PivotPal – A Fast New Way To Work with Pivot Tables

Click Here to Download PivotPal Today!

There is no doubt that pivot tables are incredibly powerful, and save us a lot of time when summarizing data.

However, we also spend a lot of time doing repetitive tasks with pivot tables.  Do you spend extra time doing any of the following?

  • Searching for fields in the field list
  • Formatting numbers
  • Working with source data
  • Changing layout settings

These small tasks can be very time consuming and frustrating!

Pivot Table Built-in Menus Are Slow and Time Consuming in Excel

Do You Spend Extra Time Building Pivot Tables?

If you use pivot tables frequently then you could be wasting a lot of time with some of these boring repetitive tasks, which takes time away from the fun stuff.

If you have pivot tables with more than 20-30 fields, then just scrolling through the field list to find the field you're looking for can take a lot of time.

Scrolling Through the Pivot Table Field List

And if you don't know the name of the field you are looking for, then you probably do something like the following:

  1. Find the sheet that contains the source data.
  2. Scroll horizontally through the columns until you find the field.
  3. Go back to the sheet that contains the pivot table.
  4. Find the field name in the field list.
  5. Add it to the pivot table.
  6. REPEAT for all the fields you want to add.

This process alone can be very time consuming.

How Can We Make This Faster?

Jon Acampora Circle MVP ProfileMy name is Jon, and I have been using Excel all day everyday for over 10 years. I love Excel! ๐Ÿ™‚

And, I have probably built thousands of pivot tables. I use pivot tables for everything from a quick list of unique values, to reconciling accounts, to creating sophisticated interactive dashboards. They have a seemingly infinite number of uses, and they are just awesome!

When you start using pivot tables frequently, you begin to realize that some of Excel's built-in tools could be a little more efficient. There are certain tasks that just take way too much time with the built-in field list and various options menus.

Pivot Table Options and Settings Menus

Fortunately, VBA (the language used to write macros) allows us to program pivot tables to help automate some of these tasks. Over the years I have written a lot of macros that perform specific tasks to modify or update a pivot table.

However, I wanted to bring these automation routines into an application that everyone could use. This is where the PivotPal add-in was born.

PivotPal started as a simple form with a search box where you could quickly find a field in the field list, then add it to one of the areas in the pivot using keyboard shortcuts. That feature alone saved me a ton of time.

PivotPal Search Box Find Fields and Add to Pivot Table

But the features quickly grew from there… I also wanted a way to quickly format numbers, instead of having to navigate through four menus just to change a number format.

I also wanted the ability to work on the pivot table from the source data sheet. Why should we have to constantly jump back and forth between two sheets that might not be located next to each other in the workbook?

The list goes on, and I spent over a year adding features to enhance PivotPal.

PivotPal Saves You Time

The goal of PivotPal is to save you a ton of time when working with your pivot tables. The add-in is packed features that make things faster and easier.

PivotPal Window Diagram v1.0

Let's take a look at some of the features.

Quickly Find Fields & Add Them to the Pivot

PivotPal contains a search box that allows you to quickly find fields in the field list. It works similar to a Google search, and the results are narrowed down as you type.

Once you find the field, you can use keyboard shortcuts or the mouse to add the field to any of the areas in the pivot table. You will never have to spend time scrolling through the field list again.

Search Fields and Add to Areas of Pivot Table with PivotPal

You can also select multiple fields in the list to quickly add or remove fields, and even change number formatting.

Click Here to Download PivotPal Today!

Number Formatting Made Easy

When formatting a number in the values area you typically have to step through 4 menus just to change a number format. There is no doubt that this takes extra time.

Pivot Table Menus for Number Formatting 4 Steps

PivotPal contains a few features that relieve a lot of pain with this process.

First, PivotPal automatically applies number formatting.  When you add a field to the values area with PivotPal, the number formatting for the field in the source data is detected and automatically applied to the pivot table. This means you have to take zero steps to format the field. It's automatically done for you!

Source Number Formatting in Pivot Tables with PivotPal

If you the source data is not formatted, or you want to change the formatting of the field, you can do so in one step by selecting from the list of formats in the Formats drop-down menu on the PivotPal window. This list of number formats can be easily customized using the My Number Formats tool that is included with PivotPal.

The My Number Formats tool also allows you to apply your favorite number formats to any cell in the workbook. It is not limited to pivot tables.

Save and Apply Custom Number Formats in Excel with PivotPal

If you are constantly adding custom number formats like ($1.0M) to your workbooks, then this tool will allow you to do that in one click.

New Feature: Automatic Number Formatting

I've added a new feature that automatically formats the numbers in the Values area of the pivot table when using the built-in Pivot Table Fields List.

Number Formatting Automatically Applied GIF2

The Automatic Number Formatting feature detects the number formatting that is used in the source data range, and automatically applies it to the pivot table when a field is added to the values area.  If the source data is not formatted, or does not exist in the workbook, then a default number format that you specify is applied to the pivot table.

Either way, you will never have ugly looking pivot tables with the General number format.

Click Here to Download PivotPal Today!

Working With Your Source Data

When building pivot tables it is only natural to spend a lot of time working with the source data. This includes tasks like:

  • Finding fields
  • Investigating blanks and errors
  • Converting data types (dates, numbers, text)
  • Writing formulas
  • Changing the data source range
  • Drilling down on the details of a number in the pivot

The built-in menus don't allow you to work with source data while building the pivot table. Unless your pivot table is on the same sheet as the source data, you spend a lot of time flipping back and forth between the pivot sheet and source data sheet.

PivotPal solves some of these problems with a few great features.

Build Pivots from the Source Data Sheet

Often times you will know what field you want to add to a pivot table, but you don't know the name of the field. This is especially true when you are working with data that is exported from a database system. The field names aren't always descriptive.

Add Fields to Pivot Tables from the Source Data Sheet with PivotPal

Let's say you want to add the field that contains the product groupings, but you don't know the name of the field.

With PivotPal you would simply press the GoTo Data button on the PivotPal window. This will take you to the source data sheet, and the PivotPal window will remain open.

You can then browse through your sheet or use Excel's Find menu to find the field.

Selecting any cell in the column of the field will automatically select that field in the PivotPal window.

Now all you have to do is press one of the Area buttons on the PivotPal window to add the field to your pivot table. It's that easy!

Press the GoTo Pivot button to return back to your pivot table and view the results.

Click Here to Download PivotPal Today!

Filtering Your Source Data

When you double-click on a cell in the values area of the pivot (right-click> Show Details…), Excel adds a new sheet to your workbook that contains the rows of data that make up that slice (intersection) of the pivot. I call these drill-down sheets.

Pivot Table Detail Sheets are Not Formatted and Clutter Workbooks in Excel

This can be handy information if you are trying to investigate a number, but your workbook can quickly become cluttered with drill-down sheets. The other problem is that the drill-down sheet is not formatted, and usually difficult to read.

PivotPal has a Filter Source button that will show the exact same results by applying filters to your source data sheet.

Filter Pivot Table Source Data with PivotPal

This means you can investigate the actual source data, instead of a drill-down sheet. If you need to make changes to the data, then it is already filtered for the rows you want to see.

And, your workbook will NOT become cluttered with drill-down pages.

This feature has a lot of great benefits, and you will find yourself using it all the time.

Click Here to Download PivotPal Today!

Layout Settings Done Your Way

Did you know that there are over 30 different layout and options settings for pivot tables? We spend a lot of time changing these settings for each pivot table we create.

Often times we are applying the same settings over-and-over again. Do you find yourself doing a process similar to this:

1. Change layout to Tabular format
2. Turn Subtotals off
3. Display zeros for Blanks
4. Insert blank line after item

Everyone has their own preferences, but applying these settings can take extra steps.

PivotPal has a feature called My Pivot Layouts that allows you to create profiles with your favorite settings, then quickly apply them to any pivot table with the click of a button.

Apply Custom Options and Layout Settings to Any Pivot Table

Just selecting the layout profile you want to apply, and all the settings will be automatically adjusted for you. It will save you a ton of time!

Click Here to Download PivotPal Today!

Additional Features

PivotPal is packed with features to help you get your job done faster.

  • Source Range Warning – Have you ever forgotten to update the data source range after adding new data? I have, and it can be an embarrassing mistake. PivotPal will warn you when there are more rows in your source data then what is currently set as the source range in your pivot table. In other words, it will save your butt from embarrassing mistakes. ๐Ÿ™‚PivotPal Warning When Pivot Table Source Data Range Needs to be Extended
  • Apply Number Formats to Any Workbook – Your workbook does not have to contain pivot tables to use the My Number Formats tool. You can apply your custom number formats to cells in any workbook.
  • Jump to any Pivot Table – There is a drop-down menu at the top of the PivotPal window that contains a list of all the pivot tables in the workbook. It also tells you what sheet the pivot table is on.  This makes it easy to jump to the other pivot tables using the GoTo Pivot button. You can also quickly check to see which fields are used on other pivot tables by just selecting from the list. The field list will be loaded for the selected pivot table.
  • Pivot Info List – The button to the right of the Pivot Drop-down opens a window that contains a list of all the pivot tables in the workbook. This list contains additional details about the pivot table including the pivot cache index number, source range, source type, and total pivot cache count. This feature will be enhanced in the future to include a lot more.
  • Works with PowerPivot – PivotPal will work with your Power Pivot models too. This saves a lot of time when searching for fields in many different tables.
    PivotPal with PowerPivot Data Model
  • Function and Calculation Types – PivotPal contains two drop-down menus for the function (sum, count, average) and calculation types (% of totals, rank, etc.). This allows you to quickly change the calculation type of the value field(s) you have selected in the list. Yes, you can apply these settings to multiple fields at the same time. When selecting a calculation type, the name of the field is automatically changed to describe the calculation. Instead of “Sum of Revenue2”, the field will be named “Revenue % of Total”. This is something that Excel does NOT do.

Change How You Work With Pivot Tables

PivotPal will help increase your productivity, and alleviate some of the frustrations you face when working with pivot tables.

PivotPal is meant to compliment the built-in menus in Excel. It won't completely replace these menus, but instead it provides a quicker solution for some of the tasks we do the most.

This time savings will allow you to spend more time on creative and analytic (fun) part of your job. Spending time on this type of work will make a bigger impact for your organization and your career.

What Others Are Saying About PivotPal

Wow!!! Pivot Pal makes customizing pivot tables super easy and fast. It also saves your custom setups for reuse in new pivot tables.Jim F
PivotPal is a great tool! It saves me a ton of time when working on unfamiliar data when I am creating a Pivot Table by allowing me to construct the Pivot while looking at the source data. That is an extremely helpful feature.

Between constructing Pivot Tables while looking at the source data and being able to add more than one item at a time to a Pivot Table field saves me quite a bit of time.

Another great feature is being able to instantly filter the source data to match what is currently filtered in the Pivot Table takes away the hassle of drill down sheets and deleting drill down sheets when I am finished analyzing the data.Peter R

I really appreciate having been able to review the PivotPal ahead of its launch and its had a serious workout already on a Dashboard Iโ€™ve created for my companyโ€™s global use.

Using the PivotPal has been quite a โ€˜light bulb momentโ€™ in that it has helped to really cement my understanding of how Pivots in MS Excel work โ€“ quite apart from making Pivot Tables much easier and faster to set up, especially for multiple tables, itโ€™s also helped me understand much better MS Excelโ€™s high level Pivot Table workflow.

As well as being feature rich PivotPal also uses the valuable screen and workspace real estate much more efficiently than Excelโ€™s native Pivot management which has been a real benefit whilst developing my spreadsheet Dashboard in meeting rooms and on my sofa using just my laptop without the luxury of twin monitors back at my desk.

I work for a leading automotive manufacturer with a global manufacturing and design footprint and your tool has been key in developing a new dashboard weโ€™ve just agreed to at our most senior level to use globally as was one of our new key metrics in our Product Development teams. So it was very timely to have an easy to manage and understand PivotPal tool to help!David W

Here's Exactly What You Get With PivotPal

PivotPal is an Excel Add-in that is compatible with Excel 2007, 2010, 2013 and 2016 for Windows.

PivotPal Standard Version

The Standard Version comes with all the great time saving features that will help you work faster with your pivot tables.

PivotPal Standard Version

PivotPal Box 250x250 
  • Search the Pivot Table Field List
  • Automatic Number Formatting
  • Filter the Source Data
  • Auto Select Fields on Cell Selection
  • Warning when New Data Added to Source
  • Works with PowerPivot & OLAP pivot tables
  • My Number Formats Tool
  • My Pivot Layouts Tool
  • Lifetime Support & Upgrades
  • Free Bonus #1 – PowerQuery & Pivot Tables Video


PivotPal Developer Version

With the Developer Version you get access to the VBA Source Code that makes PivotPal run. This is great if you are learning VBA and interested in developing add-ins or applications.

PivotPal Developer Version

PivotPal Box + VBA Source Code
  • Search the Pivot Table Field List
  • Automatic Number Formatting
  • Filter the Source Data
  • Auto Select Fields on Cell Selection
  • Warning when New Data Added to Source
  • Works with PowerPivot & OLAP pivot tables
  • My Number Formats Tool
  • My Pivot Layouts Tool
  • Lifetime Support & Upgrades
  • Get the VBA Source Code
  • Free Bonus #1 – PowerQuery & Pivot Tables Video
  • Free Bonus #2 – PivotPal VBA Video


*Licensing: This purchase is for 1 user license for the PivotPal add-in. You may install it on up to three computers that you own.  Please do not distribute or share the files.

*Note: PivotPal does not work on the Mac versions of Excel.

Free Bonus Videos

I am including some great bonus videos with PivotPal that will help you learn more about pivot tables, pivot charts, my new favorite tool PowerQuery, and the VBA code that runs PivotPal.

Bonus #1 – PowerQuery and Pivot Tables Video Series

In this three part series I explain how to create this dashboard of snowfall data.

Mammoth Mountain Snowfall Dashboard

You will learn how to use PowerQuery to unpivot or normalize the data we download from the web.  I copy some snowfall data from the website of my favorite ski resort, and it needs to be unpivoted (re-shaped) to be in the correct structure to use for a pivot table.  This is also referred to as normalizing the data.

PowerQuery Unpivot Data for Pivot Table in Excel

PowerQuery is a free add-in from Microsoft for Excel 2010 and 2013.  It is an awesome tool and one of my new favorites.  PowerQuery will save you a ton of time when re-shaping or manipulating data.  Ever use the Text-to-Columns feature in Excel?  This is similar to that only a million times better. ๐Ÿ™‚

And don't worry if you don't have PowerQuery yet.  I also provide instructions on how to download and install it.

Bonus #2 – Learn How PivotPal Works and the VBA Code That Makes it Run

This video explains how PivotPal works and we dive into VB Editor to look at the forms and code that make up the add-in.

This will be helpful if you are new to VBA or add-ins and want to understand how they work.

Learn How PivotPal Works and the VBA Code

The bonus includes access to a special page that contains the video, and also contains a section where you can ask questions.

Note: This bonus is only available if you buy the Developer Version of PivotPal.

Frequently Asked Questions

Can I install PivotPal on multiple computers?

You can install PivotPal on up to three computers that you own.  You cannot share or distribute the files.

What payment options do you accept?

I accept PayPal and all major credit cards.  Click the buy now button above to be taken to a secure checkout page.

How do I get PivotPal once I make a purchase?

You will be able to download PivotPal immediately after purchase.  You will also receive an email with the download link and purchase receipt.

PivotPal has a lot of features, how do I learn all of them?

There is a dedicated help page for PivotPal that contains video tutorials and guides to help you learn the features.

I want to get reimbursed by my employer.  Can I get a receipt for the purchase?

Absolutely, a formal pdf receipt will be emailed to you immediately after purchase.

What version of Excel do I need?

PivotPal is an Excel add-in that works with Excel 2007, 2010, 2013, and 2016 for Windows (both 32-bit or 64-bit).

Will PivotPal be updated, and do I get these updates?

Yes and yes!  I will continue to add features to PivotPal as you request them.  I already have a list of features I want to add, and look forward to getting feedback from you to help make PivotPal better.

Can I undo the changes I make to my pivot tables?

Not yet.  As with all macros, the undo history is lost when a macro makes changes to the workbook.  This is one drawback to automating Excel.  However, I am working on a feature that will allow you to view your pivot table history, and undo changes.  I recommend saving your file before making any major changes to your pivot tables.

What if it doesn't work for me?

PivotPal is guaranteed to work.  If you are unsatisfied for any reason you can get a full refund within 90 days of purchase.  Plus, I am always happy to answer your questions and help you any way I can.

What is an Excel add-in?

An Excel add-in is an Excel file that contains VBA code (macros & forms).  You install the file one time, and then it will open automatically every time you open Excel.  Once PivotPal is installed, the XL Campus tab will appear in the Ribbon.  This tab contains the PivotPal buttons to open the various windows.

XL Campus Ribbon and PivotPal Buttons

Try PivotPal Risk-Free

LinkedU-Guarantee-GraphicI want you to love PivotPal! If you are not completely satisfied for any reason, I will give you a full refund within 90 days of purchase. And yes, you still get to keep the add-in file. So you could get a refund and keep all these products for free. Iโ€™m hoping you donโ€™t do this, and I probably shouldnโ€™t even mention it, but Iโ€™m willing to take this risk in hopes that PivotPal will really help you.

So try PivotPal for 90 days.

Jon AcamporaSupport Is Only A Click Away

I am here to help you with any questions. You can contact me directly if you need any helping using PivotPal. You will also receive installation instructions and there is an online help page with videos that will explain all of the PivotPal features in more detail.

PivotPal is very easy to use and it will work for you!

Thank you!

Jon Acampora

PS – If you are going to spend any time searching for a field in the field list, or applying pivot table layout options today, then PivotPal wants to give you a hand. ๐Ÿ™‚

PivotPal Box 250x250

PivotPal Standard Version


PivotPal Box + VBA Source Code side-by-side

PivotPal Developer Version



  • Is it possible to install without running an executable file? I don’t have admin access to my PC to run exe extensions.

  • Jon,
    I landed on one of your YouTube videos around 9pm and it is currently 3am and I’m still exploring your website. I have a MacBook and 2 windows laptops that I use for different purposes. How do I purchase all these add-in sand make then available on all 3 machines? Do I need to buy each 3 times? I’ve ecome a big fan and I’m only beginning.

    ThNks for making this a cake walk

    • Hi Kweku,

      Thank you so much for your support! I’m happy to hear you are enjoying the site. You will be able to use PivotPal on up to 3 computers that you own at any one time. So if you get new computers in the future, you can use it there too. PivotPal only works on the Windows versions of Excel. It will NOT work on the Mac.

      I already emailed you about this, but just wanted to post here for anyone else that had the same question. Thanks again!

    • Hi Jim,
      Yes, PivotPal will work with Office 365 as long as you are using Windows. The latest version of Excel for O365 is Excel 2016. I hope that helps. Please let me know if you have any other questions. Thanks!

      • I have Office 365 on a mac and MacBook pro. Both use Sierra OS. will it work with either? If not, when will it be available?

        • Hi Ron,
          Unfortunately, PivotPal is not compatible with the Mac versions of Excel. The latest version of Excel for Mac (2016) does not include developer tools that make this type of add-in possible to run. Hopefully Microsoft will update this in the future, but I’m not sure when they are planning to do that. You can vote for that feature of improving the VB Editor on the Excel User Voice Site. Microsoft does read this, and every vote counts. So I encourage everyone to vote for this if you are interested in using VBA macros and add-ins on the Mac. Thanks!

  • Jon:

    I used pivots daily for years as an analyst, ended up getting me to places I never would have imagined. Now I’m not using them as much so your tutorials are the bomb in terms of refreshing my brain! I’m going to purchase PivotPal because I see the value in its efficiency. I now am using 2016 Excel and it is an absolute nightmare in my opinion, my efficiency in creating one PivotTable has decreased by at least 50%. I already see that your tool isn’t this Mickey Mouse make me feel like I need help analyzing data program (the keyboard command options are a great idea). From what I see your program makes me feel like I’m going to be working with the old versions of excel that had great flexibility.

    I’m also telling all the guys at work that I have now met the new Jesus.

    P.S. Come to Spain. These people have no idea how to use Excel or Access and sell your add-on(s). I’ll do the translating…

    Dean Machine

  • Hi Jon,

    I have been getting into the habit of using pivotpal and it is a very useful tool.

    Saving favourite layouts for a pivot table is such a useful feature. It would great if there was an option to click on a pivot table and capture the layout already set.



    • Hey Jim,

      I’m so happy to hear that PivotPal is helping you. That is a great suggestion! Unfortunately, not all the options can be read from existing pivot tables. But it is something I will look into adding in the future.

      Thanks again!

  • Hi John,
    I have an daily updated database.
    And I give a 10 pivot report based on this database.
    We have 5 branches so daily I click many pivots for the latest date and then for the each branch.
    Plus I present these pivots in pdf format, so each time the pivot changes either there is a huge gap in the excel (because I put the pivots together) or the pivots overlaps so I manually pull the pivot elsewhere.
    It drives me crazy!
    Would pivotpal will help with my problem?

  • Hi Jon,

    I’m Shridhar Balan. I work as AVP/Senior Data Architect w iStar in Newport Beach, CA

    We are in the process of converting over some applications from Essbase to Microsoft SSAS 2012. One of the biggest stumbling blocks is suppressing zero rows in the final OLAP Pivot table. Somehow Excel 2013 can’t handle it gracefully, and in some instances we are forced to seek an SSRS Solution using MDX query as the source & filtering zero rows inside of the SSRS object. If we using the filter in Excel 2013, it first computes the sum across rows and then applies the filter. So if you had 2 measures in your output, one w -$1000 value and another w +$1000 values, it will eliminate that row which we need to see.

    Most tools like Essbase have this built in, so we were wondering if PivotPal supports this functionality?

    Looking forward to hearing from you!

    Thank you,

    • Hi Shridhar,

      Thank you for your question. I’m not sure I fully understand your question, but I don’t believe PivotPal has a feature to help with this. If the rows with zero values are filtered out of the data source, then the pivot table is not going to be able to display them in the pivot. Is that the row you need to see in the pivot?

      • Hi Jon,

        Thank you for your reply and sorry for getting back to you so late. Somehow I didn’t see this in my inbox!

        Basically the final MDX (from the OLAP Cube) returns a mixed bag. Lets say we have 2 columns (Amounts) of information. There could be some rows that have zeros in both columns, some rows that have flipped values – example Amount of positive 100 and negative 100. If I use Excel filter, it will eliminate the first set (zero rows) but eliminate the second set (+ 100 and -100) as well which we don’t want. Most Report Tools have a way of saying “Suppress Zero Rows” which will only eliminate zero rows i.e. the first set.

        I wanted an easy add-in w OLAP Pivot table that does this. Hope this explains!

        Thank you,

  • Hi Jon,

    I use pivot tables alot for my financial model calculations. When I change headings, remove columns etc, I often get an error message when I “refresh all” data. The message I get is:

    “The PivotTable field name is not valid. To create a PivotTable report, you must use data that is organized as a list with labeled columns. If you are changing the name if a PivotTable field, you must type a new name for the field.”

    I’ve tried all sorts of ways to resolve this like redefining source data etc but this is a waste of time. Will PivotPal be able to help identify exact errors in specific PivotTables and either auto-correct for me or advise specifically which tables which need to be fixed?


    • Hi Sean,

      I believe that error message is caused when the first data row contains blank cells. Is this the case for you? PivotPal does not have a feature that identifies that error specifically.

  • Hi Jon,

    I found your tutorials for pivot tables, charts and dashboards on YouTube. I need to learn how to use these features for my job. Thank you so much for such a clear explanation of the features and how to manipulate them. And now you’ve got me excited about PivotPal. (Love the name, by the way! ๐Ÿ˜€ ) I’ll be mentioning your product to my employer and explain how much easier it is to create pivot tables and charts with it.

    Thank you, again! Cheers!

    – Kristen ๐Ÿ™‚

    • Hi Kristen,

      Thank you so much! I’m happy to hear you are learning so much about pivot tables, and enjoying the videos. I hope PivotPal saves you a ton of time with your job. Have a good one! ๐Ÿ™‚

  • Jon,

    I use pivots a lot and a repetitive step I make every time is go to totals and uncheck “show grand totals” and display “Classic PivotTable Layout” Can these steps be automated with the layout settings? Thanks.

    • Hi Al,
      Yes, absolutely! You can create a layout profile with the My Pivot Layouts feature that turns the Grand Totals Off and changes the pivot table to the Classic Layout. I created a quick screencast so you can see this in action. In the screencast I first create the layout profile. Once the profile is saved, it can be applied to any existing or new pivot table.

      Click here to watch the screencast

      This just automates the process by applying all the layout steps with less clicks. Your co-workers and users of your workbooks will still be able to view and modify the pivot tables.

      Please let me know if you have any other questions. Thanks!

  • Hey sir i cannnot see the insert tab in my excel…it is showing Home then Layout Button then tables then charts what could be the missing link?

    • Hi Tarus,

      You might have disabled the tab at some point. Right-click on any tab name in the ribbon, then choose “Customize the Ribbon…”. On the right side of that window you will see a list of the ribbon tabs. Make sure the Insert tab box is checked, then press OK. That will enable the Insert tab on the ribbon. I hope that helps.

  • […] This gem is one that no pivot pro should be without. I use pivots on a constant basis and often am creating smaller ones for our sales team from our master pivot. Excel does not allow you to select multiple items to drag to the filter or other areas of the pivot view. Enter PivotPal… […]

  • Hi jon,
    I would like to thank you for your info.
    I want to know if the pivotPal will work for excel 2016 for mac.
    Thank you

    • Hi Youness,
      PivotPal does not work on the Mac version of Excel. Currently that version does not really work well with add-ins. Hopefully that will change in the future. Thanks!

  • Hi Jon,

    Thank you very much for your tutorials, after going through your tutorial on pivot table chart I strongly believed that my memory has been refreshed and you have added much more knowledge to what I knew before
    thanks again

    • Awesome! Thanks for the great feedback Moussa. I am so happy to hear that you are using and learning pivot tables again. Have a good one! ๐Ÿ™‚

  • Hi, Jon
    I have been using powerpivot extensively since past 4 years in the office and home alike. Now I would like to buy the Pivot Pal. If bought one license of PIVOT PAL, can I install it in both my personal PC and office PC since office PC is not owned by me.
    awaiting your reply

    • Hi Iqbal,
      Yes, you can install PivotPal on up to 3 computers that you own at any one time. So if you get new computers in the future you can install it on those as well. Please let me know if you have any questions.

      Thanks again and have a great day!

    • Hi Paul,
      Yes, PivotPal is compatible with Excel 2016 for Windows. I just updated the page to reflect that as well. Please let me know if you have any other questions. Thanks!

  • Jon

    I created by Power Pivot model with data from Access, I added a new field in my Access table what do I need to do to bring the new field to the Power Pivot model?

    Thank you

      • I refreshed the Power Pivot but I am still missing the new field, I established a new connection with the same table in the same model and the tab have my new field. What I don’t want is to redo my whole model.

        Thank you

  • Hi Jon,,

    Your Pivotcharts videos are awesome…They make life simple…!!

    I have a quick question, Can we plot box plots in Pivot charts?

    Thank you.

    • Hi Dominick,
      Are you referring to my PivotPal add-in. If so, it works on all versions of Excel for Windows. So it will work with Office 365 if you are running a desktop version on Windows.

      Please let me know if you have any other questions. Thanks!

  • Anyone has upgraded to Office 365, for mac especially?
    I found a problem that I can’t select multiple items on the slicer for custom selection. The shift function still works for consecutive selection, but the Cmd doesn’t work for custom selection.

    Kindly need your help or others…

  • Jon,

    I just finished the series of 3 introductory videos on Pivot tables, graphs and dashboards. Thank you! That was one of the best presentations I have found on this topic; easy to follow and logically presented. I look forward to getting Pivot Pal.

    My applications will be to data and survey results. Do you have any templates that have been used to analyze scientific and demographic data?



    • Thank you Mark! I really appreciate the positive feedback.

      I don’t have any templates for survey data, but I am probably going to do a blog post on it in the near future. I think it is a great topic and have had a few other questions about it. Thanks again and have a good one!

  • Hi John:

    I was wondering what are my alternative option as I am using Mac Office 2016 for excel? Looks like they donโ€™t have power pivot and power queries. It has data connections using various sources including SQL Server ODBC as well Pivot Slicer? Is there alternative manual solution to analyze large sets of data? Is there any other easier options or third party add-in features for power pivot? Love to get your insight as well very interested to purchase your pivotal

    Any suggestion Atish

    • Hi Atish,
      Yes, unfortunately the Power Query and Power Pivot features are not available for the Mac versions of Excel. I know people that use Parallels or Bootcamp to run Windows on their Mac so they can use the Windows versions of Excel. If I only used Mac I would do this as well. For me, the power and time saving features of the Power tools would be worth it.

      My PivotPal add-in currently only works on the Windows versions of Excel. The Mac 2016 version is very limited on programability with VBA, and I probably won’t be able to create a version of PivotPal for Mac until that changes.


      • Thanks for the reply regarding MAC for Excel 2016. Microsoft developers has told me in the there are working to add the fully functional VBA and SQL Editor mode just like Microsoft Office 2011 MAC. If that happens will you add your products in MAC for Excel 2016. I am not sure whether power pivot or power queries will be added in MAC OSX. But definitely VBA and SQL Editor mode will be fully functional like windows.

        • Hi Atish,
          I hope to make products for the Mac versions. Honestly, a lot will depend on how stable those future builds are. In the past it has been very difficult to program for the Mac versions. I always try to stay optimistic and hope that will change in the future. Time will tell… ๐Ÿ™‚ Thanks!

          • John, I will look into bootcamp or Parallel option down the road if I need features like pivot table, Power Queries and Pivot Charts and Power BI Tools. Most of my jobs right now does not deal with those features. I am mainly dealing with analyzing financial model and using analysis tool pack and charts.
            Right now it does not make sense throwing approx $200 extra for Windows 10 OS plus Parallel software for additional features in Windows Excel that I am not going to need.

            Honestly, I would like Macros and VBA Editor mode to come back from 2011 version to 2016. I sometimes like to create user defined functions using VBA editor mode which currently I can’t do. I was told by Microsoft that Macros and full VBA/SQL Editor mode will be be present similar to 2011 MAC Excel. Most likely the next software upgrade will have that features added back. Again I don’t see any use right now. If I need those feature, then I will have no choice and have to get Windows Excel. But for right now MAC Excel is fine for me..

            Thanks again!

  • Hi Jon

    When I invoke PivotPal by right-clicking inside a pivot, I get a popup with the following PivotPal Error –

    Error initializing PivotPal.

    Do you know what is causing this? The tool still functions without issue.


    • Hi Sanjaya,
      I’m not exactly sure what would cause that. Is that happening on all your files that contain pivot tables? If so, are you using the English language version of Excel? Thanks!

  • Hi Jon,

    I continue to encounter a problem with PivotPal, Filtersource does not work, GoTo Data is greyed out. I followed the instructions, tested on several Excel files but cannot get it to work.

    • Hi Paul,
      Those buttons will be disabled if the source data is in another workbook or part of the data model. Clicking the small “i” icon to the right of the pivot table drop-down at the top of the PivotPal window will show you a list of all your pivot tables in the workbook. The second column in that list displays the source range for each pivot table. Are the source ranges in the same workbook, or a different workbook.

      If you want to send me your file I’d be happy to take a look at it. jon@excelcampus.com


  • Jon,

    Thanks for the info. Great work!

    I am using Pivots extensively for various display functions. In most cases I do have large data set/source on which I define a pivot. Instead of having various pivots to show the relevant data, I was playing with the idea (in VBA) to create “Pivot Views”. Where a Pivot view is particular combination of pages with the given page selection, rows, columns, format, etc. and then save the view, with a view name, in the given xl workbook. This Pivot view option would allow the selection of a given view and then it would adjust the one pivot table accordingly and the associated pivot graph after it has been selected.

    My challenge is to get the given Pivot environment, (page, columns, rows, formats etc.) and then saving it.

    Q1: Have you done something like this?
    Q2: Could you point me to relevant information regarding this.

    Much appreciated.

    • Hi Manfred,
      That is a great question. I was actually planning on adding a feature like that to PivotPal. Right now there is a Pivot Layouts feature that allows you to create custom profiles to save layout settings, and quickly apply them.

      A similar feature could be created for the entire Pivot Table including the fields in the areas of the pivot.

      It’s quite a bit of work to program because you are inevitably going to want the filters to be saved and applied as well. There are a lot of properties and settings you have to store. Then if the user changes field names you also have to handle those potential errors.

      It’s definitely possible, just not sure when I will have time to add the feature.

      Thanks again for the suggestion!

  • Hi Jon,

    Does my purchase of PivotPal include future updates? You mentioned that you are working on some updates based on requests/suggestions from others, so I just want to confirm that the updates will be distributed to existing customers free of charge.



    • Hi Charles,
      Yes, your purchase includes all future upgrades to PivotPal, free of charge. Please let me know if you have any other questions.

      Thanks again and have a great day!

  • Hi Jon,

    I want to know, whether your Pivot Pal can customise the layout, where I want two fields next to each other, not under, and the summary of the first field in the third column.


    • Hi Tariq,
      PivotPal allows you to customize the settings and layouts that are built into Excel. If it is a layout that you can achieve in Excel, then PivotPal will make it faster to achieve that result. I’m not exactly sure if I understand your layout. Feel free to email me your file with the layout if you’d like. jon@excelcampus.com. I’d be happy to take a look.

    • Hi Vivek,
      Sorry, I don’t have a trial version right now. I do offer a full 90-day money back guarantee. If you are not satisfied for any reason you can get your money back. Thanks and have a great day!

  • If I send an excel spreadsheet where I have used PivotPal, to another person who does not have Pivot Pal, will they be able to see all the results the same as I do?

    • Hi Teresa,
      Great question! No, the other users do not have to have PivotPal. PivotPal will just help you build and modify normal pivot tables faster. It does NOT add anything extra to the Excel file. You can still modify the pivot tables with all the built-in tools in Excel. My apologies for not getting back to you sooner! Please let me know if you have any other questions. Thanks again and have a great day!

    • Hi Frank,
      You will just download the file and install it on your computer. You can back it up on an external drive or CD if you’d like. Please let me know if you have any other questions.
      Thanks and have a great day!

  • Dear Jon,

    thanks for a great tool! Does it have an ability to clear the Slicers choices? I have a worksheet with over 30 of them each controlling about the same number of small Pivot tables (each Slicer controls all of them) and when many choices are made it takes time to clear the filters.

    Would be wonderful! ๐Ÿ™‚

    • Hi Nike,
      That’s a great suggestion. I’ve had some other requests for working with Slicers, and I agree that the ability to clear or set the filters would be great. I’ll put it on the list. Thanks!

  • I use MacExcel on my Mac computer
    I was very impressed with your video on pivot tables and with your Pivot Pal add on feature.
    Q. Can I download and use PivotPal and use it on my MacExcel program?
    Q. If I use Pivot Pal on my computer and want to sent the file to someone else to use do they need PivotPal on their computer in order to use the document I sent them

    • Hi Ralph,
      Thank you for the comment! Unfortunately, PivotPal is not compatible with the Mac version of Excel. I plan to have a Mac version in the future, but the timing will depend on the release of Excel 2016 for Mac.
      To answer your 2nd question, no other users will not need to have PivotPal to use the document. PivotPal just controls the pivot table properties and settings that you would normally apply manually. It does not add any additional code or anything to the workbook.

      Thanks again Ralph!

        • Hi Jim,
          PivotPal is not available for the 2016 Mac version yet. Unfortunately, VBA is not fully integrated with the Mac 2016 version yet, so it will be impossible to develop for it until Microsoft develops this further. Thanks!

  • Hi Jon,

    I have one workbook that I have to filter/format/layout the same way repeatedly because I get it from other people.

    Even worse (at least at this point, until I totally change how the data gets recompiled for other tasks), I have about four different filter/format/layout combinations that the same base file STYLE (usually not the same exact file), so I’m doing a lot of a reapplication of the same filters/formats/layouts. Obviously, something like your tool seems appealing to me! However, I’m wondering how many steps there would actually still be.

    Right now, I tend to make the layout changes (remove buttons, remove subtotals, grand totals only for rows, etc.), then suspend pivot updates to rearrange all the fields, then apply those changes, and then apply filters manually. It doesn’t take too long, maybe a minute, but it’s so repetitive that it definitely adds up!

    Could you confirm/clarify the following?: It looks like I’d be able to apply a pre-saved custom format in one step, then go to another part of the add-in to arrange the fields, and that I’d then still have to apply any filters manually (like actually selecting which data should show and which shouldn’t, e.g. filtering for a particular product season code). Is that right?

    If so, I’m not sure if the add-in would really truly save me that much time, though it still may be worth it – I’m on the fence, frankly. It’d be lovely if I could add the final filtering of the pivot to certain codes right from add-in, but it doesn’t look like that’s an option, right? I just want to be clear about what I’m getting up front, if possible.

    Am I understanding this correctly? Have any questions? I hope my description has been clear.

    • Hi Laura,
      Great questions! I believe I understand your process and I will try to answer as best I can. Here are the steps as you listed, and PivotPal’s current capabilities.

      1. Make the layout changes (remove buttons, remove subtotals, grand totals only for rows, etc.) – Yes, the Pivot Layouts tool will allow you to apply all your layout options in one step. Currently this is in a separate window from PivotPal, so it would require you to open a different window to apply the layout. However, I am planning to put the layouts drop-down in the PivotPal window in the next release.
      2. Suspend pivot updates to rearrange all the fields – PivotPal does not currently have an option for this, but I will be adding it.
      3. Then go to another part of the add-in to arrange the fields – Yes, you would have to open the PivotPal window to rearrange the fields. This can be done from the right-click menu from any cell in the pivot table, from a keyboard shortcut assigned to the QAT, or a button on the ribbon. You can have the Layouts menu and PivotPal window open at the same time.
      4. Apply any filters manually – Yes, PivotPal does not have an option to apply filters to fields, yet. I have some ideas for this, but can’t promise that it will be in the next release.

      I think your process is a very common one Laura. I have done a similar process and that’s what lead me to start developing PivotPal. I’m working on another feature that will help solve most of your issues. This feature would allow you to take snapshots of your pivot table’s current setup, then quickly re-apply that setup to any pivot table that has the same data source. This could also include filters. So you would just press a button to take a snapshot of all the settings in that are currently applied in your pivot table, name that setup, then apply it at any time.

      The features of PivotPal right now will help with some of your processes, but honestly it won’t solve everything for you. When you purchase PivotPal you will be entitled to all future upgrades for free. The price will go up as more features are added, so that might be one reason to get it now. If you choose to wait, I will be notifying everyone of these features through my free email newsletter.

      Thank you for taking the time to write and share your process. Please let me know if you still have any questions or if I missed anything. If anyone else reads Laura’s comment and can relate to that process, please leave a comment here and let me know. I would like to learn more about your process so I can help create solutions that will save you time! ๐Ÿ™‚

      Thanks again!

  • Worked with PivotPal for the first time today and already like it a lot. Have to work some more with it to get the most out of PivotPal, but it is already a true timesaver for me.

  • This was a great video and look forward to other videos in this series. I also like your show and tell video on PivotPal. Is it too early to ask how much PivotPal is going to cost? Will there be any bundle discounts if I want to get TabHound and PivotPal?

  • Jon,
    You are Excelling again….well done.
    My question is the same as Jim’s …how to quickly remove the drill down pages after you have completed an analysis of some data – but if the extra pages are not created in PivotPal that is very beneficial.
    Thank you

    • Thanks Catherine! Great to hear from you. That is a good question. PivotPal does NOT create the extra pages. Instead it just filters the source data.

      However, I can see some benefit in having those extra pages if you want to do some quick analysis or something. I will have to think about a way to remove the pages though. I’m not sure that there is anything that tags the sheet or table as being generated by a pivot table.

      I have been using/developing PivotPal for over a year, and I honestly have not used the drill down pages since I added the Filter Source Data feature. I hope you will find this to be the case for you as well. Thanks again!

        • Hi Lou,

          Thanks for the link. That is a great solution that Mike has created to get rid of extra drilldown sheets. The advantage with PivotPal is that you don’t have to create these sheets at all. PivotPal actually applies filters to the original source data sheet for the cell you have selected in the values area. This means you can review the underlying details in a format that you are familiar with, and also quickly change the filters to do further investigation of your data.

          With that said, are you interested in having this drilldown sheet deletion as a feature in PivotPal? It is definitely something I could add in the future. Thanks Lou!

  • So if I have PivotPal installed on my machine, create a file with pivot tables & then share that file with others, will the pivot tables work in the conventional way on a machine without the addin?
    I’m guessing yes but good to have confirmation.


    • Hi Steve,
      Great question! YES, the pivot tables will still work in the conventional way on any machine without PivotPal. PivotPal creates/modifies the pivot tables the same that you would with the built-in field list. It does NOT add any custom code or modifications to the workbook.

      You can also use the built-in field list while you are using PivotPal. I tend to use both PivotPal and the field list when working with pivot tables. PivotPal is really great for building the pivot table while on the source data sheet. This is something that the field list cannot do, and PivotPal saves you a lot of time with this feature. I’ll share more about this in the upcoming videos. Thanks!

  • Jon,

    This looks like it could be a great time saver. I’m looking forward to seeing it in action. I didn’t see anything in your demo about calculated fields though, are there any features that simplify creating them?


    • Hi Dave,
      You can add/remove calculated fields with PivotPal, just like any other field, but there are no features for creating them yet. I would love to hear what struggles you have with calculated fields and what could make them better. I will definitely be adding features in the future. Thanks!

  • When you drilldown (filter source data) is there an easy click button to remove all of the extra pages generated when viewing source detail information?

    • Hi Jim,
      PivotPal’s Filter Source button does NOT create the extra pages. Instead, it applies filters directly to the source data. Sorry if that was not clear in the video.

      The nice part about this is that you can then analyze the filtered source data and troubleshoot problems. For example, let’s say your pivot table is a YTD sales report by region and after you create it the numbers look way too high. You can select any cell in the pivot table, then click the filter source button. This will filter the source data and show all the rows that are included in the pivot cell. After looking at the data you quickly realize that you forgot to add the date field to your pivot table and filter for this year only.

      With the PivotPal window open, you can simply click on any cell in the date column of the source data. The field will automatically be selected in the PivotPal window, and you can press the Filters button to add the date field to the page filters area of the pivot. Then go back to the pivot table and apply the necessary filter.

      I will create a demo video of this to show an example, because it is a feature that will save a lot of time and frustration.

      I hope this answers your questions. Please let me know if you have any other questions.

  • Jon,

    This looks very impressive and I am very excited about the opportunity to get and utilize this add-on.

    Many times I want to add a bunch of fields to a particular area and it would be great if you could select all of the fields you want to add and then say, add to rows or add to values, etc rather than having to add one at a time.

    I didn’t see that option demonstrated in the video but I do see that you have a note under your field list window that says, “Hold Ctrl/Shift to select multiple”.

    Will the user be able to select multiple fields and add them all at once to a selected area of the pivot, is that only referring to applying formats to multiple fields or is it actually for both options?



    • Hi Jeffrey,
      Great question! Yes, one of the nice features of PivotPal is that you can select multiple fields in the field list and then add them to any area in the pivot table. It will also work for applying formats.

      You can select multiple fields by holding the ctrl/shift keys and selecting items with the mouse, OR you can search for an item in the search box, then press shift+enter to select in the list while retaining the currently selected items. This makes it really fast to select multiple items when you know what fields you want to add.

      You can also remove multiple fields at the same time, which makes it very easy to clear the pivot table.
      Thanks for the question!

  • Jon,

    Your PivotPal UI appears to be much more efficient than working from the standard pivottable field list view.

    Will the PivotPal be compatible with pivot tables created with Power Pivot data models or only work with regular Excel pivottables?

    Does the “filter source” & “goto source” funtionality only work if the pivot table data source resides in an excel workbook?


    • Hi Dave,
      Thank you! Great questions.

      PivotPal will work with PowerPivot in Excel 2013. Unfortunately, the VBA object model in Excel 2010 does not really allow you to work with PowerPivot, so functionality with PivotPal will be limited if any.

      Currently the filter source and goto source buttons only work if the source data is in an Excel workbook. I guess this could be expanded. Where does your source data reside?
      Thanks again!