Introduction to Pivot Tables and Dashboards [Video 2 of 3]

Bottom line: Learn how to use the different calculation types to quickly answer questions about your data.  I also explain how to update your pivot table with more data.

Skill level: Beginner

Answer Questions with Pivot Table Calculation Types in Excel

Video #2 – Investigating Your Data with Pivot Tables

Downloads

Download the Excel file to follow along with the video.

The following file contains the additional data that I add to the pivot table source data in the video.

Pivot Tables Answer Questions About Your Data

This video is all about learning how to answer questions about your data.  As we learned in the first video, Pivot Tables allow you to quickly summarize your data.  Since we don't have to spend time doing this manually, we can focus more of our efforts on discovering trends and analyzing our data.

Here are some of the questions we answer in this video:

  • “What are the top 10 product categories?”
  • “What is the average unit price for each category?”
  • “How many orders did we have for each category?”
  • “Who are the sales reps selling in each category?”
  • “Which categories make up over 50% of our total revenue?”

We can answer all these questions in a matter of seconds with a Pivot Table.

I also explain how to investigate your source data.  Our Pivot Table contains a (blank) row, and I show you why this is happening and how to fix it.

Investigate the Source Data of Your Pivot Table

Update Pivot Tables with More Data

When you receive new data periodically (week, month, year) you will want to update your pivot table to include the new data.  To do this you have to Change the Data Source range of the Pivot Table to include the new data.

Update Pivot Table with New Data in Excel

I explain how to do this in the video and show you a few shortcuts to make this process faster.  I also explain how to make changes to your source data and refresh your Pivot Table to display the updates.

Keyboard Shortcuts Used in the Video

Here is a list of all the keyboard shortcuts I used throughout the video.  I love keyboard shortcuts! 🙂

  • Ctrl+Drag Right with Mouse – Copy/Duplicate a Worksheet
  • Alt+; (semicolon)Select Visible Cells
    • I just added a new feature to Paste Buddy that allows you to paste to a range with hidden cells.
  • Ctrl+Enter – Fill Values/Formula to Selected Cells
  • Alt+F5 – Refresh Pivot Table
  • Ctrl+Shift+End – Select Cells to Last Cell in Data Range
  • Ctrl+Down Arrow – Go To Last Cell in Column
  • Ctrl+A – Select All Cells in Data Range
  • Alt+A+C – Clear All Filters

Filter Pivot Table Source Data with PivotPal

In the video I show a few features of PivotPal that make it easier to work with your source data.

PivotPal has a Filter Source button that allows you to quickly filter the source data sheet.  It filters the source data for the details of the selected cell in the values area of the pivot table.

I also show how you can build pivot tables while on the source data sheet.  This saves a lot of time from flipping back and forth between your source data and pivot table sheets.

Build Pivot Table from Source Data Sheet with PivotPal

PivotPal is now available!

Click here to learn more about PivotPal!

Additional Resources

What Do You Think?

Please leave a comment below with any questions or suggestions.  Thanks!

120 comments

Your email address will not be published. Required fields are marked *

  • Thank you very much, Jon, for these series of recordings.
    Whenever I watch the first five minutes of each recording and I say to my self this answered all my requirements for a segment, you show more efficient way and better to do it (The pivot Pal is amazing though I have never heard of it before).
    I particularly liked how you put the Sales Representatives across the column and product under each sales rep.
    Here is a question I have. On Video 2, before today, whenever I attempted to put two columns (say, Revenue and percentage in the calculation types tab) side by side, my excel puts them to gather in one column – column B? Would you know what I was doing wrong? I’m using excel 2013

    Dave

  • Awesome video on Excel. For some reason, when I tried sorting the Pivot table in descending order by Revenue, the bar chart sorts the opposite (where the largest number is at the bottom). I’m using Office 365.I checked the options and it says sort in descending order by revenue but the chart shows the largest revenue at the bottom which is the opposite of what I want it to do. Any ideas on how to fix this would be much appreciated.

  • hello,
    I am using a pivot table to summarize data but I am also using a vlook up. when I create the pivot table, than do the vlook to look up certain items, the vlook up doesn’t work, even thou that item is summarize on the pivot table?

  • Thank you for your wonderful explanations, they are very useful and the most important is that they are making the subject look easy to learn.

    G

  • Jon Acampora you are awesome!
    Million thanks are not enough.
    May God bless you and brighten your life with faith.

  • Awesome tutorial. Loved the data source files. They allow you to follow along and practice as many times as needed. THANK YOU, Jon.

  • This is awesome. Thanks so much for sharing. I am new to working with pivot tables and the information you provide is most helpful.

  • Hello Jon,
    Thank you very much for the detailed explanation in all your videos.
    I am new to Pivot tables and Dashboards and all I want to do is practice to
    become efficient and fast.

    My question is about the source of the data.
    Is it better to have many small data tables or one raw data table with all the information?
    All the shortcuts you give are only for Windows, could you add the Mac equivalent please?

    Thank you

    Sajini

  • Hi Jon,

    Thank you so much for this latest excellent Tutorial on Pivot Table. I particularly like the Tutorial about investigating blank data and adding data with Pivot Table. The Pivot Pal’s Filter Source button, as you have explained this is a quick way to filter the source data sheet. I have no question for now.

    Thanks.

  • Thanks Jon, as always it is great to learn new processes from your video presentations, which are always clear and easy to follow.

  • Really this is an amazing and interesting tutors. in opposite that i did not find Pivot pal button in my sheet so is there problem the Microsoft office version am using or other route exists please help me that.

    Over all from the part one to now i learned a lot thank you Jon.

  • I have chosen your videos to learn about pivot tables and pivot charts.

    Thank you.

    I wish someone would diagram the major menu options for pivot tables.

  • Hi Jon,

    I need some help in excel. I am trying to come up with an optimized rate of production of material that is constrained by number of resources for 100 different customers but I have a very tight deadline to meet. Some products have flexibility in terms of delivery however some have no slack.

    I have researched your YouTube videos and found them to be of immense wealth of knowledge however I am unable to come up with a formula based excel report that would allow me to view the results.

    Please respond back if you are available to help.

    Thanks and have a great day.

    Mahavir

  • How do I limit the number of dates on a slicer. My pivot charts has a large amount of data including multiple months and days. I only want to select 10 specific days to show on my slicer. How do I achieve that?

  • Hi Jon, thanks for the kind introduction of Pivot Table. I’m a newbie to Pivot table. For Video 2, I can’t figure out why the category “blank” in my excel exercise unable to capture the quality (count) as 8. I watch your video afew time, once you changed to count, it was auto captured as 8, but I can’t get it. Pls advice. Thank you and Best Regards

  • Dear Jon, Everything is superfine but practice with the same dataset would help us more. How do I get the link to download the dataset?

  • Do you know why my data spreadsheet did not pickup the quantity for the blank which was later labelled shipping fee? instead of 6 the cell was blank even after refreshing. The category label changed to shipping fee though.

  • Hi Sir,

    How can we make we do Number and Percentage in same column like in the First row in number and in Second row percentage in pivot table.

  • Hi Jon,
    Your video #2 is really great. It provides me the training to post queries on the source data. Best of all………..by clicking onto the PivotPal, I am able to find all the answers to my queries or investigation in Pivot Chart.

  • I just passed my MOS-201 Excel Expert exam. GMetrix wasn’t enough to get me through it the first time. I used your material, and others on UTube, and was able to pass the exam with time to spare. The Practice Tasks, Tricks, & Shortcuts I’ve learned from you are invaluable. Thank you.

  • Hello dear all,

    I am hereby enquired to know if you can support me on my way of preparing road construction projects progress monitoring dashboard and sample files in this regard if any?
    Thanks

  • Ty so so much for the video.As i had earlier communacated to you that am just a bigginner.i believe if i continue watching your videos ill end up been one of the best Data anaysts.ty

  • It was great tutorial. I learnt a lot from it. The Alt + ; shourtcut is not working for me though. :(.

    Thank you for sharing this.

Generic filters
Exact matches only

Excel Shortcuts List

keyboard shortcuts list banner

Learn over 270 Excel keyboard & mouse shortcuts for Windows & Mac.

Excel Shortcuts List

Join Our Weekly Newsletter

The Excel Pro Tips Newsletter is packed with tips & techniques to help you master Excel.

Join Our Free Newsletter