Excel Tips
Grouping 1 Pivot Table Groups Them All »
January 17, 2023
I am building two pivot tables. One will show daily sales detail. The other will summarize by month. I arranged the pivot tables side by side. I use the Group feature to group the second pivot table by month.
Create a Frequency Distribution »
January 16, 2023
The VP of sales wants to stop accepting small orders. I need to see how many orders are “small” orders and the impact to our revenue.
Group Employees Into Age Bands »
January 13, 2023
I work in Human Resources. I need to calculate the number of employees and average salary by groups of ages. Initially, I get a pivot table with one row per age. How do I group this into groups like 25-29, 30-34, and so on?
Run Many Pivot Tables From one Slicer »
January 11, 2023
You can see that slicers are better than Report Filters. Another major advantage is that you can filter many pivot tables from one set of slicers. This allows you to create dashboard-like reports.
Add Visual Filters to a Pivot Table or Regular Table »
January 10, 2023
Excel 2007 added the ability to select multiple items from a filter. But when I do this, it uses the ambiguous (Multiple Items) heading. When I print this report, no one knows which customers are in the report.
Create a Report for Every Customer »
January 6, 2023
I need to print a report for each of my customers. Using the Report Filter field is tedious: I spend my whole morning selecting a customer, clicking Print, selecting a customer, clicking Print, and so on.
Create an Ad-Hoc Reporting Tool »
January 5, 2023
I have an operations manager who is famous for asking many ad hoc questions. One day, he will want to know who bought XYZ product. The next day, he will want to know all sales to Air Canada. How can Excel help me quickly answer his questions?
Limit a Report to Just One Region »
January 4, 2023
I need to send a customer report such to each regional manager in my company. I want each manager to see only sales in his or her region.