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Excel Use a Pivot Table to Compare Lists. Photo Credit: Element5 Digital at Unsplash.com

Excel 2019: Use a Pivot Table to Compare Lists »


May 23, 2019

When you think of comparing lists, you probably think of VLOOKUP. If you have two lists to compare, you need to add two columns of VLOOKUP.

Excel Replicate a Pivot Table for Each Rep. Photo Credit: Thijs Schouten at Unsplash.com

Excel 2019: Replicate a Pivot Table for Each Rep »


May 22, 2019

Here is a great trick I learned from southern California–based Excel consultant Szilvia Juhasz.

Excel Use Ctrl+T with VLOOKUP and Charts. Photo Credit: Steve Johnson at Unsplash.com

Excel 2019: Use Ctrl+T with VLOOKUP and Charts »


May 20, 2019

It is fairly cool that you can use Ctrl+T after setting up the pivot table, VLOOKUP, or chart, and Excel still makes the range expand.

Excel Make Pivot Tables Expandable Using Ctrl+T. Photo Credit: Kyle Glenn at Unsplash.com

Excel 2019: Make Pivot Tables Expandable Using Ctrl+T »


May 16, 2019

If you choose all of columns A:J and you later want to add more records below the data, it takes only a simple Refresh to add the new data instead of having to find the Change Data Source icon. In the past, this made sense. But today, Change Data Source is right next to the Refresh button and not hard to find.

Change What Drives You Crazy About Excel. Photo Credit: Mikail Duran at Unsplash.com

Excel 2019: Change What Drives You Crazy About Excel »


May 15, 2019

I‘ve managed to lobby the Excel team to get a few changes into Excel. It isn‘t always easy. It took me eight years of lobbying to get the Repeat All Item Labels feature added to Excel 2010. It took seven years to get the Pivot Table Defaults feature added.

Excel Specify Defaults for All Future Pivot Tables. Photo Credit: André Roma at Unsplash.com

Excel 2019: Specify Defaults for All Future Pivot Tables »


May 13, 2019

It took me six years, but I finally convinced the Excel team that a lot of people prefer Tabular layout for pivot tables to the Compact layout that became the default layout in Excel 2007. If you have Office 365, you now have the ability to specify pivot table defaults.

Excel Find the True Top Five in a Pivot Table. Photo Credit: Zhu Hongzhi at Unsplash.com

Excel 2019: Find the True Top Five in a Pivot Table »


May 9, 2019

Pivot tables offer a Top 10 filter. It is cool. It is flexible. But I hate it, and I will tell you why.

Excel Why Do Pivot Tables Count Instead of Sum?. Photo Credit: Majkl Velner at Unsplash.com

Excel 2019: Why Do Pivot Tables Count Instead of Sum? »


May 8, 2019

In almost every seminar, someone asks why pivot tables default to count instead of sum. This long-standing problem was fixed in May 2018 for Office 365 subscribers. The Count was triggered if you had one revenue cell that contained text or an empty cell.

Change the Calculation in a Pivot Table. Photo Credit: NordWood Themes at Unsplash.com

Excel 2019: Change the Calculation in a Pivot Table »


May 6, 2019

Pivot tables offer a myriad of calculations in the Field Settings dialog box. Here is a faster way to change a calculation.

Another Way to Calculate Year-Over-Year. Photo credit: Denys Nevozhai at Unsplash.com.

Excel 2019: Another Way to Calculate Year-Over-Year »


May 2, 2019

Instead of creating a formula outside of the pivot table, you can do this inside the pivot table. Start from the image with column D empty. Drag Revenue a second time to the Values area.

Create a Year-over-Year Report in a Pivot Table. Photo Credit: Henry & Co at Unsplash.com

Excel 2019: Create a Year-over-Year Report in a Pivot Table »


May 1, 2019

Let’s say you have two years’ worth of detail records. Each record has a daily date. When you build a pivot table from this report, you will have hundreds of rows of daily dates in the pivot table.

Excel Fill in the Blanks in the Annoying Outline View. Photo Credit: Devin Avery at Unsplash.com

Excel 2019: Fill in the Blanks in the Annoying Outline View »


April 29, 2019

If your pivot table is in Tabular or Outline Form and you have more than one row field, the pivot table defaults to leaving a lot of blank cells in the outer row fields.