| Contents at a Glance | 4 |
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| Contents | 5 |
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| About the Author | 13 |
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| About the Technical Reviewer | 14 |
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| Acknowledgments | 15 |
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| Introduction | 16 |
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| Creating a Pivot Table | 19 |
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| 1.1. Planning a Pivot Table: Getting Started | 19 |
| 1.2. Planning a Shared Pivot Table | 20 |
| 1.3. Preparing the Source Data: Using Excel Data | 22 |
| 1.4. Preparing the Source Data: Creating an Excel Table | 24 |
| 1.5. Preparing the Source Data: Excel Field Names Not Valid | 26 |
| 1.6. Preparing the Source Data: Using Filtered Excel Data | 26 |
| 1.7. Preparing the Source Data: Using an Excel Table with Monthly Columns | 27 |
| 1.8. Preparing the Source Data: Using an Access Query | 31 |
| 1.9. Preparing the Source Data: Using a Text File | 32 |
| 1.10. Preparing the Source Data: Using an OLAP Cube | 32 |
| 1.11. Creating the Pivot Table: Using Excel Data as the Source | 33 |
| 1.12. Creating the Pivot Table: Using Excel Data on Separate Sheets | 33 |
| 1.13. Creating the Pivot Table: Using the PivotTable Field List | 36 |
| 1.14. Creating the Pivot Table: Changing the Field List Order | 38 |
| Sorting and Filtering Pivot Table Data | 39 |
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| 2.1. Sorting a Pivot Field: Sorting Row Labels | 39 |
| 2.2. Sorting a Pivot Field: New Items Out of Order | 41 |
| 2.3. Sorting a Pivot Field: Sorting Items Left to Right | 42 |
| 2.4. Sorting a Pivot Field: Sorting Items in a Custom Order | 43 |
| 2.5. Sorting a Pivot Field: Items Won t Sort Correctly | 45 |
| 2.6. Filtering a Pivot Field: Filtering Row Label Text | 46 |
| 2.7. Filtering a Pivot Field: Applying Multiple Filters to a Field | 47 |
| 2.8. Filtering a Pivot Field: Filtering Row Label Dates | 49 |
| 2.9. Filtering a Pivot Field: Filtering Values for Row Fields | 50 |
| 2.10. Filtering a Pivot Field: Filtering for Nonconsecutive Dates | 51 |
| 2.11. Filtering a Pivot Field: Including New Items in a Manual Filter | 52 |
| 2.12. Filtering a Pivot Field: Filtering by Selection | 53 |
| 2.13. Filtering a Pivot Field: Filtering for Top Items | 54 |
| 2.14. Using Report Filters: Hiding Report Filter Items | 55 |
| 2.15. Using Report Filters: Filtering for a Date Range | 56 |
| 2.16. Using Report Filters: Filtering for Future Dates | 56 |
| Calculations in a Pivot Table | 58 |
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| 3.1. Using Summary Functions: Defaulting to Sum or Count | 58 |
| 3.2. Using Summary Functions: Counting Blank Cells | 62 |
| 3.3. Using Custom Calculations: Difference From | 63 |
| 3.4. Using Custom Calculations: % Of | 65 |
| 3.5. Using Custom Calculations: % Difference From | 66 |
| 3.6. Using Custom Calculations: Running Total | 67 |
| 3.7. Using Custom Calculations:% of Row | 69 |
| 3.8. Using Custom Calculations: % of Column | 70 |
| 3.9. Using Custom Calculations: % of Total | 71 |
| 3.10. Using Custom Calculations: Index | 72 |
| 3.11. Using Formulas: Calculated Field vs. Calculated Item | 73 |
| 3.12. Using Formulas: Adding Items With a Calculated Item | 74 |
| 3.13. Using Formulas: Modifying a Calculated Item | 75 |
| 3.14. Using Formulas: Removing a Calculated Item | 76 |
| 3.15. Using Formulas: Using Index Numbers in a Calculated Item | 76 |
| 3.16. Using Formulas: Modifying a Calculated Item Formula in Cell | 77 |
| 3.17. Using Formulas: Creating a Calculated Field | 78 |
| 3.18. Using Formulas: Modifying a Calculated Field | 79 |
| 3.19. Using Formulas: Removing a Calculated Field | 80 |
| 3.20. Using Formulas: Determining the Type of Formula | 80 |
| 3.21. Using Formulas: Adding a Calculated Item to a Field with Grouped Items | 81 |
| 3.22. Using Formulas: Calculating the Difference Between Amounts | 81 |
| 3.23. Using Formulas: Correcting the Grand Total for a Calculated Field | 82 |
| 3.24. Using Formulas: Calculated Field Count of Unique Items | 83 |
| 3.25. Using Formulas: Correcting Results in a Calculated Field | 84 |
| 3.26. Using Formulas: Listing All Formulas | 84 |
| 3.27. Using Formulas: Accidentally Creating a Calculated Item | 84 |
| 3.28. Using Formulas: Solve Order | 85 |
| Formatting a Pivot Table | 87 |
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| 4.1. Using PivotTable Styles: Applying a Predefined Format | 87 |
| 4.2. Using PivotTable Styles: Removing a PivotTable Style | 89 |
| 4.3. Using PivotTable Styles: Changing the Default Style | 90 |
| 4.4. Using PivotTable Styles: Creating a Custom Style | 90 |
| 4.5. Using PivotTable Styles: Copying a Custom Style to a Different Workbook | 92 |
| 4.6. Using Themes: Impacting PivotTable Styles | 93 |
| 4.7. Using the Enable Selection Option | 94 |
| 4.8. Losing Formatting When Refreshing the Pivot Table | 95 |
| 4.9. Hiding Error Values on Worksheet | 95 |
| 4.10. Showing Zero in Empty Values Cells | 96 |
| 4.11. Hiding Buttons and Labels | 97 |
| 4.12. Applying Conditional Formatting: Using a Color Scale | 97 |
| 4.13. Applying Conditional Formatting: Using an Icon Set | 98 |
| 4.14. Applying Conditional Formatting: Using Bottom 10 Items | 100 |
| 4.15. Applying Conditional Formatting: Formatting Cells Between Two Values | 101 |
| 4.16. Applying Conditional Formatting: Formatting Labels in a Date Period | 102 |
| 4.17. Applying Conditional Formatting: Using Data Bars | 103 |
| 4.18. Applying Conditional Formatting: Changing the Data Range | 105 |
| 4.19. Applying Conditional Formatting: Changing the Order of Rules | 107 |
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