New Feature: Playlist Center! Pick a topic and let our playlists guide the way—like a learning mixtape.

Start learning with our library of video tutorials taught by experts. Get started

Excel 2010: Pivot Tables in Depth
Illustration by

Changing the PivotTable layout


From:

Excel 2010: Pivot Tables in Depth

with Curt Frye

Video: Changing the PivotTable layout

Excel PivotTables enable you to summarize your data in formats that are easy to read, and very helpfully, easy to modify. You can also change your PivotTable's layout, choosing whether to display blank rows below each item and selecting from three report layouts with subtle but important differences that are useful for you to know about. By default, Excel PivotTables have no blank rows after an item ends. In this PivotTable, there is a subtotal here for yearly sales in 2010, but there is no gap between the Summary of 2010, and the last month, December of 2009.
Expand all | Collapse all
  1. 1m 38s
    1. Welcome
      55s
    2. Using the exercise files
      43s
  2. 38m 8s
    1. Introducing PivotTables
      4m 2s
    2. Formatting data for use in a PivotTable
      4m 31s
    3. Creating a PivotTable
      4m 20s
    4. Pivoting a PivotTable
      3m 47s
    5. Configuring a PivotTable
      3m 23s
    6. Connecting to an external data source
      3m 30s
    7. Connecting to an Access database
      2m 11s
    8. Consolidating data from multiple sources
      4m 37s
    9. Updating and refreshing PivotTable data sources
      4m 21s
    10. Managing PivotTables
      3m 26s
  3. 23m 33s
    1. Adding, removing, and positioning subtotals and grand totals
      3m 27s
    2. Changing the PivotTable data field summary operation
      4m 35s
    3. Summarizing more than one data field
      3m 16s
    4. Creating a calculated field
      2m 27s
    5. Grouping PivotTable fields
      3m 17s
    6. Using PivotTable data in a formula
      4m 47s
    7. Drilling down to the underlying data
      1m 44s
  4. 28m 9s
    1. Sorting PivotTable data
      2m 0s
    2. Creating a custom sort order
      2m 48s
    3. Filtering a PivotTable field by selection
      2m 59s
    4. Filtering a PivotTable by rule
      2m 56s
    5. Filtering a PivotTable using a search filter
      3m 10s
    6. Filtering a PivotTable using slicers
      4m 2s
    7. Formatting slicers
      3m 43s
    8. Filtering a PivotTable with report filter fields
      5m 2s
    9. Clearing and reapplying PivotTable filters
      1m 29s
  5. 15m 2s
    1. Applying a PivotTable style
      5m 5s
    2. Creating a PivotTable style
      4m 37s
    3. Changing the PivotTable layout
      3m 20s
    4. Changing the data field number format
      2m 0s
  6. 24m 33s
    1. Highlighting cells by applying a rule
      2m 54s
    2. Highlighting the top or bottom values in a PivotTable
      3m 30s
    3. Formatting PivotTable cells using data bars
      3m 50s
    4. Formatting PivotTable cells using color scales
      3m 40s
    5. Formatting PivotTable cells using icon sets
      2m 45s
    6. Editing conditional formatting rules
      2m 15s
    7. Controlling how multiple rules are applied
      3m 28s
    8. Deleting a conditional formatting rule
      2m 11s
  7. 24m 0s
    1. Creating a PivotChart
      3m 29s
    2. Pivoting a PivotChart
      3m 5s
    3. Filtering a PivotChart
      3m 45s
    4. Formatting a PivotChart
      3m 35s
    5. Changing a PivotChart layout
      3m 14s
    6. Changing a PivotChart chart type
      4m 30s
    7. Adding a trendline to a PivotChart
      2m 22s
  8. 9m 27s
    1. Printing a PivotTable
      4m 2s
    2. Printing each item on its own page
      3m 30s
    3. Printing a PivotChart
      1m 55s
  9. 13m 30s
    1. Recording and reviewing a macro
      4m 10s
    2. Running a macro
      5m 57s
    3. Creating a simple PivotTable presentation kit
      3m 23s
  10. 19m 17s
    1. Introducing PowerPivot
      2m 9s
    2. Downloading and installing PowerPivot
      2m 36s
    3. Importing PowerPivot data
      3m 14s
    4. Managing table columns
      4m 1s
    5. Adding tables to a PowerPivot model
      2m 27s
    6. Creating relationships between tables
      4m 50s
  11. 24m 30s
    1. Introducing the DAX language
      2m 58s
    2. Using DAX operators
      4m 44s
    3. Surveying DAX functions
      2m 40s
    4. Adding calculated columns and measures
      4m 22s
    5. Using aggregate functions
      4m 24s
    6. Using filters in aggregate functions
      5m 22s
  12. 59s
    1. Additional resources
      59s

Watch this entire course now—plus get access to every course in the library. Each course includes high-quality videos taught by expert instructors.

Become a member
please wait ...
Excel 2010: Pivot Tables in Depth
3h 42m Intermediate Apr 19, 2011

Viewers: in countries Watching now:

In Excel 2010: Pivot Tables in Depth, author Curt Frye provides comprehensive, hands-on tutorials on Excel PivotTables, including more advanced techniques such as using macros and the new PowerPivot add-in. The course shows how to connect and consolidate data sources to power PivotTables, sort and filter records, display data in a PivotChart, print tables and charts, and also introduces the DAX language for performing advanced summaries in PowerPivot. Exercise files are included with the course.

Topics include:
  • Formatting data for use in a PivotTable
  • Connecting to an external data source
  • Refreshing a data source
  • Adding, removing, and positioning subtotals and grand totals
  • Creating a calculated field
  • Grouping PivotTable fields
  • Clearing and reapplying PivotTable filters
  • Applying field styles
  • Formatting cells
  • Creating a PivotChart
  • Printing PivotTables and PivotCharts
  • Creating relationships between tables in a PowerPivot model
  • Using the DAX language for advanced summaries in PowerPivot
Subjects:
Business Spreadsheets
Software:
Excel Office
Author:
Curt Frye

Changing the PivotTable layout

Excel PivotTables enable you to summarize your data in formats that are easy to read, and very helpfully, easy to modify. You can also change your PivotTable's layout, choosing whether to display blank rows below each item and selecting from three report layouts with subtle but important differences that are useful for you to know about. By default, Excel PivotTables have no blank rows after an item ends. In this PivotTable, there is a subtotal here for yearly sales in 2010, but there is no gap between the Summary of 2010, and the last month, December of 2009.

If you want to add a blank row there, you can click any cell in the PivotTable and then on the Design contextual tab click the Blank Rows button and then click Insert Blank Line after Each Item. When you do, Excel inserts the blank line. If you want to get rid of it, again on the Design tab click Blank Rows, and click the Remove Blank Line after Each Item button. As I mentioned before there are three report layout options that display PivotTable data in slightly different ways.

The first layout I'd like to show you is called Outline view. To display a PivotTable in Outline view, go to the Design contextual tab, click the Report Layout button, and then click Show in Outline Form. Outline Form moves each row label over one column so there is a horizontal gap between them. The first entry under each item, in this case Months as part of Years, starts one row below the header. This view makes it easier to pick out divisions within a PivotTable by scanning down the appropriate column. Finally, notice that Outline Form puts subtotals at the top of each group.

Tabular Form is similar to Outline Form, but Excel aligns the first detail row with the header and displays the subtotals at the bottom of each group. To display a PivotTable in tabular form, on the Design contextual tab click Report Layout, and then click Show in Tabular Form. Finally, you can display your data in compact form. For that, click Report Layout, and click Show in Compact Form. This is the most efficient way to display your PivotTable data, but if you're working at a low zoom level or you have a lot of data to work with, it can be hard to pick out individual values.

Now finally, in Excel 2010 there is a new capability that allows you to repeat a column header. It works in Outline view and Tabular view. So I am going to switch back to Outline Form, clicking Report Layout > Show in Outline Form. My goal is to have the year 2009 appear next to each of the months of the year. so January, February, and so on. And it won't make a big difference here because all of the months fit on one screen, but if you had a category for all of the individual values such as weeks in a year didn't fit on a particular screen, then it might be hard for you to remember which year you're working with at one time.

So to repeat the value 2009, click any cell on the PivotTable, click Report Layout, and then click Repeat All Item Labels. When you do, the labels appear in the body of your PivotTable. If you want to get rid of them, click Report Layout and then click Do Not Repeat Item Labels. Modifying PivotTable layouts enables you to present your data as effectively as possible, both for your personal viewing and as part of a presentation. You should take the time to experiment with these options so you can decide what you like best.

There are currently no FAQs about Excel 2010: Pivot Tables in Depth.

 
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.
Upgrade now


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

join now Upgrade now

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Excel 2010: Pivot Tables in Depth.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Notes cannot be added for locked videos.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.