by Chloe Chan
Excel is a powerful tool for data analysis, and pivot tables are one of its most valuable features. By using pivot tables, you can quickly summarize and analyze large datasets, gaining valuable insights and making informed decisions. In this guide, we will explore Excel shortcuts specifically designed to streamline your pivot table workflow.
Let's start by learning Excel shortcuts for creating pivot tables efficiently:
This shortcut opens the "PivotTable and PivotChart Wizard" dialog box, allowing you to select the data range, specify the location, and customize the pivot table options.
Use this shortcut to create a pivot table directly from the selected data range without opening the wizard. Excel will automatically generate a pivot table on a new worksheet.
With this shortcut, you can quickly create a pivot table using the default settings. Excel will automatically select the data range and generate the pivot table on a new worksheet.
Once you have created a pivot table, these shortcuts will help you navigate and select data within it:
Use the Tab key to move between cells within the pivot table. Press Shift + Tab to move in the opposite direction.
To jump to the edge of the data range in a pivot table, hold down the Ctrl key and press the arrow keys. This shortcut allows you to navigate quickly to the first or last cell in a row or column.
Press Ctrl + Spacebar to select the entire column of a pivot table. Use Shift + Spacebar to select the entire row.
These shortcuts will help you modify and update your pivot tables efficiently:
This shortcut refreshes the pivot table data. Use it when you want to update your pivot table with new or modified data.
To change the field settings of a selected pivot table field, use this shortcut. It opens the "Field Settings" dialog box, allowing you to modify the calculation, format, or other properties of the field.
If you want to update the pivot table layout and include any changes made to the source data, use this shortcut. It ensures that your pivot table reflects the latest updates.
Excel shortcuts for formatting and customizing pivot tables can save you time and effort:
This shortcut applies or removes filter buttons to the headers of your pivot table. It allows you to filter data quickly and focus on specific information.
Use this shortcut to open the "PivotTable Options" dialog box. It provides various customization settings, such as changing the layout, displaying subtotals, or hiding empty rows and columns.
To sort your pivot table data in ascending or descending order, use this shortcut. It opens the "Sort" dialog box, where you can specify the sorting options.
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