Excel Tips

Tips from the Finance Trenches: Best Shortcut Ever! Create a Pivot Table In 3 Seconds

If you are a heavy user of MS Excel, and use pivot tables on a regular basis, you know that utilizing such features can take a long time. By my calculation, it takes about 13 seconds to set up a pivot table containing all necessary data. In this day and age of maximizing productivity and streamlining workflow, that may as well be an eternity.

To speed things up, I suggest using the following two keyboard shortcuts that will cut down this pivot table task by 76.9 percent (to just 3 seconds). The best part? Using these shortcuts doesn’t even require a mouse. So set your timer and let’s give it a try.

Step 1: Start with a basic set of data as follows:

Step 2: Use the shortcut CTRL+A to select all data on the tab for use in your pivot table.

Time required = 1 second. 

Step 3: Now that we have the data selected, use the shortcut ALT+N+V+T and press ENTER.

Time required = 2 seconds.

Then POOF! Just like that, your worksheet contains a pivot table right next to your data set and is ready to use, as shown below:

Now that you just added 10 seconds back into your day, all you have to do next is decide what you will do with your extra time.  Perhaps make three more pivot tables?

Love Excel shortcuts? For more quick and easy Excel solutions from the trenches, be sure to check out the following:

Would you like to leverage more advanced capabilities in Excel that can make an immediate impact on your organization? Keep in mind that 8020 Consulting is here to help.

los angeles financial consulting firm

Categorized in:

similar articles

Learn to think and approach problems like our financial consultants.

Financial Project Management

Notes from the Field: 5 Success Factors for Cross-Functional Project Management

Finance teams are often looked to for leadership of cross-functional projects. This is often the case because the ultimate project results can be measured by, or affect, financials. A budget or re-forecast process is a clear example of a cross-functional project led by Finance. From our experience in leading cross-functional projects as part of Finance… View Article

January 13, 2021Marco Moreno

Treasury and Cash Management

A 2020 Recap: Cash Management & Why Cash is Still King

Last year brought disruptions in almost every industry. We witnessed significant interruptions in order fulfillment and delivery systems, chaotic drops and soaring demand in certain categories, fresh liquidity for borrowers and cash crunches for others. And cash management underwent rapid change for those suddenly with too much or too little. Short-Term Cash Management Led to Underutilized… View Article

January 7, 2021Danelle Larsen

Financial Planning and Analysis

The End of LIBOR: Are You Ready?

With all of the happenings at year‐end, thinking about how your company structures its borrowings and contracts in the coming year is probably not at the forefront of discussions. But it should be in relatively short order, given that the end of LIBOR is nigh – and especially if the term SOFR is new to… View Article

December 17, 2020Danelle Larsen

See All