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PivotTable
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Read MoreHistorically, we’ve had two basic ways to create reports in Excel. We could enter the report labels and use formulas to compute the report values or we could use a PivotTable. Both options had pros and cons. We’d have to pick the report type based on the context of our workbook. In this post, I’ll…
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Read MoreIf you have tried to insert a text field into the values layout area of a PivotTable, you may have noticed that the text string itself is not displayed. Instead, the count is displayed by default. In this series, we are talking about how to display the desired text values by using Power Query instead…
Read MoreThis post show how to use Power Query instead of a PivotTable to display text values in a report.
Read MoreIn 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…
Read MoreExcel 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…
Read MoreYou’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. Power and Pivot
Read MoreHere’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…
Read MoreIn 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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