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TECHNOLOGY EXCEL · EXCEL Troubleshooting Row Labels in Pivot Tables By Bill Jelen Figure 1 Figure...

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Pivot tables allow for multiple text fields down the left side of the report. Start- ing in Excel 2007, Microsoft began putting all of the row fields in a single column of the pivot table. This new “compact layout” makes it very difficult to later reuse the summary data (see Figure 1). Microsoft introduced the new com- pact layout in Excel 2007. The company is so enamored with the layout that it became the default for all new pivot tables created from Excel 2007 or Excel 2010 data. There’s no way to stop this from being the default in Excel 2007 or Excel 2010. After creating each pivot table, you have to select the Design tab of the ribbon, then open the Report Layout drop-down menu and choose Tabular Form. Excel will then return to the Excel 2003 style of pivot table, where each row field gets its own column on the left side of the pivot table (see Figure 2). Filling in the Outline View in Excel 2010 A very common question is how to fill in the outline view in the left columns of a pivot table. For example, cells A5:A9 of Figure 2 should all say “Midwest.” Cells B5:B9 should say “A681.” This task has become trivial starting in Excel 2010. You simply choose Repeat All Item Labels from the Report Layout drop-down menu. Filling in the Outline View in Excel 2007 and Earlier In Excel 2007 and earlier, you had to follow these steps: 1. Select the entire pivot table. 2. Copy the pivot table to the clipboard. 3. Use the Paste Special dialog to paste just the Values. This will change the report from a live pivot table to a static report. 4. Select the first blank column cell to the last blank column cell. 5. Press CTRL+G to display the Go To dialog. In the lower-left corner of the Go To dialog, press the Special button to display the Go To Special 60 STRATEGIC FINANCE I October 2010 TECHNOLOGY EXCEL Troubleshooting Row Labels in Pivot Tables By Bill Jelen Figure 1 Figure 2
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Page 1: TECHNOLOGY EXCEL · EXCEL Troubleshooting Row Labels in Pivot Tables By Bill Jelen Figure 1 Figure 2. dialog (see Figure 3). 6. On the Go To Special dialog, select Blanks, then click

Pivot tables allow for multiple text fields

down the left side of the report. Start-

ing in Excel 2007, Microsoft began

putting all of the row fields in a single

column of the pivot table. This new

“compact layout” makes it very difficult

to later reuse the summary data (see

Figure 1).

Microsoft introduced the new com-

pact layout in Excel 2007. The company

is so enamored with the layout that it

became the default for all new pivot

tables created from Excel 2007 or Excel

2010 data. There’s no way to stop this

from being the default in Excel 2007 or

Excel 2010. After creating each pivot

table, you have to select the Design tab

of the ribbon, then open the Report

Layout drop-down menu and choose

Tabular Form.

Excel will then return to the Excel

2003 style of pivot table, where each

row field gets its own column on the left

side of the pivot table (see Figure 2).

Filling in the OutlineView in Excel 2010A very common question is how to fill in

the outline view in the left columns of a

pivot table. For example, cells A5:A9 of

Figure 2 should all say “Midwest.” Cells

B5:B9 should say “A681.”

This task has become trivial starting in

Excel 2010. You simply choose Repeat

All Item Labels from the Report Layout

drop-down menu.

Filling in the OutlineView in Excel 2007 and EarlierIn Excel 2007 and earlier, you had to

follow these steps:

1. Select the entire pivot table.

2. Copy the pivot table to the

clipboard.

3. Use the Paste Special dialog to paste

just the Values. This will change the

report from a live pivot table to a

static report.

4. Select the first blank column cell to

the last blank column cell.

5. Press CTRL+G to display the Go To

dialog. In the lower-left corner of

the Go To dialog, press the Special

button to display the Go To Special

60 S T R AT E G IC F I N A N C E I O c t o b e r 2 0 1 0

TECHNOLOGY

EXCELTroubleshooting Row Labels in Pivot Tables

By Bill Jelen

Figure 1

Figure 2

Page 2: TECHNOLOGY EXCEL · EXCEL Troubleshooting Row Labels in Pivot Tables By Bill Jelen Figure 1 Figure 2. dialog (see Figure 3). 6. On the Go To Special dialog, select Blanks, then click

dialog (see Figure 3).

6. On the Go To Special dialog, select

Blanks, then click OK. This will ensure

that Microsoft selects only the blank

cells in columns A and B.

7. You now want to fill in all of the blank

cells in the selection with the value

from just above it. Type an equals

sign (=), press the up arrow, then press

CTRL+ENTER. This will create a formula

to pull the value from the cell above.

Because you pressed CTRL+ENTER, the

formula is copied to all of the cells in

the selection. The outline view will now

be filled in (see Figure 4).

8. Reselect columns A and B. Copy

those columns and use Paste Special,

Values to convert the formulas to

values.

These eight steps were a staple of

my data analysis regimen. I am relieved

that Microsoft added the new Repeat

All Item Labels functionality to Excel

2010. SF

Bill Jelen is the host of MrExcel.com and

the author of 32 books about Excel, includ-

ing Excel 2010 In Depth. Send questions

for future articles to [email protected].

O c t o b e r 2 0 1 0 I S T R AT E G IC F I N A N C E 61

Figure 3

Figure 4


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