Excel PivotTables Made Easy - And Why Things Go Wrong!

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  • čas přidán 30. 07. 2024
  • Excel PivotTables are an awesome productivity booster, but many people find them difficult and scary. In this video I'm going to show you the easy way to make PivotTables and the common mistakes that give them their 'scary' moniker. May you never be scared of PivotTables again!
    Download the Excel PivotTable practice file here: www.myonlinetraininghub.com/e...
    Learn how to Unpivot incorrect source data with Power Query: • Power Query Unpivot - ...
    See PivotTables and Pivot Charts in action to build Dashboards here: • Secrets to Building Ex...
    Get up to speed with PivotTables fast in my PivotTable Quick Start course: www.myonlinetraininghub.com/e...
    View my comprehensive list of courses here: www.myonlinetraininghub.com/
    Connect with me on LinkedIn: / myndatreacy
  • Věda a technologie

Komentáře • 271

  • @davegoodo3603
    @davegoodo3603 Před 3 lety +6

    Thanks Mynda, this is a great message! It helps me to remember “Keep it Simple”, Pivot Tables can get unwieldy very quickly without having a clear plan of attack as you have graciously shown us. I have learned a lot from your video, thanks as always and keep them coming!

  • @melissalee5064
    @melissalee5064 Před 2 lety +5

    This is the FIRST time I have watched an excel pivot table training sesh that I could truly follow and understand clearly. I super appreciate your video and sharing your training for everyone! Finally, I am NOT intimidated by pivot tables and the data!! THANK YOU :)

  • @vijayarjunwadkar
    @vijayarjunwadkar Před 3 lety +3

    Thanks Mynda! Even after spending good amount of time on most Excel features, there is always something new to learn and your videos help in that! Keep doing the great work! 😊👍

  • @trevore1667
    @trevore1667 Před 2 lety

    This is the clearest explanation of what the underlying table structure needs to be in and why it needs to be that way. Showing the “partially pivoted” data being reformatted correctly so that power pivot can do its job was exactly what I needed for it to sink in. Thank you!

  • @gatasucia5973
    @gatasucia5973 Před 3 lety +4

    Thank you! I love how clear your instructions and explanations are.

  • @carlymardon4234
    @carlymardon4234 Před 3 lety +2

    I come across your videos the other day and found them really interesting and detailed but most importantly, understandable. I had the chance to utilise the information and something that could have potentially taken a day took just over an hour. Amazing. Also linking the data to a folder, means this will be an ongoing way of extracting information from a number of forever changing data sources 👍🏻 thank you

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety

      Awesome! So pleased to hear you found my videos helpful. Please share them with your co-workers too :-)

  • @wayneedmondson1065
    @wayneedmondson1065 Před 3 lety +2

    Hi Mynda. As always, an impressive presentation. Easy to follow and full of useful and timely information. Looking forward to more. Thanks for sharing and Thumbs up!!

  • @chrism3782
    @chrism3782 Před 3 lety +2

    Thank you for this, finally, Pivot Tables explained in a simple easy to follow lesson with working examples. Unfortunately, I am still on 2010 but even that didn't hinder the tutorial. Thank goodness for Mynda, I learned so mush from this that every other tutorial missed...

  • @TheSkiggly
    @TheSkiggly Před 3 lety

    Looking back over the past months, where I was vs where I am today - I must say how valuable you are to me and other like me. Your lessons make learning easy and the information is always spot on. What's really amazing is - I'm just scratching the surface of this program.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      Wow, that's wonderful to hear. Congratulations on your hard work, Mitch! I hope you continue to enjoy my videos :-)

    • @TheSkiggly
      @TheSkiggly Před 3 lety

      @@MyOnlineTrainingHub If I'm too busy to watch the content you offer- then I'm too busy. I have learned to stop what I'm doing and soak in the info while it's being so graciously offered.

  • @valentinagrecchi16
    @valentinagrecchi16 Před 3 lety

    Amazing! Just implemented that and it is brilliant. The "common mistakes" helped me rectify an issue right away instead of going crazy trying to resolve it. Thank you so much.

  • @houstonvanhoy2198
    @houstonvanhoy2198 Před 2 lety +3

    Mynda: Your closing music is so much nicer than some of the music which other Excel gurus - who will remain unnamed here - use in their videos. Thank you.

  • @BevRoot
    @BevRoot Před 2 lety

    Thank you for focusing on how to create the original dataset. That's what is missing in so many online videos on Pivot Tables. excellent!

  • @zerotrace000
    @zerotrace000 Před 3 lety +1

    A beautifully done video on pivot tables. I just came across your channel and love it. Bravo!

  • @VirtualArcades
    @VirtualArcades Před rokem

    Solid and easy to understand instructions without too many assumptions from an instructor pov. Nice work!

  • @Ntentes95
    @Ntentes95 Před 3 lety

    You are the best excel teacher on youtube by far. Simple and clear lessons.

  • @paddleboardadventures6392

    I usually figure out my pivot table adventures...eventually...through trial-and-error. Now I understand them. Brilliant as always Mynda!

  • @olga1033
    @olga1033 Před 3 lety

    Thank you! So many eases! I use pivot tables all the time but on elementary level i think and i match datas above pivot table. This is huge! Thank you!

  • @shashanksuthar8489
    @shashanksuthar8489 Před 3 měsíci +1

    Thank you very much, by seeing your videos I feel excel learning is way more easier than I was thinking. Thank a lot.

  • @carolind6264
    @carolind6264 Před 3 lety +3

    This was very helpful! I really appreciated the “what not to do” section. I’ve tried pivot tables before and they never worked, probably because my data set was incorrect. Very useful video!

  • @dragoY9955
    @dragoY9955 Před 2 lety

    Thank you so so much.
    Your video has no frill, and the information is precise and concise at the same time.
    👍👍👍🙏🙏🙏

  • @moiz6330
    @moiz6330 Před 2 lety

    Thanks for your awsome support. The best thing is you also provide practice file. Great job

  • @AlessandroEstrella
    @AlessandroEstrella Před 2 lety

    Great piece of work. I am glad I found you! Thank you for sharing your knowledge.

  • @Carl0347
    @Carl0347 Před 2 lety

    Thank you. I learn so much from your videos and yours is the most easiest to understand than other instructional videos. I really appreciate your ability to teach your expertise effectively. Thank you once again.

  • @beverlitotanghal9923
    @beverlitotanghal9923 Před 3 lety

    Thank you very much for your explaination and advice Mynda. I am always watching your video.

  • @zaidalsajjan2596
    @zaidalsajjan2596 Před 6 měsíci

    Very good video explaining pivot table basics in such a clear and easy-to-follow way. Thank you!

  • @cmcull987
    @cmcull987 Před 3 lety

    Mynda's awesome. Thank you so much. I really am excited about Excel and so grateful I encountered your presentations.

  • @daliladuf
    @daliladuf Před 3 lety

    I absolutely love your tutorials! They bring data to life...

  • @abednegomulumbi6975
    @abednegomulumbi6975 Před 3 lety

    I used to think PIvot tables are complicated, but now I have seen where the controls are. Thank you once more, great teacher

  • @MurariRoy
    @MurariRoy Před 3 měsíci

    Hello Mynda,
    Best video I ever find on pivot table.
    Thank you!

  • @martyf.8088
    @martyf.8088 Před 3 lety

    Thanks for getting back to me. I played around and found out how to change column titles (a report with "Sum of Costs" instead of just "Costs" as a column title didn't look good).
    I've been using Excel for 25 years (don't ask how old I am (😂)) and never used a pivot table but playing around with them now seems like a great tool in the Excel arsenal.
    Thanks again.
    Marty

  • @IvanCortinas_ES
    @IvanCortinas_ES Před 3 lety

    Thanks for the good advice Mynda!!
    Waiting for the powerful Power Query :) !!

  • @FernandoLima42
    @FernandoLima42 Před 3 lety +1

    You are the best Mynda!

  • @baKWTFMB
    @baKWTFMB Před 3 lety +1

    Thats great. I'v never used pivot tables but now i def will.

  • @darrylmorgan
    @darrylmorgan Před 3 lety

    Hi Mynda!Really Helpful Tips With Pivot Tables..Thank You :)

  • @LosoIAm
    @LosoIAm Před 2 lety

    Such an inspiring tutorial - many thanks, Ma'am.

  • @kirshnersanjose2101
    @kirshnersanjose2101 Před rokem

    A very useful and helpful video, thanks Mynda...

  • @ryanpope4124
    @ryanpope4124 Před rokem

    Really helpful lesson and downloaded sample excel file, thanks!

  • @chrism9037
    @chrism9037 Před 3 lety

    Very good video thanks Mynda!

  • @johnt9186
    @johnt9186 Před 3 měsíci

    As always. Great straightforward summary

  • @prasadmoghe1702
    @prasadmoghe1702 Před 3 lety +1

    Greetings Mynda, I follow your Dashboard video tutorials and they are fabulous. Your presentation is so nice and simple that I could do it one go. I am lucky to find a teacher like you. Your efforts for education people like us are appreciated. Thanks for all your hard work.
    Prasad Moghe

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety

      Thanks for your kind words, Prasad! I'm so pleased you found my videos helpful.

    • @TheSkiggly
      @TheSkiggly Před 3 lety

      "lucky to find a teacher like her" - absolutely agree!

  • @tracyt7654
    @tracyt7654 Před rokem

    Will be starting a new job and have been out of the work force for some time. This was very helpful!

  • @bobanefecco
    @bobanefecco Před 2 lety

    you are crystal clear ! god bless you !

  • @adult-coloring
    @adult-coloring Před 2 lety

    Thank you. You are a very good teacher.

  • @iankr
    @iankr Před 3 lety

    Many thanks, Mynda - this is brilliant. Coincidentally, I discovered only yesterday that you can format your PT in tabular form, so that it looks more like a database. It fills the blank cells on the left with row labels, thereby 'un-nesting' rows where you've got more than one data item in the rows. This is the main thing that always annoyed me about PTs . I absolutely get how quick they are at summarising your data, but it was their look and format that annoyed me. But now that I know this (and have seen you do it so easily) I think I'm converted! This will make it much easier for me to summarise data by account master (which has three dimensions, equating to three data items in the rows) for upload to SAP systems.

  • @macfarmw
    @macfarmw Před 3 lety

    This is a very helpful tutorial. Thanks! My results were slightly different when I followed the steps. When I dropped the Order Date field onto the Rows section, the Pivot table displayed the 3 letter months in the Row Labels column. However, the + sign expander was missing and the extra Months column did not appear like in the video. I'll experiment more and see if I can find the setting that causes this difference.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety

      Glad it was helpful. You may have an earlier version of Excel that doesn't automatically group the dates.

  • @alexandreguerra6437
    @alexandreguerra6437 Před 3 lety

    Thanks again! Another great video!

  • @cshahed
    @cshahed Před 3 lety

    I understand the power of Pivot Table but somehow never got a grip of it. This clip was a good starter for me to simplify things. Many thanks

  • @leorc564
    @leorc564 Před 3 lety

    Aunque uso tablas dinámicas por más de 20 años, es muy divertido ver la exposición de Mynda, datos claros, sencillos para entender fácilmente, gracias por tu video, i share your video, thanks a lot!!

  • @hardikey
    @hardikey Před 3 lety

    You are genius. Many thanks for helping students like us. Wish you lot's of happiness, prosperity, excellent life and peace of mind.

  • @156615
    @156615 Před 3 lety +3

    Ah ! after watching all your other videos i feel , hey i know this tutorial already well.
    thanks for the training videos

    • @signalmas5673
      @signalmas5673 Před 3 lety +1

      Yeah... I’ve got this one too. My mantra: Pivot or bust !

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      Great to know you've found them helpful, Amrish. Please share it with those who nee to learn PivotTables :-)

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      "Pivot or bust", love it :-)

  • @aboud.1969
    @aboud.1969 Před 3 lety

    I have been looking for an answer that subtotal always shown, and finally found the solution in your video (it is in the design tab), thanks indeed.

  • @melissadelavega187
    @melissadelavega187 Před 3 lety

    Hi Mynda! This is very helpful video
    Thank you i learned a lot!

  • @hazemali382
    @hazemali382 Před 3 lety

    always great Mynda ♥

  • @andreausa123
    @andreausa123 Před 2 lety

    Thank you very much !

  • @aphastus
    @aphastus Před 2 lety

    That’s a great tip. I myself always been doing tables like the last example, althought I have never had to make extensive data analysis out of them. The thing is that I applied for a job as data analysis technician in my HR department and tried to extract data for my work cneter and I got the same table as the example. I’m trying to make a dashboard with some KPIs to bring along my interview and I’m stuck with a lot of duplicated data that the only thing I can think to do with is tidy up manually 😩

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 2 lety +2

      Sounds like you could use Power Query to automate the cleaning up: czcams.com/video/L4BuUzccLpo/video.html

  • @missadventure7564
    @missadventure7564 Před 3 lety +2

    WOw, love your Excel Tee

  • @blancadelosreyes5852
    @blancadelosreyes5852 Před 3 lety

    thank you mam, so informative and easy to understand...

  • @arashid6231
    @arashid6231 Před 2 lety

    Explain very well thank you

  • @rrrprogram8667
    @rrrprogram8667 Před 2 lety

    You are master of what you are doing

  • @symondish
    @symondish Před 3 lety

    Thank you!

  • @katrienvanherck2142
    @katrienvanherck2142 Před 9 měsíci

    I like the way how you explain Excel !

  • @tagelayalew6753
    @tagelayalew6753 Před 4 měsíci

    You are amazing ! thanks,

  • @Gershom-ze2lq
    @Gershom-ze2lq Před 2 měsíci

    thanks this is very helpful

  • @johnborg5419
    @johnborg5419 Před 3 lety +1

    Thanks Mynda. : )

  • @vinceskinner9357
    @vinceskinner9357 Před 3 lety

    Just amazing thank you sooooooooooooooooooooo much.

  • @ndutienn
    @ndutienn Před 3 lety +1

    Thanks . Really helpful

  • @aeromechsagar
    @aeromechsagar Před 3 lety

    Thanks Mynda

  • @sopatisserie1282
    @sopatisserie1282 Před 2 lety

    Thanks so much for this simple and effective video. It's the best video that I can find to start with PT without going too much into detail. I'll practice all the features that you have included a few times during this week, in order to well assimilate all the mentionned functions. The download Excel practice file is an excellent extra.

  • @leorc564
    @leorc564 Před 3 lety

    Good feature on Excel 2016 for dates. Thank you

  • @ajaycan
    @ajaycan Před 3 lety

    Great tutorial

  • @anandnagarkatti
    @anandnagarkatti Před 3 lety

    Thank you Mynda. I desperately want to learn how to format a Matrix Table (already pivoted table format in your example) into a data list format. Looking forward for your video on that.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      Thanks, Anand! You can learn how to fix already pivoted data with Power Query here: czcams.com/video/-IMqkg35adA/video.html

    • @anandnagarkatti
      @anandnagarkatti Před 3 lety

      @@MyOnlineTrainingHub YES! Thank you so much! This has all the different scenarios I encountered. Again thank you so much!!!

  • @jongcheulkim7284
    @jongcheulkim7284 Před 3 lety

    Thank you.

  • @shakiraasfoor7599
    @shakiraasfoor7599 Před 3 lety

    Well Done Mynda

  • @ramezattar7796
    @ramezattar7796 Před 3 měsíci

    That's so helpful Mynda. Still what about explaining what pivoting mean to audience. Thank you

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 měsíci

      Great to hear. Good idea about explaining the meaning of pivoting.

  • @mohmmadabdo5899
    @mohmmadabdo5899 Před 3 lety

    Thanks a lot..

  • @ivan2951
    @ivan2951 Před 3 lety

    Hi Mynda! Do you know that because of your excel tutorials in youtube I've been using pivottable in my work and it helps me a LOT! I've been working in the energy trading industry in the Philippines and our work requires thousands of data being processed and analyzed and we often do forecasting also. Your tutorials here have been a great help for me! Thank you as always!

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      Wow! So pleased to hear that! Please share them with your co-workers who might be able to use them too :-)

    • @ivan2951
      @ivan2951 Před 3 lety

      Will do Mynda! Thank you!

  • @deliawalker8341
    @deliawalker8341 Před 3 lety

    I have learnt so much from watching your video's. Thank you. I have been able to create both the tables and a pivot that saves us some manual formatting and checking data. I have a strange question. Is there a way to format the pivot table to highlight cells (say make the cell blue/ bold), where the pivot table data doesn't align to the back up/ base data? I send out the file for review and people sometimes over write the data where they notice it is wrong. Is there a way to highlight the values they have changed in the pivot?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      Great to hear, Delia! There's no way to automatically highlight changes, but you could provide the file as read only, or at least password protect the PivotTable cells so they can't type in them. Mynda

    • @deliawalker8341
      @deliawalker8341 Před 3 lety +1

      @@MyOnlineTrainingHub thank you! no wonder I can't find it googling the web. :-)

  • @RacheB
    @RacheB Před 3 lety

    your lessons are helpful. just have a question though, is it possible to change the sorting of headers in pivot table? not in ascending nor descending order? let just say that i have a particular order for the reports table. thanks

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety

      Yes, you can left click & drag them manually into whichever sort order you want.

  • @ildelisanajera3222
    @ildelisanajera3222 Před 3 lety

    Very Helpful. Thanks . Do you have a tutorial explaning how manage in a pivot duplicate data in column A and different data in colum B?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety

      Not sure what you mean. Please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

  • @ronsss4774
    @ronsss4774 Před 3 lety

    Thanks Mynda. Good intro to PivotTables. Yes, I will be sharing it.
    Couple of points
    1. as usual, you have large test data sets. Personally, when demonstrating, or building a Pivot, I like to
    use smaller, simpler data sets, ie fewer rows and simple integer values. So I can do cross checks in my head.
    .
    2. When defining a Table, I like to get into the habit of changing the default name to a descriptive one. Granted PivotTable does not pick up on table names directly, but it does use it in the Connection name. And PowerQuery does directly use the table name as base for query name.
    .
    3. As you are setting up the second example by changing the input data I think it would be nice it you mention in passing that the restructure is done using PowerQuery.
    .
    4. I'm surprised that your summary information and links does not include a link to your annual Dashboard webinar replays. Those 3 webinars were actually my introduction to PivotTables and all of the other "PowerTools"
    .
    Keep up the good work.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety

      Cheers, Ron! Thanks for sharing the additional points too.

    • @ronsss4774
      @ronsss4774 Před 3 lety

      00:00 - Intro
      00:00 - sample data
      00:52 - Attributes of data being input to a PivotTable
      01:38 - Define input data as Excel Table
      02:00 - insert first PivotTable: Recommended table
      02:50 - Insert PivotTable using ribbon
      03:29 - Describe the functions of the “PivotTable Fields” pane
      03:39 - Create simple “sumif” type pivottable
      04:17 - Add columns
      04:35 - demonstrates autogeneration of a months group on date (auto 2016 and newer)
      04:45 - Manually grouping/ungrouping fields
      05:18 - Change function used on numeric values from simple sum using “Summarize Values by” or Value Field Settings”
      05:53 - Refresh PivotTable
      07:22 - Advantange of PivotTables: Speed and no formula errors
      07:36 - Why people find PivotTables difficult
      07:41 - #1: Wrong data layout, Pivotted, totals
      10:25 - #2: Semi report format data
      12:27 - conclusion
      (your readers might as well have this too, since I went to the effort to create it.)

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety

      Super helpful, Ron! Thank you :-)

  • @united2534
    @united2534 Před 3 lety +1

    YOU ARE AN ANGEL

  • @YosefWiratama1312
    @YosefWiratama1312 Před 3 lety

    Great videoosss..

  • @ckwong48
    @ckwong48 Před 2 lety +1

    Thank you for your video. I have one question. I must update my sales report weekly and use pivot table to help to calculate the weekly performance of our store. When I update and add new data to the table sheet every Monday, refresh pivot table source, the result comes out as unexpectedly wrong. I must insert a new pivot table then can make a correct result. I can not figure out the problem. But I watched your video you told me whenever you added new data, just refresh is Ok. I am thinking if this refresh function is only for editing excel file? Once you close it , then you must re-create a new pivot table again?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 2 lety

      Hi Cathy, closing the file shouldn't make any difference as long as you save it before closing. Please post your question and Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

  • @martyf.8088
    @martyf.8088 Před 3 lety

    Thank you. Very well done. Is there a way to rename the titles?

  • @MaxoticsTV
    @MaxoticsTV Před 3 lety

    I couldn't compliment you enough on your videos. Have been enjoying them immensely. For what it's worth, some thoughts for future videos. My observation is that pivot tables are difficult (like many computer operations) because of the classic "Noun-Verb" problem. For example, do you enter .5 and format as a percent, or format as a percent THEN enter .5? Despite the laughs I get, most problems users face are ones of philosophical clarity ;)
    In your first example, the Sales person is a NOUN, and the amount sold is the VERB (how much they sold). We can't really understand anything without both noun/verb attributes. In itself, "dog" imparts no knowledge. Neither does "walk". Only together do they make sense.
    You can say both "dog walk" and "walk dog". A pivot table is a simple exercise in FLIPPING the emphasis, your subject, from one to another. Because we naturally think in summing columns, or doing math on columns, we need to flip the data depending on if we want to group/calculate on "dogs" or "walks".
    So when you "pivot", you change to thinking of amounts sold as your Noun (subject) and your salespeople as the VERBs, so to speak.
    The problem you mentioned in the 2nd set of data demonstrates this philosophical problem. Is a month a noun or a verb? In that case, it is related to the person or the amount sold? As you know, good data is about about not mixing attributes. The data should be an attribute of the Noun (salesman). This is in the same vein as you wouldn't put in a cell for Joe the Salesman "Sold 85 Units January"
    As they say, a little (philosophical/logical) preparation goes a long way! Maybe you can do a video on this fascinating subject, of how Excel has to make philosophical decisions about which preferences to favor in how people think. For example, Excel favors value first, data type second, whereas Access favors data type first, value second. That's a whole subject in itself I'm sure you can, or have, done well.
    Again, amazing videos. I wish I had half your patience ;)

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      Thanks so much for your kind words! You raise some interesting points that I hadn't thought that deeply about before. I will certainly try to keep that in mind for future videos. One struggle I have is being able to see things from a beginner's point of view. And even if I can see things from their point of view, I can't go back to the very beginning in every video. Instead I have to assume some prior knowledge or every video will be hours long!

    • @MaxoticsTV
      @MaxoticsTV Před 3 lety +1

      @@MyOnlineTrainingHub I'm 59, have been using Excel from the beginning. When it comes to pivot tables I always feel like a beginner, and a dense one at that. I can never quite get it. That's why I was hopeful that your video would finally make me smart ;)
      I seldom use pivot tables. I write VBA routines to transpose and calculate whatever I need. The stuff I wrote about, that's more me trying to think out loud than my having any truth. So anyone reading, please, just food for thought.
      I was working on a Python project a while ago and just wanted to do a simple flip of the table, but couldn't figure out how to do it. Pivots are meant to use a sum, average, count on the value because it is "tabulating". Another intellectual hurdle. I had to use a "first" type kludge. Anyway, thanks for the reply. If you do another video on this subject I will certainly get my hopes up again haha!

  • @megamundus
    @megamundus Před 2 lety

    Dear Mynda thank you for all you are sharing with us. I personally have been greatly benefited from your training material and i wish you are always happy and healthy.
    Would you please help me with this:
    i have an accounting Trial Balance in an excel sheet table with, say, 5 columns for account code, account description, debit, credit and balance.
    The code is in the form of xx.xx.xx.xxxxxx and can be 2, 5, 8 or 14 characters long, including the dots, depending on the ranking of each account.
    Is it possible to bring in a pivot table selected accounts , each one in a row, with all data, including the description in a separate column ???
    Be well !!!

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 2 lety

      I expect so. If you get stuck you can post your question on our Excel forum: www.myonlinetraininghub.com/excel-forum

  • @Ahmed-fq6si
    @Ahmed-fq6si Před 2 lety +3

    Suffice it to watch some other youtube videos talking about the same subject to come to the conclusion that you're the best. It is very well done both in terms of form and content.

  • @ricos1497
    @ricos1497 Před 3 lety

    I'm a pivot tables man myself, they're great. I probably tend to use DAX more than pivots straight from the data (which I nearly always have in a separate location). One thing I think that is missing from pivot tables is the ability to enter data into them and overtype values. Their layout options are fantastic but it would be great if you could specify a "primary key(s)" on a row that allowed data to be added to a data source directly by simply typing over the values in your pivot. One of the scenarios I regularly encounter is the requirement to produce a Forecast. I present the Actual and previous forecast data by month (or whatever period) in columns and perhaps cost centre or whatever and values in the rows. I'd then like to overtype this previous forecast data with current forecast and "submitting" this would send my new forecast by month/costcentre to the original datasource, which could then be refreshed to show my new forecast, and perhaps make further changes. I feel that pivots have really got the advantage of having the exact presentation required (there really is no comparison in Excel), but lack that "two-way" communication that would make them truly interactive. If I were in charge of Excel, that would be my priority!!!

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety

      I think allowing data entry in PivotTables would be difficult since the PivotTable is aggregating data, so how would it then disseminate the data back into the individual rows that make up the aggregated value? One of the great things about PivotTables is that you can't break them, unlike formulas that allow you to edit them. I'm all for keeping them one way, but perhaps you need another tool for your forecasts.

    • @ricos1497
      @ricos1497 Před 3 lety

      @@MyOnlineTrainingHub Yep, valid points! You're right about aggregation, that's why I mentioned a primary key, which would essentially be a combination of one or more of your table values. You basically choose the level at which you enter data by aggregating your pivot at that level. Your Actual data might have invoice number, description etc, but your pivot would aggregate by CostCentre or Product level (or a combination of both), which would be the level that you budget and forecast at. By overtyping, your essentially adding rows/data at that aggregated level, rather than disseminating just as you often would a Budget or Forecast in a traditional finance system. I already actually use pivots for this purpose, but instead of overtyping, when they select a row, the data from that is copied to a line above the pivot where the user overtypes and submits. There are plenty of other tools for forecasts, of course, but if you're using Excel, there is nothing as flexible as a pivot for showing data by month with variable number of rows depending on department, region etc. Maybe I'll create an add-in that allows it!

    • @ricos1497
      @ricos1497 Před 3 lety

      It seems it used to be a function for OLAP datasources, via the "What If Analysis" on the Data tab in pivot table options. Also known as "Writeback". I'm guessing they got rid of it at some point!

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      An add-in would be a great idea!

  • @abhishekdesai3345
    @abhishekdesai3345 Před 2 lety

    Hi mynda, can you make video of hide and unhide column as done in this video using + button. Thanks for yours videos.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 2 lety

      I used the Group tool on the Data tab of the ribbon: www.myonlinetraininghub.com/excel-group-and-outline-data

  • @HanifTutorial
    @HanifTutorial Před 3 lety

    Good👍

  • @jd4tricks
    @jd4tricks Před rokem

    I finally got it! Pivot tables require properly formatted tabular data.

  • @davidtopp1972
    @davidtopp1972 Před 2 lety

    Was not sure where to post my issue, so here goes. I am using a Mac Book Pro, and I have an Excel file thru the Microsoft Online. My file is a Personal Budget and Check Register. The check register is formatted as a table. I have made several pivot tables, some with monthly data, and some with yearly data. When I add more transactions to my check register, and then refresh the pivot tables, I am constantly presented with the pivot table columns not holding their formatted width. I have searched online, but cannot seem to get a concise answer. Please let me know if there is a solution.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 2 lety

      Hi David, right-click the PivotTable > PivotTable Options > Layout & Format tab > deselect 'Autofit column widths on update

  • @DietricWilliams
    @DietricWilliams Před 27 dny

    I wish I'd have seen this video earlier today instead of having to do all the manual data scrubbing I did. My job uses Mac and I don't think I can use Power Query. What's a fast way to put data in tabular form similar to your last example?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 26 dny

      Glad it was helpful. It depends on what the problems are with the data as to what tools you could use that are available on a Mac. If it's a repetitive task, then you'd be best to write some VBA code to automate it.

  • @utubayisi
    @utubayisi Před 3 lety

    Perfect video again thx. I've got this issue: In case the rows under a certain column are supposed to include multiple criteria and it is not preferred to divide the cells into columns, slicers have boxes with multiple criteria as expected. Is there somehow a way to make the boxes include only one criterion in the slicer? Btw it's also needed for the charts. Many thx in advance whoever understands and responds :)

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      Thank you! No, there's no way for a slicer to display only one value from a cell.

  • @skcp151
    @skcp151 Před 3 lety

    Can you please advise how to convert negative value to positive value in pivot table..esp balance sheet presentation need to show all items as positive

  • @paulsingleton6071
    @paulsingleton6071 Před 3 lety

    Hi Mynda,
    I am using a pivot table that I have added to the data model so I can count some distinct values.
    If I try to use the getpivotdata function and try to reference a date cell I get the #ref! error.
    I have made sure my data model range is in the same format, am I missing something?
    Thank you

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      Hi Paul, I recommend you use the mouse to reference the PivotTable cell and let Excel build the GETPIVOTDATA formula for you. You can then see the date format it is expecting as this will be hard keyed in the formula. Then you can edit your date cell to use the same format. Hope that points you in the right direction. If you're still stuck, please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

    • @paulsingleton6071
      @paulsingleton6071 Před 3 lety

      @@MyOnlineTrainingHub Thank you Mynda for taking the time to reply. After looking again at the data model I found that the date field had a time stamp appended to the date. Not sure why. After some trial (and error!) I added "...&["&TEXT(Cell#,"yyyy-mm-dd")&"T00:00:00]")" at the end of the getpivotdata formula and it worked. Thanks again for your guidance 👏.

  • @silvestro2in1
    @silvestro2in1 Před 3 lety

    Nice

  • @davidwillis4545
    @davidwillis4545 Před 3 lety

    How can get the pivot table analyze option to let me create a calculated field? For some reason that option is always shaded out, so i can not choose it?

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety

      That option is not available when you load your data to the Data Model aka Power Pivot. In that case you need to open the Power Pivot editor and enter a calculated column there or write a DAX measure.

  • @JimDoveMO
    @JimDoveMO Před 3 lety

    I have a bunch of data which is similar and I thought I could use a pivot table to display it but I don't think this is the correct way. I have the following data: room air temp, supply air temp, and return air temp. The data was taken at different times but has a time stamp associated with it. I can put it all in one table with the headers of day, time, temp, and item. How can I add these three items to one table showing them all as separate line graphs with time as the x axis and temp as the y axis? In other words I would like excel to sort them and put them in chronological order.

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety +1

      That's doable, Jim. Please post your question and sample Excel file on our forum where we can help you further: www.myonlinetraininghub.com/excel-forum

  • @gillproduction1408
    @gillproduction1408 Před 3 lety

    Can you share its supporting excel file as you shared before for dashboard Thanks for this great info and efforts

    • @MyOnlineTrainingHub
      @MyOnlineTrainingHub  Před 3 lety

      Yes, like all my videos, if there's a file to download then you'll find the link in the video description.

    • @gillproduction1408
      @gillproduction1408 Před 3 lety

      @@MyOnlineTrainingHub From last few days i am watching your videos your all videos are excellent, i liked your video which i am watching because your videos are full of required information and very nice