Advanced Pivot Table Techniques (to achieve more in Excel)

In this video you'll learn the Top 10 Advanced Pivot Table Tips, Tricks & techniques for Microsoft Excel. PivotTables are one of Excel's most important tools. They help you to automatically summarize and aggregate data. This way you don't have to write a single formula. The Pivot table does the aggregations for you.

What You'll Learn:
▪️ Field List Customization: Learn how to adjust field list settings for better organization and efficiency.
▪️ One-Click Multiple Reports: Generate multiple pivot reports for different data categories with just a single click.
▪️ Drill-Down Feature: Uncover the hidden details behind any number in your pivot table with a simple double-click.
▪️ Data Bars Integration: Enhance your pivot tables visually by adding dynamic data bars.
▪️ Calculated Fields: Create and manipulate custom fields in your pivot tables to analyze data more effectively.
▪️ Column Differences Calculation: Easily calculate and compare differences between columns in your pivot tables.
▪️ Smart Custom Number Formatting: Apply custom formatting to display data more intuitively.
▪️ Custom Groupings Creation: Organize your data into meaningful groups based on your criteria.
▪️ Date Grouping Customization: Tailor how your dates are grouped in pivot tables to match your analysis needs.
▪️ Timeline Addition: Add interactive timelines to your pivot tables for easier date filtering.

I'll show you some Excel tricks that you can use in Pivot tables, such as using conditional formatting in a pivot table. How to drill-down and view details of a value; How to generate multiple pivot table reports with one click; how to use custom number formatting to get emojis and icons in your pivot table and how to add a timeline to your report.

Aside from using pivot tables to analyze your data, you can use pivot tables to create interactive dashboards.

00:00 Advanced Pivot Table Tips And Tricks You Need To Know
00:30 Create a Pivot table
00:54 Adjust Pivot table Field List Settings
01:25 Create Multiple Pivot Reports With 1 Click
02:37 Drill Down in Pivot tables For Details
03:06 Add Data Bars to Pivot Tables
04:29 Create Calculated Fields
05:36 Calculate the Difference Between Columns
07:00 Smart Custom Number Formatting
08:15 Create Your Own Custom Groupings
09:23 How to Group Date Fields
10:17 Add A Timeline to Your Pivot Table
11:12 Wrap Up

Learn how to format your source data and create your first Pivot Table in this video:

________________

🚩Let’s connect on social:

Note: This description contains affiliate links, which means at no additional cost to you, we will receive a small commission if you make a purchase using the links. This helps support the channel and allows us to continue to make videos like this. Thank you for your support!

#excel

[RobynWingerter]

I started a new job a month ago, and because of you, I am WOWING my new boss from watching all of your excel videos. I had never used pivot tables before and he thinks I'm a genius! LOL THANK YOU!

[tetley]

Leila, I have to say that I find the way you teach, talk and explain things absolutely perfect. I find most tutorials online hard to follow and/or not explained properly. But the way you teach, I feel any user of any level of expertise will both benefit and learn from. You don't rush, you are soft spoken, you move at a perfect pace and I find that I look forward to learning more from you from your other videos. I just wanted to congratulate you on a job well done and I thank you for putting these videos out here for others to learn from. Thank you again.

[loizoumech]

If School had more teachers like you, the world would have been a better place :)
Thank you for creating the content and sharing with everyone. Your videos are always clear and practically useful.

[AJWilcox]

Haha this was epic. I do a LOT with pivot tables so I wasn't expecting to learn so much, but it turned out I only knew 3 of the tips. Way to go Leila! Thanks for the killer videos for us geeks.

[parahiamin]

Why the 91 dislikes? So much time and effort has been spent to produce a professional video that has, from the comments, helped a lot of people to gain a more advanced understanding of pivot tables! Plus, it's totally free!!!

[michebernier]

Leila - not only am I so very grateful that you share your knowledge 3 of these functions I had no idea I could do, and I've already made changes to Pivot Tables I use daily. Thank you so much for intelligent well planned and informatively helpful videos. Subscribed and liked !

[jarcadipane]

There is not one single video that I have watched from your channel that has not taught me a half dozen things that I was not even aware of! I am so appreciative! Great, great, great channel!

[annakelly]

Thank you, I got hooked on your training, started with Udemy, now added youtube snapshots. Absolutely brilliant, a mine to explore - makes learning fun and fascinating. I always get extra bits form your training. Wow! X

[andyjackson]

Hi Leila, hands down, one of the best videos concerning pivot tables that I have seen. You Rock! Please keep sharing your knowledge with others.

[henryg]

I particularly liked the use of symbols within custom number formats - new to me, and of much wider use. Oh, and the grouping, but the whole video is excellent.

[robwillox]

I found this video very helpful. I had been doing my column formatting using Value Field Settings. I had no idea that you could format using a right click in a column. I think you saved me at least 5 minutes of monotony per table. That was great. I also didn't know that if you have data formatted as a table that you can just click a cell in that table to create the link. Very good!

[sachinrv]

Three things. 1) Your videos never fail to impress. 2) Your videos always keep us engaged through out. 3) Authenticity of your knowledge sharing is unparalleled.

[toddmoore]

I want to like this more than once! Love Love Love pivot tables!! Thanks for all the great Excel videos. I am teaching a Pivot table class next week and wanted a few more tips to share with the audience and you have provided some great ones here! I love teaching excel and I love that when I prepare for a class I always end up learning more myself!

[karendonovan]

This is AWESOME!! I use excel a lot and pivot tables but was not aware of all these options! Great - thank you!

[sanjaypadval]

Found the best channel for Excel formulas understanding... Love from India ❤

[shaileshk]

I have been using Pivots for ~7 yrs now and i can assure, these particular tips can help you do almost anything and everything to summarize data with pivots!

[ptichka]

Thank you, Leila! I'd love to take a whole course on creative dashboards based on advanced pivot table table usage. Maybe you have enough projects to combine into a course for us? 😉

[dyandsa]

The insert timeline part is gold. Thanks!

[xloneclick]

thank you Leila for your training videos so fluent and so efficient. the best optimized time for a huge added value

[mikeg]

Thanks Leila. I am very impressed. I do Mainframe coding and sometimes pull data down to a spreadsheet for analysis. Pivot tables helps a lot. I have worked with pivot tables to do drill down from click on '+' and getting results expanded.