Change Selected Pivot Fields to SUM

When you create a pivot table, Excel automatically makes the value fields either a SUM or a COUNT, depending on the type of data in that field. You’re not stuck with that function though — if you don’t like the summary function that Excel selected, you can change it.

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Show Percent Difference in Pivot Table Amounts

With one of the built-in custom calculations in a pivot table, you can quickly show the percent difference between two amounts. In this example, forecast amounts have been entered for each product, for each month. When they become available, the actual amounts are entered in the workbook.

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Grouping Shows Items Before and After Date Range

When you group a date field, Excel automatically creates creates groups for all the dates before the start date and after the end date. These items start with a “<” or a “>” symbol, such as “<2012-01-01” and “>2013-12-31”

Usually, you will only see these dates in the filter drop downs.

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Change All Number Formats in Pivot Table

Last week, I asked for your input in my survey on pivot table number formats. There were 3 questions in the survey:

  1. Which number format do you use most often in pivot tables?
  2. How many decimal places do you usually set?
  3. If you use Number format, do you usually include the 1000s separator?

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