This week we are celebrating Office 2010 launch at chandoo.org
Office 2010 [download beta version | purchase], the latest and greatest version of Microsoft Office Productivity applications is going to be available worldwide in the next few weeks. I have been using Office 2010 beta since November last year and recently upgraded my installation to the RTM version (Ready to Manufacture, a version that is final and used for burning CDs that MS sells).
I was pleasantly surprised when I ran Microsoft Excel 2010 for first time. It felt smooth, fast, responsive and looked great on my comp.
This week, we are going to celebrate launch of Office 2010 by learning,
- What is new in Excel 2010
- Introduction to Excel 2010 Spark-lines
- New Conditional Formatting Features in Excel 2010
- Making your own ribbon in Excel 2010
- Using the Backstage View in Excel 2010
(with free upgrade to Office 2010 in June)
What is new in Excel 2010?
There are a ton of new and cool features in Excel 2010. My favorite new features are,
Sparklines
These are small charts that can be shown inside a cell and are linked to data in other cells.You can insert a line chart, win-loss chart or column chart type of spark line in excel 2010. They add rich information analysis capability to mundane tables or dashboards. We learn more about using them in tomorrows article.
[meanwhile: Learn how you can make sparklines in earlier versions of Excel]
Slicers
Slicers are like visual filters. They are an easy way to slice and dice a pivot table (what is a pivot table – tutorial). A sample slicer at work is shown above.
Improved Tables & Filters
When working with tables in Excel 2010, you can see the table filtering & sorting options even when you scroll down (the column headings – A,B,C… change to table headings)
[Related: Introduction to Excel Tables]
Also, in Excel 2010, data filters have a nifty search option to quickly search and filter values you want. (I still prefer the excel 2003 style one click filtering).
New Screenshot Feature:
Now, using Excel (or any other Office 2010 app) you can grab a screenshot of any open window. This could be very useful for those of us in teaching industry as you can quickly embed screenshots in to your teaching material (like slides or documents).
Paste Previews:
There are a ton of cool paste features buried in the Paste Special Options in earlier versions of Excel. MS has bought all these to fore-front with Paste Previews feature in Office 2010.
Improved Conditional Formatting:
Excel 2010 added a lot of simple but effect improvements to conditional formatting. One of my favorites is the ability to have solid fill in a cell based on the value in it. This provides an easy way to create in-cell bar charts.
Customize Pivot Tables Quickly
Now you can easily change pivot table summary type and calculation types from Pivot Table “Options” ribbon in a click (learn how to do this in Excel 2007 and earlier).
Also you can do what-if analysis on Pivots (I am yet to try this feature).
Customize Add-ins from Developer Ribbon
In Excel 2007, if you want to customize or add a new add-in, you have to circumnavigate cape of good hope. But Excel 2010 makes it a pleasant experience again. There are two buttons, right on developer ribbon tab using which you can quickly add, change any add-ins.
(also, it seems like developer ribbon is turned on by default, which is pretty cool.)
Customize Ribbons and Define your own Ribbons
One the most beautiful and powerful features about Office products is that you can customize them as you want. You could easily add menus, change labels, and define toolbars the way you like to work. It made us feel a little powerful and awesome. Then, for some reason, MS removed most of these customizations in Office 2007 leaving us frustrated and powerless. Thankfully, they restored some of that in Office 2010. In this version of office, you can easily add new ribbons or customize existing ribbons (by adding new groups of tools).
One File Menu to Rule them all
One of the biggest WTFs in Excel 2007 is Office Button. It wasn’t immediately clear for most of us, how we should save or work with existing files as everything was hidden behind the office button. Office 2010 rectified that problem beautifully by restoring “File” menu. But the engineers at MS didn’t stop there. They also added a host of other powerful features to the file menu and branded it as “backstage view”. Kudos! [Learn more about File Menu and Backstage view on this Friday]
Many more new features:
Not just these, there are many more subtle UI enhancements, features and improvements in Excel 2010 (and all other Office products). For eg. macro recorder now works with charts too, you can double click on chart elements to format them, you can collapse ribbon with a click, there is a new UI for solver, lots of statistical formulas have improved accuracy, there is exciting PowerPivot Add-in (my review of powerpivot) to let you do poweful BI and Analysis work right from Excel and many more. [read about all changes in Excel 2010 at TechNet]
You could win a Copy of Office 2010 – Home & Student Edition
Through out this week, I will be posting about Excel 2010’s new features and how you can use them to be even more awesome. I have 2 3 free licenses of Office 2007 Home & Student Edition (free upgrade to Office 2010) to giveaway.To qualify, all you need to do is drop a comment on any of the 5 posts this week.
The contest is sponsored by Microsoft and winners will be chosen randomly.
Addendum: I got 3 licenses to giveaway. 2 of them for Indians and one for a lucky international reader.
So, what are you waiting for? Go ahead and tell me what your favorite feature in Excel 2010? Leave a comment to win an Office license.
Things to do:
- Download and install beta version of Office 2010
- Get a copy of Office 2007
and upgrade it free to Office 2010
- Catch up with all the Excel 2010 action at MSDN blog
- Pre-order an Excel 2010 book and one-up your knowledge (I recommend Excel 2010 Bible
or Excel 2010 Formulas
by John Walkenbach).
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.