Tag Archives: Pivot

Pivot performance improvement options

If you use Office 365 Pro Plus and Excel 2016, you should see a new tab under File – Options. The Data tab. This has many useful features which help improve Pivot performance. In addition, it also helps you with incorporating Data Models more easily into your Excel data management process.

If you do not see the Data tab in File – Options, you are not using the the right version of Excel. Escalate to your IT team to set it right. 

Data tab for Pivot performance adjustment

Here is a set of Practical usage guidelines for some of these new options.

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Pivot Tables and File Size

This is a sneak preview of my upcoming Udemy course on Pivot Tables. This video explains the  relationship between Pivot Tables and File Size. Watch this 6 minutes video and learn from it.

Apply this knowledge to your existing pivots – especially those with large file sizes and see the difference. Make sure you try it out on a copy. Never learn using Live files.

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How to Filter on Blanks quickly

A simple but very useful method. All of us use AutoFilter in Excel. The dropdown shows unique values in the column. Sometimes we just want to see the rows with blank cells. Unfortunately, the (blank) item appears at the end of the list. If the data contains many unique values, you have to waste time and scroll manually to the bottom of the long list. Often, after reaching the list we realize that we should actually have unselected all the items first. Then you go up again! Pathetic. Here is a smart way to Filter on Blanks instantly.

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VLOOKUP based text grouping

You must read this article first: Grouping Text in Pivot Tables. This article explains how to combine multiple text items into a single group. This is used for classifying or for correcting spelling mistakes. If new items appear, they remain ungrouped. That way, you have to keep doing the Grouping update repetitively. An alternative is to use VLOOKUP based text grouping. Read on to find out how this is done.

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