Lesson 14 demonstrates another, simpler way to create formulas based on Pivot Table data. When you want relative formulas that change cell references as the formulas are copied, instead of GETPIVOTDATA, try typing the cell references directly into the formula. This...

The GETPIVOTDATA function is a pretty hairy looking formula in Pivot Tables. The idea behind GETPIVOTDATA is to consistently pull the same data from a Pivot Table, even if the data is sorted or filtered differently. Excel will create the GETPIVOTDATA formula for you...

Lesson 12 demonstrates a couple of formatting tricks to make your Pivot Tables look really good. Excel has set up a variety of Pivot Table styles in the Design toolbar that make it easy to select any of a variety of formats for your data. If you’ve used styles in the...

I’ve created new set of sample data to learn with, sample receivables data. My experience is that analyzing accounts receivable is one of the most powerful, money saving ways to use a Pivot Table. We start Lesson 11 by analyzing accounts receivable by adding the...

Lesson 10 shows how to add calculations to a Pivot Table by dragging more than one field to the values area of a Pivot Table. In this example, we use the same field twice in the same Pivot Table, once to count the number of new patients with each E&M code level and...

Lesson 9 picks up where Lesson 8 left off. Lesson 8 showed how label filters can filter Pivot Table data based on the row or column labels in the table. You can also filter based on the values in the data section of the Pivot Table, and these value filters offer a...

Lesson 8 demonstrates a cool new feature in Excel 2007, label filters. Label filters allow you to filter rows and columns based on the text of the label. Excel offers a variety of logical choices to filter with (Begins with, Doesn’t begin with, Ends with, Doesn’t end...

Pivot Tables have a clever feature that allows you to drag multiple rows and columns to the same Pivot Table to add a whole new level of flexibility to your analysis. This video starts by showing you a way to clear all of the filters in a Pivot Table at once. We then...

If you’ve ever been challenged on whether a number in your report is correct, you need to know how to drill down to see the details behind that number. This video shows how to drill down to look at the data underlying a cell in a Pivot Table. All you have to do is...

The last video demonstrated the way Excel groups dates in a Pivot Table. This video demonstrates how to apply the same grouping tools to text fields. You can also learn how to hide and show details of what you’ve grouped, which is helpful when printing or summarizing...

Today’s video demonstrates how to group dates in Pivot Tables fields. As long as Excel sees the dates are in a date format, the group function allows you to easily group dates by a variety of time intervals, such as days, months, quarters, and/or years. It’s easy to...