A New Record – Pivot Table in 4 Clicks

July 26, 2012 at 12:22 am Leave a comment


I don’t have a video for this yet, but I just created a cross-tab pivot table in four clicks using Excel 2013.

For the last 17 years, 35 books, and a thousand seminars, I always brag that I can create that pivot table in six clicks:

  1. Click the Insert tab
  2. Choose Pivot Table
  3. Click OK
  4. Checkmark Revenue
  5. Checkmark Region
  6. Drag Product to the Column Labels drop zone

If you walk up to me and say “pivot table”, I will automatically say “six clicks”. It is like a knee-jerk reaction.

I don’t currently have a tattoo, but if I were to get one, it would say “I can do that report in six clicks”.

I am currently 331 pages into the massive project to update all the books for Excel 2013. I am working on the introduction for Pivot Table Data Crunching, where I compare the non-pivot table method (77 clicks) to the pivot table method (6 clicks). This time, I tried out this new Excel 2013 method instead:

  1. Click the Insert tab
  2. Choose Recommended Pivot Table. At this point, Excel offers me 10 to choose from, but I can’t afford the time to scroll through all 10 and select one, because that would add two clicks
  3. Click OK to accept the first pivot table in the list. It is a pivot table with Region in the Row area and Revenue in the Values area. That magically wipes out steps 4 & 5 above.
  4. Drag Product to the Column Labels drop zone.

Call me a geek, but setting a new record in pivot table creation is cause for celebration!

PS – I tried to improve on the four clicks using keyboard shortcuts. Alt+N for Insert, but then the Recommended Pivot Table choice requires two keystrokes SP. Since the OK button does not have focus, you end up with tab, tab, tab, enter… Never mind… 

Advertisements

Entry filed under: Bill Jelen, Excel 2013, Learn Excel from MrExcel, Microsoft Excel, Microsoft Excel 2013, Office 15, Pivot Table Data Crunching, Pivot Tables. Tags: , , , , , , , , .

Learn Excel 2010 – “Lock Formula in All Directions”: Podcast #1573 “Don’t Fear The Spreadsheet” – All Of My Numbers Are Corrupt!: Podcast #1574

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

Trackback this post  |  Subscribe to the comments via RSS Feed


Learn Excel from MrExcel

Learn Excel Podcast Splash Screen

The Excel Beginners Book:

"Don't Fear The Spreadsheet" - by Tyler Nash, Bill Jelen, Tom Urtis and Kevin Jones

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 739 other followers

Live Lessons Excel 2010 DVD

"Live Lessons Excel 2010" DVD

RSS MrExcel Recent Articles

  • An error has occurred; the feed is probably down. Try again later.

Recent MrExcel Tweets

MrExcel Podcast Archive


%d bloggers like this: