Excel University Blog

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PivotTable

Stop Wasting Time 4

By Jeff Lenning | May 6, 2019 |

In this post, we are going to use the data model to improve our reporting process. This is the fourth post in the Stop Wasting Time series, and this is where everything we’ve learned comes together. By the time we have finished this post, updating our report will be extremely easy. In fact, it will…

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PivotTable Calendar

By Jeff Lenning | January 14, 2019 |

Excel has numerous date-related features and functions. In this post, we’ll explore a few of them. We need an illustration that will tie them all together, so, we’ll create a graphical calendar with a PivotTable. Even if you don’t need a graphical calendar in your workbooks, the underlying mechanics that enable us to build it…

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Power BI CalCPA Article

By Jeff Lenning | January 9, 2019 | Comments Off on Power BI CalCPA Article

You’ve heard the terms “Power BI,” “Power Query” and “Power Pivot,” but maybe aren’t sure what they are. Good news! They are free tools from Microsoft and this article will talk you through them. And, while we’re at it, we’ll also talk about Pivot Tables and Pivot Charts. https://www.excel-university.com/articles/cal-cpa/power-and-pivot/  

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Dynamic Chart Title with Slicers

By Jeff Lenning | November 7, 2018 |

Here’s the situation. We have created a PivotTable and related PivotChart, and, since we are nice, we have also provided a Slicer so that the user can easily make selections. But, we’d like the report titles to dynamically update based on the selections made. As with anything in Excel, there are multiple ways to accomplish…

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Sort a PivotTable with a Custom List

By Jeff Lenning | August 22, 2018 |

In this post, we’ll talk about how to use a custom list to automatically sort a PivotTable. By default, a PT is initially displayed in alphabetical order by the row labels. But, what if that isn’t what we want? Well, we can always manually sort each time we create a PT. But, there is a…

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Edit PivotTable Values

By Jeff Lenning | August 14, 2018 |

In this post, we’ll talk about how to edit the value in a PivotTable cell. Wait…what!? I’ve been using PTs for a long time, and, I’ve always received an error when I try to edit the value in a PivotTable cell. Yes, we’ve been able to edit the label cells, but, not the value cells.…

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Impossible PivotTables 4 – Average of Distinct Count

By Jeff Lenning | July 24, 2018 |

This is the 4th and final post in the Impossible PivotTables series, where we are exploring Power Pivot by looking at some limitations encountered with traditional PivotTables. In this post, we’ll look at how to compute the average when there are multiple rows per item. That is, where a simple sum divided by the count…

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Data Model Walkthrough CalCPA Article

By Jeff Lenning | July 17, 2018 |

Have you heard people talking about Power Pivot and the data model, but you aren’t exactly sure what they are or how to use them? Well, in this article, we’ll use them to build a basic PivotTable. Workbooks used to summarize exported data can potentially be improved by using Power Pivot and the Data Model. Check…

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Impossible PivotTables 3 – Multiple Data Tables

By Jeff Lenning | July 10, 2018 |

This is the 3rd post in the Impossible PivotTables series. This series is designed to explore Power Pivot. I thought looking at a few limitations of traditional PivotTables would be a fun way to do this. So, in this post, we will look at how traditional PivotTables support a single data table while Power Pivot…

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Impossible PivotTables 2 – Show Values As

By Jeff Lenning | July 2, 2018 |

This is the second post in the Impossible PivotTables series, where we are exploring Power Pivot. In the first post, we examined the limitation of calculated field references in a traditional PivotTable. In this post, we’ll address the limitation of using the Show Values As option for subsequent calculations. If we use the Show Values…

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