Learn 6 advanced pivot table tips and tricks for Microsoft Excel, specially if you are involved in financial reporting and analysis
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Learn 6 advanced pivot table tips and tricks for Microsoft Excel, specially if you are involved in financial reporting and analysis.
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Microsoft Excel pivot tables are a great tool for simplifying data analysis and reporting. It pays off to learn these advanced pivot table tips and tricks as it can save you hours in time, and also increases your accuracy. The advanced pivot table tips and tricks are a musk know for everyone involved in analyzing data or creating and presenting reports.

Apply custom filter using Grouping
Grouping to create Data Range or buckets
Grouping Dates using Pivot tables
Creating Pivot table calculated fields
Combining and analyzing two reports in different formats
Pivot table slicers and slicer connections

We will start with the powerful grouping function available with the pivot tables. We will look at different examples of grouping, including custom grouping when you want to create a new group that is not available in the source data. After creating custom grouping, you will be able analyze data at the new group level which is extremely useful.

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We will then look at creating data bands or data range groups, which helps with analyzing data by putting them in various buckets or range of values. this is a great way to analyze data (including creating a Histogram), and gives you a much deeper insight into the data.

We will also look at grouping dates in a pivot table. And then we will look at how calculated fields can be added to a pivot table further enhancing our ability to analyze and report information. The calculated fields work with the new new groups that we have created as well, hence making it a great and powerful tool for data analysis.

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We will then look at a trick that I learnt early in my career to combine to sources of data which are formatted differently but have some information in common, and can be analyzed together. An example is we have separate data set for actual results and budget, and we want to compare actual results with budget side by side, but since the reports are in different format, we are not able to compare them. Using the trick I share in the video, you will learn how with a small tweak of data you can analyze actual results vs budget even though the source data is different in format.

And finally we will look at pivot table slicers which are a great tool for filtering data and connecting multiple pivot tables together. Most of the Excel dashboards are created using the Slicers.

I hope you find the information and tips and tricks provided in the video useful and it helps you analyze data better, faster and more accurately.

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