Home Archives for Group Dates in Pivot Tables
December 13, 2012 1 Comment

Excel Pivot Tables Tutorials: My YouTube Playlist

I have been organizing the video tutorials on my YouTube Channel – DannyRocksExcels – into Playlists.

I quickly realized that I have more videos (70 +) that focus on Excel Pivot Tables than on any other topic. So, having a playlist for all 70 (and growing) Pivot Table Tutorials is a great help when you need to learn about Pivot Tables. Or, simply to refresh your memory about how to use a specific Pivot Table Tool.

Scope of My Pivot Table Tutorials

I posted my first Pivot Table Tutorial on YouTube back on August 1, 2008. So far, that 7 minute Introduction to Pivot Tables in Excel 2003 has received over 90,000 views! Since then, I have created Pivot Table videos for Excel 2007 and Excel 2010.

Front Page of Online Shopping SiteIn-Depth Focused Training for Excel Pivot Tables

I invite you to visit my secure online shopping website – http://shop.thecompanyrocks.com – to learn about the many training resources that I offer you.

 

Link to My Excel Pivot Tables Playlist

Follow this link to go to my Excel Pivot Tables playlist on YouTube. If you like this Playlist, I encourage you to share it with your friends and colleagues.

Excel Pivot Tables Playlist on YouTube

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Filed Under: Excel Training, Pivot Tables, YouTube Videos by Danny Rocks Tagged: , , , , , , ,
April 9, 2012 Leave a Comment

How to Roll Up a Summary by Month to Filter an Excel Pivot Table

Filter Using a Roll Up by Month Summary

Filter with a Roll Up by Month Summary

In this Excel tutorial, I respond to a viewer request. He likes the new “Roll Up Summary by Month” feature for filtering a field in an Excel 2007 – 2010 Field. What he finds frustrating – there seems to be no natural way to accomplish this with an Excel Pivot Table.

Natural Language Date Filters in Excel

Before I solve my readers dilemma, I demonstrate how to take advantage of the new “Natural Language” Date Filters that were introduced in Excel 2007. Date Filters allow you to filter records from “Today,” “Last Week,” “Next Month,” etc. They are available for Excel Tables and Excel Pivot Tables. These “Natural Language” Date Filters are a major improvement in Excel!

Group a Field for Pivot Tables

To solve my viewers question, I “Grouped” the original Date Field in his Pivot Table to produce “virtual” fields for “Month,” and “Year.” Now, it is a simple step to filter the “virtual” Month Field to obtain a “roll up” filter for individual months in the Pivot Table. Just select a single cell in the Pivot Table Date Field and choose Group Field. Make your choices in the Grouping Dialog Box and you are “good to go!”

I also show you how to take advantage of the Expand and Collapse Field Commands in a Pivot Table.

In-Depth Video Tutorial for Excel Pivot Tables

At my secure, online shopping website, you can purchase my 90-minute Video tutorial for Excel Pivot Tables. Available for immediate downloading or on a DVD-ROM. Version specific editions for Excel 2003, 2007, and 2010.

Watch Video Tutorial in High Definition

Follow this link to watch this tutorial in High Definition Mode on my YouTube Channel – DannyRocksExcels

 

 

 

How to Create a Roll Up by Month Filter for an Excel Pivot Table [ 5:42 ] Play Now | Play in Popup | Download (1696)
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Filed Under: Excel Data Tables and Lists, Excel Training, Pivot Tables, Video Response to Viewers Tagged: , , , , , , , ,
October 26, 2011 Leave a Comment

Master Excel Pivot Tables in 90 Minutes: Announcing My New Extended Length Video Tutorials!

Master Pivot Tables in Minutes

Master Pivot Tables in Minutes

I am proud to announce the publication of my new series of “Extended Length” video tutorials: “Master Excel Pivot Tables in 90 Minutes!”

Now, you can can get an in-depth video tutorial, so that you can Master Excel Pivot Tables with 90 minutes of video instruction. You also receive the actual Excel Workbook file that I used while filming the video lessons as well as a printed step-by-step instructional manual.

What Makes this Product Unique?

  •  Excel Versions for the Video Tutorials

  • Available for Excel 2010, Excel 2007 or Excel 2003

Multiple Options for Delivery

Resources to Assist Your Learning

  • The Excel Workbook file that I used while filming each video lesson – Included with purchase!
  • PDF Manual of Step-by-Step Instructions – That you can print out – Included with purchase!

Take a Short Video Tour

Follow this link to watch a short – 5 minutes – video tour of my new products on my YouTube Channel – DannyRocksExcels

Visit My New Secure Online Shopping Website

I invite you to visit http://shop.thecompanyrocks.com This is my new online shopping website. I have created secure shopping carts to ensure that your privacy is protected. I also offer a 100% Customer Satisfaction Policy. If, for any reason, you are not 100% satisfied with any of my products, I will refund your purchase with no questions asked!

Danny Rocks

The Company Rocks

New Extended Length Video Tutorials: Master Excel Pivot Tables in 90 Minutes [ 5:16 ] Play Now | Play in Popup | Download (1989)
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Filed Under: Excel Training, Online Store for The Company Rocks, Pivot Tables, Podcast Tips & Timesavers Tagged: , , , , , , , , , , ,
October 15, 2011 Leave a Comment

How to Use the Show As Values Dialog Box for an Excel Pivot Table

Show Values As for Pivot Table

Show Values As for Pivot Table

I created this Excel Video Tutorial in response to a viewer who wrote to me about a problem that he was having with an Excel 2007 Pivot Table.

Viewer’s Question

“I want to show both the % of Growth from Fiscal Year-to-Year and the Actual Variance in Volume between each of 3 Fiscal Years. I have been trying to do this with a Pivot Table Calculated Field, but I am not having any luck with this approach. What do you suggest?”

My Solution

Use the “Show values As” Dialog Box which you find in the Value Field Settings Dialog Box. I continue to be amazed, when I teach Pivot Tables in a Live Seminar, that the high majority of my students have never clicked on this Tab!

In this case, we are working with a “copy” of the original Pivot Table. Simply choose “% Difference From” in the drop-down menu. Next, choose Fiscal Year and Previous (year) to create a Fiscal Year-over_Fiscal Year Report. It is so easy to do! And… you do not have to write a single formula to create this report!

Watch Video Here on My Website

 

Watch Excel Tutorial in High Definition

Follow this link to view this Excel Tutorial in High Definition Mode on my YouTube Channel – DannyRocksExcels

Master Excel Pivot Tables in 90 Minutes!

Follow this link to learn about my new extended length (90 minutes) Pivot Table Video Tutorials

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Filed Under: Excel Training, Pivot Tables Tagged: , , , ,
May 24, 2011 Leave a Comment

My Extended Length Pivot Tables Video Recordings Available for Excel 2003, 2007 and Excel 2010

On my WebEx site – http://thecompanyrocks.webex.com – I have posted three, one-hour-plus video recordings to help you to learn how to create and customize Excel Pivot Tables:

Download “Free of Charge” Resources for Each Recording

Click on the hyperlinks above to go to a special landing page for each Excel version. From the landing page, you will find links to download the resources that accompany each version:

  • The Excel Workbook – in each version of Excel (2003, 2007, 2010) that I use during the video recording.
  • The Step-by-Step Instructional Manual that I created for each Excel version of my recordings.
    • Available as an Adobe Acrobat PDF or as a Word Document

Very Attractive Pricing for Recordings

I have decided to price each of these recordings – which you can download to your computer – at US$9.95

  • Imagine what you would have to pay to hire a trainer – per hour –  to teach you these Pivot Table lessons!
  • Imagine how many pages in a book you would have to wade through to read about Pivot Tables!
  • Now, imagine being able to:
    • Watch a video demonstration of the steps to take to create or customize a Pivot Table.
    • Read – and make notes in – a written document that follows the steps that I demonstrate.
    • Practice the techniqes that I demonstrate on the video with the actual Excel worksheets that I use.
    • Skip back and forth to the chapter that you want to watch or review on the video recording.
    • Download the recording for the exact version of Excel that you are using.
    • Get all of this for only US$9.95

What You Will Learn on My Video Recordings

I have taken care to organize each of these topics “by chapter” – with starting points and ending points – on the recordings:

  • Create a Pivot Table in the Excel version that you are using.
    • Spotlight the uniqe features of each version
  • Filter and Sort the Fields in your Pivot Table
  • Change the Data Source & Refresh your Pivot Table
  • Use Multiple Functions and Views to Calculate your Pivot Table
  • Create a Calculated (“virtual”) Field in your Pivot Table
  • Group Fields – e.g. turn daily transactions into a Month, Quarter, Year Pivot Table Report
  • Create and Filter Pivot Charts
Download WebEx Recording

Download WebEx Recording

Download My Recordings at WebEx

  • Go to http://thecompanyrocks.webex.com and on the left side of the screen click on “Attend a Session – Recorded Sessions” to find the recording that you wish to download.
  • Register and enter your payment information – this is a secure shopping site.
  • Download the recording – also download the WebEx Recording Player so that you can play the ARF recording.
    • I recommend that you “Save” your recording on the download page. Play it from your directory of choice after it has downloaded
    • From the ARF Player for the WebEx Recording, you can convert the recording to another video format (MP4, AVI, WMV or SWF)

I welcome your feedback. Send me your questions, comments and suggestions for future recordings.

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Filed Under: Excel Training, MS Excel Training, Pivot Tables, Video Training Courses, WebEx by Cisco, WebEx Recordings & Webinars Tagged: , , , , , , , , ,
May 22, 2011 2 Comments

Still Using Excel 2003? Download My Video Tutorial Pivot Tables 2003 to Summarize, Analyze and Present Data

Video Tutorial for Excel 2003 Pivot Tables

Excel 2003 PivotTables Video

By popular demand, I have created an “Extended Length” ( 69 minutes) video tutorial in Excel 2003 that you can download – for US$9.95  – “Create Pivot Tables in Excel 2003 toe Summarize, Analyze and Present the Information in Your Data.”

Quite a few of my customers and viewers are still using Excel 2003. Are you one of them? If so, this is welcome news for you! If you can even find a video tutorial for Excel 2003, chances are it was created “ages ago.” I incorporate current video technology to view online or to download  69 minute video tutorial that will teach you everything that you need to know to create, modify and present a PivotTable or PivotChart Report using Excel 2003.

What You Will Learn from this Video Recording

Here are the topics that I cover – each as an individual chapter on the recording:

  • Creating a PivotTable in Excel 2003
  • Filtering and Sorting Fields in an Excel 2003 Pivot Table
  • Refreshing your PivotTable; Changing the Source Data for your Excel 2003 PivotTable
  • Changing the Functions and Type of Calculations in your Excel 2003 PivotTable
  • Creating a Calculated Field in an Excel 2003 PivotTable
  • Grouping an Excel 2003 PivotTable Field (e.g. Month, Quarter, Year from a series of Daily Transactional Data)
  • Creating and Modifying and Excel 2003 PivotChart

Skip to Individual Chapters on the Video Recording

If you have ever purchased a recording of a “live” Excel Webinar, you know that one frustration is: “How do I get to the specific part of the recording that I want to learn or repeat?”

The last thing that I want you to worry about is “getting stuck” with watching my video recording from start to finish! NO! NO! NO!

That is why I recorded this video webinar with you in mind – I created an easy to follow Table of Contents on the recording so tht you can skip to or repeat an indivual chapter or starting point!

I am confident that you will enjoy this feature!

How to Get Started

  1. Go to http://thecompanyrocks.webex.com and click on “Recorded Sessions” to see the list of all of my Recorded Video Lessons on WebEx by Cisco.
  2. Click on this link to open the Video Recording, “Excel 2003 Pivot Tables to Summarize and Analyze Data”
  3. Register for this recording (First Name, Last Name and email address) so that I can assist you quickly if you need help with downloading the recording or accessing the support materials.
  4. Enter your payment information US$9.95 using PayPal or a Credit Card – This is a SECURE WEBSITE.
  5. Download this video recording. I recommend that you: 
    1. Download the WebEx by Cisco ARF Recorder/ Player. Once you have opend the Video Recording, you can convert it to a different format (e.g. WMV (Windows Media), SWF (Flash Format) or MPEG4 (MP4 Format)
    2. Save the File to a Folder on your hard disk drive.
  6. Watch the video recording.

Download the Support Material for this Video Recording

Here is a link to the web page that I created for this video recording. Follow the hyperlinks to view online or download the Excel Workbook that I used in this recording as well as the Step-by-Step Instructional Manual that accompanies this recording.

Give Me Your Feedback

As I develop these “Extended Length” video recordings, I seek your feedback. Tell me what you liked. Tell me what you did not like – any why. Send me your suggestions for future topics for my video tutorial recordings.

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Filed Under: Excel 2003 Video Lessons, Excel Training, Pivot Tables, WebEx by Cisco, WebEx Recordings & Webinars Tagged: , , , , , , , , , , , , , ,
May 18, 2011 Leave a Comment

Download My 75 Minute Video Tutorial on Excel 2007 Pivot Tables

Topics Covered

Table of Contents for Recording

I have just recorded and published a 75 Minute Video Tutorial titled, “How to Create and Modify a Pivot Table in Excel 2007 to Summarize, Analyze and Present the Information in your Data Set.”

It is published on my WebEx by Cisco site: http://thecompanyrocks.webex.com Follow this link to go directly to this recording.

There is a charge for this recording – US$9.95 In addition to the recording you get:

  • A Step-by-step instructional manual
  • Access to the Excel workbook files that I used for this recording

Not to brag , but I think that this video tutorial is excellent! I spent many hours planning out the exercises, working through the timing of each chapter of the video and practicing my delivery. I am happy with the result. And, more important, I think that you will also be satisfied with what you will learn from this recording!

What You Will Learn on My Recording

My goal is to give you a comprehensive understanding of Excel 2007 Pivot Tables. But to give you the opportunity to learn this in “bite-size chunks” that can replay when necessary. I created realistic exercises to illustrate each topic.  Also notice that I have created a Table of Contents for the recording so that you can go to a specific chapter on the recording. You can stop and start at any point.

How to Download this Recording

  1. Go to http://thecompanyrocks.webex.com or click on this link to go to the main menu.
  2. Click on “Recorded Sessions.”
  3. Click the link for the recording, “Excel 2007 Pivot Tables to Summarize Data.”
  4. Register for this session (First Name, Last Name and email address).
  5. Enter payment information (PayPal or Credit Card). This is a secure site!
  6. Follow the instructions to Download my recording.
  7. Recommended – you can also download the ARF Recorder to view the recording.
  8. At this point you can decide to convert the recording to a different format. E.g. WMV (Windows Media Player), SWF (Flash) or MP4 (MPEG4)
  9. At the end of the recording, you are taken to a web page with links to download the Instructional Manual and to download the Excel Workbook that I used during this recoring.

Give Me Your Feedback

I welcome your comments and suggestions for future video tutorial recordings. You can add your comments below or send them to me via email.

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Filed Under: Excel Training, Pivot Tables, WebEx by Cisco, WebEx Recordings & Webinars Tagged: , , , , , , , , , , ,
May 9, 2011 2 Comments

How to Convert a Pivot Table to a Standard List

Watch this video tutorial in High Definition on YouTube

A viewer aksed for my help. She has a boss and a few customers who:

  1. Do not know how to create or use Pivot Tables
  2. Have no desire to learn how to create and use Pivot Tables
Convert Pivot Table to Standard List

Convert Pivot Table to List

Nevertheless, in this example, she is being asked to create a summary report – by Year and by Quarter – from @ 5,000 daily transaction records. The fastest way to create this report is with a Pivot Table. Now, to meet the demands of her boss and clients, she needs to convert this Pivot Table into a standard list that can be Filtered and Subtotaled.

Summarize by Year and Quarter

To create this Pivot Table report:

  • Add the “Date” field to the grid and then select a single date.
  • Group the Date field by Month, Quarter and Year.
  • Add and arrange the Customer and Invoice fields to the Pivot Table Grid.

Convert Pivot Table to Standard List

  1. Remove both the Subtotals and Grand Totals from the Pivot Table Report.
  2. In Excel 2007 & 2010, ensure that you are using either the Outline or Tabular report layouts – NOT the new “default” Compact layout.
  3. Also in Excel 2007 & 2010, remove the Field Headers and the + / – Symbols.
  4. Now, select the entire Pivot talbe (use Ctrl + A) and copy it to the clipboard.
  5. Use Paste Special Values to paste the Pivot Table Results.

Filling the Blank Cells in the List

As you can see, whenever you have “nested rows” in a Pivot Table you get a nice, clean report. However, in order to Filter and Subtotal this new list, you will need to “fill in the blank cells.”

  1. Select all of the values and all of the blanks in Column A.
  2. Use Ctrl + G (or F5) to open the Go To Dialog Box and choose Special.
  3. From the Go To Special choices choose “Blanks.”
  4. With all of the Blank Cells selected use this formula: = ↑
  5. Do NOT press Enter. Rather, press Ctrl + Enter and all of the Blank Cells are now filled in with the Customer Names!
  6. Finally use Copy, Paste Special, Values to complete this process.

Watch This Video on My YouTube Channel – DannyRocksExcels

Since this video tutorial is a little longer than usual, I have decided to post it as a video – in High Definition – on my YouTube Channel. Click here to view it or copy and paste this link into your browser:

Link to YouTube Video:   http://youtu.be/IwReVDJ7BAI?hd=1

Download This Excel Workbook

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Filed Under: Excel Formulas, Excel Training, Pivot Tables, YouTube Videos by Danny Rocks Tagged: , , , , , , , , ,
January 1, 2011 Leave a Comment

The 10 Most Watched Videos at The Company Rocks During 2010

Reminder Note

Reminder Note

I like to look back to review the results of the past year. Which posts, which videos were the most popular, which videos were downloaded most often? As I look at this list of 10 videos, the clear winner – by category – is merging data from multiple worksheets. Three of the top 10 videos that were watch the most fall into this category!

Here is a listing of the 10 Video Lessons that were watched most frequently on my website – www.thecompanyrocks.com – during 2010:

1- Summarize Multiple Excel Worksheets – Consolidate by Position

2- Build an Accounts Receivable Aging Report

3- Use Pivot Tables to Summarize by Year, Quarter and Month

4- Simplify Data Lookups in Excel

5- Perform Break-Even Analysis with Excel’s Goal Seek Tool

6- How to Display Numbers During a PowerPoint Presentation

7- Make Excel Data Come Alive with Visualization Tools

8-  Excel 2003 Basics – Data Entry

9- How to Merge Multiple Excel Workbooks into a Master Budget

10- Consolidate Data from Multiple Excel Worksheets – Part 2 – by Category

If you enjoy these videos, you will enjoy my DVD-ROMs, “The 50 Best Tips for Excel 2007” and “The 50 Best Tips for PowerPoint 2007.” You can use my secure shopping cart to purchase them now.

I have reduced the purchase price of my Individual DVD-ROMs to $29.97 USD. You do not need a coupon to receive this special price. Simply, go to my online store – http://shop.thecompanyrocks.com

You can also watch my videos on iTunes. Click here to go to my Video Podcast, “Danny Rocks Tips and Timesavers” at the iTunes Store.

Learn how to “Master Excel in Minutes – Not Months!”

My most recent videos can be viewed in High Definition, Full Screen Mode on my YouTube Channel – DannyRocksExcels

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Filed Under: Consolidate Excel Data, Excel Basics, Excel Financial Tools, Excel Training, Goal Seek in Excel, Lookup Functions in Excel, Most Viewed Excel Videos, Pivot Tables, Powerpoint Techniques Tagged: , , , , , , , ,
December 20, 2010 1 Comment

Learn How to Quickly Create Excel Pivot Table Reports

Excel Data Set

Data Set in Excel

Many people are curious about Excel Pivot Tables. They would like to learn how to create a Pivot Table, but they fear that that will take too long and be difficult to learn. 

Here’s the good news! Pivot Tables are one of the most powerful tool in Excel AND Pivot Tables are also one of the easiest Excel Techniques to learn! It sounds like a contradiction, doesn’t it? 

How would you like to turn this data set – with over 500 rows of data … 

into this Pivot Table Summary Report with @ six clicks of the mouse? 

Pivot Table Row & Column

Pivot Table Summary

 That’s all it takes. With a Pivot Table you turn long lists of data into summarized information that highlights the trends and patterns in your business. 

Special: Save 20% on any purchase! Use Coupon SAVE-20-PCT during Checkout! 

I can teach you how to get started on the road to mastering Excel Pivot Tables. On my DVD-ROM, “The 50 Best Tips for Excel 2007,” I have the following Pivot Table video lessons: 

  • Introducing Pivot Tables – Run time: 8:23
    • Why Use Pivot Tables?
    • How to Create a Pivot Table
    • How to Modify a Pivot Table
    • How to Update a Pivot Table
  • Grouping and Charting in Pivot Tables – Run time: 5:50
    • Grouping Pivot Table Fields by Month, Quarter and Year
    • Grouping Pivot Table Fields by Week
    • Collapsing and Expanding Pivot Table Fields
    • Creating Pivot Charts
  • Using New Pivot Table Features in Excel 2007 – Run time: 7:46
    • Base Your Pivot Table on an Excel Table
    • Adjust Pivot Table Report Layouts
    • Apply Conditional Formatting to Pivot Tables
    • Insert Blank Rows in Your Pivot Table Report
The 50 Best Tips

The 50 Best Tips Series

As you can see from the “Run times,” each lesson is focused on one Excel technique. If you don’t have a lot of time and you want to quickly learn how to create Pivot Tables, my DVD-ROM is the best place to begin. 

Here is a PDF that you can download to see the content and Run times for each of my tips: The 50 Best Tips for Excel 2007 Detailed Content Listing 

And, here is a link to my Archive of Free Pivot Table Videos  on The Company Rocks website. 

Learn how to “Quickly Create Excel Pivot Table Reports and Charts” 

Thank you! 

Danny Rocks

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Filed Under: Excel Training, MS Excel 2007 DVD, New in Excel 2007, Online Store for The Company Rocks, Pivot Tables Tagged: , , , , ,
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