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PivotTable

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Top 8 Excel Tips and Tricks to Save You Time

By Excel University | April 5, 2022 |

These top 8 Excel tips and tricks will free up tons of time and allow you to get more work done even faster.

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Create a Dynamic PivotTable Style Report with One Formula

By Jeff Lenning | March 29, 2022 |

Historically, 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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What Excel Skills are Employers Looking For in 2022?

By Excel University | March 1, 2022 |

Need Excel skills for work? Save time job searching by finding out exactly what Excel skills employers are looking for.

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PivotTable with Multiple Text Values Alternative

By Jeff Lenning | October 5, 2021 |

If 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…

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PivotTable Text Values Alternative

By Jeff Lenning | September 28, 2021 |

This post show how to use Power Query instead of a PivotTable to display text values in a report.

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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. 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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