Create a Flattened Pivot Table for Reuse

December 2, 2022 - by Bill Jelen

Create a Flattened Pivot Table for Reuse

Problem: Why would they put three different kinds of information in column A? Doesn’t this make pivot tables as silly as the person who created the bad data set back in “Add a Customer Number to Each Detail Record”?

The default Compact layout puts Region, Customer, and Product all in Column A.
Figure 842. Microsoft is mixing 3 fields in one column.

My goal is to use the pivot table to make a summary, then convert to values for use as a new data set. Having three different fields in column A is really bad form.

Note: I’ve met one person who likes compact view. He has 15 fields in the Row Area of his report. Compact layout allows that report to fit on a screen.

Strategy: It is very annoying that Microsoft made this new view be the default. Luckily, it is only a few clicks to go back to the proper view.

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Convert Your Data to a Table Before Adding Records

Convert Your Data to a Table Before Adding Records »

December 1, 2022 - by Bill Jelen

I have 100 new records to paste below the original data that is in the pivot table. How do I do that?

Why do I Get a Count Instead of a Sum?

Why do I Get a Count Instead of a Sum? »

November 30, 2022 - by Bill Jelen

When I choose Revenue, it goes to the Rows instead of the Values area. When I drag Revenue to the Values area, it defaults to a Count instead of a Sum. As of 05/2018, this has been fixed in Office 365!

Update Data Behind a Pivot Table

Update Data Behind a Pivot Table »

November 29, 2022 - by Bill Jelen

I’ve discovered that some of the underlying data in my pivot table is wrong. After I correct a number, the pivot table does not appear to include the change.

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