How to Save Hours Updating Pivot Tables in Excel 2007

This Excel 2007 Training Video could – conservatively – save you at least one hour each month when you need to update your Pivot Tables!

What is that worth to you and your company? $100.00? $500.00? – Multiply that by 12 for each month in the year…

Have I got your attention yet?

Watch this short – 3 minute and 20 second video lesson – and you can thank me – or learn more ways to save time and money by purchasing my DVD – “The 50 Best Tips for Excel 2007”

If you watched this short – 3 minute 20 second video lesson, you can tell that I am excited about this topic. Would you like to trade 3 1/2 minutes to watch this video in order to save hundreds of $$$ each month to get an updated Pivot Table?  If your answer is anything other than “Yes!”, please send me an email – I would like to know what I am missing.”

Enjoy this video – and enjoy spending or investing the savings that you reap each month by applying this technique!

Want to save even more money? – Purchase my DVD – “The 50 Best Tips for Excel 2007″ – Click here to shop at my secure website.

Want to find a specific – and FREE – Excel Video Training Lesson? Click here to visit my Index of Excel Video Training Lessons.

You can watch this Excel video on YouTube. I have almost 200 videos on my YouTube channel – DannyRocksExcels

Learn how to “Quickly Create Pivot Tables” in Excel

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Changing Pivot Table Summaries in Excel 2007

In this Excel Video Lesson I demonstrate how to show an additional Pivot Table Summary, “Percentage of Total,”  alongside a traditional ( Sum of Amount) subtotal. It is easy to do – if you know where to look. In the Field Settings Dialog Box for your Pivot Table, click on the “Show Values As” tab and then select the option that you want from the drop-down listing. In this lesson I use “% of Column.”

Watch me demonstrate how to do this.

If your want to learn the best tips for Excel, I encourage you to purchase my DVD – “The 50 Best Tips for Excel 2007.” Click here to enter my secure shopping site and make your selection. I guarantee your satisfaction 100%. If you are not satisfied, then I will refund your purchase price.

Additional Resources

Extended Length – 90 Minutes – Video Tutorials for Excel Pivot Tables now available – Download or on DVD-ROM

You can view – and download – this video on YouTube. I welcome you to subscribe to my YouTube Channel, DannyRocksExcels

Learn how you can “Quickly Create Pivot Tables” in Excel

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How to Compare Two Excel Lists for Differences

Lists, lists, lists … It sometime seems that I am swimming in a sea of lists. Lists of customers, updated lists of customers, sales by week, sales for the current week, book lists, revised lists of books, etc. Lists seem to beget more lists and both beget problems – How to compare pairs of lists to avoid duplicates and redundancies!

If you can relate to this scenario, I know that you will enjoy this Excel Video Lesson.

Three Techniques Used in My Tutorial

1) Use the =MATCH() Function

2) Use the =VLOOKUP() Function

3) Use a Pivot Table in Excel 2007

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If you enjoyed this Excel Video Lesson, I am confident that you will enjoy the lessons on my DVD-ROM, “The 50 Best Tips for Excel 2007.”  Click on this link to visit my secure online shopping website.

You can watch this Excel Video Lesson on YouTube – Subscribe to my YouTube Channel – DannyRocksExcels

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I Have Updated My Index of Excel Video Lessons

As part of the process of reorganizing my website, I have updated my “Index of Excel Video Lessons” page. The content of this page will be updated as I add each new Excel Video Training Lesson. So, I suggest that you click here to go to the Video Index and then save the page as one of your “Favorites” if you want to learn how to really get the most out of Excel or to find a quick answer when you are using Excel.

On the Index Page you can see an organized listing of my Excel Videos by Category – e.g. Formulas, Formatting, Pivot Tables “What-if” Analysis, etc. Each lesson is “hyperlinked” so that you can just click on the topic to go directly to the lesson that you are interested in.

I indicate in the title if the lesson is specific to Excel 2007.  All my new Excel video lessons are created using Excel 2007.

If there is a topic that you would like me to cover, send me an e-mail message – danny@thecompanyrocks.com

If you enjoy my video instruction, I encourage you to purchase my DVD, “The 50 Best Tips for Excel 2007.” The DVD contains over 5 1/2 hours of Tips, Tricks & Techniques to help you to master the program – and to save a considerable amount of time while working in Excel! Click here to enter my secure shopping site.

Thank you for your support and encouragement!

Danny Rocks

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How to Create a Fiscal Year Summary Pivot Table Report in Excel 2007

This video lesson is related to my previous lesson – “How to Create a Month, Quarter Year Pivot Table Report.” This time, we are using a Fiscal Year.

I get asked this question frequently. So watch to see how this is done. One hint – your data source must include two fields that contain the Fiscal Year and the FY Quarter.

You can view and download the Excel video lesson – for free – as a Podcast. Click here to go to my Podcast, Danny Rocks Tips and Timesavers, at the iTunes store.

If you enjoyed this video, I invite you to shop at my secure online bookstore – http://shop.thecompanyrocks.com – You can purchase my DVD s in the series, “The 50 Best Tips for …”

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How to Create a Month, Quarter, Year Pivot Table Report in Excel 2007

Would you believe that with fewer than 10 mouse clicks you can transform a long list of daily sales transactions into a useful summary report – showing sales by Month, Quarter & Year?

Yes, you can do this with a Pivot Table report in Excel 2007 – using @ 10 mouse clicks.

Watch how I do this.

Now, many people will want to know how to customize this report to show Quarters that follow a Fiscal Year (e.g. April, May, June is FY Quarter 1) I demonstrate how to do this in my next lesson. Click here to view that video lesson.

If you liked this video, I invite you to shop for my DVD, “The 50 Best Tips for Excel 2007.” I have a secure shopping cart here on my website. Shop now!

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Create a Calculated Field in an Excel 2007 Pivot Table

Pivot Tables are very flexible. Yes, they are based on the fields in your source data, but you can also created new “virtual fields” – Calculated Fields.

In this lesson I show you how to create a new, Calculated Field, in a Pivot Table. This will be a “Price-per-Case” field that does not reside in the original source data. You will also learn how to hide the Formula Error #DIV/0! that results when we create this new field.

If you enjoyed this tip and my style of training, I invite you to visit my online store to purchase my DVD, “The 50 Best Tips for Excel 2007.”

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Introducing Pivot Tables in Excel 2007

If you are already familiar with Pivot Tables, Excel 2007 makes Pivot Tables easier to create – you do not have to drag fields onto the template with the mouse! There are other improvements as well – and I cover the highlights in this lesson.

If you have never created Pivot Tables – or if you gave up in frustration – then this short, 9 minute and 48 second lesson will get you started. I explain that Pivot Tables help you to get answers about your data.

Let’s get started to create a Pivot Table in Excel 2007!

You can view and download this Excel video lesson – for free – as a Podcast. Click here to visit my Podcast, Danny Rocks Tips and TImesavers, at the iTunes store.

Learn how to “Quickly Create Pivot Tables and Charts.”

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Be Careful with Calculated Items in Pivot Tables

Let me warn you – Calculated Items in Pivot Tables can produce incorrect results! Calculated Items can be useful – in special circumstances. However, don’t use a Calculated Item to create a Quarterly Summary. It is too easy to accidentally “double” your sales! And, this will not earn you any special bonus. In fact, it may harm your reputation as an Excel expert. So be very careful before you create a Calculated Item.

Review my Excel Training Video on Grouping Data to see the preferred way to produce a Quarterly Summary in a Pivot Table.

Here are the steps to follow in this lesson:

  1. You use a Formula to Calculate an Item from the values on one of the Fields in your Pivot Table.
  2. Select one value in the Field where you want to create the Calculated Field.
  3. In this lesson, I selected a Month and then from the Drop-Down Menu on the Toolbar I chose Formula – Calculated Item,
  4. I named the Calculated Item Q1 (1st Quarter) and for the Formula I clicked = January+February+March. Click Add and then click OK.
  5. As you can see, the new Q1 Item actually “doubled” the existing sales for January – March. That is not what you were looking for!
  6. To remove the Calculated Item, select it and then from the drop-down select Formulas – Calculated Item. Highlight Q1 and click Delete – OK.
  7. Review my video to see how to Group Data to produce the Quarterly Summary in the Pivot Table.

Search My Index of Excel Training Videos to find the topic you want to view

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Group Data in Pivot Table for Quarterly Report

During a recent Excel training class, one student asked me if was possible to create a Quarterly Summary Report in a Pivot Table. Yes, it is quite easy to do this – as you will see in the video.

In the Data Set that we are using for this Pivot Table we have four territories and 12 months of sales for each territory over a one year period. The Months (Jan, Feb, etc.) are not actual dates (e.g.1/1/08,) they are Labels.

In an earlier video, I showed you how easy it is to create new fields for Months, Quarters & Years from a Date field. Because our months are Labels, we will GROUP the Months to create the 1st, 2nd, 3rd, and 4th Quarters in our Pivot Table.

Here are the steps to follow in this lesson:

  1. Create a Pivot Table using the default settings in the Pivot Table Wizard. Place the Months in the Row area, the territory in the Column area, and the Sales in the Data area.
  2. Select the Labels January, February, March. On the Pivot Table drop-down menu select Group & Show Detail – Group.
  3. Rename the generic label (Group1) to 1st Qtr.
  4. Follow the same sequence of steps to create Groups for the 2nd, 3rd, and 4th Quarters.
  5. Rename the new, generic field (Month2) Quarter.
  6. Use the Toolbar Commands to Hide & Show Detail as desired.

NEW! Download the Excel Practice file that I used in this video

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