6 Instant-Insights PivotTable customizations PivotTable Tricks Video Practice File: bit.

ly/pt-instant-insights

PivotTable Tricks Video & Practice File: bit.ly/pt-instant-insights

1 Get Instant Statistics: sum, min, max, average etc. 2 Utilize ‘Show Values As’: Get % of Grand Total & Running Totals instantly
Get up to speed with PivotTables: https://bit.ly/excel-pivottable

Get up to speed with PivotTables:

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Step-by-step
1. Insert a PivotTable
2. Add the required field to Rows
Step-by-step
3. Add Sales 2 times in values
1. Insert a PivotTable
4. Right-click on a sales column in
2. Add Products to Rows the PivotTable
3. Add Sales field 5 times in Values area 5. Select ‘Show Values As’
4. Right-click on each sales column in the 6. Select % of Grand Total or
PivotTable Running Total
5. Select Summarize Value By 7. Rename Columns
6. Select Sum, Count, Average, Min & Max Master Pivottables, Enroll Now!

respectively.
Master Pivottables, Enroll Now!
7. Rename Columns
Benefits:
Benefits: 1. Source data remains clutter-
free
1. Source data remains clutter-free
2. Manual calculations are limited
2. Manual calculations are limited
Show Values As tips: https://bit.ly/show-values-as
3. Less error-prone
3. Less error-prone
Show Values As tips: 4. Gives actionable insights
4. Facilitates easy comparison https://bit.ly/moth-courses
https://bit.ly/show-values-as

4 Group Data: Don’t get bogged down by too many dates, categories, or numbers
3 Use Images & Emojis: Apply visual cues to your PivotTable reports

Step-by-step PivotTable Grouping Masterclass: https://bit.ly/pt-grouping

PivotTable Grouping
1. Use IMAGE function to add flags to your
source data Masterclass:
https://bit.ly/pt-grouping
2. Insert Emojis in source data using +V
3. Create PivotTable
4. Update emoji font size and color for
better visibility
Weekly Grouping Salary Band Grouping Custom Text Grouping
4. Visualize the values of
Benefits: the selected timeline
1. Adds a visual element to
PivotTables
2. Makes them more interesting &
insightful
IMAGE Masterclass:
https://bit.ly/fn-image
Limitation:
Step-by-step
Video Tutorial: IMAGE function is only compatible
with Excel 365, Excel for Web & 1. Add Salary to Rows
https://bit.ly/ptimages
Excel for iPhone or Android 2. Add Employee & Sales to values
Step-by-step 3. Right-click on Salary > Group
1. Add Date to Rows 4. Specify salary band interval
2. Add Sales to values
5 Modify PivotTable Layout: Get more insights at a glance
3. Right-click on Date > Step-by-step
Group
Default PivotTable 1. Add Region to Rows
Layout 4. Select ‘Days’ in Group By
Step-by-step 2. Add Sales to values
5. Select 7 in No. of Days
1. Add Product & Brand to Rows 3. Select US & Canada > Right-click > Group
6. Built-in Monthly, Yearly,
2. Add Sales to values area Quarterly grouping 4. Rename the group to ‘North America
3. Design tab > Report Layout > Show available 5. Repeat for Oceania & Asia
in Tabular Form
4. Design tab > Subtotals > Do Not
Show Subtotals 6 Use Data Bars: Get instant expense proportions Complete Tutorial:
5. Design tab > Report Layout > https://bit.ly/pt-databars
Where does all Step-by-step
Repeat All Item Labels
my money go?? 1. Add Category to rows
2. Add Sales to values twice
Benefits: 3. Change one to % of Gat.
Tabular PivotTable 1. Get Excel Table layout with 4. Select % Column > Home
Layout PivotTable functionality > Conditional Formatting
2. Prevents constant > Data Bars
expansion/collapse to drill down 5. Manage Rules > Set Min
into the data to 0 & Max to 1
Get 11 more PivotTable
Oh, my rent is
3. Useful when you need to look at 6. Check ‘Show Bars Only’
tips like this here: more than two fields
so high!
https://bit.ly/pt-tabular 7. Sort descending

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