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The Beginner’s Guide to Excel Charts

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Intermediate Excel Skills, Tips, and Tricks Tutorial

DPReview Digital Photography. East Dane Designer Men's Fashion. 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. 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.

Pivot Table Tips | Exceljet

The first way involved duplicating the worksheet that holds the pivot table. If you have a pivot table set up in worksheet with a title, etc. 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. 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. 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 field in one pivot table, refresh, and discover that you've also accidentally grouped the same date field in another pivot table that you didn't intend to change. When pivot tables share the same pivot cache, they also share field 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:. 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 field grouping. 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 field 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 field headings. Switching the layout from Compact to Outline.

Field headings in Outline layout are much more sensible. This is just a simple design tip. All good designers know that a pleasing design requires a little white space.


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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.

A little white space makes your pivot tables look more polished. Inspiration: 5 pivot tables you haven't seen before. 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. 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. Empty cells set to display 0 zero and Accounting number format gives you hyphens. By default, when you refresh a pivot table, the columns that contain data are adjusted automatically to best fit 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. Pivot table column autofit option for Windows. Who wants to recreate Excel cell styles over and over again? Start off by clicking in the cell that has the format that you want to copy. Click on the Format Painter , then click on the cell that you want to apply the same style to.

How to Format an Excel Spreadsheet (Watch & Learn)

As you probably already know, a spreadsheet is made up of rows and columns. Rows are ruled by horizontal lines and have numbers next to them. Columns are split with vertical lines and have letters at the top to refer to them. Cells have names for which row and column they intersect. For example, where row 4 and column B meet is called B4. Gridlines in Excel are one of the defining features of a spreadsheet. They make it easy to follow data across the screen into a cell.

Excel Made Easy - A Beginner's Guide

These lines are imaginary and only visible on screen. However, you might want to turn off gridlines for a stylistic effect. What if you wanted to show gridlines throughout the spreadsheet when you print it? Instead of having to manually add borders to each and every cell, you can simply print your workbook and include those gridlines.

Keep in mind that this option will certainly use more ink when printing. However, it also might make it easier to read your printed spreadsheet. With just a couple of clicks, you can transform a few rows and columns into a structured data table. This feature works best when you already have data in a set of rows and columns and want to apply a uniform style. It's a combination of style and functionality, as tables add other features like automatic filtering buttons.


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What if the format for a cell could change based on the data that's inside of it? It's easier to get started with than you may think. Imagine using Conditional Formatting to highlight the top and bottom values in your cells. It makes it easy to visually scan your data and look for key indicators.

Conditional Formatting is best used with numerical data. There are a number of styles that you can choose from the Conditional Formatting dropdown menu. Each of these applies a different style of Excel formatting to your cells, but each will adapt based on the cells that you've highlighted.