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In this video you’ll learn the Top 10 Advanced Pivot Table Tips, Tricks & techniques for Microsoft Excel. PivotTables are one of Excel’s most important tools. They help you to automatically summarize and aggregate data. This way you don’t have to write a single formula. The Pivot table does the aggregations for you.

These pivot table tips are going to help you analyze your data and get better and faster insights into your data. You’ll learn how to create calculated fields, how to calculate the difference between columns and summarize your values in different ways. I’ll show you some Excel tricks that you can use in Pivot tables, such as using conditional formatting in a pivot table. How to drill-down and view details of a value; How to generate multiple pivot table reports with one click; how to use custom number formatting to get emojis and icons in your pivot table and how to add a timeline to your report.
Aside from using pivot tables to analyze your data, you can use pivot tables to create interactive dashboards.

You can download the Pivot table sample file here:

Timestamps
00:00 Advanced Pivot Table Tips And Tricks You Need To Know
00:30 Create a Pivot table
00:54 Adjust Pivot table Field List Settings
01:25 Create Multiple Pivot Reports With 1 Click
02:37 Drill Down in Pivot tables For Details
03:06 Add Data Bars to Pivot Tables
04:29 Create Calculated Fields
05:36 Calculate the Difference Between Columns
07:00 Smart Custom Number Formatting
08:15 Create Your Own Custom Groupings
09:23 How to Group Date Fields
10:17 Add A Timeline to Your Pivot Table
11:12 Wrap Up

Learn how to format your source data and create your first Pivot Table in this video:
► Pivot Tables for Beginners:

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An essential tool for data analysis and reporting, Excel’s Pivot Tables allow users to efficiently summarize and display large datasets. While many people are familiar with the basic functions of Pivot Tables, there are numerous advanced techniques that can take your data analysis skills to the next level. In this article, we will explore some of these techniques and how they can help you achieve more in Excel.

1. Consolidating data from multiple sources: Pivot Tables are not limited to a single data source. You can easily consolidate data from multiple worksheets, workbooks, or even external sources by utilizing the “Consolidate” feature. This allows you to combine data from different locations into a single Pivot Table, providing a comprehensive view of your information.

2. Using calculated fields and calculated items: Excel’s Pivot Tables offer flexibility by allowing users to create calculated fields and calculated items. Calculated fields enable you to perform calculations on existing fields within your dataset, such as finding averages or percentages. On the other hand, calculated items allow you to group and summarize data based on customized criteria. These features provide you with the ability to generate complex calculations and perform ad-hoc analysis within your Pivot Tables.

3. Incorporating slicers for interactive filtering: Slicers are a fantastic addition to Pivot Tables that enhance interactivity and simplify data filtering. Slicers provide user-friendly buttons or dropdown menus that enable you to filter your Pivot Table with ease. By simply clicking on a slicer, you can instantly filter and analyze specific sections of your dataset, making your analysis more dynamic and intuitive.

4. Grouping data by date ranges: When dealing with date-related data, Pivot Tables can automatically group dates into specific time intervals like months, quarters, or years. This allows for easier analysis and presentation of data over time. By grouping dates, you can quickly identify trends and patterns within your dataset.

5. Applying conditional formatting in Pivot Tables: Conditional formatting is a powerful feature in Excel that can also be applied within Pivot Tables. By adding formatting rules based on specific criteria, you can highlight important data points, visualize trends, or emphasize outliers. This allows you to make your Pivot Tables more visually appealing and easier to comprehend.

6. Creating pivot charts: Pivot Tables can be transformed into pivot charts, which offer a visual representation of your data. By converting your Pivot Table into a chart, you can convey complex information quickly and effectively. Pivot charts can also be interactive, allowing users to explore and filter data dynamically.

7. Using Power Pivot and Power Query: For advanced data analysis needs, Excel provides Power Pivot and Power Query as add-ins. Power Pivot allows you to work with larger datasets and perform more complex calculations. Power Query offers advanced data transformation and manipulation options, including merging multiple datasets, cleaning data, and performing advanced calculations. By utilizing these add-ins, you can unlock even more capabilities and possibilities within your Pivot Tables.

In conclusion, Excel’s Pivot Tables offer a wide range of advanced techniques to enhance your data analysis and reporting capabilities. By mastering these techniques, you can manipulate and analyze your data more efficiently, saving time and gaining better insights from your datasets. Whether you need to consolidate data, perform complex calculations, or create dynamic visualizations, Pivot Tables can be a valuable asset in achieving more in Excel.