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Guidelines and tips
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Pivot Table Cheat Sheet for Accountants, Cheat Sheet of MS Microsoft Excel skills

Pivot tables come handy in auditing any company

Typology: Cheat Sheet

2020/2021

Uploaded on 04/26/2021

stagist
stagist 🇺🇸

4.1

(27)

265 documents

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Click anywhere your data source or Table and
choose Insert > PivotTable
Right click anywhere in the pivot table and select
Refresh
Click anywhere in your Pivot Table, then choose
Design > Pivot Table Styles
Click anywhere in your Pivot Table, then choose
Options > PivotChart
Double click with your mouse in a Pivot Table value
Click anywhere in your Pivot Table, then choose
Options > Options drop down box > Generate
GetPivotData
Right click anywhere in the Pivot Table and select
Pivot Table Options
Click anywhere in your Pivot Table, then choose
Design > Subtotals/Grand Totals
Right click on any values within the Pivot Table and
select Number Format
Right click in the row/column data and select
Group…
Right click anywhere in the Pivot Table and select
Sort
Click on the Row/Column drop down arrow to
access the Filter
Highlight the values in your Pivot Table, then choose Home >
Conditional Formatting
Right click anywhere in the Pivot Table and select
Summarize Values By or Show Values As
…Or in the Field List Values Area, choose the drop down
arrow and select Value Field Settings > Summarize
Values By or Show Values As
Click in the values area of your Pivot Table, choose
Options > Fields, Items & Sets > Calculated Field
Click any item within the Row/Column sections of your
Pivot Table, then choose Options > Fields, Items & Sets
> Calculated Items
Click anywhere in your Pivot Table, then choose
Options > Insert Slicer
Click on the Slicer to activate the Slicer
Tools/Options tab
INSERTING A PIVOT TABLE
REFRESH A PIVOT TABLE
DRILL DOWN TO AUDIT
INSERT/REMOVE SUBTOTALS &
GRAND TOTALS
NUMBER FORMATTING
PIVOT TABLE OPTIONS
DES/ACTIVATE GETPIVOTDATA
SUMMARIZE VALUES BY /
SHOW VALUES AS
GROUPING
SORTING
FILTERING
SLICERS
CALCULATED FIELDS
CALCULATED ITEMS
CONDITIONAL FORMATTING PIVOT
TABLES
PIVOT CHARTS
PIVOT TABLE CHEAT SHEET

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Click anywhere your data source or Table and choose Insert > PivotTable

Right click anywhere in the pivot table and select Refresh

Click anywhere in your Pivot Table, then choose Design > Pivot Table Styles

Click anywhere in your Pivot Table, then choose Options > PivotChart

Double click with your mouse in a Pivot Table value

Click anywhere in your Pivot Table, then choose Options > Options drop down box > Generate GetPivotData

Right click anywhere in the Pivot Table and select Pivot Table Options

Click anywhere in your Pivot Table, then choose Design > Subtotals/Grand Totals

Right click on any values within the Pivot Table and select Number Format

Right click in the row/column data and select Group…

Right click anywhere in the Pivot Table and select Sort

Click on the Row/Column drop down arrow to access the Filter

Highlight the values in your Pivot Table, then choose Home > Conditional Formatting

Right click anywhere in the Pivot Table and select Summarize Values By or Show Values As

…Or in the Field List Values Area, choose the drop down arrow and select Value Field Settings > Summarize Values By or Show Values As

Click in the values area of your Pivot Table, choose Options > Fields, Items & Sets > Calculated Field

Click any item within the Row/Column sections of your Pivot Table, then choose **_Options > Fields, Items & Sets

Calculated Items_**

Click anywhere in your Pivot Table, then choose Options > Insert Slicer

Click on the Slicer to activate the Slicer Tools/Options tab

INSERTING A PIVOT TABLE

REFRESH A PIVOT TABLE

DRILL DOWN TO AUDIT

PIVOT TABLE STYLES

INSERT/REMOVE SUBTOTALS &

GRAND TOTALS

NUMBER FORMATTING

PIVOT TABLE OPTIONS

DES/ACTIVATE GETPIVOTDATA

SUMMARIZE VALUES BY /

SHOW VALUES AS

GROUPING

SORTING

FILTERING

SLICERS

CALCULATED FIELDS

CALCULATED ITEMS

CONDITIONAL FORMATTING PIVOT

TABLES

PIVOT CHARTS

PIVOT TABLE CHEAT SHEET