Create Custom Reports From Pivot Tables

custom reports from pivot tables http://blog.contextures.com/

If you're a pivot table fan, like I am, you know how quick and easy it is to summarize a massive amount of data, with just a few clicks. You can show sums, counts, averages, and other totals, without using any fancy formulas.

In the screen shot below, the pivot table is summarizing income and expenses, and there is a Slicer at the top left, for quick filtering.

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Excel Report Diagnostic Display

excel diagnostic report http://blog.contextures.com/

Did you ever print and distribute pivot table reports in Excel, only to discover – too late – that they weren’t showing the correct information? To help save you from wasted time and paper, and possible embarrassment, AlexJ is sharing his Report Diagnostic Display technique today.

You might remember some of his other handy tips, such as

Set Row Height With REPT Function Use Slicers to Filter a Table in Excel 2010

Before you read the rest of this article, remember that the 20% discount ends today, Oct. 16th, for Mynda Treacy’s Excel Dashboard course. To get a bonus of

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Unique Count in Excel Pivot Table

pivot unique count

A pivot table can sum and count and average, and do several other functions, but so far, it doesn’t have a Unique Count (Distinct Count) function. If you’ve built a PowerPivot pivot table, you’re in luck – it does have a DISTINCTCOUNT function.

For example, see a count of the stores in each region or city, instead of the number of records for each store.

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Change Pivot Table Filters With Drop Down Cell

change pivot table with cell selection

Happy Thursday! I've got two news items today , and you can read the details below:

a new sample file on my Contextures website a Microsoft Consumer Camp event in the Toronto area Pivot Table Report Filters

There are several sample files on my website that let you change all pivot tables, based on a change to one pivot table. Kevin asked about one sample, which lets you select from a data validation drop down list. In the original file, changing that drop down updated all the pivot tables in the workbook.

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Create Pivot Table or Excel Table from Multiple Files

A few years ago, Excel MVP Kirill Lapin shared his code to create a pivot table from identically structured tables in two or more Excel files. His technique used a Union query in Microsoft Query, and you can see the details here.

You just click the button to start the macro.

Then, select the files that you want to include (press the Ctrl key, and click on multiple files)

A pivot table is created from all the data, and you can filter or sort the data, just as you would in any other pivot table.

Create an

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Excel PivotPower Premium Giveaway

Last week, we had a giveaway for the new Excel Tips Workbook from Vertex42. Thanks to Jon Wittwer for donating the prizes, and here are the winners:

Tim, with comment 5 Ute-S, with comment 34

Congratulations, and I will email you later today, to arrange sending your copy of the file.

PivotPower Premium

We’ve been fortunate to have some great prizes for the summer giveaways, and I really appreciate the generosity of my Excel colleagues.

Now it’s my turn to provide the prizes. This week, you’ll have a chance to win a copy of my Excel add-in for working with

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Update Multiple Pivot Tables 20130618

If you have multiple pivot tables in a workbook, you can use programming to update all (or some) of the pivot tables, if one pivot table’s filters are changed.

I’ve written sample code that does this, and last year, Jeff Weir shared his version of the code, which runs very quickly.

Jeff’s code has another advantage too – in his version, you can specify:

any sheets you DON'T want the macro to check any specific pivot tables that you DON'T want the macro to synchronize.

NOTE: Jeff's code is intended for pivots that DO NOT all share the same

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Update Pivot Table With Scroll Bar

A couple of months ago, I shared an example with a scroll bar that selects the dates for an Excel report. There is a pivot table on a hidden sheet, and a summary report uses GetPivotData formulas to pull data from that pivot table.

This technique works well when there are a few static row headings, like the East and West region names, in this example. If the row headings will change every month, or if you have a larger number of categories, my technique won’t work as well.

Filter the Data With a Scroll Bar

AlexJ has created

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List All Pivot Table Formulas

A few months ago, I shared my code for listing all the formulas in an Excel workbook. The code creates a new worksheet, with details on each formula’s worksheet name, cell address, the formula and the formula in R1C1 format.

Pivot Table Formulas

If you create calculated fields or calculated items in a pivot table, those formulas are not included in the list of worksheet formulas.

However, you can manually create a formula list, for any pivot table, by using a built-in pivot table command.

List the Formulas in Excel 2010 Select any cell in the pivot table. On

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Change All Pivot Charts With One Filter

Slicers were introduced in Excel 2010, and they make it easy to change multiple pivot tables with a single click. In earlier versions, you can use programming to change the report filters in multiples pivot tables.

AlexJ has shared a nice technique for using a single Report Filter to update multiple pivot tables. This technique uses slicers, but they are stored on a different worksheet, so they don’t take up room on the dashboard.

Single Report Filter

Here is a screen shot of AlexJ’s dashboard, with two filters at the top of the sheet. The pivot charts are all

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