Scribd Logo
Upload

Welcome to Scribd!

  • 2K views

    Pivot Table Cheat Sheet

    Uploaded by

    NguyễnVũHoàngTấn
    This document provides a cheat sheet on how to perform common pivot table functions in 3 steps or less for each function. It includes how to insert a pivot table, refresh data, drill down on values, change summarization of values, add slicers, calculated fields and items, sorting, filtering, formatting numbers, setting table options, and activating the GetPivotData function.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Pivot Table Cheat Sheet

    Uploaded by

    NguyễnVũHoàngTấn
    2K views1 page
    This document provides a cheat sheet on how to perform common pivot table functions in 3 steps or less for each function. It includes how to insert a pivot table, refresh data, drill down on values, change summarization of values, add slicers, calculated fields and items, sorting, filtering, formatting numbers, setting table options, and activating the GetPivotData function.

    Original Description:

    PViot

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document provides a cheat sheet on how to perform common pivot table functions in 3 steps or less for each function. It includes how to insert a pivot table, refresh data, drill down on values, change summarization of values, add slicers, calculated fields and items, sorting, filtering, formatting numbers, setting table options, and activating the GetPivotData function.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    2K views1 page

    Pivot Table Cheat Sheet

    Uploaded by

    NguyễnVũHoàngTấn
    This document provides a cheat sheet on how to perform common pivot table functions in 3 steps or less for each function. It includes how to insert a pivot table, refresh data, drill down on values, change summarization of values, add slicers, calculated fields and items, sorting, filtering, formatting numbers, setting table options, and activating the GetPivotData function.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    PIVOT TABLE CHEAT SHEET FEEL FREE TO SHARE WITH

    FRIENDS & COLLEAGUES

    INSERTING A PIVOT TABLE SUMMARIZE VALUES BY / SLICERS


    SHOW VALUES AS Click anywhere in your Pivot Table, then choose
    Click anywhere your data source or Table and
    Right click anywhere in the Pivot Table and select Options > Insert Slicer
    choose Insert > PivotTable
    Summarize Values By or Show Values As

    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


    DRILL DOWN TO AUDIT Options > Fields, Items & Sets > Calculated Field

    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
    Click any item within the Row/Column sections of your
    Pivot Table, then choose Options > Fields, Items & Sets
    SORTING > 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

    NUMBER FORMATTING PIVOT CHARTS


    Click anywhere in your Pivot Table, then choose
    Right click on any values within the Pivot Table and
    Options > PivotChart
    select Number Format

    CONDITIONAL FORMATTING PIVOT


    TABLES
    PIVOT TABLE OPTIONS
    DES/ACTIVATE GETPIVOTDATA Highlight the values in your Pivot Table, then choose Home >
    Right click anywhere in the Pivot Table and select Conditional Formatting
    Pivot Table Options Click anywhere in your Pivot Table, then choose
    Options > Options drop down box > Generate
    GetPivotData

    You might also like