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Managing PivotTables

From: Excel 2010: Pivot Tables in Depth

Video: Managing PivotTables

PivotTables behave a bit differently than other Excel workbook elements, so you'll need to use a few slightly different techniques to select, move, copy and delete them within your workbook. You can rename a PivotTable by clicking any cell on the PivotTable and then on the Options contractual tab on the Ribbon in the PivotTable group at the far left corner of the ribbon, you can type a new name for the PivotTable. So in this case, I will call it Firm Revenue and press Enter. This name will help you and other users interpret formulas that draw on this PivotTable's data.

Managing PivotTables

PivotTables behave a bit differently than other Excel workbook elements, so you'll need to use a few slightly different techniques to select, move, copy and delete them within your workbook. You can rename a PivotTable by clicking any cell on the PivotTable and then on the Options contractual tab on the Ribbon in the PivotTable group at the far left corner of the ribbon, you can type a new name for the PivotTable. So in this case, I will call it Firm Revenue and press Enter. This name will help you and other users interpret formulas that draw on this PivotTable's data.

If you want to clear all the fields, filters, and formats from PivotTable, you can do so again on the Options contractual tab. Click the Clear button and then click Clear All. Doing so doesn't delete the PivotTable; instead what it does is remove all the fields from the Row area, Column area, Report Filter area and the Values area, so that you can rebuild it from the ground up. I'll put my fields back. So we have Year, Month, Company and Revenue.

If you want to create a second PivotTable from the same data range, you can do that by copying and pasting the PivotTable. So again, with any PivotTable cell selected, on the Options contextual tab click the Select button and then click Entire PivotTable. Now press Ctrl+C to copy the PivotTable and then select where you want to paste it, in this case we'll go to the PTPaste worksheet. Cell A1 is selected. Now I will press Ctrl+V and when I do, Excel pastes in the PivotTable.

Now the two PivotTables work off the same data, but they are independent of each other. So for example, if I were to take the Month field out of the Row labels area on this version of the PivotTable, and then switch back to the original PivotTable, which is on the PT worksheet, you'll see that this PivotTable is still in its original configuration and I'll press the Escape key to remove the selection marquee from around the PivotTable. If you want to copy a particular PivotTable arrangement to another worksheet but instead of creating a new PivotTable do so as a data, then you can do that by selecting the entire PivotTable and again you do that by clicking any cell in the PivotTable and on the Options tab click Select > Entire PivotTable and then press Ctrl+C. That copies the PivotTable to the clipboard.

Now go to another worksheet and in this case I will go to DataPaste and then with cell A1 selected, on the Home tab I'll click the Paste button's down arrow and then click the first icon in the paste values row. When I do, Excel pastes in the contents of the PivotTable, but this time instead of creating a PivotTable, it only paste the data. If you want to delete a PivotTable, which I could do by switching back to the PTPaste worksheet and then clicking any cell in this PivotTable, I can delete the PivotTable by clicking Options then Select > Entire PivotTable and pressing the Delete key.

With these techniques in mind you'll be able to manage your PivotTables effectively.

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This video is part of

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Excel 2010: Pivot Tables in Depth

66 video lessons · 40334 viewers

Curt Frye
Author

 
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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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