Excel can’t directly link pivot tables and maps.

We’ll run into an annoying error message.

In this video, you’ll learn the workaround: a Helper Table with a dynamic array function.

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This “tons of separate columns” format doesn’t play well with formulas, pivot tables, or charts.

In this tutorial, you’ll learn 3 workarounds:

https://www.youtube.com/watch?v=7VMlRPyra1g

What’s Inside

• 0:00 The challenge: Survey response options are exported into tons of separate columns. ​
• 1:10 Solution 1: Manually type, copy/paste, or use CTRL +F+replace
• 1:55 Solution 2: Create a new column and =sum them
• 3:10 Solution 3: Just use a pivot table

Download the Spreadsheet

And try it yourself. It’s here.

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For me, it was discovering pivot tables and their ability to run circles around painstaking formula execution.

What are Pivot Tables?

Simply put, pivot tables sort a contiguous array of quantitative data by multiple planes of information simultaneously.

This is an example of a contiguous dataset (with pretend data). All the cells are touching/sharing a border.

After you fiddle with the rows (x axis)/ columns (y axis)/ values (summary), filters (sorting)… Tah da! The magic happens. 

Here’s how quickly you can summarize data with pivot tables:

Improving Your Interactive Dashboards

To build professional and reliable interactive dashboards, pivot tables are your best friend.

As a data designer who’s recently completed Ann K. Emery’s Dashboard Design course, I’m excited to share three techniques that have elevated my dashboard game. 

(1) Helper Tables

First, I’ve learned the value of creating “helper tables.”

Think of these as your dashboard’s backbone.

While pivot tables are constantly shifting as users interact with filters and slicers, helper tables provide a stable foundation for your key metrics.

I create these on a dedicated ‘Ref’ sheet, where they quietly but efficiently pull data from the pivot tables using direct cell references (=).

(2) Consistent Cell References

Second, cell references need to be consistent.

By using absolute references (=$row$column), I ensure my helper tables always pull exactly what I need, regardless of how the underlying pivot table shifts and sorts.

(3) Naming Pivot Tables

Third, name your pivot tables intuitively!

Sure, Excel is happy to call them “PivotTable1,” “PivotTable2,” and so on, but meaningful names make maintenance so much easier. (Just remember: no spaces allowed!)

Organizing Your Dashboard Spreadsheets

My finished dashboards now follow a clean, organized structure with five key sheets:

1. Overview (where users find instructions)
2. Data (the raw information, typically hidden)
3. Pivot (where the magic happens, also hidden)
4. Dashboard (the beautiful final product)
5. Ref (my helper tables’ home)

Dashboards Need Functionality and Performance

One of the most valuable lessons from Ann’s course was learning to balance functionality with performance.

Multiple pivot tables can strain Excel’s resources, but with these techniques, I can create sophisticated dashboards that remain lightning-fast and reliable.

What started as a simple appreciation for pivot table magic has grown into a comprehensive approach to creating dynamic, professional dashboards that my clients love.

Your Turn

What’s your favorite pivot table trick?

I’d love to hear how you’re using these powerful tools in your own work!

Connect with Anna Pfaff

Reach out to guest author Anna Pfaff on LinkedIn.

The post 3 Ways to Elevate Your Pivot Tables and Dashboards in Excel appeared first on Depict Data Studio.

But we can use the “brackety compass rose” to customize our pivot tables… which lets us customize our graphs.

For example, with this technique, we can re-sort Agree, Disagree, Neutral, Strongly Agree, Strongly Disagree…. into Strongly Agree, Agree, Neutral, Disagree, Strongly Disagree.

Learn how in this lesson:

What’s Inside

• 0:00 Intro
• 1:18 Re-Sorting Months in Pivot Tables
• 6:26 Re-Sorting Survey Response Options in Pivot Tables

Related Resources

• What are Helper Cells?
• How to Sort Your Bar Charts

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In this video, you’ll see 3 examples of these intermediate cells, which give you full editing control over your graphs, maps, and tables.

What’s Inside

• 0:00 Intro
• 1:28 What are Helper Cells? Regular Table — Intermediate Table — Graph
• 1:57 Population Pyramid Example
• 5:04 Recoding Example
• 7:15 Map Example

Related Resources

• How to Make Population Pyramids in Excel
• Troubleshooting Excel Maps

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