Advanced Pivot Table Techniques (to achieve more in Excel)
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- Опубликовано: 19 июн 2024
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In this video you'll learn the Top 10 Advanced Pivot Table Tips, Tricks & techniques for Microsoft Excel. PivotTables are one of Excel's most important tools. They help you to automatically summarize and aggregate data. This way you don't have to write a single formula. The Pivot table does the aggregations for you.
⬇️ Grab your Pivot table sample file here: pages.xelplus.com/pivot-table...
What You'll Learn:
▪️ Field List Customization: Learn how to adjust field list settings for better organization and efficiency.
▪️ One-Click Multiple Reports: Generate multiple pivot reports for different data categories with just a single click.
▪️ Drill-Down Feature: Uncover the hidden details behind any number in your pivot table with a simple double-click.
▪️ Data Bars Integration: Enhance your pivot tables visually by adding dynamic data bars.
▪️ Calculated Fields: Create and manipulate custom fields in your pivot tables to analyze data more effectively.
▪️ Column Differences Calculation: Easily calculate and compare differences between columns in your pivot tables.
▪️ Smart Custom Number Formatting: Apply custom formatting to display data more intuitively.
▪️ Custom Groupings Creation: Organize your data into meaningful groups based on your criteria.
▪️ Date Grouping Customization: Tailor how your dates are grouped in pivot tables to match your analysis needs.
▪️ Timeline Addition: Add interactive timelines to your pivot tables for easier date filtering.
I'll show you some Excel tricks that you can use in Pivot tables, such as using conditional formatting in a pivot table. How to drill-down and view details of a value; How to generate multiple pivot table reports with one click; how to use custom number formatting to get emojis and icons in your pivot table and how to add a timeline to your report.
Aside from using pivot tables to analyze your data, you can use pivot tables to create interactive dashboards.
00:00 Advanced Pivot Table Tips And Tricks You Need To Know
00:30 Create a Pivot table
00:54 Adjust Pivot table Field List Settings
01:25 Create Multiple Pivot Reports With 1 Click
02:37 Drill Down in Pivot tables For Details
03:06 Add Data Bars to Pivot Tables
04:29 Create Calculated Fields
05:36 Calculate the Difference Between Columns
07:00 Smart Custom Number Formatting
08:15 Create Your Own Custom Groupings
09:23 How to Group Date Fields
10:17 Add A Timeline to Your Pivot Table
11:12 Wrap Up
Learn how to format your source data and create your first Pivot Table in this video:
► Pivot Tables for Beginners: • Excel Pivot Table EXPL...
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#excel
Download the Pivot table sample file here 👉 pages.xelplus.com/pivot-tables-advanced
I started a new job a month ago, and because of you, I am WOWING my new boss from watching all of your excel videos. I had never used pivot tables before and he thinks I'm a genius! LOL THANK YOU!
That's great! Good luck with the new job!
@@LeilaGharani i
That's so awesome! I too, recently started a new job requiring alot of Excel. I was honest and upfront letting my boss know I was more on the intermediate side vs advanced level but very willing and very much wanting to learn more. To Excel at Excel ... but I have a question.... if you happen to see my response???
@@cmelfe5888 Sure. I'll do my best
good luck and try to watch all Leila`s videos to make the the spreadsheets easy for navigating through
Leila, I have to say that I find the way you teach, talk and explain things absolutely perfect. I find most tutorials online hard to follow and/or not explained properly. But the way you teach, I feel any user of any level of expertise will both benefit and learn from. You don't rush, you are soft spoken, you move at a perfect pace and I find that I look forward to learning more from you from your other videos. I just wanted to congratulate you on a job well done and I thank you for putting these videos out here for others to learn from. Thank you again.
Hey, can u please help me with this question...
Imagine u r working on a data set that has 20 Call quality Parameters arranged vertically in 20 columns, with 250 entries, from 20 Agents who report to 5 TLs who in turn report to 2 Managers. In four steps explain how you present manager wise Data & TL wise data seperately.
Please do help, it's really very important for me!
I agree 100%
@@naveedwantt2846 This is what ChatGPT says about your question:
1. Sort the data set by Manager and TL columns, so that all the entries for each Manager and TL are grouped together.
2. Use the "Group" function to create separate groups for each Manager and TL.
3. Use the "Sum" function to calculate the total for each Call Quality parameter for each group.
4. Use the "Pivot Table" function to create separate tables for Manager and TL wise data, with the Call Quality parameters as rows and the Manager/TL names as columns.
Haha this was epic. I do a LOT with pivot tables so I wasn't expecting to learn so much, but it turned out I only knew 3 of the tips. Way to go Leila! Thanks for the killer videos for us geeks.
Haha, happy to help :)
I have been using Pivots for ~7 yrs now and i can assure, these particular tips can help you do almost anything and everything to summarize data with pivots!
If School had more teachers like you, the world would have been a better place :)
Thank you for creating the content and sharing with everyone. Your videos are always clear and practically useful.
I particularly liked the use of symbols within custom number formats - new to me, and of much wider use. Oh, and the grouping, but the whole video is excellent.
Glad you liked it, Henry!
Hey, can u please help me with this question...
Imagine u r working on a data set that has 20 Call quality Parameters arranged vertically in 20 columns, with 250 entries, from 20 Agents who report to 5 TLs who in turn report to 2 Managers. In four steps explain how you present manager wise Data & TL wise data seperately.
Please do help, it's really very important for me!
There is not one single video that I have watched from your channel that has not taught me a half dozen things that I was not even aware of! I am so appreciative! Great, great, great channel!
I found this video very helpful. I had been doing my column formatting using Value Field Settings. I had no idea that you could format using a right click in a column. I think you saved me at least 5 minutes of monotony per table. That was great. I also didn't know that if you have data formatted as a table that you can just click a cell in that table to create the link. Very good!
Leila - not only am I so very grateful that you share your knowledge 3 of these functions I had no idea I could do, and I've already made changes to Pivot Tables I use daily. Thank you so much for intelligent well planned and informatively helpful videos. Subscribed and liked !
Thank you, I got hooked on your training, started with Udemy, now added youtube snapshots. Absolutely brilliant, a mine to explore - makes learning fun and fascinating. I always get extra bits form your training. Wow! X
Thanks Leila. I am very impressed. I do Mainframe coding and sometimes pull data down to a spreadsheet for analysis. Pivot tables helps a lot. I have worked with pivot tables to do drill down from click on '+' and getting results expanded.
The grouping by no. of days is really useful to fetch week on week data !!
Thanks a lot Leila...
This is AWESOME!! I use excel a lot and pivot tables but was not aware of all these options! Great - thank you!
Hi Leila, hands down, one of the best videos concerning pivot tables that I have seen. You Rock! Please keep sharing your knowledge with others.
As a user of Excel and Pivot Tables for many years, you have nailed it and taught this old dog some new tricks. Thanks!
Lejla, you are one of the best IT-instructors on the WEB, concise and at the same time detailed explanations. Keep up the good work.
Thank you, Leila! I'd love to take a whole course on creative dashboards based on advanced pivot table table usage. Maybe you have enough projects to combine into a course for us? 😉
The insert timeline part is gold. Thanks!
Our pleasure :)
You are sacrificing all the knowledgeable treasure of Excel on the world, in return you get the love and respect of the world. Keep getting such awards.
OMG... Amazing Super useful video for any Excel user ...How on earth can someone teach so beautifully... Thanks a ton Leila... You are out of this world...
I want to like this more than once! Love Love Love pivot tables!! Thanks for all the great Excel videos. I am teaching a Pivot table class next week and wanted a few more tips to share with the audience and you have provided some great ones here! I love teaching excel and I love that when I prepare for a class I always end up learning more myself!
If you think you know it all, Leila will show you a new horizont
😊
Always true 😄
Absolutely!!
@@LeilaGharani can i send an emai? I need some advice from you please .
I hope this is limited to Office products
Hi Leila- I am from Bangladesh & currently in Fraud Analysis & Reporting. Your tutorials are really great & helpful. The "Little" excel I know- thanks goes to your tutorial.
Very impressive. I have confusion about days group & stopping auto fit column. You have cleared these. Many Thanks Leila.
Why the 91 dislikes? So much time and effort has been spent to produce a professional video that has, from the comments, helped a lot of people to gain a more advanced understanding of pivot tables! Plus, it's totally free!!!
I couldn't agree more!
No better excel instructor than you on youtube. You actually changed my professional career. Big thank you
Thank you so much for watching and supporting! I’m very happy the tutorials had a positive impact for you.
I watched your two videos done about pivot tables . I had a basic knowledge of pivot tables before watching your videos. Now I think I am doing well with pivot tables. Thank you very much .
Supertrick with the Smart Custom Number Formatting!! Thank you for this detailed report Leila!!!
I always amazed by leila's creative ideas and thought process.
Thank you 😊
I also took this as a challenge to see if I knew all of these. I was defeated by the "create reports with one click" lol
Will give you about 90% of the credit though - all the other ones I knew I learned from your guides on different videos. As always, top quality content. My go to for everything Excel related :)
Me too. I like that function
thank you Leila for your training videos so fluent and so efficient. the best optimized time for a huge added value
I have to say, i use pivot tables every day and tip 2 will change my life, I completed this manually and this will save me so much time, thank you so much, amazing
Three things. 1) Your videos never fail to impress. 2) Your videos always keep us engaged through out. 3) Authenticity of your knowledge sharing is unparalleled.
Aww, thank you Sachin! You're too kind!
Hi Leila, would it be possible for you to do a video on the journey you have made over the last 5 years? Your patience and resilience could be a huge lesson for all of us... many thanks
I'll think about. Thank you for your suggestion, Robert.
Thanks Leila for sharing these tricks! I particularly had a lot more clarity about the difference between Calculated Fields and Items. Keep up the excellent work 🙏
You have covered almost all the hidden secrets of Pivot table.. Really amazing.. Appox 40% things have never seen before. Thanks a lot for upgrading us.
When you think you know it all about PT and 90% of the tips show totally new things that are not present in huge books! Great great material Leila! you are AWESOME!
Agree !!
@@vinayramachandran4992
Hi Leila. Some great tips in there.. thanks for sharing them! One I can add.. when you drill down to see the underlying details of a particular Pivot Table cell, if you want just a temporary quick look, you can then delete the created drill down worksheet with CTRL+z. Saves a little time vs. other methods of worksheet deletion such as: right click, delete, confirm delete. Thanks again for all your tips :)) Thumbs up!!
Great tip! Thanks for sharing, Wayne.
ruclips.net/video/yHzT_BUggQk/видео.html
I have been watching your videos for sometime now. I had an interview today with an Adv. Excel test...and I used SUMIFS and Pivot table techniques to present similar and varied results with payroll data. Thank you Leila... :)
That is awesome!
Wow... Wow... Wow... No words for your knowledge and wisdom...
Lots of respects for your passion oN Excel.
Thanks a million
I never knew how I would use the timeline feature. Now I see that I could use it in one of my reports. As always, Leila shows the community very useful tips and tricks that can be applied easily. I truly envy your knowledge in excel. Thanks Leila!
And she showed us how to use timeline in just a few seconds, yet it was all that we needed to know. She's a fantastic trainer!
You are always so clever! I've been working with Pivot Tables for years and didn't know about a 3rd of what you presented. Probably should mention that when you double click on a cell in a pivot table you will only get the first 1,000 rows of that detail. If your original data is > 1,000 rows of data then not all will be present when you double click on the cell.
Thanks Rob, this is called drill down...
Thanks for this important point. Actually I am facing a problem with sum mismatch between pivot table sum and original data table sum. My data table is 8000+ rows. So is this reason why pivot is not working...
@@amolj2249 You can increase the drill down to more than 1000 rows limit....please google for the solution.
Love the grouping. Used it for dates previously but didn't know about grouping other items like male, female etc. Thanks!
Exceptional I’ve watched so many excel videos on pivot tables and given up. You way of explaining is the best way to learn. 😊
Leila, I would love to see a segment on using pivot tables to create graphs to analyze data.
I would love that
bump
Those things really come with time and on the job training but Leila is able to roll all those years of experiences into one for you, amazing !
Thank you!
I've really dug into adding sets of Tables (such as Sales Data, Store List with Geography & Region/Market Data separately, and then creating relationships between those fields) to Data Models and effectively making a set of cubes that can easily be updated if new stores are added or markets, managers, etc change.
It's like a whole new world, were you can pre-define formats (such as #,000 for every value). Also DAX Formulas work a lot better and more efficiently than calculated fields. Would like to see what you could do with that, as I still learn from your videos!
I just love your work, very inspiring, thank you!
This has given me so many ideas for some personal projects of mine. The list should have been 20 not 10!
Hope it will be helpful for your projects.
The one extra tip I would add is, when inserting a pivot table check the "add to data model". This allows you to write Dax measures.
Selecting data model also lets you do distinct counts. Very useful if you have duplicate items in a column but you want to count each item only once.
Leila, I have no words to explain! Simply thank you!!! I am benefiting from much more from you
wow, that is awesome. My favourites are Custom Grouping, Timeline, Adjust Field List Setting & Multiple Report in One Click. Today I learned something new. Thanks, Mam.
Another advanced pivot table technique to cover is report connections:-
Use case: add report connections to the timeline so that all connected reports will be updated with the same timeline.
This works with all pivot table slicers too.
Thanks for sharing!
When i get notification from my mobile, directly i know that comes from Leila, 😁 all others blocked directly 😁
Wow, thank you for your trust.
Wow! I saw many videos for pivot tables but in your video so many options you have covered thanks much for showing. I’m pretty confident now much appreciated.
I have not seen any quick informative video like this anytime in my 7 years of professional career ! Thanks a ton !
When Leila challenges to comment "if you knew all these write in comment means you wouldn't know all." I was beaten by icons.
😁
Win+dot made me failed as well on this challenge 😀
U blow my mind with Create Multiple Pivot Reports With 1 Click. tnx!
Wow, your videos are such an eye opener, just realised I have been usine Excel at max 5%
Thank you Leila for your quick and precise tips for day to use. Especially with practice material. Much helpful exploring and learning all Excel features. 💐
Another incredible presentation. Thanks, Leila.
Thank you so much Leila, you get improved my pivot understanding further
I learned a lot in this tutorial, Leila. I expected to pick up a tip or two, but learned so much more. Thank you!
I thought I was an Excel Ninja, but wow was I wrong!! I've learned so much from watching your videos. Today it was the tip, "Creating Multiple Pivot Reports With 1 Click". That is great! Thanks so much for your videos!
simply amazing. Thank you.
Great tips to increase productivity, definitely gonna use 'em in practice. Thanks a lot Leila!
Great information and fantastic presentation. Many thanks, especially for the timeline information that made payroll reports a breeze to complete.
I enjoy listening to your tutorials. Simple and straightforward. You are good!!
I totally agree with Tetle. Leila you are AMAZING!!!.
OMG.... i wish i knew about individual reports before, i would have saved half my life creating each report. Thank you so much for these brilliant tips.
Loved the calculated fields, thank you.
Such easy solutions for complex problems! Calculated fields in pivot tables will make life so much simpler! You are awesome Leila 👏👏
Happy to help!
Thanks Leila, that's very helpful as always with your content.
Question for you please : how to change number formatting for multiple value fields, instead of going one by one. Thanks! 🙏🏻
Wow..just wow. Thank you for the clear instruction!
Leila, you're absolutely the best teacher I had ever.
It is super lesson to extend knowledge of pivot table. Dear Leila, thanks you.
Excellent, my favourite was calculating delta between months.
I am totally addicted to your videos! Thank you. They are quick and informative and constantly make me think “how can I use this on a daily basis”..Typically we have been given the application but never the full training on it. Yours is great, thank you
You are so welcome, Jenny!
Leila, thank you so much for your tips and tricks. It's amazing that you know so much and you are willing to share with us. Thanks again!
Thanks soooo much. I run a yammer group at work sharing my best excel tips. I get a lot of inspiration from you and occasionally linking to you videos. 🥰
Always useful. Thanks for sharing widely and freely. I know I need to take the class and practice but in the meantime your YT videos are extremely useful.
Awesome content and great pacing of instruction. Thanks for sharing! The custom formatting tips were dynamite.
Good one. I really love pivot tables for reports. This is a refresher!
The way you describe things is absolutely brilliant, simple and to the point. Well done !! Question: How do you change the formatting of multiple columns with values, with "one click", without having to change every column on its own. Surely there must be a quicker way??
Thank you Liela for making the complex things simple to understand :)
Group data fields..... amazing tip. Thanks
Thanks a lot Leila, this video helps a lot for a Data Analyst in our Day to Day work activities.
I am speechless! Thanks for creating & sharing this video!
Absolutely fabulous! This is really going to help me with my presentation for my internship😁🙏
😎🔥 Fridays are something special now...awesome video!
Hi Leila, your videos are so much informative and fun-learning. I'm a student of your course on Interactive Dashboards. That's truly amazing as well. I have been using the MS office tools since a decade but didn't realise it until now that it has so much more to offer. Thanks for sharing the knowledge. I particularly liked the last one to add a timeline, the one to freeze column width and the up/down arrows - this looks so elegant.
Some incredible tips here. Looking forward to trying them.
Hi Leila. Love all your excel video tutorials. Really so helpful for me.
Can you show me how to add 2 or more formulas in a field without adding extra rows/columns?
All of your videos are very useful. Their tone is simple and very understandable. Anyone get proficient in MS office just by watching those videos. Hats off for you.
Glad you like them!
It’s wonderful. Thank you so much !
This is a great help. Pivot tables are very powerful and I am happy that I am now up to speed with the newer features with the tips in this video.
whoever designed the frame did a really great work. it really enhanced your character and the vibe.
Thank you Leila for the wonderful videos. Stay Blessed
Wow... Amazing.... I didn't know all these. I was doing all these tasks manually copying the data to other sheet...... Thanks a lot 👍👍👍👍