I made use of the pivot table and slicer feature on my excel workbook with my windows laptop and it works fine. But i am currently unable to view this file on mac system, could there be a format i could save the file on windows that will allow me to view all features on mac?
Pivot Chart From Pivot Table In Excel For Mac 2011
I can confirm the pivot chart bug on excel for mac 2011, this is my biggest frustration as well. Currently working with beta version of 2015 office for mac , and excel has the same bug !!!. Are they not planning to fix it ? I have feedback back this issue, but no answer yet.
When it comes to control and flexibility there is nothing like a pivot table and pivot chart. I have found a simple way to create a histogram by combining a pivot table and a pivot chart. The below chart is a pivot chart, can you believe it?
Value fields use functions, such as sum or average, to summarize the data in a pivot table. You can choose from a list of functions, then change how the result is displayed. For example, you can calculate the sum of sales by an individual salesperson, then display the result as the percentage of total sales by the entire sales team.
I am working on the most up to date version of Excel (Microsoft 365) on a Mac. I have a pivot chart and I cannot add the field buttons on the chart. I want to be able to change the data without having to go back to the original pivot table and changing the filters there.
We will always use Pivot Table to organize data which are defined under specified aspects and fields in Excel. It is simple to insert a pivot table in Excel 2003. But when upgrade to Microsoft 2007/2010/2013, users will feel there is no way to get the PivotChart Wizard. This topic points out the position of Pivot Table and PivotChart Wizard, and provides you with two different ways to get them.
I've been unable to do this in (mac) excel 2011 but I just took a file created in 2011, turned on this option in 2016 (option does exist in mac office 2016) and then re-opened file in 2011. The setting stuck thru data refreshes and minor table changes such as adding additional fields in the "Values" section. Other than that, though, I've got no idea how sticky the setting is. Sadly just another example of how mac:office 2011 was not fully implemented.
I have created a pivot table and attached a pivot chart then added 2 slicers, all works well, but my boss uses Excel for AppleMac, the Pivot table works fine on his report but the slicers do not work. is there a way around this?
If you also want to group the pivot table dates by the fiscal quarter, you can add another column to the pivot table source data. Use this formula to calculate the fiscal quarter, if the fiscal year starts in July.
When you add a date field to your Pivot Table, Excel automatically groups the dates into a hierarchy, such as years and months. See how to stop pivot table date grouping in the latest versions of Excel, and a couple of workarounds for Excel 2016. You can also read about why this feature was added, and watch a date grouping video.
JG, you could create a lookup table on another sheet in the workbook, and enter the start date of each fiscal quarter. Then, in the pivot table source data, refer to that lookup table to calculate the fiscal quarter for each item.
Pivot tables are a reporting engine built into Excel. They are the single best tool in Excel for analyzing data without formulas. You can create a basic pivot table in about one minute, and begin interactively exploring your data. Below are more than 20 tips for getting the most from this flexible and powerful tool.
Many people think building a pivot table is complicated and time-consuming, but it's simply not true. Compared to the time it would take you to build an equivalent report manually, pivot tables are incredibly fast. If you have well-structured source data, you can create a pivot table in less than a minute. Start by selecting any cell in the source data:
The pivot table above shows total sales by product, but you can easily rearrange fields to show total sales by region, by category, by month, and so on. Watch the video below for a quick demonstration:
When you first create a pivot table, use it to generate a simple count first to make sure the pivot table is processing the data as you expect. To do this, simply add any text field as a Value field. You'll see a very small pivot table that displays the total record count, that is, the total number of rows in your data. If this number makes sense to you, you're good to go. If the number doesn't make sense to you, it's possible the pivot table is not reading the data correctly or that the data has not been defined correctly.
Although it's a lot of fun dragging fields around a pivot table, and watching Excel churn out yet another unusual representation of the data, you can find yourself going down a lot of unproductive rabbit holes very easily. An hour later, it's not so fun anymore. Before you start building, jot down what you are trying to measure or understand, and sketch out a few simple reports on a notepad. These simple notes will help guide you through the huge number of choices you have at your disposal. Keep things simple, and focus on the questions you need to answer.
If you use an Excel Table for the source data of your pivot table, you get a very nice benefit: your data range becomes "dynamic". A dynamic range will automatically expand and shrink the table as you add or remove data, so won't have to worry that the pivot table is missing the latest data. When you use a Table for your pivot table, the pivot table will always be in sync with your data.
In many pivot tables, you'll want to show a percentage rather than a count. For example, perhaps you want to show a breakdown of sales by product. But, rather than show the total sales for each product, you want to show sales as a percentage of the total sales. Assuming you have a field called Sales in your data, just follow these steps:
Because pivot tables summarize data, they can be used to find unique values in a field. This is a good way to quickly see all the values that appear in a field and also find typos, and other inconsistencies. For example, suppose you have sales data and you want to see a list of every product that was sold. To create a product list:
When you've created a pivot table from data in the same worksheet, you can remove the data if you like and the pivot table will continue to operate normally. This is because a pivot table has a pivot cache that contains an exact duplicate of the data used to create the pivot table.
Although pivot tables automatically group data in many ways, you can also group items manually into your own custom groups. For example, assume you have a pivot table that shows a breakdown of employees by department. Suppose you want to further group the Engineering, Fulfillment, and Support departments into Group 1, and Sales and Marketing into Group 2. Group 1 and Group 2 don't appear in the data, they are your own custom groups. To group the pivot table into the ad hoc groups, Group 1 and Group 2:
One of the most interesting and powerful features that every pivot table has is the ability to group numeric data into ranges or buckets. For example, assume you have a list of voting results that includes voter age, and you want to summarize the results by age group:
When you add fields to a pivot table, the pivot table will display the name that appears in the source data. Value field names will appear with "Sum of " or "Count of" when they are added to a pivot table. For example, you'll see Sum of Sales, Count of Region, and so on. However, you can simply overwrite this name with your own. Just select the cell that contains the field you want to rename and type a new name.
There are many situations when it makes sense to add the same field to a pivot table more than once. It may seem odd, but you can indeed add the same field to a pivot table more than once. For example suppose you have a pivot table that shows a count of employees by department.
Any time you add a numeric field as a Value in a pivot table, you should set the number format directly on the field. You may be tempted to format the values you see in the pivot table directly, but this is not a good idea, because it's not reliable as the pivot table changes. Setting the format directly on the field will ensure that the field is displayed using the format you want, no matter how big or small the pivot table becomes.
For example, assume a pivot table that shows a breakdown of sales by Region. When you first add the Sales field to the pivot table, it will be displayed in General number format, since it's a numeric field. To apply the Accounting number format to the field itself:
Whenever you see a total displayed in a pivot table, you can easily see and extract the data that makes up the total by "drilling down". For example, assume you are looking at a pivot table that shows employee count by department. You can see that there are 50 employees in the Engineering department, but you want to see the actual names. To see the 50 people that make up this number, double-click directly on the number 50 and Excel will add a new sheet to your workbook that contains the exact data used to calculate 50 engineers. You can use this same approach to see and extract data behind totals wherever you see them in a pivot table.
Once you have one pivot table set up, you might want to see a different view of the same data. You could of course just rearrange your existing pivot table to create the new view. But if you're building a report that you plan to use and update on an on-going basis, the easiest thing to do is clone an existing pivot table, so that both views of the data are always available.
There are two easy ways to clone a pivot table. The first way involved duplicating the worksheet that holds the pivot table. If you have a pivot table set up in worksheet with a title, etc., you can just right click the worksheet tab to copy the worksheet into the same workbook. Another way to clone a pivot table is to copy the pivot table, and paste it somewhere else. Using these approaches, you can make as many copies as you like. 2ff7e9595c
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