Many of us want to learn advanced Excel and make progress in our career. But how to do it?
In this post, I show 3+1 ways in which you can learn advanced excel.
Last week I did an interview with Robert Mundigl of clearlyandsimply.com. Robert is an Excel wizard. You may know him thru the KPI Dashboard articles he has written on chandoo.org a while ago.
We spent about 90 minutes discussing some really cool & advanced Excel stuff. The interview will be available shortly on Excel School for our Dashboard students. But here is a snapshot of the dashboard we discussed in the interview. Robert taught me how to make such a dashboard using Excel.
Anyhow, I digress, so lets comeback. The topic of this post is 3+1 ways to excel in Excel.
1. Join Excel School:
Of course, the best possible way to learn Excel is to go thru a class. This is a proven approach and the 900 students of Excel School are a glowing testimony that it works. I believe that, by investing as little as 2-3 hours every week, anyone can become really awesome in tools like Excel. Sometimes, the benefits of training program are far-reaching, like the case of Ceri Williams, Excel School student in batch 1, 2 and 4:
I want to share some good news with you ! In recognition for my outputs & assistance to others, BT and recently made me an Excel SME (subject matter expert) … there’s only 9 of us in BT (100k+ employees in BT, and I’m the only one in BT Retail ~25k employees). Whilst I always considered myself as having strong excel skills I can honestly say your blog & tuition has taken me to a different level. So a massive thank you for sharing your knowledge & experience !!!
Key areas I think I have developed the most are :
– Integration of advanced functions to meet the needs of everyday problems (and even using simple ones to better effect) !
– Simplifying my style for visualizing data … I confess I use to add a few bells & whistles for my own guilty pleasures to old charts as opposed to delivering what they were designed for .. deliver simple, clear messages.— Ceri Williams
You too can become like Ceri or countless other students who become awesome at their work just by learning the ropes of Excel.
2. Learn Financial Modeling & Project Finance
Excel is used very much in financial industry because of the powerful analysis, modeling and calculation features it has. That is why, learning Financial Modeling or Project Finance modeling using Excel can be great career move.
We have concluded our first batch of financial modeling school recently and re-opened the program for students this week. So far, we already have 31 students in the program and many more are joining each day.
You too can join the program and become a financial modeling ninja.
For details & sign-up instructions, visit Financial Modeling School page.
3. Learn Excel Dashboards
Excel dashboards & Excel based Business Intelligence is another emerging area. Due to its ease of use and ability to integrate with database systems, Excel is a favorite among people building dashboards.
But making a dashboard is an arduous, complex process. And this is where, you could use step-by-step instruction and example material.
If you wish to learn Excel Dashboards, I recommend joining Excel School with Dashboards Option. It is an excellent program that teaches all things in Excel School + video instruction on making 4 different type of dashboards – KPI Dashboards, Business Dashboards, Sales Dashboards and Website Dashboards. There is a wealth of bonus material, dashboard tips & interviews with more than 10 hours of video content.
Click here to learn more about the program and Join.
+1. Read something new & Play with examples
Even if you are not ready for a paid program to learn excel, you can still excel in Excel by just reading 1-2 articles on Chandoo.org or any other Excel blog once a week. For starters, I recommend reading any article on these pages,
- http://chandoo.org/wp/category/best-of-phd/
- http://excelhero.com/blog/
- http://contextures.com/tiptech.html
- http://peltiertech.com/Excel/Charts/ChartIndex.html
- Or get any book featured here.
That is all for now. Go on and become awesome in Excel.
23 Responses to “Displaying Text Values in Pivot Tables without VBA”
Its possible to display up to 4 text values.
Have a look at the screen shot of an example that I had posted way back at the EHA and figure out how its done !
http://tinypic.com/r/muzywk/6
With Excel 2010 you can use Conditional Formatting to apply custom number formats which can display text. (In older versions you can only modify text color and cell background color, but not number formats.) Using CF allows for an even larger number of different display values.
[...] Display text values in Pivot Tables without VBA [...]
Hey,
Thanks, this helps. But how do you do it for multiple values where there is a huge amount of non repeating text?
@Soumya
The only way to do more than 4 values is to make the Pivot Table manually with formulas, of course then it isn't a Pivot table
You can of course do it with VBA
You may want to have a look at this description of how to do it here: http://www.clearlyandsimply.com/clearly_and_simply/2011/06/emulate-excel-pivot-tables-with-texts-in-the-value-area-using-vba.html
@Soumya
The only way to do more than 4 values is to make the Pivot Table manually with formulas, of course then it isn’t a Pivot table
You can of course do it with VBA
You may want to have a look at this description of how to do it here: http://www.clearlyandsimply.com/clearly_and_simply/2011/06/emulate-excel-pivot-tables-with-texts-in-the-value-area-using-vba.html
[...] Pivot Tables take tables of data and allow the user to summarise and consolidate the data at the same time. This is a great and very fast method of analysis but is restricted to handling mathematical functions on the value field resulting in numerical summaries. – read more [...]
[…] Read more here: Displaying Text Values in Pivot Tables without VBA […]
There is a very good way actually for handling text inside values area.
First you create a special column on the very left side and call it ID, and put unique ID (numbers only), and then create a pivot table with:
Row Labels and Column labels as you like, and in the Values labels use the unique ID number.
Move the unique ID number (copy paste) somewhere to the right and use vlookup to load the data you need using the ID as reference.
It is a bit longer way but for me it works perfectly to combine values as you like in any moment.
hope helps.
Regards,
Jon
Thank you! I finally understand pivot tables thanks to your clear, concise explanations and examples.
Good Day. This is exactly what i have been looking for. However when i try it on my pivot table or even when i try to recreate this exercise using the sample worksheet, i get this error:
"Microsoft Excel cannot use the number format you typed. Try using one of the built-in number formats."
Same thing here, Excel quite did not like the format in my PowerPivot. Any clues as to what may be going on? Thanks.
I have the same thing happening on my end. I'm running a normal pivot table on a .xlsm file.
@Danzi
What format did you use?
can you post the file ?
pls. help in table there is name, pan. amount. i have to make pivot table for example
NAME PAN AMOUNT
MR.X AAAAC1254T 500.00
MR.Y AAABR1258C
MR.A CFVDE2458T
MR.Z AAVCR12548C
MR.X AAAAC1254T
MR.Z AADCD245T
pls. help in table there is name, pan. amount. i have to make pivot table for example
NAME PAN AMOUNT
MR.X AAAAC1254T 500.00
MR.Y AAABR1258C 1000
MR.A CFVDE2458T 2000
MR.Z AAVCR12548C 5451
MR.X AAAAC1254T 45564
MR.Z AADCD245T 4500
how to get pivot tabe so i get PAN no. against Name.
I found an easy way to get text values in pivot table.
I create an other worksheet in wich each cell has a formula that copy the pivot table. The trick is that the formula does a lookup for the numbers in the pivot table.
The formula looks like that:
=IF(ISNUMBER(table!A1);VLOOKUP(table!A1;Code!$A$1:$B$65;2);IF(ISBLANK(table!A1);" ";table!A1))
Code is a worksheet where there is a liste of text /numbers correspondance.
As a bonus The new sheet is easier to format
Additional trick:
In my case, i encoded differents codeid with a power(2, codeId-1) so that summing then is equivalent to concatenate them.
1-A
2-B
4-C
8-D
yields :
5 - AC
14 - BCD
Hi
I want to ask if pivot can display dates in pivot field. As in a column i have customers and in row different items i want to know there last purchase date. anyone help in this??
Hello Guys, Need your help
I am doing some analysis of the cycle time of the product i.e how much time a product takes from manufacturing to the central warehouse.
I have batch numbers for the product and against them i have to pull out the diff. dates
Like the base date is from where the manufacturing start. So i have the batch number,against it's manuf. date. Now i have to pull out the date when it was quality released.
I have the quality released data but the data have duplicates, like i will have two dates or may be three for the same batch. So my main objective is to pull out the date which is latest among them.
BATCH NO. DATE of Mfg. DATE of Quality release
A1 12/4/2014 (HERE I HAVE TO PULL value)
Next Sheet
BATCH NO. DATE of Quality Release
A1 14/5/2014
a2 23/5/2016
A1 12/5/2014
A1 13/6/2014
From this sheet i have to pull up the latest date format of date here is dd/mm/yyy
TIA
[…] needed to present text instead of counts in a pivot table value column. Here is an excellent resource for Excel manipulation, in addition to an overview of pivot […]
This is great thank you.
Wow!!! Excellent!! It helped me a lot.
I am developing training tracking sheet for 200 employees with training completed date. Each employee will be attending 25 courses. How to indicate actual dates in pivot table value field.