Author: Debra

Create and Filter Two Pivot Tables on Excel Sheet

Usually, it’s best to set up your Excel file with one pivot table per sheet, so you don’t have to worry about them overlapping. However, if you need to see them side by side, here’s how you can create and filter two pivot tables on an Excel sheet, based on the same source data.

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Analyze Sales with Excel Pivot Table Running Total Percent

In Excel 2010 and later versions, you can use the % Running Total calculation, to show the current running total amount, divided by the grand total. This video shows how to analyze sales, from month to month, with the % Running Total In calculation in an Excel pivot table. Continue reading “Analyze Sales with Excel Pivot Table Running Total Percent”

Sort by Fiscal Month in a Pivot Table

Does your business have a fiscal year that starts in a month other than January? In a pivot table, there’s no built-in way to group or sort the dates by their fiscal  month number. See how to calculate those numbers in the source data, and then sort the data by fiscal month in a pivot table, with the month name included. Continue reading “Sort by Fiscal Month in a Pivot Table”

Excel Pivot Table Shortcut to Expand and Collapse

After you set up a pivot table, you can use the plus and minus buttons to show or hide the pivot table details. For example, hide details for the East region, so only its totals are showing, and leave all the West region details visible. Do you know the pivot table shortcut to expand and collapse the details? Keep reading, to see a quick and easy way to do this. Continue reading “Excel Pivot Table Shortcut to Expand and Collapse”

Pivot Makes Me Think of Ross From Friends

How many times have you heard someone say, “Pivot makes me think of Ross from Friends”? If you make lots of pivot tables in Excel, you’re probably tired of hearing that from your co-workers, right? Well, this little Easter egg might brighten your day!

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Excel Macro Keeps One Pivot Item Collapsed

Someone asked me if it’s possible to prevent one item in a pivot table from being expanded, to show its details. They wanted all the other items to be expandable though. There’s nothing built in that will allow this, so I had to use programming instead. This macro keeps one pivot item collapsed in a pivot table, but doesn’t affect any other pivot items. Modify the code, to use the pivot field and pivot item names in your pivot table. Continue reading “Excel Macro Keeps One Pivot Item Collapsed”