Introduction
Chapter 1 Pivot Table Fundamentals
What Is a Pivot Table?
Why Should You Use a Pivot Table?
When Should You Use a Pivot Table?
The Anatomy of a Pivot Table
Values Area
Rows Area
Columns Area
Filters Area
Pivot Tables Behind the Scenes
Limitations of Pivot Table Reports
A Word About Compatibility
Next Steps
Chapter 2 Creating a Basic Pivot Table
Ensure Your Data Is in a Tabular Layout
Avoid Storing Data in Section Headings
Avoid Repeating Groups as Columns
Eliminate Gaps and Blank Cells in Your Data Source
Apply Appropriate Type Formatting to Your Fields
Summary of Good Data Source Design
Creating a Basic Pivot Table
Adding Fields to the Report
Adding Layers to Your Pivot Table
Rearranging Your Pivot Table
Creating a Report Filter
Understanding the Recommended PivotTables Feature
Using Slicers
Creating a Standard Slicer
Creating a Timeline Slicer
Keeping Up with Changes in Your Data Source
Changes Have Been Made to Your Existing Data Source
Your Data Source’s Range Has Been Expanded with the Addition of Rows or Columns
Sharing the Pivot Cache
Saving Time with New Pivot Table Tools
Deferring Layout Updates
Starting Over with One Click
Relocating Your Pivot Table
Next Steps
Chapter 3 Customizing a Pivot Table
Making Common Cosmetic Changes
Applying a Table Style to Restore Gridlines
Changing the Number Format to Add Thousands Separators
Replacing Blanks with Zeros
Changing a Field Name
Making Report Layout Changes
Using the New Compact Layout
Using the Outline Form Layout
Using the Traditional Tabular Layout
Controlling Blank Lines, Grand Totals, and Other Settings
Customizing the Pivot Table Appearance with Styles and Themes
Customizing a Style
Modifying Styles with Document Themes
Changing Summary Calculations
Understanding Why One Blank Cell Causes a Count
Bill Jelen, Excel MVP and the host of MrExcel.com, has been using spreadsheets since 1985, and he launched the MrExcel.com website in 1998. Bill was a regular guest on Call for Help with Leo Laporte and has produced more than 1,500 episodes of his daily video podcast, Learn Excel from MrExcel. He is the author of 38 books about Microsoft Excel and writes the monthly Excel column for Strategic Finance magazine and his Excel tips appear regularly in CFO Excel Pro newsletter and CFO Magazine. Before founding MrExcel.com, Bill Jelen spent 12 years in the trenches, working as a financial analyst for the finance, marketing, accounting, and operations departments of a $500 million public company. He lives near Akron, Ohio with his wife, Mary Ellen.
Mike Alexander is a Microsoft Certified Application Developer (MCAD) and author of several books on advanced business analysis with Microsoft Access and Excel. He has more than 15 years of experience consulting and developing Office solutions. Mike has been named a Microsoft MVP for his ongoing contributions to the Excel community. In his spare time, he runs a free tutorial site, www.datapigtechnologies.com, where he shares basic Access and Excel tips to the Office community.
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