Pivot Table Shortcut Cheat Sheet for Excel

If you work with pivot tables in Excel, you know that they can be a huge time-saver. But did you know that there are a few keyboard shortcuts that can make working with pivot tables even faster and easier? In this article, we’ll share a few of our favorite pivot table shortcuts to help you work more efficiently in Excel.

To insert a new pivot table, simply select any cell in your data set and press the shortcut keys ALT + N + V. This will open the Insert PivotTable dialog box, where you can choose where to place the new pivot table.

If you need to quickly change the data source for an existing pivot table, you can use the shortcut keys ALT + D + S. This will open the Change Data Source dialog box, where you can select a new data source for the pivot table.

To quickly refresh all pivot tables in a workbook, use the shortcut keys ALT + F5. This is a great time-saver if you have a lot of pivot tables in a workbook and you need to make sure they’re all up-to-date.

To quickly insert a new pivot table field, use the shortcut keys ALT + A + I. This will open the Insert Field dialog box, where you can choose which field to add to the pivot table.

To quickly remove a pivot table field, use the shortcut keys ALT + A + R. This will open the Remove Field dialog box, where you can choose which field to remove from the pivot table.

To quickly move a pivot table field, use the shortcut keys ALT + A + M. This will open the Move Field dialog box, where you can choose where to move the field in the pivot table.

To quickly change the summary function for a pivot table field, use the shortcut keys ALT + A + F. This will open the Change Summary Function dialog box, where you can choose a new summary function for the field.

To quickly format a pivot table field, use the shortcut keys ALT + A + T. This will open the Format Field dialog box, where you can choose how to format the field.

To quickly sort a pivot table field, use the shortcut keys ALT + A + S. This will open the Sort Field dialog box, where you can choose how to sort the field.

To quickly filter a pivot table field, use the shortcut keys ALT + A + F. This will open the Filter Field dialog box, where you can choose which values to include or exclude from the field.

We hope you find these pivot table shortcuts helpful! For more tips and tricks on using Excel, be sure to check out our other articles.

Excel is a powerful tool for data analysis, and one of its most useful features is the pivot table. Pivot tables allow you to quickly summarize and analyze large amounts of data, making it easier to identify trends and patterns. However, creating and manipulating pivot tables can be time-consuming, especially if you’re not familiar with the various shortcuts and tricks that Excel has to offer.

Creating a Pivot Table

Before we dive into the shortcuts, let’s quickly review how to create a pivot table in Excel:

  1. Select the data you want to analyze.
  2. Go to the “Insert” tab and click “PivotTable”.
  3. In the “Create PivotTable” dialog box, select the range of cells that contains your data and choose where you want to place the pivot table.
  4. Drag and drop the fields you want to analyze into the “Rows” and “Columns” areas, and the values you want to summarize into the “Values” area.

Pivot Table Shortcuts

1. Create a Pivot Table with a Keyboard Shortcut

Instead of going through the “Insert” tab to create a pivot table, you can use the keyboard shortcut “Alt + N + V” to open the “Create PivotTable” dialog box.

2. Refresh a Pivot Table with a Keyboard Shortcut

If your pivot table is based on data that changes frequently, you’ll need to refresh it to see the latest results. Instead of right-clicking on the pivot table and selecting “Refresh”, you can use the keyboard shortcut “Alt + F5” to refresh the pivot table.

3. Expand and Collapse Fields with a Keyboard Shortcut

When you have a lot of fields in your pivot table, it can be tedious to expand and collapse them one by one. Instead, you can use the keyboard shortcut “Alt + Left Arrow” to collapse a field, and “Alt + Right Arrow” to expand it.

4. Move Fields with Drag and Drop

Instead of using the “Fields” pane to move fields around in your pivot table, you can simply drag and drop them into the desired location. For example, if you want to move a field from the “Rows” area to the “Columns” area, just click and drag it to the new location.

5. Copy and Paste Pivot Table Values

If you want to copy and paste the values in your pivot table to another location, you can’t just use the standard copy and paste commands. Instead, you need to use the “Copy” and “Paste Values” commands. First, select the cells you want to copy, then press “Ctrl + C” to copy them. Next, right-click on the destination cell and select “Paste Values” from the context menu.

Conclusion

These are just a few of the many shortcuts and tricks that Excel has to offer for working with pivot tables. By using these shortcuts, you can save time and work more efficiently, allowing you to focus on analyzing your data and making informed decisions.

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