Excel PivotTables Recipe Book

Excel PivotTables Recipe Book

Excel Pivot Tables Recipe BookA Problem-Solution ApproachDEBRA DALGLEISH6293ch00FM.qxd 2/1/06 5:46 PM Page i Excel Pivot Tables Recipe Book: A Problem-Solution ApproachCopyright © 2006 by Debra DalgleishAll rights reserved. No part of this work may be reproduced or transmitted in any form or by any means,electronic or mechanical, including photocopying, recording, or by any information storage or retrievalsystem, without the prior written permission of the copyright owner and the publisher.ISBN-13 (pbk): 978-1-59059-629-6ISBN-10 (pbk): 1-59059-629-3Printed and bound in the United States of America 9 8 7 6 5 4 3 2 1Trademarked names may appear in this book. Rather than use a trademark symbol with every occurrenceof a trademarked name, we use the names only in an editorial fashion and to the benefit of the trademarkowner, with no intention of infringement of the trademark.Lead Editor: Ewan BuckinghamTechnical Reviewer: Don ReamyEditorial Board: Steve Anglin, Dan Appleman, Ewan Buckingham, Gary Cornell, Jason Gilmore,Jonathan Hassell, James Huddleston, Chris Mills, Matthew Moodie, Dominic Shakeshaft, Jim Sumser,Matt WadeProject Manager: Kylie JohnstonCopy Edit Manager: Nicole LeClercCopy Editor: Liz WelchAssistant Production Director: Kari Brooks-CoponyProduction Editor: Katie StenceCompositor: Kinetic Publishing Services, LLCProofreader: Elizabeth BerryIndexer: Valerie PerryCover Image Designer: Kurt KramesManufacturing Director: Tom DebolskiDistributed to the book trade worldwide by Springer-Verlag New York, Inc., 233 Spring Street, 6th Floor,New York, NY 10013. 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The source code for this book is available to readers at http://www.apress.com in the Source Code section.6293ch00FM.qxd 2/1/06 5:46 PM Page ii Contents at a GlanceAbout the Author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviiAbout the Technical Reviewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xixAcknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii■CHAPTER 1Creating a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1■CHAPTER 2Sorting and Grouping Pivot Table Data. . . . . . . . . . . . . . . . . . . . 39■CHAPTER 3Calculations in a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59■CHAPTER 4Formatting a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89■CHAPTER 5Extracting Pivot Table Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117■CHAPTER 6Modifying a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139■CHAPTER 7Updating a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159■CHAPTER 8Securing a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181■CHAPTER 9Pivot Table Limits and Performance. . . . . . . . . . . . . . . . . . . . . . 195■CHAPTER 10Publishing a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211■CHAPTER 11Printing a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223■CHAPTER 12Pivot Charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235■CHAPTER 13Programming a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245■INDEX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287iii6293ch00FM.qxd 2/1/06 5:46 PM Page iii 6293ch00FM.qxd 2/1/06 5:46 PM Page iv vContentsAbout the Author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviiAbout the Technical Reviewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xixAcknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii■CHAPTER 1Creating a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.1. Planning a Pivot Table: Getting Started . . . . . . . . . . . . . . . . . . . . 11.2. Planning a Pivot Table: Accessing the Source Data. . . . . . . . . . . . . 21.3. Planning a Pivot Table: Source Data Fields. . . . . . . . . . . . . . . . . . . . 31.4. Planning a Shared Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.5. Preparing the Source Data: Using an Excel List. . . . . . . . . . . . . . . . 51.6. Preparing the Source Data: Excel List Invalid Field Names. . . . . . 71.7. Preparing the Source Data: Using a Filtered Excel List . . . . . . . . . 71.8. Preparing the Source Data: Using an Excel List with Monthly Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71.9. Preparing the Source Data: Using an Excel List with Monthly Columns and Text Fields. . . . . . . . . . . . . . . . . . . . . . 101.10. Preparing the Source Data: Using an Access Query. . . . . . . . . . . 111.11. Preparing the Source Data: Using an Access Query with Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111.12. Preparing the Source Data: Using a Text File. . . . . . . . . . . . . . . . . 121.13. Preparing the Source Data: Using an OLAP Cube. . . . . . . . . . . . . 121.14. Preparing the Source Data: Creating an OLAP Cube. . . . . . . . . . . 131.15. Preparing the Source Data: Using Multiple Consolidation Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131.16. Preparing the Source Data: Alternatives to Using Multiple Consolidation Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141.17. Preparing the Source Data: Setting Up Multiple Consolidation Ranges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141.18. Preparing the Source Data: Benefits of Using Another PivotTable or PivotChart Report . . . . . . . . . . . . . . . . . . . . 141.19. Preparing the Source Data: Problems Caused by Using Another PivotTable or PivotChart Report . . . . . . . . . . . . . 156293ch00FM.qxd 2/1/06 5:46 PM Page v 1.20. Preparing the Source Data: Page Field Settings When Using Another PivotTable or PivotChart Report. . . . . . . . . . . . . . . . 151.21. Connecting to the Source Data: Selecting a Large Range in an Excel List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161.22. Connecting to the Source Data: Using Arrow Keys in an Excel List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171.23. Connecting to the Source Data: Installing Drivers for External Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181.24. Connecting to the Source Data: Creating a New Source for External Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191.25. Connecting to the Source Data: Excel Hangs When Using External Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201.26. Connecting to the Source Data: Using Pages with Multiple Consolidation Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211.27. Understanding PivotTable Options: Table Name. . . . . . . . . . . . . . . 231.28. Understanding PivotTable Options: Table Naming Rules. . . . . . . . 231.29. Understanding PivotTable Options: Row and Column Grand Totals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241.30. Understanding PivotTable Options: AutoFormat Table. . . . . . . . . . 241.31. Understanding PivotTable Options: Subtotal Hidden Page Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251.32. Understanding PivotTable Options: Merge Labels. . . . . . . . . . . . . 251.33. Understanding PivotTable Options: Merge Labels Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261.34. Understanding PivotTable Options: Preserve Formatting . . . . . . . 271.35. Understanding PivotTable Options: Repeat Item Labels on Each Printed Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271.36. Understanding PivotTable Options: Page Layout. . . . . . . . . . . . . . 281.37. Understanding PivotTable Options: Fields per Column/Fields per Row. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291.38. Understanding PivotTable Options: Error Values. . . . . . . . . . . . . . . 291.39. Understanding PivotTable Options: Empty Cells. . . . . . . . . . . . . . . 301.40. Understanding PivotTable Options: Set Print Titles. . . . . . . . . . . . 311.41. Understanding PivotTable Options: Mark Totals with *. . . . . . . . . 321.42. Understanding PivotTable Options: Save Data with Table Layout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321.43. Understanding PivotTable Options: Enable Drill to Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331.44. Understanding PivotTable Options: Refresh on Open. . . . . . . . . . 341.45. Understanding PivotTable Options: Refresh Every nMinutes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35■CONTENTSvi6293ch00FM.qxd 2/1/06 5:46 PM Page vi 1.46. Understanding PivotTable Options: Save Password. . . . . . . . . . . . 351.47. Understanding PivotTable Options: Background Query. . . . . . . . . 361.48. Understanding PivotTable Options: Optimize Memory. . . . . . . . . 361.49. Understanding Pivot Table Layout. . . . . . . . . . . . . . . . . . . . . . . . . . . 37■CHAPTER 2Sorting and Grouping Pivot Table Data. . . . . . . . . . . . . . . . . . . . 392.1. Sorting a Pivot Field: One Row Field. . . . . . . . . . . . . . . . . . . . . . . . . 392.2. Sorting a Pivot Field: Outer Row Field. . . . . . . . . . . . . . . . . . . . . . . 412.3. Sorting a Pivot Field: Inner Row Field. . . . . . . . . . . . . . . . . . . . . . . . 432.4. Sorting a Pivot Field: Renamed Numeric Items. . . . . . . . . . . . . . . 442.5. Sorting a Pivot Field: New Items Out of Order. . . . . . . . . . . . . . . . 442.6. Sorting a Pivot Field: Sorting Items Geographically. . . . . . . . . . . . 452.7. Sorting a Pivot Field: Data Source Order. . . . . . . . . . . . . . . . . . . . . 482.8. Sorting a Pivot Field When Some Items Won’t Sort Correctly. . . . . 482.9. Using Top 10 AutoShow: Specifying Top Items Overall. . . . . . . . . 492.10. Using Top 10 AutoShow: Specifying Items Over a Set Amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492.11. Using Top 10 AutoShow: Referring to a Cell Value. . . . . . . . . . . . . 502.12. Grouping: Error Message When Grouping Items in a Date Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502.13. Grouping: Error Message When Grouping Items in a Numeric Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 512.14. Grouping: Error Message When Grouping Items in a Date Field with No Blanks or Text. . . . . . . . . . . . . . . . . . . . . . . 522.15. Grouping the Items in a Page Field. . . . . . . . . . . . . . . . . . . . . . . . . . 522.16. Grouping the Items in a Page Field: Using an External Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 522.17. Grouping: Incorrect Error Message About Calculated Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532.18. Grouping Text Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532.19. Grouping Dates by Week. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532.20. Grouping Dates by Fiscal Quarter. . . . . . . . . . . . . . . . . . . . . . . . . . . 542.21. Grouping Renamed Numeric Items. . . . . . . . . . . . . . . . . . . . . . . . . 542.22. Grouping Months. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552.23. Grouping Dates Using the Starting Date. . . . . . . . . . . . . . . . . . . . . 552.24. Grouping Dates by Months and Weeks. . . . . . . . . . . . . . . . . . . . . . 562.25. Grouping the Items in a Pivot Table Based on an Existing Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562.26. Grouping Dates Outside the Range. . . . . . . . . . . . . . . . . . . . . . . . . 562.27. Grouping Nonadjacent Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57■CONTENTSvii6293ch00FM.qxd 2/1/06 5:46 PM Page vii ■CHAPTER 3Calculations in a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593.1. Using Summary Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593.2. Using Summary Functions: Default Functions. . . . . . . . . . . . . . . . 633.3. Using Summary Functions: Counting Blank Cells. . . . . . . . . . . . . 643.4. Using Custom Calculations: Difference From. . . . . . . . . . . . . . . . . 653.5. Using Custom Calculations: % Of . . . . . . . . . . . . . . . . . . . . . . . . . . 663.6. Using Custom Calculations: % Difference From . . . . . . . . . . . . . . 683.7. Using Custom Calculations: Running Total . . . . . . . . . . . . . . . . . . . 693.8. Using Custom Calculations: % of Row. . . . . . . . . . . . . . . . . . . . . . . 713.9. Using Custom Calculations: % of Column. . . . . . . . . . . . . . . . . . . . 723.10. Using Custom Calculations: % of Total. . . . . . . . . . . . . . . . . . . . . . 723.11. Using Custom Calculations: Index. . . . . . . . . . . . . . . . . . . . . . . . . . 733.12. Using Formulas: Calculated Field vs. Calculated Item . . . . . . . . . 743.13. Using Formulas: Adding Items with a Calculated Item. . . . . . . . . 753.14. Using Formulas: Modifying a Calculated Item. . . . . . . . . . . . . . . . 763.15. Using Formulas: Temporarily Removing a Calculated Item. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 773.16. Using Formulas: Permanently Removing a Calculated Item. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 773.17. Using Formulas: Using Index Numbers in a Calculated Item. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 783.18. Using Formulas: Using Relative Position Numbers in a Calculated Item. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 783.19. Using Formulas: Modifying a Calculated Item Formula in a Cell. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 793.20. Using Formulas: Creating a Calculated Field. . . . . . . . . . . . . . . . . 803.21. Using Formulas: Modifying a Calculated Field. . . . . . . . . . . . . . . . 803.22. Using Formulas: Temporarily Removing a Calculated Field. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 813.23. Using Formulas: Permanently Removing a Calculated Field. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 813.24. Using Formulas: Determining the Type of Formula. . . . . . . . . . . . 823.25. Using Formulas: Adding a Calculated Item to a Field With Grouped Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 823.26. Using Formulas: Calculating the Difference Between Plan and Actual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 823.27. Using Formulas: Correcting the Grand Total for a Calculated Field. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 833.28. Using Formulas: Counting Unique Items in a Calculated Field. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83■CONTENTSviii6293ch00FM.qxd 2/1/06 5:46 PM Page viii 3.29. Using Formulas: Correcting Results in a Calculated Field. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 843.30. Using Formulas: Listing All Formulas. . . . . . . . . . . . . . . . . . . . . . . . 853.31. Using Formulas: Accidentally Creating a Calculated Item. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 853.32. Using Formulas: Solve Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86■CHAPTER 4Formatting a Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 894.1. Using AutoFormat: Applying a Predefined Format. . . . . . . . . . . . . 894.2. Using AutoFormat: Removing an AutoFormat . . . . . . . . . . . . . . . . 904.3. Using AutoFormat: Applying a Standard Table AutoFormat . . . . . 904.4. Using the Enable Selection Option. . . . . . . . . . . . . . . . . . . . . . . . . . 914.5. Losing Formatting When Refreshing the Pivot Table . . . . . . . . . . 924.6. Retaining the Source Data Formatting. . . . . . . . . . . . . . . . . . . . . . . 934.7. Hiding Data Errors on Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . 944.8. Hiding Errors When Printing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 944.9. Showing Zero in Empty Data Cells. . . . . . . . . . . . . . . . . . . . . . . . . . 954.10. Using Conditional Formatting in a Pivot Table. . . . . . . . . . . . . . . . 954.11. Creating Custom Number Formats in the Source Data. . . . . . . . . 964.12. Totaling Hours in a Time Field. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 974.13. Displaying Hundredths of Seconds in a Pivot Table. . . . . . . . . . . . 974.14. Centering Field Labels Vertically. . . . . . . . . . . . . . . . . . . . . . . . . . . . 984.15. Applying an Indented AutoFormat. . . . . . . . . . . . . . . . . . . . . . . . . . . 984.16. Creating an Indented Format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 994.17. Applying a Tabular AutoFormat. . . . . . . . . . . . . . . . . . . . . . . . . . . . 1004.18. Displaying Subtotals at the Top of a Group. . . . . . . . . . . . . . . . . . 1014.19. Separating Field Items with Blank Rows. . . . . . . . . . . . . . . . . . . . 1024.20. Turning Off Subtotals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1024.21. Repeating Row Headings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1034.22. Retaining Formatting for Temporarily Removed Fields. . . . . . . . 1044.23. Applying Formatting with the Format Painter. . . . . . . . . . . . . . . . 1044.24. Grouping Dates Based on Source Data Formatting. . . . . . . . . . . 1054.25. Changing Alignment for Merged Labels. . . . . . . . . . . . . . . . . . . . 1064.26. Displaying Line Breaks in Pivot Table Cells. . . . . . . . . . . . . . . . . . 1074.27. Showing Only the Top Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1074.28. Freezing Heading Rows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1084.29. Using the Always Display Items Option. . . . . . . . . . . . . . . . . . . . . 1084.30. Applying Number Formatting to Page Fields. . . . . . . . . . . . . . . . . 1084.31. Displaying Hyperlinks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1094.32. Changing Total Label Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109■CONTENTSix6293ch00FM.qxd 2/1/06 5:46 PM Page ix [...]... an Excel List . . . . . . . . . . . . . . . . 5 1.6. Preparing the Source Data: Excel List Invalid Field Names . . . . . . 7 1.7. Preparing the Source Data: Using a Filtered Excel List . . . . . . . . . 7 1.8. Preparing the Source Data: Using an Excel List with Monthly Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 1.9. Preparing the Source Data: Using an Excel. .. for your pivot table from the list of four source types: • Microsoft Excel list or database • External data source • Multiple consolidation ranges • Another PivotTable report or PivotChart report Many pivot tables are created from a single Excel list, usually in the same workbook as the pivot table. Others are created from multiple Excel lists, or another source, such as a database query, online analytical... same workbook. To determine if the source data can be used in its current state, here are some things to consider. Where Is the Raw Data Stored? To create a meaningful pivot table, you need current, accurate data. Is the raw data in your workbook updated by you on a regular basis? Or is the raw data stored elsewhere? If others are using the pivot table, and the data is not stored in the workbook, will they... . . . . . . 174 ■ CONTENTSxii 6293ch00FM.qxd 2/1/06 5:46 PM Page xii 1.6. Preparing the Source Data: Excel List Invalid Field Names Problem You want to create a pivot table from an Excel list, but you get an error message about invalid field names. Solution One or more of the heading cells in the Excel list may be blank, and to create a pivot table you need a heading for each column. In Step 2 of... Preparing the Source Data: Using an Excel List with Monthly Columns Problem Your Excel list has a column for each month, and you’re having trouble creating a flexible pivot table from this source data. Each month gets its own field button, and it’s difficult to get the layout you want in the pivot table, and to create annual totals. 1.8 ■ PREPARING THE SOURCE DATA: USING AN EXCEL LIST WITH MONTHLY COLUMNS... Solution In your Excel list, the column headings contain Pivot Field Item names, instead of Pivot Field names. For example, instead of a column heading Month, each month has its own heading, and the data for that month is entered there. This is a great way to create a sum- mary report in your workbook but isn’t ideal for creating a pivot table. If you create a pivot table from the Excel list, you’ll... users. Will the Pivot Table Be in a Shared Workbook? Many features are unavailable in a shared workbook, including creating or changing a PivotTable report or chart. Users will be able to view your pivot table, but won’t be able to rearrange the fields or select different items from the dropdown lists. Also, protection can’t be changed in a shared workbook, so you can’t run macros that unprotect the... Users Enable Macros in Your Workbook? If your pivot table requires macros for some functionality, will users have the ability to enable macros? In some environments, they may not be able to use macros. Will that have a serious impact on the value of your pivot table? 1.5. Preparing the Source Data: Using an Excel List Problem You want to create a pivot table from an Excel list. Before starting the... this book. Above all, love and thanks to Keith, who has believed in me from the start and provided endless encouragement, and to Jason, Sarah, and Neven, for enduring months of stress. (It’s safe to come home now!) Thanks to Andy Pope for introducing me to the wonderful people at Apress: Dominic Shakeshaft, who helped develop the book s concept; Ewan Buckingham, who created a structure for the book s... I’ve learned much about Excel pro- gramming, and who graciously commented on some of the code for this book. Thanks to Jon Peltier, who convinced me to start writing about pivot tables, and who is always willing to exchange ideas and humor, and to Tom Ogilvy, who generously shares his cre- ative code. Thanks to all those who ask questions and provide answers in the Microsoft Excel newsgroups, and were . Excel Pivot Tables Recipe BookA Problem-Solution ApproachDEBRA DALGLEISH6293ch00FM.qxd 2/1/06 5:46 PM Page i Excel Pivot Tables Recipe Book: A. contributions to the Excel newsgroups,she has received the Microsoft Office Excel MVP award each yearsince 2001. You can find a wide variety of Excel tips and