Home Archives for Add Subtotals to Pivot Table Groups
May 22, 2011 2 Comments

Still Using Excel 2003? Download My Video Tutorial Pivot Tables 2003 to Summarize, Analyze and Present Data

Video Tutorial for Excel 2003 Pivot Tables

Excel 2003 PivotTables Video

By popular demand, I have created an “Extended Length” ( 69 minutes) video tutorial in Excel 2003 that you can download – for US$9.95  – “Create Pivot Tables in Excel 2003 toe Summarize, Analyze and Present the Information in Your Data.”

Quite a few of my customers and viewers are still using Excel 2003. Are you one of them? If so, this is welcome news for you! If you can even find a video tutorial for Excel 2003, chances are it was created “ages ago.” I incorporate current video technology to view online or to download  69 minute video tutorial that will teach you everything that you need to know to create, modify and present a PivotTable or PivotChart Report using Excel 2003.

What You Will Learn from this Video Recording

Here are the topics that I cover – each as an individual chapter on the recording:

  • Creating a PivotTable in Excel 2003
  • Filtering and Sorting Fields in an Excel 2003 Pivot Table
  • Refreshing your PivotTable; Changing the Source Data for your Excel 2003 PivotTable
  • Changing the Functions and Type of Calculations in your Excel 2003 PivotTable
  • Creating a Calculated Field in an Excel 2003 PivotTable
  • Grouping an Excel 2003 PivotTable Field (e.g. Month, Quarter, Year from a series of Daily Transactional Data)
  • Creating and Modifying and Excel 2003 PivotChart

Skip to Individual Chapters on the Video Recording

If you have ever purchased a recording of a “live” Excel Webinar, you know that one frustration is: “How do I get to the specific part of the recording that I want to learn or repeat?”

The last thing that I want you to worry about is “getting stuck” with watching my video recording from start to finish! NO! NO! NO!

That is why I recorded this video webinar with you in mind – I created an easy to follow Table of Contents on the recording so tht you can skip to or repeat an indivual chapter or starting point!

I am confident that you will enjoy this feature!

How to Get Started

  1. Go to http://thecompanyrocks.webex.com and click on “Recorded Sessions” to see the list of all of my Recorded Video Lessons on WebEx by Cisco.
  2. Click on this link to open the Video Recording, “Excel 2003 Pivot Tables to Summarize and Analyze Data”
  3. Register for this recording (First Name, Last Name and email address) so that I can assist you quickly if you need help with downloading the recording or accessing the support materials.
  4. Enter your payment information US$9.95 using PayPal or a Credit Card – This is a SECURE WEBSITE.
  5. Download this video recording. I recommend that you: 
    1. Download the WebEx by Cisco ARF Recorder/ Player. Once you have opend the Video Recording, you can convert it to a different format (e.g. WMV (Windows Media), SWF (Flash Format) or MPEG4 (MP4 Format)
    2. Save the File to a Folder on your hard disk drive.
  6. Watch the video recording.

Download the Support Material for this Video Recording

Here is a link to the web page that I created for this video recording. Follow the hyperlinks to view online or download the Excel Workbook that I used in this recording as well as the Step-by-Step Instructional Manual that accompanies this recording.

Give Me Your Feedback

As I develop these “Extended Length” video recordings, I seek your feedback. Tell me what you liked. Tell me what you did not like – any why. Send me your suggestions for future topics for my video tutorial recordings.

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Filed Under: Excel 2003 Video Lessons, Excel Training, Pivot Tables, WebEx by Cisco, WebEx Recordings & Webinars Tagged: , , , , , , , , , , , , , ,
October 29, 2008 6 Comments

Change Pivot Table Grouping to a Fiscal Quarter

While I was training a class to use Pivot Tables this week, I showed them how to Group Dates by Month, Year & Quarter. They liked that a lot – it’s a great feature! However, one student said, “My company is on a Fiscal Year. Is it possible to change the grouping of the Quarters from a Calendar Year to a Fiscal Year?”

Yes! There are several ways to do so. In this Excel Video Lesson I demonstrate the easiest way.

Here are the steps to follow in this Excel Training Video:

  1. Create the Pivot Table. In this example we drag the “Date Field” to the “Row Area” and drop the “Sales Field” into the “Data Area.”
  2. Select one cell in the Date field and from the Pivot Table drop=down menu choose Group & Show Detail – Group. Highlight Month & Quarter. Click OK.
  3. We now have a new “Outer Row” filed – Quarter – in our Pivot Table. However, the grouping reflects a Calendar Year. We need to change this to a Fiscal Year.
  4. Select each label, in turn, and edit the name in the Formula Bar.
  5. To change the Order of the Quarters: Right-click the 4th Quarter label and choose Order – Move to End.
  6. Edit the Field Settings for the Quarters Field. Add in the SUM Subtotal.
  7. Make the Quarterly Subtotals & Grand Total rows Bold.
  8. Double-click any Quarterly Label to Hide the Details. Use the Icons on the Toolbar to Show / Hide details for each group to suit your needs.

Looking for a specific Excel Video Lesson? Click here for an Index of all Excel Training Topics

Do you want to see a list of all of my Excel Pivot Table Video Lessons? Click here to go to my Pivot Table Archive.

News! My DVD, “The 50 Best Tips for Excel 2007” is now available to purchase. I invite you to visit my online bookstore for more details.

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Filed Under: Excel Training, Pivot Tables, Video Response to Viewers Tagged: , , , ,