Create a Month, Quarter, Year Report with 10 Mouse Clicks Using Pivot Tables

With an Excel Pivot Table you can transform thousand of rows of transactions into a neat summary by month, quarter and year using @ 10 mouse clicks!

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

Summarize Fiscal Year by Month and Quarter with a Pivot Table

Excel Pivot Tables can quickly group dates by Month, Quarter and Year. If your company uses a Fiscal Year,  then be sure that your source data contains columns to identify the Fiscal Year and the Fiscal Quarter before you create the Pivot Table. Watch how this is done.

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Learn how to “Quickly Create Excel Pivot Tables.”

Danny Rocks Tips and Timesavers

Many people would like to know how to create Pivot Tables in Excel, but they are afraid to try them because they fear that they will “harm the data”in the source worksheet. Here is the good news! With a Pivot Table, you cannot possibly harm or even change the source data!
Watch as I show you how to create a Pivot Table – you will be amazed at how easy they are to create, and even more amazed at how powerful they are in helping you to analyze your data.
(Note: This is a repost. I am now making many of my video lessons available – for free – as Podcasts and I need to feed them to the iTunes store.)

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!

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Learn how to “Quickly Create Pivot Tables” in Excel

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.

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Additional Resources

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

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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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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 …”

Watch this Excel Video Lesson on YouTube

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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.

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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.”

You can watch this Excel Training Video on YouTube

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Video Tour My DVD – The 50 Best Tips for Excel 2007

I invite you to join me on a four minute, seven second video tour of my new instructional DVD, “The 50 Best Tips, Tricks & Techniques for Excel 2007.”

This DVD is different. If you want to learn Excel and you are pressed for time (and who isn’t these days?) this is the DVD for you. I give you over 5 1/2 hours of focused video instruction. The average length of each video lesson is 6 1/2 minutes! So you can find the topic that you want, learn it, and put it into practice at home or at work in under 10 minutes!

As a bonus, I include the 50 Excel worksheets that I used to create and film the video lessons. Now you can practice the tips to master your new Excel skills!

Follow this link if  you want to see the complete list of the 50 video lessons on my DVD.

Are you ready to purchase “The 50 Best Tips for Excel 2007?” Follow this link to enter the online bookstore for The Company Rocks. This is a secure shopping site. And, I guarantee that you will be satisfied with your purchase. If you are not satisfied with your purchase, I will refund you money – no questions asked!

Sincerely,

Danny Rocks

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