PIVOT TABLE CHEAT SHEET FEEL FREE TO SHARE WITH

FRIENDS & COLLEAGUES

INSERTING A PIVOT TABLE SUMMARIZE VALUES BY / SLICERS

SHOW VALUES AS Click anywhere in your Pivot Table, then choose
Click anywhere your data source or Table and
Right click anywhere in the Pivot Table and select Options > Insert Slicer
choose Insert > PivotTable
Summarize Values By or Show Values As

Click on the Slicer to activate the Slicer

Tools/Options tab

REFRESH A PIVOT TABLE

Right click anywhere in the pivot table and select
Refresh
…Or in the Field List Values Area, choose the drop down
arrow and select Value Field Settings > Summarize
Values By or Show Values As

CALCULATED FIELDS

Click in the values area of your Pivot Table, choose

DRILL DOWN TO AUDIT Options > Fields, Items & Sets > Calculated Field

Double click with your mouse in a Pivot Table value

GROUPING
Right click in the row/column data and select
Group…

PIVOT TABLE STYLES

Click anywhere in your Pivot Table, then choose
Design > Pivot Table Styles

CALCULATED ITEMS
Click any item within the Row/Column sections of your
Pivot Table, then choose Options > Fields, Items & Sets
SORTING > Calculated Items
Right click anywhere in the Pivot Table and select
Sort

INSERT/REMOVE SUBTOTALS &

GRAND TOTALS
Click anywhere in your Pivot Table, then choose
Design > Subtotals/Grand Totals
FILTERING
Click on the Row/Column drop down arrow to
access the Filter

NUMBER FORMATTING PIVOT CHARTS

Click anywhere in your Pivot Table, then choose
Right click on any values within the Pivot Table and
Options > PivotChart
select Number Format

CONDITIONAL FORMATTING PIVOT

TABLES
PIVOT TABLE OPTIONS
DES/ACTIVATE GETPIVOTDATA Highlight the values in your Pivot Table, then choose Home >
Right click anywhere in the Pivot Table and select Conditional Formatting
Pivot Table Options Click anywhere in your Pivot Table, then choose
Options > Options drop down box > Generate
GetPivotData