How to Use Pivot Tables to Streamline Your Work

by CPA Self Study | Jan 6, 2023 | Excel, Functions, Lookup Functions, Miscellaneous Excel Tips, Pivot Tables

What are pivot tables and how do they work?  The short answer: pivot tables enable you to summarize, analyze, explore and present key findings. By analyzing data in detail, you can spot trends and discover unanticipated findings. A few examples of pivot table...

What is a Pivot Table?

by CPA Self Study | Oct 17, 2018 | Excel, Pivot Tables

I have had a couple of people ask me what a pivot table is so I made a short video that walks you through the basics. One key bit of information that I left out of the video is that if your underlying data changes, all you have to do is right-click the pivot table and...

GETPIVOTDATA Function

by CPA Self Study | May 31, 2016 | Functions, Misc Functions, Pivot Tables

I am in the process of updating my Pivot Table course and decided that I take another look at  the GetPivotData function. GET PIVOT DATA is an Excel function that pulls data from your pivot table. I personally don’t use it  because if you hide a field you referenced...

Source Data in a Pivot Table

by CPA Self Study | Feb 12, 2016 | Pivot Tables

Source Data – Pivot Table When you close an Excel file, containing a pivot table, Excel can save the source data in the file or clear it from memory. If you go to Options>Pivot Table Options you will see that Excel by default saves the source data with the...