Customize a Pivot Report

Customizing pivot report fields After running a pivot report, you can customize which fields appear and how they are arranged. In a pivot-report, there are four areas where fields can reside: Row area and column area: these “dimensional” areas determine the structure of your pivot-report and also how data are grouped and sorted. Data area: these are…

How to get Immediate Insight Instead of Learning how to Create Pivot Tables

Building pivot tables requires sophisticated Excel spreadsheet skills that most financial experts likely don’t have. While training is available, here is how to engage with a subcontracted expert to develop a pivot table system that truly serves your needs. until you have time for training, this is an excellent way to reduce your time-to-value. There’s…