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A pivot table is a handy tool for estimating projects. As long as the data is well structured, a pivot table can easily handle hundreds or even thousands of line items. You can group these items by category, by phase, by contractor, and so on. Once the pivot table is created, you can easily...Read more
To group a pivot table by day of week (e.g. Mon, Tue, Wed, etc.) you can add a helper column to the source data with a formula to extract the weekday name, then use the helper to group data in the pivot table. In the example shown, the pivot table is...Read more
To create a pivot table with a filter for day of week (i.e. filter on Mondays, Tuesdays, Wednesdays, etc.) you can add a helper column to the source data with a formula to add the weekday name, then use the helper column to filter the data in the pivot table...Read more
Pivot tables have a built-in feature to calculate running totals. In the example shown, a pivot table is used group data by month and show both the monthly total and running total over a 6-month period.
The source data contains three fields: Date,...Read more
To build a pivot table to summarize data by month, you can use the date grouping feature. In the example shown, the pivot table is uses the Date field to automatically group sales data by month.
In the pivot table shown, there are three fields, Name, Date,...Read more
To build a pivot table that shows latest n values by date, you can add the date as a value field set to show maximum value, then (optionally) add a field as a row column and filter by value to show n values. In the example shown, Date is a value field set to Max, and Sales is a Row field...Read more
This shortcut will select the entire pivot table, excluding report filters.
On Windows, Ctrl Shift * also works to select the entire pivot tableRead more
In this article, we take a short tour of some "unconventional" pivot tables you probably haven't seen before. These are interesting pivot tables created to analyze something other than sales data.Read more
Pivot tables are an easy way to quickly count values in a data set. In the example shown, a pivot table is used to count the names associated with each color.
The pivot table shown is based on two fields: Name and Color. The Color field is configured as a row field, and...Read more
This shortcut will embed a pivot chart on the same worksheet as the pivot table. Select a cell in the pivot table first.
No Mac equivalent.Read more
To list and count the most frequently occurring values in a set of data, you can use a pivot table. In the example shown, the pivot table displays the top Wimbledon men's singles champions...Read more
