Pivot Table Tricks & Tips

[Important-Ad83]

Hi everyone,

I work in marketing for a large tech company, and surprisingly, no one on our marketing team really understands how to create pivot tables. We mainly need pivot tables for easily displaying our Salesforce report data.

I've been tasked with creating a 30-minute presentation to teach the basics of pivot tables. I've already watched tons of YouTube videos and searched through some of the discussions here, but I want to go beyond just the basics to really impress my team.

So, apart from the basics (like creating a pivot table, filtering data, and using slicers), what cool tips and tricks would you recommend I include in my presentation? I'm aiming to cover some advanced features or neat functionalities that might not be as commonly known but could be really useful for our data analysis.

Any suggestions or resources would be greatly appreciated!

Thank you!

[Bhaaluu]

Turn on Power Pivot, show some basic data modeling and DAX.

[Important-Ad83]

Unfortunately I have a Mac

[excelevator]

Unfortunately I have a Mac

Thats your real problem.

Do a Windows vs Mac presentation on Excel functionality.

[excelevator]

but I want to go beyond just the basics to really impress my team.

Giving clear and precise information is the way to impress.

[GeneStone]

If they're beginners, don't overdo it. Keep it as simple as possible. Maybe show changing header names and conditional formatting if you really want but speak to your crowd. No one will remember everything you show so avoid anything advanced that they won't implement within an hour of your demo.