N for Insert, V for Pivot Create Pivot Chart On Same Worksheet This Excel Shortcut creates a Pivot Table on the same worksheet. PC Shorcut:ALT>N>V Mac Shorcut:+>P Remember This Shortcut: Alt is the command to activate the Ribbon shortcuts. Open Pivot Table Wizard This Excel Shortcut opens the Pivot Table Wizard.If you’re PivotTable aficionado, you will be in seventh heaven with the new PivotTable capabilities in Office 2011 for Mac. When the PivotTable Options window appears, enter the new name for the pivot table In Excel 2011 for mac, a PivotTable is a special kind of table that summarizes data from a table, data range, or database external to the workbook. The PivotTable feature was introduced in Excel 5 back in 1994, and has seen dramatic improvements in function and ease-of-use since then.Question: How do I change the name associated with a pivot table in Microsoft Excel 2011 for Mac Answer: Right-click on the pivot table and then select 'PivotTable Options' from the popup menu.
![]() If you'd like to learn just about everything pivot tables can do, check out my article 101 Pivot Table Tips! We'll be using a few of these tips to help analyze our income and expense data. We will stick with the default option.(5) When you are happy with the options, press the OK button to create the new pivot table.It doesn't look like much now (because it's blank), but there is a lot we can do with it. The other option is to choose the location in an already existing sheet and we can use the up arrow icon on the right of the location input box to do this. Excel will create a new worksheet that contains the pivot table. Gamecube emulator mac not dolphinTip: Double-click on any field name in the Fields area to use it in the formula.(3) Press the OK button and the field is now listed in our PivotTable Fields window:You can use this field just like any of the other fields in the data. We can add this to our pivot table with a calculated field.(1) With the pivot table selected, go to the Analyze tab and select the Fields, Items & Sets command then choose Calculated Field from the menu.(2) In the Insert Calculated Field window, name the new field Net Transaction and add the formula Income - Expense. Adding a Calculated Field to a Pivot TableInstead of showing the Sum of Income and Sum of Expense as separate columns, we might be more interested in the net transaction for each row of our data.The net transaction is the income amount minus the expense amount. Simply click-and-drag any of the fields listed in the top area into any of the Filters, Columns, Rows or Values areas.(1) For our example, drag the Account field into the Rows area and both the Income and Expense fields into the Values area.This will create a summary of the income and expenses for each account, like this:(2) Remove the Account field from the Rows area by dragging it back to the field list or anywhere outside the PivotTable Fields pane.(3) Drag the Category field into the Rows area to get a view of spending by category:This example shows how with pivot tables we can easily slice and dice the data into many different views to summarize the data. Other grouping options are available too, like hourly and by minute.If you add the Category to the Rows area, the Date to the Columns area and the Net Transaction to the Values area, you will get a nice monthly breakdown of spending by category, as shown in the image below.The result is a table that allows us to easily compare our spending month-to-month. When adding a date or timestamp field into a pivot table, Excel will automatically group it into Months, Quarters and Years. Summarizing spending by category and month will allow us to see how income and expenses vary from month to month and compare this to our budgeted amounts.Pivot tables are ideal for analyzing date and time data. Creating a Monthly SummaryA monthly summary is a common type of report we want to see when analyzing our spending. Pivot Table In Excel 2008 Plus Any PreviousYou can remove this grouping by right-clicking on any of the dates and selecting Ungroup from the menu.The account balance is the opening balance plus any previous transaction amounts. This is very useful for reconciling our spreadsheet with our bank statements.If our original data doesn't show a running balance, we can create one easily with a pivot table.(1) Add the Date field into the Rows area, the Account field into the Columns area and the Net Transaction field into the Values area.This will show the net transaction amount by day and by account, but this is not yet a running balance:Note: Excel might automatically group the date field into months, quarters and years. Then in the grouping options, select the group By Months option.Most bank statements will show the new account balance after each transaction. About the AuthorJohn MacDougall is a Microsoft MVP and former actuary who regularly shares his knowledge and passion for Excel and Power BI through his website HowToExcel.org. Make sure to add them to your toolbox. We then used a running total calculation inside our pivot table to find the account balances at any given day.Pivot tables are incredibly powerful and useful tools. It only required a few point-and-click steps.We learned how to add new calculations into our pivot tables using calculated fields, which allowed us to analyze the net transaction amounts in our income and expense data. He currently works as an independent Excel and Power BI consultant.
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