Excel University Blog

Read on for in-depth articles, tutorials, and videos. Search or browse for specific topics. Be sure to subscribe if you'd like to be notified when we write something new.

PivotTable

Show PivotTable Months without Data

By Jeff Lenning | September 3, 2015 |

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.…

Read More
PivotTable article by Jeff Lenning

PivotTable Month Groups Article

By Jeff Lenning | May 7, 2015 |

Did you know that PivotTables can automatically group date fields by month? And by quarter and year? This date group capability makes it easy to summarize data in monthly columns without writing a single formula. Check out my recent California CPA Magazine article for the details. Publication: California CPA Magazine Author: Jeff Lenning CPA Date: May 2015…

Read More

Histogram with a PivotChart

By Jeff Lenning | March 26, 2015 |

A histogram graphically displays the number of items that fall within equal intervals, or, bins. For example, the number of days with a high temperature between 71-80 degrees, 81-90, and 91-100, the number of students with test scores between 60-69, 70-79, 80-89, or the number of invoices that are due in 31-60, 61-90, or 91-120…

Read More

PivotTable Report Group Formatting

By Jeff Lenning | January 14, 2015 |

In this post, we’ll check out a few PivotTable formatting techniques that help get our report looking just right. Objective Our objective is to create the following PivotTable report. There are a few formatting points to note about the report. First, the region groups, such as Midwest and Northeast, are in the same column as the…

Read More

Heat Maps in Excel

By Jeff Lenning | October 29, 2014 |

In this post, we’ll recreate a heat map presented in Stephen Few’s Information Dashboard Design, 2nd Edition, using an Excel PivotTable and a bit of conditional formatting. Objective Before we get too far, let’s take a look at our objective. We are trying to create a heat map that uses variation in color intensity to…

Read More

Date Data Validation Drop-Down

By Jeff Lenning | September 18, 2014 |

In this post, we’ll create two data validation drop-down cells that provide the ability to select From and To dates based on the transaction dates stored in the source data. This will ensure that the date selections fall within a valid range of dates, that is, those months with data in the table. This technique…

Read More

Unique Data Validation Drop-Down From Duplicate Table Data

By Jeff Lenning | September 10, 2014 |

In this post, we’ll explore a method for generating a drop-down that contains a unique list of choices derived from a table column with duplicate values. Objective Before we get started on the mechanics, let’s take a look at what we are trying to achieve. We have a data table that is exported from our…

Read More

Transpose Values and Formulas in Excel

By Jeff Lenning | September 4, 2014 |

In this post, we’ll explore three methods for transposing data in Excel. The first method can be used when you just want to quickly to transpose the values manually. The second method can be used when you want formulas to perform the transposition automatically based on the labels. The third method can be applied when…

Read More

Create an Income Statement with a PivotTable

By Jeff Lenning | July 31, 2014 |

Generally, I prefer to prepare financial statements with formulas and functions such as SUMIFS because there are no layout or structure limitations imposed. This means I can design the report to my exacting specifications. However, it is interesting to note that PivotTables support basic formulas, and using a PivotTable formula to create a calculated item…

Read More

PivotTable Percentage of Parent Total

By Jeff Lenning | March 20, 2014 |

This post demonstrates how to set up a PivotTable to show 100% on the subtotal lines when using the show values as a percentage of parent total option. Overview Before we begin, let’s review our objective. We want to summarize our data by region, and within each region, by rep. We also want to show…

Read More