Using Excel 2013 Tables

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Excel 2013: Creating a Data List

Using Excel 2013 to create a new data list in a worksheet is much like creating a worksheet table except that it has only column headings and no row headings. To set up a new data list, follow these steps [more…]

Create Charts in Excel 2013 via the Quick Analysis Tool

For those times when you need to select a subset of a data table in Excel 2013 as the range to be charted (as opposed to selecting a single cell within a data table), you can use the new Quick Analysis [more…]

Excel Dashboards and Reports: The Pivot Table

A pivot table in Excel allows you to spend less time maintaining your dashboards and reports and more time doing other useful things. No utility in the whole of Excel allows you to achieve this efficient [more…]

Understand Pivot Tables for Excel Dashboards and Reports

Pivot tables in Excel are extremely useful for dashboarding and reporting. A pivot table is composed of four areas. The data you place in these areas defines both the utility and appearance of the pivot [more…]

Excel Dashboards and Reports: Create Your First Pivot Table

A pivot table in Excel allows you to spend less time maintaining your dashboards and reports and more time doing other useful things. No utility in the whole of Excel allows you to achieve this efficient [more…]

Excel Dashboards and Reports: Rearrange Your Pivot Table

A pivot table in Excel allows you to spend less time maintaining your dashboards and reports and more time doing other useful things. Now here’s the wonderful thing about pivot tables: You can add as many [more…]

Excel Dashboards and Reports: Keep Your Pivot Table Fresh

As boring as your pivot tables may seem, they’ll eventually become the stars of your Excel reports and dashboards. So it’s important to keep your pivot tables fresh and relevant. [more…]

Excel Dashboards and Reports: Customize Pivot Table Field Names

The pivot tables you create in Excel for your dashboards and reports often need to be tweaked to get the look and feel you’re going for. Notice that every field in your pivot table has a name. The fields [more…]

Excel Dashboards and Reports: Change Summary Calculations

When creating your pivot table report, Excel will, by default, summarize your data by either counting or summing the items. Instead of Sum or Count, you might want to choose functions, such as [more…]

Suppress Subtotals in Your Excel Pivot Table Reports

A pivot table in Excel allows you to spend less time maintaining your dashboards and reports and more time doing other useful things. Notice that each time you add a field to your pivot table, Excel adds [more…]

Show and Hide Pivot Table Data Items On Your Reports

An Excel pivot table summarizes and displays on a report all the records in your source data table. There may be situations however, when you want to inhibit certain data items from being included in your [more…]

Hide or Show Pivot Table Items without Data On Your Reports

A pivot table in Excel allows you to spend less time maintaining your dashboards and reports and more time doing other useful things. By default, your pivot table shows only data items that have data. [more…]

Pivot-Driven Top and Bottom Views in Excel Reports

Dashboarding and reporting in Excel is often about showing actionable data. You’ll often find that managers are interested in the top and bottom of things: the top 50 customers, the bottom 5 sales reps [more…]

Create Pivot Table Views by Month, Quarter, Year for Excel Reports

The pivot tables you create in Excel for your dashboards and reports often need to be tweaked to get the look and feel you’re going for. Raw transactional data is rarely aggregated by month, quarter, or [more…]

Create a Pivot Table Percent Distribution View for Your Excel Reports

One of the more useful report views in an Excel pivot table is the percent distribution view. A percent distribution (or percent contribution) view allows you to see how much of the total is made up of [more…]

Create a Pivot Table YTD Totals View for Your Excel Report

A useful report view in an Excel pivot table is the YTD totals view. Sometimes it’s useful to capture a running-totals view to analyze the movement of numbers on a year-to-date [more…]

Create a Pivot Table Month-over-Month Variance View for Your Excel Report

A commonly requested report view in an Excel pivot table is a month-over-month variance. How did this month’s sales compare to last month’s sales? The best way to create these types of views is to show [more…]

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