23 Things You Should Know About Excel Pivot Tables

9/8/2016
23thingsyoushouldknowaboutExcelpivottables|Exceljet
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23 things you should know about Excel pivot tables

by DAVE BRUNS | July 30, 2014
Many Excel experts believe that pivot tables are the single most powerful tool in Excel. According to Bill Jelen (a.k.a. Mr. Excel) "No other
tool in Excel gives you the exibility and analytical power of a pivot table". I agree completely. Excel Pivot Tables are fun and powerful. So,
in no particular order, here are some things you should know about them.
Video: Why Pivot Tables? formulas vs. pivot tables
1. You can build a pivot table in about one minute

Many people have the idea that building a pivot table is complicated and time-consuming, but it's simply not true. Compared to the
time it would take you to build an equivalent report manually, pivot tables are incredibly fast. If you have well-organized source data,
you can create a pivot table less than a minute. Here's how:
1. Select any cell in the source data
2. On the Insert tab of the ribbon, click the PivotTable button
3. In the Create PivotTable dialog box, check the data and click OK
4. Drag a "label" eld into the Row Labels area (e.g. customer)
5. Drag a numeric eld into the Values area (e.g. sales)
Video: How to quickly create a pivot table
https://exceljet.net/thingstoknowaboutexcelpivottables
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Select any cell in the data to start.
A very simple pivot table in about 30 seconds
2. Perfect your source data

To minimize problems down the road, always use good quality source data, organized in a tabular layout. "Perfect" source data will have
no blank rows or columns, and no subtotals. Each column will have a unique name (on one row only), every eld will have a value in
every row, and columns will not hold repeated groups of data (i.e. month names, location names, region names, etc.).
Video: How to quickly ll in missing data
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Perfect data for a pivot table!
3. Count the data rst

When you rst create a pivot table, use it to generate a simple count rst to make sure the pivot table is processing the data as you
expect. To do this, simply add any text eld as a Value eld. You'll see a very small pivot table that displays the total record count, that
is, the total number of rows in your data. If this number makes sense to you, you're good to go. If the number doesn't make sense to you,
it's possible the pivot table is not reading the data correctly or that the data has not been de ned correctly.
300 rst names means we have 300 employees. Check.
4. Plan before you build

Although it's a lot of fun dragging elds around a pivot table, and watching Excel churn out yet another unusual representation of the
data, you can nd yourself going down a lot of unproductive rabbit holes very easily. An hour later, it's not so fun anymore. Before you
start building, jot down what you are trying to measure or understand, and sketch out a few simple reports on a notepad. These simple
notes will help guide you through the huge number of choices you have at your disposal. Keep things simple, and focus on the questions
you need to answer.
5. Use a table for your data to create a "dynamic range"

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If you use an Excel Table for the source data of your pivot table, you get a very nice bene t: your data range becomes "dynamic". A
dynamic range will automatically expand and shrink the table as you add or remove data, so won't have to worry that the pivot table is
missing the latest data. When you use a Table for your pivot table, the pivot table will always be in sync with your data.
To use a Table for your pivot table:
1. Select any cell in the data use the keyboard shortcut Ctrl-T to create a Table
2. Click the Summarize with PivotTable button (TableTools > Design)
3. Build your pivot table normally
4. Pro t: data you add to your Table will automatically appear in your Pivot table on refresh
Video: Use a table for your next pivot table
Creating a simple Table from the data using (Ctrl-T)
Now that we have a table, we can use Summarize with a Pivot Table
Still need inspiration on why you should learn pivot tables? See my personal story.
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6. Use a pivot table to count things

By default, a Pivot Table will count any text eld. This can be a really handy feature in a lot of general business situations. For example,
suppose you have a list of employees and want to get a count by department? To get a breakdown by department, follow these steps:
1. Create a pivot table normally
2. Add the Department as a Row Label
3. Add the employee Name eld as a Value
4. The pivot table will display a count of employee by Department
Employee breakdown by department
7. Show totals as a percentage

In many pivot tables, you'll want to show a percentage rather than a count. For example, perhaps you want to show a breakdown of sales
by product. But, rather than show the total sales for each product, you want to show sales as a percentage of the total sales. Assuming
you have a eld called Sales in your data, just follow these steps:
1. Add Product to the pivot table as a Row Label
2. Add Sales to the pivot table as a Value
3. Right-click the Sales eld, and set "Show Values As" to "% of Grand Total"
See the tip below "Add a eld more than once to a pivot table" to learn how to show total sales and sales as a percent of total at the same
time.
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Changing value display to % of total
Sum of employees displayed as % of total
8. Use a pivot table to build a list of unique values

Because pivot tables summarize data, they can be used to nd unique values in a eld. This is a good way to quickly see all the values
that appear in a eld and also nd typos, and other inconsistencies. For example, suppose you have sales data and you want to see a list
of every product that was sold. To create a product list:
1. Create a pivot table normally
2. Add the Product as a Row Label
3. Add any other text eld (category, customer, etc) as a Value
4. The pivot table will show a list of all products that appear in the sales data
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Every product that appears in the data is listed (including a typo)
Want to learn more about Pivot Tables? See our accelerated video training.
9. Create a self-contained pivot table

When you've created a pivot table from data in the same worksheet, you can remove the data if you like and the pivot table will continue
to operate normally. This is because a pivot table has a pivot cache that contains an exact duplicate of the data used to create the pivot
table.
1. Refresh the pivot table to ensure cache is up to date (PivotTable Tools > Refresh)
2. Delete the worksheet that contains the data
3. Use your pivot table normally
See: How to make a self-contained pivot table
10. Group a pivot table manually

Although pivot tables automatically group data in many ways, you can also group items manually into your own custom groups. For
example, assume you have a pivot table that shows a breakdown of employees by department. Suppose you want to further group the
Engineering, Ful llment, and Support departments into Group 1, and Sales and Marketing into Group 2. Group 1 and Group 2 don't
appear in the data, they are your own custom groups. To group the pivot table into the ad hoc groups, Group 1 and Group 2:
1. Control-click to select each item in the rst group
2. Right-click one of the items and choose Group from the menu
3. Excel creates a new group, "Group1"
4. Select Marketing and Sales in column B, and group as above
5. Excel creates another group, "Group2"
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Starting to group manually
Half way through manual grouping - Group 1 is done
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Finished grouping manually
11. Group numeric data into ranges

One of the most interesting and powerful features that every pivot table has is the ability to group numeric data into ranges or buckets.
For example, assume you have a list of voting results that includes voter age, and you want to summarize the results by age group:
1. Create your pivot table normally
2. Add Age as a Row Label, Vote as a Column Label, and Name as a Value
3. Right-click any value in the Age eld and choose Group
4. Enter 10 as the interval in the "By:" input area
5. When you click OK, you'll see the voting data grouped by age into 10-year buckets
Video: How to group a pivot table by age range
The source data for voting results
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Grouping the age eld into 10 year buckets
Done grouping voting results by age range
12. Rename elds for better readability

When you add elds to a pivot table, the pivot table will display the name that appears in the source data. Value eld names will appear
with "Sum of " or "Count of" when they are added to a pivot table. For example, you'll see Sum of Sales, Count of Region, and so on.
However, you can simply overwrite this name with your own. Just select the cell that contains the eld you want to rename and type a
new name.
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Rename a eld by typing over the original name
13. Add a space to eld names when Excel complains

When you try to rename elds, you might run into a problem if you try to use exactly the same eld name that appears in the data. For
example, suppose you have a eld called Sales in your source data. As a value eld, it appears as Sum of Sales, but (sensibly) you want it
to say Sales. However, when you try to use Sales, Excel complains that the eld already exists, and throws a "PivotTable eld name
already exists" error message.
Excel doesn't like your new eld name

As a simple workaround, just add a space to the end of your new eld name. You can't see a difference, and Excel won't complain.
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Adding a space to the name avoids the problem
14. Add a eld more than once to a pivot table

There are many situations when it makes sense to add the same eld to a pivot table more than once. It may seem odd, but you can
indeed add the same eld to a pivot table more than once. For example suppose you have a pivot table that shows a count of employees
by department.
The count works ne, but you also want to show the count as a percentage of total employees. In this case, the simplest solution is to
add the same eld twice as a Value eld:
1. Add a text eld to the Value area (e.g. First name, Name, etc.)
2. By default, you'll get a count for text elds
3. Add the same eld again to the Value area
4. Right-click the second instance, and change Show Values As to "% of Grand Total"
5. Rename both elds as as you wish
Setting a eld to show percent of total
Get 222 Excel shortcuts
FreePDFwithover200ExcelshortcutsforMacandWindows,sidebyside.
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The Name eld has been added twice
15. Automatically format all value elds

Any time you add a numeric eld as a Value in a pivot table, you should set the number format directly on the eld. You may be tempted
to format the values you see in the pivot table directly, but this is not a good idea, because it's not reliable as the pivot table changes.
Setting the format directly on the eld will ensure that the eld is displayed using the format you want, no matter how big or small the
pivot table becomes.
For example, assume a pivot table that shows a breakdown of sales by Region. When you rst add the Sales eld to the pivot table, it will
be displayed in General number format, since it's a numeric eld. To apply the Accounting number format to the eld itself:
1. Right-click on the Sales eld and select Value Field Settings from the menu
2. Click the Number Format button in the Value eld settings dialog that appears
3. Set the format to Accounting and click OK to exit
Setting format directly on a value eld
16. Drill down to see (or extract) the data behind any total
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Whenever you see a total displayed in a pivot table, you can easily see and extract the data that makes up the total by "drilling down".
For example, assume you are looking at a pivot table that shows employee count by department. You can see that there are 50
employees in the Engineering department, but you want to see the actual names. To see the 50 people that make up this number,
double-click directly on the number 50 and Excel will add a new sheet to your workbook that contains the exact data used to calculate
50 engineers. You can use this same approach to see and extract data behind totals wherever you see them in a pivot table.
Double click a total to "drill down"
The 50 Enginners, extracted into a new sheet automatically
17. Clone your pivot tables when you need another view
Once you have one pivot table set up, you might want to see a different view of the same data. You could of course just rearrange your
existing pivot table to create the new view. But if you're building a report that you plan to use and update on an on-going basis, the
easiest thing to do is clone an existing pivot table, so that both views of the data are always available.
There are two easy ways to clone a pivot table. The rst way involved duplicating the worksheet that holds the pivot table. If you have a
pivot table set up in worksheet with a title, etc., you can just right click the worksheet tab to copy the worksheet into the same
workbook. Another way to clone a pivot table is to copy the pivot table, and paste it somewhere else. Using these approaches, you can
make
as many copies as you like.
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When you clone a pivot table this way, both pivot tables share the same pivot cache. This means that when you refresh any one of the
clones (or the original) all of the related pivot tables will be refreshed.
Video: How to clone a pivot table
18. Unclone a pivot table to refresh independently

After you've cloned a pivot table, you might run into a situation where you really don't want the clone to be linked to the same pivot
cache as the original. A common example is after you've grouped a date eld in one pivot table, refresh, and discover that you've also
accidentally grouped the same date eld in another pivot table that you didn't intend to change. When pivot tables share the same pivot
cache, they also share eld grouping as well.
Here's one way to unclone a pivot table, that is, unlink it from the pivot cache it shares with other pivot tables in the same worksheet:
1. Cut the entire pivot table to the clipboard
2. Paste the pivot table into a brand new workbook
3. Refresh the pivot table
4. Copy it again to the clipboard
5. Paste it back into the original workbook
6. Discard the temporary workbook
Your pivot table will now use it's own pivot cache and will not refresh with the other pivot table(s) in the workbook, or share the same
eld grouping.
19. Get rid of useless headings

The default layout for new pivot tables is the Compact layout. This layout will display "Row Labels" and "Column Labels" as headings in
the pivot table. These aren't the most intuitive headings, especially for people that don't often use pivot tables. An easy way to get rid of
these odd headings is to switch the pivot table layout from Compact to Outline or Tabular layout. This will cause the pivot table to
display the actual eld names as headings in the pivot table, which is much more sensible. To get rid of these labels altogether, look for
a button called Field Headers on the Analyze tab of the Pivot Table Tools ribbon. Clicking this button will disable headings completely.
Note the useless and confusing eld headings

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Switching the layout from Compact to Outline
Field headings in Outline layout are much more sensible
20. Add a little white space around your pivot tables

This is just a simple design tip. All good designers know that a pleasing design requires a little white space. White space just means
empty space set aside to give the layout breathing room. After you create a pivot table, insert an extra column to the left and an extra
row or two at the top. This will give your pivot table some breathing room and create a better looking layout. In most cases, I also
recommend that you turn off gridlines on the worksheet. The pivot table itself will present a strong visual grid, so the gridlines outside
the pivot table are unnecessary, and will simply create visual noise.

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A little white space makes your pivot tables look more polished
Inspiration: 5 pivot tables you haven't seen before.
21. Get rid of row and column grand totals

By default, pivot tables show totals for both rows and columns, but you can easily disable one or both of these totals if you don't want
them. On the Pivot Table tab of the ribbon, just click the Totals button and choose the options you want.
You can remove grand totals for both rows and columns
22. Format empty cells

If you have a pivot table that has a lot of blank cells, you can control the character that is displayed in each blank cell. By default, empty
cells will display nothing at all. To set your own character, right-click inside the pivot table and select Pivot Table options. Then make
sure that "Empty cells as:" is checked, and enter the character you want to see. Keep in mind that this setting respects the applied
number format. For example. if you are using the accounting number format for a numeric value eld, and enter a zero, you'll see a
hyphen
"-" displayed in the pivot table, since that's how zero values are displayed with the Accounting format.
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Empty cells set to display 0 (zero) and Accounting number format gives you hyphens
23. Turn off AutoFit when necessary

By default, when you refresh a pivot table, the columns that contain data are adjusted automatically to best t the data. Normally, this
is a good thing, but it can drive you crazy if you have other things on worksheet along with the pivot table, or if you have carefully
adjusted the column widths manually and don't want them changed. To disable this feature, right-click inside the pivot table and choose
PivotTable Options. In the rst tab of the options (or the layout tab on a Mac), uncheck "AutoFit Column Widths on Update".
Pivot table column auto t option for Windows

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Pivot table column auto t option for Mac
You can learn Pivot Tables on your own, free, with a DIY approach that involved lots of research, reading blogs, and
sifting through YouTube videos. But you can also learn pivot tables the FAST way, with a our step-by-step video course.
See also
Can pivot tables save your job?
5 pivot tables you probably haven't seen before
Related courses
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Quick, clean, and to the point

Video: Why Pivot Tables? formulas vs. pivot tables

1. You can build a pivot table in about one minute

Select any cell in the data to start.

A very simple pivot table in about 30 seconds

2. Perfect your source data

Perfect data for a pivot table!

3. Count the data rst

300 rst names means we have 300 employees. Check.

4. Plan before you build

5. Use a table for your data to create a "dynamic range"

Creating a simple Table from the data using (Ctrl-T)

6. Use a pivot table to count things

Employee breakdown by department

7. Show totals as a percentage

Changing value display to % of total

Sum of employees displayed as % of total

8. Use a pivot table to build a list of unique values

Every product that appears in the data is listed (including a typo)

9. Create a self-contained pivot table

10. Group a pivot table manually

Starting to group manually

Half way through manual grouping - Group 1 is done

Finished grouping manually

11. Group numeric data into ranges

The source data for voting results

Grouping the age eld into 10 year buckets

Done grouping voting results by age range

12. Rename elds for better readability

Rename a eld by typing over the original name

13. Add a space to eld names when Excel complains

Excel doesn't like your new eld name

Adding a space to the name avoids the problem

14. Add a eld more than once to a pivot table

Setting a eld to show percent of total

Get 222 Excel shortcuts

The Name eld has been added twice

15. Automatically format all value elds

Setting format directly on a value eld

Get 222 Excel shortcuts

Double click a total to "drill down"

The 50 Enginners, extracted into a new sheet automatically

18. Unclone a pivot table to refresh independently

19. Get rid of useless headings

Note the useless and confusing eld headings

Get 222 Excel shortcuts

Switching the layout from Compact to Outline

Field headings in Outline layout are much more sensible

20. Add a little white space around your pivot tables

Get 222 Excel shortcuts

Inspiration: 5 pivot tables you haven't seen before.

21. Get rid of row and column grand totals

22. Format empty cells

23. Turn off AutoFit when necessary

Pivot table column auto t option for Windows

Get 222 Excel shortcuts

Pivot table column auto t option for Mac