Scribd
Upload
2K views1 page

Pivot Table Cheat Sheet

This document provides a cheat sheet on how to use various features in a pivot table, including inserting a pivot table from source data, summarizing or showing values, refreshing the pivot table, adding calculated fields or items, filtering, sorting, formatting, and more. Key features covered are inserting and refreshing a pivot table, summarizing values, adding slicers, calculated fields, drilling down, filtering, sorting, subtotals and grand totals, pivot charts, number formatting, conditional formatting, and GetPivotData functions.

Uploaded by

Yasir Khan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
2K views1 page

Pivot Table Cheat Sheet

This document provides a cheat sheet on how to use various features in a pivot table, including inserting a pivot table from source data, summarizing or showing values, refreshing the pivot table, adding calculated fields or items, filtering, sorting, formatting, and more. Key features covered are inserting and refreshing a pivot table, summarizing values, adding slicers, calculated fields, drilling down, filtering, sorting, subtotals and grand totals, pivot charts, number formatting, conditional formatting, and GetPivotData functions.

Uploaded by

Yasir Khan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 1

PIVOT TABLE CHEAT SHEET

INSERTING A PIVOT TABLE


Click anywhere your data source or Table and
choose Insert > PivotTable

SUMMARIZE VALUES BY /
SHOW VALUES AS
Right click anywhere in the Pivot Table and select
Summarize Values By or Show Values As

FEEL FREE TO SHARE WITH


FRIENDS & COLLEAGUES

SLICERS
Click anywhere in your Pivot Table, then choose
Options > Insert Slicer

Click on the Slicer to activate the Slicer


Tools/Options tab

REFRESH A PIVOT TABLE


Right click anywhere in the pivot table and select
Refresh
Or in the Field List Values Area, choose the drop down
arrow and select Value Field Settings > Summarize
Values By or Show Values As

CALCULATED FIELDS
Click in the values area of your Pivot Table, choose
Options > Fields, Items & Sets > Calculated Field

DRILL DOWN TO AUDIT


Double click with your mouse in a Pivot Table value

GROUPING
Right click in the row/column data and select
Group

PIVOT TABLE STYLES


Click anywhere in your Pivot Table, then choose
Design > Pivot Table Styles

CALCULATED ITEMS
SORTING

Click any item within the Row/Column sections of your


Pivot Table, then choose Options > Fields, Items & Sets
> Calculated Items

Right click anywhere in the Pivot Table and select


Sort

INSERT/REMOVE SUBTOTALS &


GRAND TOTALS
Click anywhere in your Pivot Table, then choose
Design > Subtotals/Grand Totals

FILTERING
Click on the Row/Column drop down arrow to
access the Filter

PIVOT CHARTS

NUMBER FORMATTING

Click anywhere in your Pivot Table, then choose


Options > PivotChart

Right click on any values within the Pivot Table and


select Number Format

PIVOT TABLE OPTIONS


Right click anywhere in the Pivot Table and select
Pivot Table Options

CONDITIONAL FORMATTING PIVOT


TABLES
DES/ACTIVATE GETPIVOTDATA
Click anywhere in your Pivot Table, then choose
Options > Options drop down box > Generate
GetPivotData

Highlight the values in your Pivot Table, then choose Home >
Conditional Formatting

You might also like