Subject Line

How to automate the pivot table in different reports?

Overview

As we know Pivot tables are used to Summarize, Sort, Reorganize, and Group, Count, Total or Average data. But sometimes we many need to make copies of the pivot table for each unique item in a field. This will help us to save lot of time with our everyday work as the pivot table can be created instantly

Sometimes we need to make an exact copy of pivot table for each unique item in a field.

Working

Lets understand the feature with an example.

The table below shows Sales of laptops for different countries for the year 2017 & 2018 for different quarters. (Figure 1: Sales of laptops)

There are four countries (Korea, Spain, Netherlands and Korea) and each have multiple records.

The management wants to see the Sales of each country as a separate report.


Figure1: Sales of laptops

First create pivot table for Country wise Quarter wise Sales

 

 

Step 1: Select the SalesTable (A1:F33).

Step 2: Go to INSERT tab and click on PivotTable in Tables grouping.

Step 3: Create PivotTable Dialog Box will appear.

Click on OK so that PivotTable is placed in the New Worksheet

Tip: You can also use shortcut keys. Press Alt + D. Then press P and then press F


Step 4: Drag the Quarter Field in ROWS area.

Step 5: Drag the Sales to VALUES area.

Step 6: Drag the Country to FILTERS area.


Step 7: Result of the Pivot table

Step 8: We could create pivot table 4 times for each country or else follow the below steps to create instantly.

Step 9: Click on any cell in the Pivot Table.


Step 10: Go to Analyze tab.

Step 11: Click on Options button in Pivot table tab.

Step 12: Click on Show Report Filter Pages Button

Step 13: Show Report Filter Pages Dialog box appears.

Step 14: Select Country

Step 15: Click on OK


 

Step 16:  We can now see 4 extra tabs i.e. 4 Country (Italy, Korea, Spain, Netherlands)


Step 17: Click on Italy tab to see Italy’s Sales for the 4Quarter’s

Step 18: Click on Korea tab to see Korea’s Sales for the 4 Quarter’s


Step 19: Click on Netherlands tab to see Netherland’s Sales for the 4 Quarter’s


 Step 19: Click on Spain tab to see Spain’s Sales for the 4 Quarter’s


Scope of usage

ü  Can be used to automate the pivot table reports

ü  Can be used to automatically create copies of the pivot table in individual worksheets

ü  Can be used to automatically apply the filter on the pivot table

Can be used to report each unique value for which the pivot table is being created

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Topics covered in Excel Logics

Designed for Excel Logics
Excel Logics is designed for Excel Logics – Excel 2019, Excel 2016, Office 365. While you can practice the concepts in older versions of Excel, to get the most out of it, use latest version of Excel or Office 365.

Getting Started

Intro to Excel
Setting up tables
Cleaning bad data
Cleaning using Power Query
Writing formulas
Creating pivot tables
Making charts
Filtering & sorting
Shortcuts

Data + Tables + PQ

Excel Tables
Filtering, slicing tables
Bad data to good with PQ
Unpivoting data with PQ
Merging multiple files to one table

Writing Formulas

Referencing data
IF condition, CHOOSE, IFS
Statistical analysis
Conditional sum, count
Lookups
Advanced Lookups
Date formulas
Text analysis
Sentiment analysis
Exploratory data analysis

Making Pivot Tables

Creating pivot tables Data model + relationships Multiple table pivots Customizing pivots Extra calculations in Pivots Grouping data Slicing and dicing GETPIVOTDATA

         Adv. Pivot Table bonus

Charts + Graphs

Intro to Charting
Picking right charts
Anatomy of Excel chart
Formatting charts
New charts in Excel 2016
Budget vs. Actual charts
Then vs. Now charts
Conditional charts
Sparklines
Interactive charts

Advanced Concepts

Data validation
Creating templates
Workbook protection
Publishing to web
Shapes + pictures
Navigation buttons
Priting
Form controls
Custom ribbons

Optional module on

Dashboards

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    Topics covered in Excel Logics

    Designed for Excel Logics
    Excel Logics is designed for Excel Logics – Excel 2019, Excel 2016, Office 365. While you can practice the concepts in older versions of Excel, to get the most out of it, use latest version of Excel or Office 365.

    Getting Started

    Intro to Excel
    Setting up tables
    Cleaning bad data
    Cleaning using Power Query
    Writing formulas
    Creating pivot tables
    Making charts
    Filtering & sorting
    Shortcuts

    Data + Tables + PQ

    Excel Tables
    Filtering, slicing tables
    Bad data to good with PQ
    Unpivoting data with PQ
    Merging multiple files to one table

    Writing Formulas

    Referencing data
    IF condition, CHOOSE, IFS
    Statistical analysis
    Conditional sum, count
    Lookups
    Advanced Lookups
    Date formulas
    Text analysis
    Sentiment analysis
    Exploratory data analysis

    Making Pivot Tables

    Creating pivot tables Data model + relationships Multiple table pivots Customizing pivots Extra calculations in Pivots Grouping data Slicing and dicing GETPIVOTDATA

             Adv. Pivot Table bonus

    Charts + Graphs

    Intro to Charting
    Picking right charts
    Anatomy of Excel chart
    Formatting charts
    New charts in Excel 2016
    Budget vs. Actual charts
    Then vs. Now charts
    Conditional charts
    Sparklines
    Interactive charts

    Advanced Concepts

    Data validation
    Creating templates
    Workbook protection
    Publishing to web
    Shapes + pictures
    Navigation buttons
    Priting
    Form controls
    Custom ribbons

    Optional module on

    Dashboards

    What is a dashboard?
    Process for dashboards
    Business dashboard #1
    Business dashboard #2
    Business dashboard #3
    Employee Dashboard
    Financial metrics dashboard
    KPI Dashboard
    Web enabled dashboard

    Excel Dashboards

    Dashboards from Excel Logics

    Previous
    Next


    Excel Logics Academy

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  • Excel Logics Dashboards

    Dashboards online + download access

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        •    6 modules of Adv. Excel Lessons
        •  Extra module on Dashboards
        •   70 lesson videos
        •    50+ example workbooks videose
        •    Lifetime access
        •    Download HD quality videos
        •   Formula cheat sheet
        Shortcuts poster
    •   30 day money back guarantee


    Excel Logics Academy

    online + download access

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      •    6 modules of Adv. Excel Lessons
      •   40+ example workbooks
      •   2 years online access
      •    Download HD quality videose
      •   Formula cheat sheet
      •   Shortcuts poster
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  • Excel Logics Dashboards

    Dashboards online + download access

      $ 227

        •    6 modules of Adv. Excel Lessons
        •  Extra module on Dashboards
        •   70 lesson videos
        •    50+ example workbooks videose
        •    2 years online access
        •    Download HD quality videos
        •   Formula cheat sheet
          Shortcuts poster
      •   30 day money back guarantee