If you use PivotTables often, you’ve probably wished there was a way to set default PivotTable layout options. For example, if you prefer Tabular instead of the default Compact, it sure would be nice if all new PivotTables used the Tabular layout. Well, depending on the version of Excel you have, you may in fact be […]
In this post, we’ll summarize data from multiple CSV files with a PivotTable. Specifically, we’ll use a Get & Transform query (Power Query) to retrieve and prepare data from numerous CSV files. Then, we’ll send the query results into the data model (Power Pivot). Then, we’ll build our summary report using a PivotTable based on […]
Traditional PivotTables are an incredible feature of Excel, but, they are not without limits. Many of the typical restrictions are removed when you use the data model rather than a single Excel table. If you’d like to learn how to build a PivotTable using the data model, and learn what the data model is, strap […]
If you have ever downloaded bank activity from your bank’s website, you know there is some amount of cleaning you need to do before the data is ready to use. Perhaps the next step is to summarize the bank activity with a PivotTable, or, perhaps to perform a bank rec. Regardless of your ultimate objective, […]
Using the Data Model (or Power Pivot) helps us build some amazing PivotTables. A date table (or calendar table) is integral to most data models as they allow us to group reports by various date periods and use a wide variety of time intelligence functions. Although there are many ways to build such a date […]
I love PivotTables, and use them all the time. But, when our needs are simple, we can easily summarize data with a Get & Transform query instead. Why? To simplify our workbooks and improve our efficiency. Let me demonstrate. Objective Before we dig into the mechanics, let’s just be clear about our goal. Let’s say […]
I recently received a question about how to find the most recent transaction date of a list of items. There are a few fun ways to accomplish this, and so I thought I’d walk through three options. Thanks Darrell for your question! Objective The exact question from Darrell is: “I have a data table of […]
When you download banking activity, you typically get the transactions, but not the daily bank balance. To compute the daily bank balance, you need to summarize the transactions by day and display a running total for all days, even those without any activity. This post demonstrates how to build such a report using a PivotTable. Overview […]
PivotTable users frequently spend time assigning the same number format to PivotTable values. To my knowledge, there isn’t a built-in setting that allows us to define a default value field format. But, it is pretty easy to set up a macro that instantly assigns a desired format. This post walks through the steps of creating such a macro. Objective […]
If you have ever created a PivotTable report that groups by month, you may have encountered an awkward situation where the PivotTable only displays the months that actually have data in the source. The PivotTable will summarize the data that exists and if there are no transactions for a given month, the PivotTable won’t display it. […]