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Excel 2010: Pivot Tables in Depth

Configuring a PivotTable


From:

Excel 2010: Pivot Tables in Depth

with Curt Frye

Video: Configuring a PivotTable

Then you create a PivotTable in Excel Excel shows the number of PivotTable elements by default. You can show, hide, or in some cases move these elements to change the PivotTable configuration to your liking. For example one element of the PivotTable that's associated with the Ribbon are the options and the design of contextual tabs. If you want to hide those contextual tabs, you can click any cell outside of the PivotTable, and when you do in Excel takes those tabs off the Ribbon. If you want to bring them back, just click any cell in the PivotTable and the contextual tabs reappear.
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  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

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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

Configuring a PivotTable

Then you create a PivotTable in Excel Excel shows the number of PivotTable elements by default. You can show, hide, or in some cases move these elements to change the PivotTable configuration to your liking. For example one element of the PivotTable that's associated with the Ribbon are the options and the design of contextual tabs. If you want to hide those contextual tabs, you can click any cell outside of the PivotTable, and when you do in Excel takes those tabs off the Ribbon. If you want to bring them back, just click any cell in the PivotTable and the contextual tabs reappear.

You can also show or hide the PivotTable Field List task pane. So let's say for example that you have raised your PivotTable so that is fairly wide. So let's say that I have Company in the Row Labels area, and then I have Year and then Months in the Column Labels area and that means that my PivotTable is too wide to fit on the screen. If I want to hide the PivotTable Field List to allow more the data to appear on the screen, then I can go into the PivotTable Field List and click the close button to close it and display most of the data.

And if I want to display all of it than I can just change my zoom level. To do that, you get to the View Shortcuts toolbar at the bottom right corner of the program window and click the Zoom Out button. So just click it a couple of times. And now all of your data appears on the worksheet. Now, if you want to bring the field list task pane back, you can go up to the Options contextual tab and click the Field List button. And now you can pivot your PivotTable back into its original configuration. So we'll move Months to the bottom of the row area, Years above it, and Company over to the side, and then increase or zoom level back to 130% by clicking five times.

If you want, you can also show and hide the expand and contract buttons, which are here to the left of each of the row labels. So here I have the year 2009, and if I want to collapse all 2009, in other words not displayed within the worksheet, then I can click the collapse button, which looks like a minus, and collapse that data. If I want to expand it back out, you'll notice that the button has changed to look like a plus sign. Now it's an expand button. So I can click it and display all the data under 2009.

If you want to get rid of the expand and contract buttons entirely, then on the Options contextual tab, you can click the expand and contract or the plus/minus buttons, and when you do Excel hides them. If you want to bring them back, just click the button again and they reappear. if you want, you can also hide the field headers, which are the values of row labels and the column labels. Those are currently in cells B3 and A4. If you want to hide that text, on the Options tab you can click the Field Headers button.

and now there's a little more room inside of your PivotTable outline. If you want to bring those values back, you'll just click the Field Headers button again. And they reappear. The PivotTable Field List task pane, the expanding contract buttons, and field headers are all useful PivotTable components. But you don't have to use them. If you want toremove them from your PivotTable's current view you can do so by using the controls on the Options contextual tab on the Ribbon.

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