All articles in 'Pivot Tables & Charts' Category
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.Continue »
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 belowContinue »
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.Continue »
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.Continue »
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.Continue »
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.Continue »
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.Continue »
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.Continue »
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 […]Continue »
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.Continue »
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.Continue »
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.Continue »
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.Continue »
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.Continue »
A good dashboard must show important information at a glance and provide option to drill down for details.
Showing Top 10 (or bottom 10) lists in a dashboard is a good way to achieve this (see aside). Today we will learn an interesting technique to do this in Excel.Continue »