Excel University Blog

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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Count Distinct Values in an Excel 2013 PivotTable

By Jeff Lenning | May 16, 2013 |

This post demonstrates how to count the number of distinct (unique) values in an Excel 2013 PivotTable.  Prior to Excel 2013, this capability was not built-in to the PivotTable feature.  For Excel versions earlier than 2013, there are a variety of different workarounds available, some use VBA code, some use helper formulas, and some of…

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