If you’re in a monogamous relationship with Pivot tables, it’s time for an open relationship.
Let’s face it, Pivot Tables are ugly and it takes an effort to keep custom formatting when you refresh the data. If they’re going into docs you have to format the drop downs and filters so they disappear. It’s a pain in the ass. And they’re limited, so limited in what they can do.
So what’s the hot new way I want you to analyze and display your data? Try building dashboards leveraging sumifs, vlookups, and index-match to bring in the data you need with no extra steps after updating the database or data table. If you want to learn a dead simple way to make the dashboard you want, with the formatting you want, and the data arranged and filtered the way you want, I’ve linked a video with step by step instructions in the comments.
I post old man advice, Excel tips, and share stories about working in corporate finance. If that’s your thing, I hope to earn your attention.
