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Top 7 Tricks to help you while creating a Pivot Table/Chart

In this blog you'll learn the Top 7 Pivot Table Tricks, Tricks & techniques while creating the same. PivotTables are one of Excel's most important tools. They help you to automatically summarize and aggregate data. This way you don't have to write a single formula. The Pivot table does the aggregations for you. Now, these tips you can use when the data is prepared and you are all set to create a pivot table with it.

1. Use Recommended Pivot Tables

There is an option in the “Insert Tab” to check for the recommended pivot tables. When you click on the “Recommended Pivot Tables”, it shows you a set of the pivot tables that can be possible with the data you have.

2. Creating a Pivot Table from Quick Analysis

There is a tool in Excel called “Quick Analysis” which is like a quick toolbar that appears whenever you select the data range.

And from this tool, you can create a pivot table as well.

Quick Analysis Tool ➜ Tables ➜ Blank Pivot Table.

3. Search for Fields

In the pivot table field settings, there is an option for searching for the fields. You can search for the field where you have large with hundreds of columns.

4. Change Pivot Table Field Window Style

There is an option that you can use to change the style of the “Pivot table Field Window”. Click on the gear icon on the top right side and select the style you want to apply.

5. Change Pivot Table Field Window Style

If you have large data set then you can sort the field list using A to Z order to make it easy for you to find the required fields.

Click on the gear icon on the top right side and select the “Sort A to Z”. By default, fields are sorted as per source data.

6. Open/Show Field List

It happens with me that when I create a pivot table and again when I click on it shows “Field List” at the right side and this happens every time I click on a pivot table.

But you can turn it OFF and for this, you just need to click on the “Field List Button” in the “PivotTable Analyze” tab.

7. Naming a Pivot Table

Once you create a pivot table the next thing which I think you need to do is to name a pivot table.

And for this, you can go to Analyze Tab ➜ Pivot Table ➜ Pivot Table Options and then enter the new name.

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