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Excel 2010: Pivot Tables in Depth
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Creating a simple PivotTable presentation kit


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Excel 2010: Pivot Tables in Depth

with Curt Frye

Video: Creating a simple PivotTable presentation kit

PivotTables make it easy to emphasize aspects of your data whether that's monthly performance or sales to a customer. The problem with PivotTables is that it can be hard to remember how to reconstruct a position during a presentation. Having detailed notes helps, but you still have to take the time to manipulate your worksheet. In this movie I will show you how to create a simple Excel presentation kit that uses macros to recall positions. I have decided to run my macros by clicking shapes that I have positioned in row one but you can just as easily add macro buttons to the Quick Access Toolbar.
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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

Creating a simple PivotTable presentation kit

PivotTables make it easy to emphasize aspects of your data whether that's monthly performance or sales to a customer. The problem with PivotTables is that it can be hard to remember how to reconstruct a position during a presentation. Having detailed notes helps, but you still have to take the time to manipulate your worksheet. In this movie I will show you how to create a simple Excel presentation kit that uses macros to recall positions. I have decided to run my macros by clicking shapes that I have positioned in row one but you can just as easily add macro buttons to the Quick Access Toolbar.

I've already recorded and assigned macros for the Year_Month and Quarter_Company shapes. So now what I want to do is record a macro for the company by month and year shape and then assign it. To record that macro I'll go to the View tab and then at the right end, click the Macros button's down arrow and then click Record Macro. Then in the Record Macro dialog box I can type in the macro name and in this case, I will make it exactly the same as what appears in the shape. So Comp_Mnth_Year.

Now I can click OK and start recording. My first step will be to clear everything from the body of the PivotTable. So I will click Options and the Options contextual tab appears because a cell within the PivotTable is currently selected. then click Clear and Clear All. Now with the PivotTable back to zero I can create the position I want and in this case that will be Company then Month below that in the Row Labels area, then Year in the Column Labels area and Revenue in the Values area.

That's the position I want. So I can stop recording and to do that, click the View tab, click the Macros button's down arrow, then click Stop Recording. Now I can attach the macro to the shape. So I will right-click the shape I want, click Assign Macro ,and then click the macro name that I want to apply and that's the top one, Company by Month and Year, and when I click OK the shape is assigned to the macro. Now when I am giving my presentation and I want to recall a particular PivotTable position I can just click the shape that it applies to.

So for example, if I want to display the Year by Month position I can just click that shape and it appears. Quarter Company, there it is, and Company by Month and Year and also there is nothing about this position that's magical. In other words, I can manipulate the PivotTable and then click any of the macros and because I have Excel clear the PivotTable first, then it will re-create the position exactly. So let's say that I create a filter on the Month column that displays only months that contains the letters JU.

So I will type in JU and I see June and July. Those are the only two months and I'll click OK. Now if I were to click the Year_Month shape to run that macro, Excel clears the PivotTable and then recreates the position that I wanted. Recording your PivotTable positions as macros makes it much easier for you to display the data you want. Rather than worry about how to recreate a position you can focus on your message.

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