: Debra Dalgleish
: Excel 2007 PivotTables Recipes A Problem-Solution Approach
: Apress
: 9781430205043
: 1
: CHF 31.50
:
: Informatik
: English
: 272
: Wasserzeichen/DRM
: PC/MAC/eReader/Tablet
: PDF

In this book, Debra Dalgleish, Microsoft Office Excel MVP since 2001 as well as an expert and trainer in Excel, brings together a one-stop resource for anyone curious about representing, analyzing, and using their data with PivotTables and PivotCharts. She covers the entire breadth of situations you could ever encounter, from planning and creating, to formatting and extracting data, to maximizing performance and troubleshooting. The author presents tips and techniques that can't be found in Excel's Help section, while carefully explaining the most confusing features of PivotTables to help you realize their powerful potential.



Debra Dalgleish is a computer consultant in Mississauga, Ontario, Canada, serving local and international clients. Self-employed since 1985, she has extensive experience in designing complex Excel and Access applications, as well as sophisticated Word forms and documents. She has led hundreds of Microsoft Office corporate training sessions, from beginner to advanced level. In recognition of her contributions to the Excel newsgroups, she has received the Microsoft Office Excel 'Most Valuable Professional' award each year since 2001. You can find a wide variety of Excel tips and tutorials, and sample files, on her Contextures website: Contextures.com/tiptech.html.
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Contents at a Glance4
Contents5
About the Author13
About the Technical Reviewer14
Acknowledgments15
Introduction16
Creating a Pivot Table19
1.1. Planning a Pivot Table: Getting Started19
1.2. Planning a Shared Pivot Table20
1.3. Preparing the Source Data: Using Excel Data22
1.4. Preparing the Source Data: Creating an Excel Table24
1.5. Preparing the Source Data: Excel Field Names Not Valid26
1.6. Preparing the Source Data: Using Filtered Excel Data26
1.7. Preparing the Source Data: Using an Excel Table with Monthly Columns27
1.8. Preparing the Source Data: Using an Access Query31
1.9. Preparing the Source Data: Using a Text File32
1.10. Preparing the Source Data: Using an OLAP Cube32
1.11. Creating the Pivot Table: Using Excel Data as the Source33
1.12. Creating the Pivot Table: Using Excel Data on Separate Sheets33
1.13. Creating the Pivot Table: Using the PivotTable Field List36
1.14. Creating the Pivot Table: Changing the Field List Order38
Sorting and Filtering Pivot Table Data39
2.1. Sorting a Pivot Field: Sorting Row Labels39
2.2. Sorting a Pivot Field: New Items Out of Order41
2.3. Sorting a Pivot Field: Sorting Items Left to Right42
2.4. Sorting a Pivot Field: Sorting Items in a Custom Order43
2.5. Sorting a Pivot Field: Items Won t Sort Correctly45
2.6. Filtering a Pivot Field: Filtering Row Label Text46
2.7. Filtering a Pivot Field: Applying Multiple Filters to a Field47
2.8. Filtering a Pivot Field: Filtering Row Label Dates49
2.9. Filtering a Pivot Field: Filtering Values for Row Fields50
2.10. Filtering a Pivot Field: Filtering for Nonconsecutive Dates51
2.11. Filtering a Pivot Field: Including New Items in a Manual Filter52
2.12. Filtering a Pivot Field: Filtering by Selection53
2.13. Filtering a Pivot Field: Filtering for Top Items54
2.14. Using Report Filters: Hiding Report Filter Items55
2.15. Using Report Filters: Filtering for a Date Range56
2.16. Using Report Filters: Filtering for Future Dates56
Calculations in a Pivot Table58
3.1. Using Summary Functions: Defaulting to Sum or Count58
3.2. Using Summary Functions: Counting Blank Cells62
3.3. Using Custom Calculations: Difference From63
3.4. Using Custom Calculations: % Of65
3.5. Using Custom Calculations: % Difference From66
3.6. Using Custom Calculations: Running Total67
3.7. Using Custom Calculations:% of Row69
3.8. Using Custom Calculations: % of Column70
3.9. Using Custom Calculations: % of Total71
3.10. Using Custom Calculations: Index72
3.11. Using Formulas: Calculated Field vs. Calculated Item73
3.12. Using Formulas: Adding Items With a Calculated Item74
3.13. Using Formulas: Modifying a Calculated Item75
3.14. Using Formulas: Removing a Calculated Item76
3.15. Using Formulas: Using Index Numbers in a Calculated Item76
3.16. Using Formulas: Modifying a Calculated Item Formula in Cell77
3.17. Using Formulas: Creating a Calculated Field78
3.18. Using Formulas: Modifying a Calculated Field79
3.19. Using Formulas: Removing a Calculated Field80
3.20. Using Formulas: Determining the Type of Formula80
3.21. Using Formulas: Adding a Calculated Item to a Field with Grouped Items81
3.22. Using Formulas: Calculating the Difference Between Amounts81
3.23. Using Formulas: Correcting the Grand Total for a Calculated Field82
3.24. Using Formulas: Calculated Field Count of Unique Items83
3.25. Using Formulas: Correcting Results in a Calculated Field84
3.26. Using Formulas: Listing All Formulas84
3.27. Using Formulas: Accidentally Creating a Calculated Item84
3.28. Using Formulas: Solve Order85
Formatting a Pivot Table87
4.1. Using PivotTable Styles: Applying a Predefined Format87
4.2. Using PivotTable Styles: Removing a PivotTable Style89
4.3. Using PivotTable Styles: Changing the Default Style90
4.4. Using PivotTable Styles: Creating a Custom Style90
4.5. Using PivotTable Styles: Copying a Custom Style to a Different Workbook92
4.6. Using Themes: Impacting PivotTable Styles93
4.7. Using the Enable Selection Option94
4.8. Losing Formatting When Refreshing the Pivot Table95
4.9. Hiding Error Values on Worksheet95
4.10. Showing Zero in Empty Values Cells96
4.11. Hiding Buttons and Labels97
4.12. Applying Conditional Formatting: Using a Color Scale97
4.13. Applying Conditional Formatting: Using an Icon Set98
4.14. Applying Conditional Formatting: Using Bottom 10 Items100
4.15. Applying Conditional Formatting: Formatting Cells Between Two Values101
4.16. Applying Conditional Formatting: Formatting Labels in a Date Period102
4.17. Applying Conditional Formatting: Using Data Bars103
4.18. Applying Conditional Formatting: Changing the Data Range105
4.19. Applying Conditional Formatting: Changing the Order of Rules107