 2012 in Excel Howtos, Pivot Tables & Charts, VBA Macros
Using pivot tables to find out non performing customers

Moosa, one of our readers emailed this interesting question:

I have huge list of customers (around 1500).
Table includes following information
Customer # , Customer Name, Sales 2002, sales 2003, … sales 2012

My requirements are
1. list of customer who did not have sales during all these years
2. List of customer who have not business from 2003
3. List of customer who have not business from 2004

Today, lets learn how to identify all the non-performing customers.

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Sort Pivot Tables the way you want [Quick tip]

Published on May 31, 2012 in Excel Howtos, Pivot Tables & Charts
Sort Pivot Tables the way you want [Quick tip]

Ever looked at a Pivot table & wondered how you can sort it differently?

“If only I could show this report of monthly sales such that our best months are on top!”

Well, there is a way to do it without sacrificing 2 goats or pleasing the office Excel god. Just use custom sorting options in Pivot tables.

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Displaying Text Values in Pivot Tables without VBA

Published on May 7, 2012 in Excel Howtos, Huis, Pivot Tables & Charts, Posts by Hui
Displaying Text Values in Pivot Tables without VBA

Pivot tables are a great way of summarising and consolidating data to produce summary reports.

One of the main limitations of Pivot tables is that they don’t natively return Text values.

This post looks at a method to work around this without the use of VBA.

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Do you use Pivot Tables? What do you use them for & where do you struggle [Survey]

Published on Mar 2, 2012 in Pivot Tables & Charts

If you like to analyze data, then you would fall in love with Pivot Tables on first sight. Pivot tables are a powerful, dead-simple & lovely way to play with your data, automate your reports and save time. That said, not all of us know how to use them or how to get them to […]

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Learn Any Area of Excel using these 80 Links

Learn Any Area of Excel using these 80 Links

Last week I asked, What is one area of Excel you want to learn more?

More than 250 of you responded to this question. Many of you shared your areas of interest thru comments, quite a few of you also emailed me personally.

So what next?

You told us what you want to learn, the next step is logical. We share some of the best tutorials & examples with you so that you can learn. In this post, we have presented more than 75 links, to help you learn your area of focus.

I have divided this in to 16 areas. In each area, we have identified (upto) 5 best links for you to learn more. I have also recommended 1 or 2 training programs that make you awesome in that area. Plus, if we found any excellent external resources, we have highlighted them as well.

So go ahead and learn Excel.

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Switch Scenarios Dynamically using Slicers

Published on Jun 1, 2011 in Pivot Tables & Charts
Switch Scenarios Dynamically using Slicers

Slicers are my new favorite feature in Excel. Introduced in Excel 2010, Slicers are like visual filters.

Now, we can use slicers creatively to make an interactive scenario manager in Excel, as you can see below. We will learn how to create this in Excel in today’s post.

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Update Report Filters using simple macro – a Dynamic Pivot Chart Example

Published on Apr 27, 2011 in Charts and Graphs, Pivot Tables & Charts, VBA Macros
Update Report Filters using simple macro – a Dynamic Pivot Chart Example

Last week, we have learned what Pivot Table Report Filters are & how to use them.

Today, I am going to show, how you can use simple macro code to change the report filter value dynamically.

We will learn how to create the chart shown here.

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What are Pivot Table Report Filters and How to use them?

Published on Apr 20, 2011 in Pivot Tables & Charts
What are Pivot Table Report Filters and How to use them?

Today we will learn about Pivot Table Report Filters.

We all know that Pivot Tables help us analyze and report massive amount of data in little time. Excel has several useful pivot table features to help us make all sorts of reports and charts.

Report Filters are one such thing.

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Make Dynamic Dashboards using Pivot Tables & Slicers [Video & Download]

Published on Dec 8, 2010 in Charts and Graphs, Pivot Tables & Charts
Make Dynamic Dashboards using Pivot Tables & Slicers [Video & Download]

Do you know that Excel 2010 makes creation of dynamic dashboards very simple?

Yes, that is right. Using slicers feature, you can create dynamic excel dashboards from your data in very little time. Today we are going to learn a technique that will help you create a dashboard like below.

Read rest of this post to find out how to construct a dynamic dashboard in Excel & download the example workbook.

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