Excel Tips

January 30, 2023

I need to add a calculation in the grid outside of the pivot table that points to cells in the pivot table. Whenever I copy the formula, I get the exact same result!

Group Text Fields to Build Territories »

January 27, 2023

As shown in the previous topic, adding calculated items causes the totals to be wrong. I want to test grouping offices into territories. How can I do it?

Add a Calculated Item to Group Items in a Pivot Table »

January 26, 2023

I’m working with the small data set shown here.

Calculated Fields in a Pivot Table »

January 25, 2023

I need to include in a pivot table a calculation that is not in my underlying data. My data includes quantity sold, revenue, and cost. I would like to report gross profit and average price.

Pivot Ranks Don’t Match RANK() »

January 24, 2023

I set up a pivot table and showed the values as a rank, using Rank Largest to Smallest. Why is the fourth product assigned a rank of #3?

Better Calculations with Show Values As »

January 23, 2023

Excel offers eleven functions on the Summarize Value By tab of the Value Field Settings dialog. Those are not the good ones. The good ones are on the Show Values As tab. Ninety percent of the time that I change the calculation, I am using one of the relatively hidden Show Values As calculations.

Create a Report That Shows Count, Min, Max, Average, Etc. »

January 20, 2023

Most of the Pivot Table examples shown thus far are for summing revenue. What if I need to find out the average sale by customer or the smallest sale?

Drag Fields to the Pivot Table »

January 19, 2023

I want to go back to dragging fields around the pivot table like I did back in Excel 97-2003.

Reduce Size 50% Before Sending »

January 18, 2023

I have to upload a file over my aunt’s 56 baud modem. Can I reduce the size of the workbook?