Category Archives for "Excel – PivotTables and Lists"

Top 29 Pivot Table Tips

Excel , Excel - Analytics , Excel - PivotTables and Lists , Top Tips

It is easy to say that Pivot Tables and Power Pivot are the two most powerful features in Excel. I don’t mean time saving as with Excel VBA macros, but rather they are powerful because the decisions made from Pivot Table (and Power Pivot) results drive key business decisions. I’ve built tons of Pivot Tables […]

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PowerPivot and Power View for Excel 2013

Excel , Excel - Analytics , Excel - PivotTables and Lists

If you are using PowerPivot for Excel 2010, then click here. The following collections of links and resources will help you go from short video overviews of PowerPivot and Power View capability to being fairly proficient. Video Overview of Excel 2013 PowerPivot and Power View Here’s a collection of short videos from Microsoft on Excel […]

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Excel 2010 PowerPivot

Excel , Excel - PivotTables and Lists

To learn more about PowerPivot and PowerView for Excel 2013, click here. If you have Excel 2010 you have access to Power Pivot, but not Power View. Just the capabilities of Power Pivot make it an extremely powerful tool that any power Excel user has to be familiar with. The ribbon has slight differences from […]

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Creating Custom Excel Reports and Dynamic Sub-Lists Using Complex Criteria

Excel , Excel - Formatting and Reports , Excel - PivotTables and Lists

Create sub-lists and custom Excel reports on a worksheet separate from the database using Excel’s Advanced Filter with complex criteria, such as ANDs, ORs, and math conditions. This is an excellent way to create sales reports by region and amount sold, inventory restocking lists that show low items, customer response lists by purchase amounts and […]

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Creating Dynamic Excel Lists and Custom Reports from One Master Excel List

Excel , Excel - Formatting and Reports , Excel - PivotTables and Lists

A highly valuable Excel skill is being able to create dynamic sub-lists, custom reports, or chart data from a larger master Excel list or database. Use these techniques to create dynamic sub-lists and custom reports that will match almost any report writer. Add a simple macro and you can automate work that would take hours. […]

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Troubleshooting Your Data Selection for Excel Charts, Databases, Tables, and Lists

Excel , Excel - PivotTables and Lists

A lot of the work you and I do in Excel involves lists, tables, or large chunks of data. Learning how to get around these massive areas and learning how to see if you’ve got everything selected is an important skill. You want to avoid that worrisome doubt that there’s an error somewhere… It’s been […]

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Exporting Data for Import into Microsoft Excel

Excel , Excel - PivotTables and Lists

You can’t always link Excel worksheets, Pivot Tables and PowerPivots directly to a database. Sometimes you have to go back to the old days of text files to get the data you need for your Excel charts and dashboards. Most Excel users will at some point use data that is exported from another computer program. […]

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Troubleshooting Text Files Imported into Excel

Excel , Excel - PivotTables and Lists

Importing data into Excel can be extremely easy or it can be so frustrating you have to leave your desk and walk around outside while muttering to yourself as your colleagues worry about your mental health. To keep your sanity, check out these tips. Dates that won’t reformat Make sure the date format used in […]

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