Are These Pivot Table Mistakes Costing You?

🥳 Get 20% off until Sep 30th to celebrate the launch. Use coupon code YT at checkout. Mastering Pivot Tables is a valuable, time-saving skill, and I can’t wait to teach you from the ground up.

In this video we address common pivot table related questions and how you can avoid them:
How can I make sure my pivot table doesn't show outdated data? 🤔
How can I connect a slicer to multiple pivot tables?
How can I VLOOKUP on a pivot table? 😫
Should I stick to the default look of pivot tables?

I'm summarized these as the 3 most common Pivot Table mistakes that are slowing you down:

1. Auto-Refresh Your Pivot Table – Learn how to make Excel update your data automatically!
2. Use One Slicer for Multiple Pivot Tables – Easily filter several Pivot Tables with just one slicer.
3. Stop Using VLOOKUP/XLOOKUP – Save time by combining data from multiple tables without writing any formulas.
4. Bonus Tip: I’ll also show you how to give your Pivot Tables a clean, professional look in just one minute!

00:00 Common Pivot Table Mistakes
00:06 Auto-Refresh your Excel Pivot Table
01:38 Use One Slicer for Multiple Pivot Tables
03:46 Not Using Power Pivot
07:07 Missing Formatting

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With practice files, templates, and quizzes, you’ll learn everything you need to become a Pivot Table pro!

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#Excel #pivottable

[LeilaGharani]

🥳 Get 20% off until Sep 30th to celebrate the launch. Use coupon code YT at checkout.

Mastering Pivot Tables is an important, time-saving skill, and I can’t wait to teach you from the ground up.
Which part surprised you the most from the video?

[steeldamiano]

I created a dashboard for my team at work using Excel and my manager said it wasn't updating. In this video you hit on two of the issues I had creating the final dashboard.(auto-refresh and one slicer to control them all) I had to refresh all data at the beginning of each month so he could see the previous months data. I wish this video came out 2 months ago, it would have saved me a lot of time. I think I found the solution in a few of your other videos though. You are my go-to Ex-cel-pert. Thank you. Always love the videos.

[katrinabryce]

These days I generally use spillable functions rather than Pivot Tables to achieve what you were doing.
Taking your example, I would use the =UNIQUE() function on the Campaign column to get a unique list of campaigns, then the =SUMIF() or =SUMIFS() function with the sum range as the units sold column, the criteria range as the campaigns column, and the criteria as the output of the =UNIQUE() function.

[skillpro]

Leila. You are great. I love the way you present your video. Very clear and informative.

[PaulEBrownbill]

Thanks, show pivot table in tabular form is such a good tip that I did not know about. I have been changing this manually for an age. Paul

[ninenine]

I shall be using the power pivot in my job TODAY

[jimbarton]

In addition to refresh on open, I created a dashboard for my manager and dropped a nice big button control that does a refresh all, so they can add data and see the results quickly. I've taken a couple of your classes but I think I'm going to buy this one. Even if I know a lot of the content, your presentation and examples always give me great ideas!

[junejaundoo]

Leila, I’ve been watching your videos since 2020 and you have taught me so much. You make my life easier and your teaching skills are easy to follow and understand. I think I’m going to convince my company to purchase this as part of training. 😉Thank you for all your great suggestions!

[technicoct]

I love it, very impressive thank you so much Leila. I really enjoy watching your videos.
Guys lets share the video and spread the word.
Good work!

[livingstoneallen]

I'm grateful for your commitment to teaching Excel Leila. Since I started following you I have learnt a lot in excel you're among the best teacher I have ever come across keep up the good work Leila.

[ianl]

Another great video, Leila. I just used auto refresh in my budget workbook I created following your previous video.

[randywindsor]

Leila, it would be nice if you showed how to save the cosmetic pivot table changes as the defaults at the end.

[EgyptChannel-nfyv]

Many thanks. I have to express my gratitude. It's the best channel I watch. Really appreciated your effort ❤

[vivekpachisia]

Thank you very much Leila for this video.

[tomdoe]

That power pivot tip is cool I figured that was where you were going but I'd go to the powerpivot tab add both tables from there and then create a relationship and then add a pivot table. If it's just one column I'd just create a xlookup because it's quicker. Although even so what if you are missing a record on the other side of the join? The Xlookup gives you an easy way to check that with the missing item value

[lftr_react]

Great info as always.
Picked up Xlookup and Unique from your previous videos. It's easy to miss features and changes that are being made to Excel and your videos reveal them for people like me. Lambda, PYTHON! Things can sure progress when you're not looking.
There are functions that I would still be writing VBA for if not for your videos showing that Excel now has them natively available.
Thanks for sharing what you know!

[leerv.]

For anyone wondering, like I was, why you wouldn't just merge your tables in Powerquery and use that dataset for the pivot table, using the Data Model is more robust. If you add or remove columns to any of your source tables, the Power Pivot is able to handle that just fine, as long as the columns used to form relationships (as well as the columns you're reporting in the pivot) remain intact. If you've tried adding or removing columns in your source data when working with Powerquery, you know that it's very easy to break the queries requiring you to spend time repairing them.

Another plus for the Data Model is you can use DAX to add measure columns next to the table(s) in the Data Model without actually adding them to the source tables, and you can use these measures in your pivots!

[ZuberBPark]

Hello Leila, I tried to buy the course but was unable. Any assistance?

[singhjagveer]

Thanks for the useful information

Kindly make video of pivot table on heading more than 500

As I want to select all heading in pivot table on one click

[brucedeleon]

Never Thought I could use it that way, Good Tips