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…

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…

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…