Here’s the problem, we have four separate tables with the same layout. They hold four different metrics: Actuals, Budget, Forecast and Last Year. A column called Type is used to hold the metric name. We need to populate the Type column.
Formatted tables are a great feature in Excel. They were expanded and renamed in Excel 2007 (formerly called Lists) and their use offers many advantages.
When you use date grouping (by months) in one Pivot Table report it affects other Pivot Table’s date reporting from the same data. There is a work around to allow you to have daily, monthly and quarterly Pivot Table reports.
When filtering in Excel you will be shown all the entries in a field. Unfortunately, if there are hundreds of unique items this can mean a lot scrolling to select the correct item to filter by.
The Format As Table feature has many useful features that are worth taking advantage of. The previous post listed them. The video of this blog is shown at the bottom of the post.
Excel 2007 updated a little used feature of Excel 2003 called Lists to create the functionality behind the Format As Table icon on the Home Ribbon tab.