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Advanced Pivot Table Tricks ONLY Experts Know 

Kenji Explains
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Advanced Pivot Table tips and tricks to make you an expert-level Excel user.
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Chapters:
0:00​ -​ Intro
1:26​ - Percentage of Grand Total
2:15​ - Timeline
3:14​ - Top 10 Filter
5:26​ - Grouping & PivotChart
6:47​ - Slicers
7:58​ - Report Filter
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18 июн 2024

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Комментарии : 179   
@KenjiExplains
@KenjiExplains Год назад
✅To learn more, check out our Excel Course here: www.careerprinciples.com/courses/excel-for-business-finance
@emamul1987
@emamul1987 Год назад
Sir we are learning many things from your video however i have to know 2 things. 1st i have big data with approx 100 items and 150 sales areas so i want to make pivot table bar chart with scroll button and spin button. 2nd I have to see 1 item sales % in whole sales of stationary shop. example my total sales is of Rs100 for all items including of pen sale of 15 Rs. i will select pen to know the sale data of pen. this show pen sale data. but i want to know when i select pen it also shows how much % of sale of this pen is in total sale of 100. coz when i select pen it shows 100% in pie chart pen sale which i dont want. Show less Sir we are learning many things from your video however i have to know 2 things. 1st i have big data with approx 100 items and 150 sales areas so i want to make pivot table bar chart with scroll button and spin button. 2nd I have to see 1 item sales % in whole sales of stationary shop. example my total sales is of Rs100 for all items including of pen sale of 15 Rs. i will select pen to know the sale data of pen. this show pen sale data. but i want to know when i select pen it also shows how much % of sale of this pen is in total sale of 100. coz when i select pen it shows 100% in pie chart pen sale which i dont want.
@wilfdarr
@wilfdarr Год назад
At 4:28, how would you take the Total of the Top Ten as a percentage of your Grand Total for all states? Would you just reference off of the [unfiltered] Master Table or is there a better way?
@rathernot6660
@rathernot6660 Год назад
Why do people think excel is no longer useful. It is so dynamic. Like this.
@RafiTAHasani
@RafiTAHasani Год назад
Who told that? 100% of the businesses corporates use excel as a key software till date
@learningdistilled
@learningdistilled Год назад
I agree with you. If people take the time to learn they can get twice the work done in half the time!
@traciesmobile683
@traciesmobile683 Год назад
It is people who don't know how to use it or bother to spend the time asking "can excel...."
@florianschmidt2971
@florianschmidt2971 Год назад
Because there is PowerBI - there you can crossfilter between tables. Excel is not dynamic, it’s just a calculation tool
@soxpuff
@soxpuff Год назад
BC there are competing software alternatives out there. I interned at a facility that knew they needed a Data Analyst. They spent so much time and money having a Tableau account no one knew how to use. The DA was hired, I had a conversation about a small data project that I was using Power Query for and uploaded to Power BI for visuals. She looked at me with so much confusion bc she said she didn't use Excel much, she used Python, wasn't familiar with Excel PQ either. I merely asked the VP why the company was spending much more with Tableau instead of just using Power Query/BI. Understanding they could get the same results at a cheaper price, their realization was obvious. Of course each have their nuances, but how DAs are trained and what platforms are used, is a matter of competition. Having multiple knowledge application of all these platforms and understanding their differences can save companies time and money. It also requires continuous learning as the competition continues to provide updates too.
@sha.aesthetic
@sha.aesthetic Год назад
Man your explanation and editing is so clean that i got lost and distracted into thinking how clean and smooth a video can be like that.
@aaronwalcott513
@aaronwalcott513 Год назад
I'm now crossing to that "intermediate excel" fuzzy zone and this video just made a LOT of things clearer. Thank you.
@KenjiExplains
@KenjiExplains Год назад
Great to hear Aaron, thank you!
@sreenivaskorada5067
@sreenivaskorada5067 Год назад
Best mentor ever for working professional....thank you for sharing valuable information...most effective part is you cover topic in short time.Kudos to you
@omarahmedmohamed6711
@omarahmedmohamed6711 Год назад
Kenji, thank you for the amazing content! your channel is my go to place for Excel and PPT tricks.
@user-ef4vs8xd1v
@user-ef4vs8xd1v 10 месяцев назад
Thanks Kenji.Really appreciate your efforts to equipp us with knowledge.
@user-rp9oo1ft2m
@user-rp9oo1ft2m Год назад
preparing for an excel case interview, find this very helpful! thank you!
@syljihomom
@syljihomom Год назад
I use excel a lot in work. Your example questions are very useful. Thank you so much!!
@Fazari5
@Fazari5 Год назад
Very useful, particularly the price grouping and the report filter pages. Thank you for this content.
@andreugiro2807
@andreugiro2807 Год назад
Wow!! I needed that video, thankss kenjii
@minghui9525
@minghui9525 Год назад
Wow at last a soft tutorial I can follow! you sir are a genius
@derekpage8924
@derekpage8924 Год назад
Nicely explained Kenji, been using excel a long time, always more changes on new updates. Always learning, like a lot of people. Just came across your channel by chance and now subscribed too. Thank you!
@KenjiExplains
@KenjiExplains Год назад
That’s great to hear Derek thank you for the nice comment 😁
@skshah309
@skshah309 Год назад
Excellent . Crisp and clear explanation. Thanks
@isuruchathuranga4404
@isuruchathuranga4404 26 дней назад
Really appreciate your effort.Thanks you so much!
@samfried7153
@samfried7153 Год назад
As always - excellent video man!
@hendrasetiawan7220
@hendrasetiawan7220 Год назад
Thanks! Appreciate with this useful video!
@moesadr3342
@moesadr3342 Год назад
These are the best videos I have seen so far, thank you. I have one question though, does anyone knows how to permanently fix the dimensions of the Pivot table and Chart that they don't resize and/or move during filtrations? Especially their width and if possible their heights? Thank you.
@michaelmiller2833
@michaelmiller2833 Год назад
Awesome video. Thank you for sharing.
@hnmsmultivideos6044
@hnmsmultivideos6044 Год назад
Very much informative, like your way of explanation in depth on each individual topics, which helps us understand very clearly.
@Illuminous56
@Illuminous56 Год назад
I wish you were a professor at an Undergrad Business school. These things are 100% more important than anything I learned in school. After being in the working world for + 15 yrs techy people are great in finance - not the pure finance geeks. Techies make the best files, macros and excel models and everyone deems them the "gods" of finance.
@V_Dubya
@V_Dubya Год назад
The final tip was really useful. Thanks
@bartomiejonak5013
@bartomiejonak5013 Год назад
Real word example easy to implement in XL PT. Thanks for unhidding this is great way.
@Kevin-bz4nt
@Kevin-bz4nt Год назад
keep the good work up! These vids are really nice for Finance majors to learn new skills in Excel
@KenjiExplains
@KenjiExplains Год назад
Great to hear Kevin than you!
@abdulaseefk9548
@abdulaseefk9548 Год назад
Thank you… clearly explained
@user-oi2rf2dj3z
@user-oi2rf2dj3z 3 месяца назад
"Kenji, thank you so much Your explanation was exceptionally clear, and it made it much easier for me to understand the topic. I appreciate your help."
@myfirstpet6813
@myfirstpet6813 6 месяцев назад
This is once of the best places to learn about basic-advanced level Excel concepts. Thank you Kenji..
@tef83
@tef83 Год назад
Thank you Kenji ! you are the best :)
@autobahn1974
@autobahn1974 Год назад
Thanks for the great tips Kenji. I just subscribed.
@harissiddiqui5857
@harissiddiqui5857 Год назад
Thank you dear. this help alot.
@augustinm1284
@augustinm1284 Год назад
Great course as always, almost 100k congrats for this whole entrepreneurial project that seems to thrive (Ytb channel, Excel course you created etc). If you have the knowledge for that, could you please do the same format video for VBA ? I think it could help almost as many people as for Excel.
@KenjiExplains
@KenjiExplains Год назад
Thank you Augustin! Yes I’ve used vba a good bit. Will note it down for a future video idea!
@joshliu2410
@joshliu2410 Год назад
You are just an excel genius. wow!
@adrieanneirwin5328
@adrieanneirwin5328 Год назад
Amazing, filter to sheets incredible, every day is a school day☘️❤️
@joukenienhuis6888
@joukenienhuis6888 Год назад
Great video as always with lots of handy tips. But at formatting I have a question. I guess it is simple, but why the accounting format and not just the financial formatting?
@sunilkumar3209
@sunilkumar3209 Год назад
Great video for learning pivot tricks.
@foodandrecipes6195
@foodandrecipes6195 Год назад
Thanks so much 🙏 namaste!
@c.e.bingham2079
@c.e.bingham2079 Год назад
Good info Kenji. I learned something new. Thanks!
@KenjiExplains
@KenjiExplains Год назад
Great to hear! Thanks for watching
@fabiolasilva6623
@fabiolasilva6623 9 месяцев назад
Amazing!! thanks
@piusnwapa6009
@piusnwapa6009 Год назад
This is so cool. Thank you sir
@kirstinhartmann
@kirstinhartmann 10 месяцев назад
I like this video an also I learned a lot. Thanks a lot for this great tutorial.
@liquiduser
@liquiduser Год назад
Thank you!
@JJ_TheGreat
@JJ_TheGreat Год назад
Wow! I knew all of these except for the last one - duplicating the reports for the different regions.
@johnhanson2532
@johnhanson2532 Год назад
Excellent!
@user-mb3hw2mp9k
@user-mb3hw2mp9k 7 месяцев назад
thank you !!!
@user-zl8bl3ui1s
@user-zl8bl3ui1s 4 месяца назад
simply amazing
@Funnyvideos-kf1eo
@Funnyvideos-kf1eo Месяц назад
Amazing tricks, waiting more videos
@freska4uu
@freska4uu Год назад
Excellent presentation, i have learnt a lot from your channel. best regards from Egypt
@camlex6310
@camlex6310 Год назад
Some great tricks!!!
@KenjiExplains
@KenjiExplains Год назад
Cheers!
@rubinashaikh1965
@rubinashaikh1965 Год назад
Awesome Thanks!! For making the video scenario based rather than simple explanation… n yes Ur accent makes it more engaging..
@KenjiExplains
@KenjiExplains Год назад
Glad you liked it! Hahah love to hear that about my accent XD
@Soul_Frost
@Soul_Frost Год назад
Well done! Wouldn't call those operations advanced though. Going to browse for more videos!
@njerimbugua3724
@njerimbugua3724 Год назад
Wooow i am new to pivot tables and this is excellent
@andrewsvega2023
@andrewsvega2023 10 месяцев назад
thank you, thank you, thankyou
@balkrishna83
@balkrishna83 Год назад
Timelines button will really help in for day to day work ..superb
@sasavienne
@sasavienne Год назад
Trank you so much
@ararsahaile9494
@ararsahaile9494 2 месяца назад
Thanks brother
@abbottkatz8830
@abbottkatz8830 Год назад
The grouping units feature redundant endpoints, e.g. 40, 60, 80, etc. appear twice. Thus the viewer can't know if a $40.00 entry has been grouped in the 20-40 or the 40-60 bin. This suggests a round-off issue in which a value such as $40.50 may have in effect fallen between two bins, which work with integers.
@kastorzhang8188
@kastorzhang8188 Год назад
Learnt a lot from this video
@hisokaamorou4211
@hisokaamorou4211 Год назад
amazing video!
@ImranAhmed1988
@ImranAhmed1988 Год назад
Love it
@jdno-body1884
@jdno-body1884 Год назад
Nice... thanks
@giorgiastamadze167
@giorgiastamadze167 Год назад
Good job bro 🤝
@BenDieselBasicAutomotive
@BenDieselBasicAutomotive Год назад
Thanks for the knowledge.
@KenjiExplains
@KenjiExplains Год назад
My pleasure!
@SolomonSherryAnn
@SolomonSherryAnn Год назад
wooaah big help🤗🤗🤗
@2u15A
@2u15A Год назад
hello, thanks for the information, query: how can I select in a drill down the number of columns that I want to show in the new sheet. If the base data has many columns, perhaps not all of them are of interest in a drill down, thank you very much in advance
@solomonbhandari-young4154
@solomonbhandari-young4154 Год назад
Thank you Kenji
@KenjiExplains
@KenjiExplains Год назад
Vamos!
@soumensaha4426
@soumensaha4426 Год назад
Thank u for ur presentation. I am requesting u to please increase the zoom so that visibility would be clear and slightly explain in slow motion.
@CrazyGuy9990
@CrazyGuy9990 Год назад
Last tip is fire. Thanks
@KenjiExplains
@KenjiExplains Год назад
Glad it was helpful!
@BABYDOVIO
@BABYDOVIO 4 месяца назад
I love the "Report Filter" functionality - I only have an issue; I would need to keep the Conditional Formatting created in the original Pivot (i am using Icons to signal visually if a course is complete, in progress or only enrolled) - is it possible?
@jagdishagarwal4173
@jagdishagarwal4173 Год назад
Hi thanks for this very useful video, somehow grouping is not working for me. I have some blank rows in table also
@selvanaiyadurai8967
@selvanaiyadurai8967 Год назад
Super, helps me as business analyst.
@Potencyfunction
@Potencyfunction 5 месяцев назад
If yu are business analyst with that vocabulary than I am the president of US. The stupidity have no limits. But you can talk anyway, you can copy-paste like a parrot everything you see-.Remeber that you are mental ill.
@LuzArlos
@LuzArlos Год назад
hey sorry but I wanna ask something at 0:35 how can you change the header automatically from alphabets to text like that? I would be gratefully happy if you can explain it tho, cause it looks so useful😆
@Clifffffffffford
@Clifffffffffford Год назад
Sweet!
@KenjiExplains
@KenjiExplains Год назад
Thank you!
@micahsnow346
@micahsnow346 2 месяца назад
In the section with the dynamic pivot table chart, where you are filtering by product, how do you show a chart where you can show total units sold by price range for the different products (i.e., not the sum of both women's + men's apparel, but two different bars showing the units sold in each price range for these different product types)?
@willzinner8813
@willzinner8813 Год назад
grouping is very cool thanks sir
@KenjiExplains
@KenjiExplains Год назад
I know! Thanks for watching
@AlexandreOliveira-ei5ig
@AlexandreOliveira-ei5ig Год назад
Pivot tables are lifesavers
@KenjiExplains
@KenjiExplains Год назад
Agreed! Thanks for watching
@mingcuangcu
@mingcuangcu Год назад
Thank you Boss
@KenjiExplains
@KenjiExplains Год назад
Thanks for watching!
@LBerlinforever
@LBerlinforever Год назад
Useful
@KenjiExplains
@KenjiExplains Год назад
Great to hear!
@ridasjourney2716
@ridasjourney2716 Год назад
I subscribed ur channel couple of days ago and loved the way u explain since then i have been watching ur videos…. Can u please make an detailed advance level file on conditional formatting plz and if u have make one can u plz share the link thanks and u r doing a great job.
@KenjiExplains
@KenjiExplains Год назад
Thank you! Noted your suggestion for a future video :)
@learningdistilled
@learningdistilled Год назад
Great idea for a video, conditional formatting is an underrated topic
@williamarthur4801
@williamarthur4801 Год назад
Never knew about the timeline, I'd have just used a slicer, but that's really good to know.
@Potencyfunction
@Potencyfunction 5 месяцев назад
It is user view for time waste, personas sales and what time line sheet shall I make ?
@kaMMakaZZi9
@kaMMakaZZi9 11 месяцев назад
On a timeline slicer how can I make the quarters in line with the fiscal year the data is intended to show? CY Q4 is actually my FY Q1.
@robwin0072
@robwin0072 Год назад
Why do you select the [Accounting] format over [Currency]?
@degigerel6286
@degigerel6286 7 месяцев назад
i wish there was heart in my keyboard hehe. thank you so much.
@teoxengineer
@teoxengineer Год назад
How can we update automatically pivot tables when we add some datas inside of our source table? I don’t wanna use refresh it every minutes or open the workbook options. May you help me about this question?
@isawhimfirstpodcast
@isawhimfirstpodcast Год назад
I'm in awe of these skills😅
@tristanontheway
@tristanontheway Год назад
I’m waiting for your 100K day Kenji! Almost there
@KenjiExplains
@KenjiExplains Год назад
Coming!! Thanks for supporting Tristan much appreciated 👊
@harissiddiqui5857
@harissiddiqui5857 Год назад
Dear Kenji, can you share ideas in which ways we can do product analysis of a Company. We have many products and our Management wants to know which product we should continue and which one to discontinue selling. How can we make this decision. Please share your thoughts.
@UnifiedCodist
@UnifiedCodist Год назад
Create a column with budget and sale per product. Then check for products that you're not getting revenue
@enriquesuch4917
@enriquesuch4917 Год назад
Use Case: I have a pivot table connected to splicers. The pivot table has 20 rows of data and multiple columns. The splicer filters between Fiscal Quarters. Is there a way to set up excel or pivots to not truncate the rows I apply a filter? For example...I have 20 rows when in Q1, but when I apply the filter for Q2 it goes down to 15 rows...hiding rows without data. Can I set up the pivot to keep the 20 rows and show rows without data as blank?
@Potencyfunction
@Potencyfunction 5 месяцев назад
I didn´t understood well the region part and the cells arrangement , from who come that layer for ? What is the sheet for , for sales because I have no idea about it.
@saurabhramane1478
@saurabhramane1478 Год назад
Hey Kenji, can you please make a video on merger and acquisition model. It will be really helpful.
@mahathavenramasamy6890
@mahathavenramasamy6890 Год назад
Can we add RS. 10 in grand total single row for tally the adjustment amount.
@shivanshshukla5883
@shivanshshukla5883 Год назад
I also wanna ask a question I started with the BIWS course recently to learn Modelling but would modelling be different since I am from India and we have accounting standards 80% similar to IFRS would that be a problem as probably these courses Breaking into wall street and Wallstreet prep probably follow US GAAP that would make Modelling different for US GAAP, IFRS, or Indian Standards?
@that_gal_duff8416
@that_gal_duff8416 Год назад
Modelling would be the same regardless of the accounting standards (IFRS, US GAAP, Indian Standards) that you use. Modelling is about being able to visualize and to explain the data to others and / or yourself in a way that makes sense beyond just showing them a bunch of numbers. Accounting standards is majorly about allowable treatment of different accounting items / components (how you come up with the figures / numbers).
@financnifitness2583
@financnifitness2583 26 дней назад
Could someone explain to me how to do it, to the value to be changed in all pivot table column, since my excel does it only for the cell chosen (1:14) :/ Of course, I know it can be done by choosing all the area, but I would like to fix it that it orks the same as in the video.
@edmerzlak16
@edmerzlak16 Год назад
Kenji, when I refresh the pivot table The field filter disappears and the data for all years are displayed, Can you help trouble shoot this type of error? Thanks, Ed
@arifabdulazziz9014
@arifabdulazziz9014 Год назад
Wow.... I use pivot table a lot, but never have I explore these tricks
@Himanshudetwal06921
@Himanshudetwal06921 Год назад
Please give a brief description of the plugin, how to use it. How to use the plugin. How to use it.
@huginnq291
@huginnq291 Год назад
minute 5:53: its strange that you have duplicate rows for price per unit. is that due to rounding?
@alejandrogonzalezdelgado9212
Just one doubt: When grouping price ranges within intervals, for those products that cost exactly $40,00, would go on to the 20-40 or the 40-60 interval? It would be useful to be able to do something like 21-40 and 41-60
@Sparta.10
@Sparta.10 Год назад
Replying to seek an answer
@nursemoncho9514
@nursemoncho9514 Год назад
Maybe you could perform a quick check before and after grouping
@andreatorriglia8010
@andreatorriglia8010 Год назад
I've got no idea, but if I had to guess since we started from 0 then maybe it's 0.00-19.99 but I really need to double check. Did you find the solution?
@scottbalderas524
@scottbalderas524 2 месяца назад
Dang. I now know what ONLY the experts knew. My commenting on this video also helped out the content creator.
@ashantharuka5836
@ashantharuka5836 Год назад
Can i open all the data sheets without double clicking one by one. Is there any one option?
@anujdairyhajipur5229
@anujdairyhajipur5229 Год назад
I HAVE A PIVOT TABLE. IN THIS TABLE IN THE TOP ROW & COLUMN 1 IS THE DATE RANGE AND I WANT TO USE THIS DATE RANGE COMMAND WITH VBA USER FORM. WHEN IN USER FORM I CHANGE THE DATE AND CLICK ON SHOW IN USER FORM THEN PIVOT TABLE TOP ROW & COLUMN 1 IS THE DATE RANGE IS AUTOMATIC CHANGE AND UPDATE WITH DATE DATA. IF IS IT POSSIBLE ??? PLEASE RESPONSE ME. AND MAKE A VIDEO ON IT. THANKS (AMARENDRA KUMAR)
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