The Secret behind Excel PivotTables - The Pivot Cache

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MyOnlineTrainingHub

MyOnlineTrainingHub

Күн бұрын

The hidden way PivotTables work, the limitations this imposes, and how to get around them.
Macro to Remove Duplicate Caches: www.contextures.com/xlPivot11....
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⏲ TIMESTAMPS
0:00 The Pivot Cache
1:28 How to Avoid Duplicating the Cache
1:56 Detecting the Number of Caches
3:07 Removing Duplicate Caches
3:24 Pivot Cache Limitations
3:58 Workarounds to Limitations
7:36 Reducing the Cache Overhead

Пікірлер: 71
@PAJNZ
@PAJNZ 2 ай бұрын
That was actually very helpful and exactly the issue that I was trying to resolve - to stop all pivot tables changing at once. I particularly enjoyed the one cache - different tables work around by adding and removing the extra line. Thank you!
@MyOnlineTrainingHub
@MyOnlineTrainingHub 2 ай бұрын
Glad it helped!
@chrism9037
@chrism9037 Жыл бұрын
Thanks Mynda, very helpful!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Cheers, Chris!
@MegaTrickykid
@MegaTrickykid Жыл бұрын
I'd like to get to know more technical insights - thanks for explaining the pivot cache!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
My pleasure!
@MichaelHendersonMHC
@MichaelHendersonMHC Жыл бұрын
Thanks for putting that issue into structured pros (and video) Merinda. Over the years I have tried many workarounds without knowing the science!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad it was helpful 🙏
@zahoorsarbandi2982
@zahoorsarbandi2982 Жыл бұрын
Great stuff... explanation is superb
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you found it useful 🙏
@AmazonShoppingGuide
@AmazonShoppingGuide Жыл бұрын
life saver tutorial indeed *****
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad it'll be useful 😊
@CalBeMe
@CalBeMe Жыл бұрын
Excellent overview. Thank you! I plan to try some of the techniques to optimize a large model I run everyday. The resultant XLSM is currently around 17MB - likely due to number of PT.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Hope it helps!
@aprashant1048
@aprashant1048 Жыл бұрын
Brilliant!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thank you!
@Tadesan
@Tadesan Жыл бұрын
You are a stunner.
@TheIvalen
@TheIvalen Жыл бұрын
Just lovely
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it 🙏
@vijayarjunwadkar
@vijayarjunwadkar Жыл бұрын
Hi Mynda, just today, I was explaining this concept to my colleagues and then came across your video and I felt like, I should have watched it before! Nevertheless, your video has given me further clarity on Pivot Cache and I am surely benefitted. Thanks a lot! 🙂
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad to hear, Vijay 🙏
@kyth2583
@kyth2583 Жыл бұрын
its satisfying to learn that.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Great to hear!
@alvarorodriguezlasso
@alvarorodriguezlasso Жыл бұрын
Like, regards from Cali-Colombia
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad to hear!
@sergegagne874
@sergegagne874 Жыл бұрын
Good stuff! :)
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it!
@SergioAlejandroCampos
@SergioAlejandroCampos Жыл бұрын
Wow!
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Cheers, Sergio!
@stevenflax
@stevenflax Жыл бұрын
Thanks always interesting - these days I find myself using array formulas and would love to see strategies/tips for managing sluggish files.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it 🙏
@c.e.bingham2079
@c.e.bingham2079 Жыл бұрын
I have always wondered how the size of my files were affected by Pivot Tables. Thanks for the comprehensive explanation. 😊
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Happy to help!
@aloobi
@aloobi Жыл бұрын
Great stuff! It would be better if date grouping was independent even if the pivot tables share the same cache. I encountered a problem today because I wanted dates to be grouped in one pivot table and not grouped in another one. Since the source was Power Query, I had to create a duplicate date column to overcome this problem.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Yeah, the date grouping can be a hassle.
@cedjulemckeever
@cedjulemckeever Жыл бұрын
What can I say? Another great video. Keep up the good work.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thanks so much 🙏
@stuarthutchinson2477
@stuarthutchinson2477 Жыл бұрын
Great vid! I've been doing a variant of your external method. I copy my data source to a temp external file and create the second PT from there. This creates a new cache. Then I amend data source to the original and delete the temp file. Seems to work.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Thanks for sharing, Stuart 👍
@barttitulaerexcelbart9400
@barttitulaerexcelbart9400 Жыл бұрын
Great video. two Eye openers: if you have one cache (copying the PT) there is no difference between "Refresh" and "Refresh all".... And I also did not know you could remove the source data, together with the option not to drill down, this could be very handy.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it, Bart!
@antique-bs8bb
@antique-bs8bb Жыл бұрын
Very very good. Another fascinating video from Mynda - Thanks. I watch Mynda because I instruct an Excel course. Multiple caches is a technical obstacle in that course (but rather complex for the level of the course ). 1. Alt-D -P. I have never seen this Pivot table/chart wizard with the yellow box before. Indeed I can't find a way to get to it normally as insert - Pivot Table/Range takes me beyond this and to the old style wizard (and no yellow). Without alt-D-P the option to use the same base data never appears. Curious. 2. Multiple caches vs single cache? I like to separate the data investigation phase from the data presentation/visualisation phase. In investigation is it useful to be able to have full flexibility with each individual pivot table. I want to be able to filter or group it however I, as an analyst, want to. And it is on my pc so space is not an issue. So multiple caches. But if we create a dashboard that needs to be distributed widely. Not only space is an issue, but users will expect all slicers to work together on the dashboard. So Single Cache is best then. 3. Report connections is a tool that allows slicers to operate on multiple pivot tables/caches. In theory select the slicer and right click (or Slicer tab): Report Connections should allow you apply it to your choice of Pivot tables which should all be listed. This doesn't work reliably (and in once example using Office 2016 instantly closed down Excel with no file saved). 4. Fixing Report Connections. So the course I instruct goes from 3 investigative pivot tables and charts to a single dashboard (which makes sense only as part of a training course!). Report connections for each slicer show only one or two Pivot tables (which I guess means one or two caches). The Solution is to take one Pivot Table or chart, go to the data source (Change Data Source wizard - similar to your technique), delete the range or table name in the wizard, then select one cell in the range, Control-a to expand from one cell to the whole table which puts exactly the same range name / Table name in exactly the same place and click OK. Magically Report Connections with any slicer now shows all 3 Pivot tables. (Normally this needs be done once which is odd, but if not all tables appear perhaps it needs repeating with another Pivot table). There seems to be no rhyme nor reason as to how this solution works. My contribution to this is an hour of so googling - wish I could recall who the genius who solved this was.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Glad you liked it 🙏 1. Alt > D > P IS the old PivotTable wizard. It has been replaced with the one we have now, which is why you can't get to it any other way 😉 2. useful, but be careful with separate caches that you don't end up with two versions of the truth. 3. I've never experienced issues with Slicer report connections, but I have had 365 since Excel 2016 came out. 4. Editing the source will be changing the cache the PivotTable is using so that it's now sharing the cache and therefore the Slicers can now see the edited PivotTable.
@antique-bs8bb
@antique-bs8bb Жыл бұрын
@@MyOnlineTrainingHub Thanks very much for the response. 3. Report Connections fails on 365 too. And 2021 and 2019. I'm following directions from a course and it may be there could be a better way of creating the separate Pivot tables that avoids the issue. 4. Good point, though the pivot tables were all in existence before the slicers were created so no idea why they couldn't be found by the slicers. Still the nuances aren't really relevant to the level of my course. So long as I can get them to make it work. (At the end I tell them to learn more excel by watching you and Leila).
@robertcooper3759
@robertcooper3759 Жыл бұрын
You're lovely, Mynda.
@steven.h0629
@steven.h0629 Жыл бұрын
Oh dang.. gotta catch this one later.. or maybe in the car.. gotta run to LAX and get the Wife brb :-)
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Drive safe!
@txreal2
@txreal2 11 ай бұрын
Great video! On a daily basis, I refresh Power Query with new data. How do I keep the PivotTable I built and refresh it with new data without rebuilding the PivotTable?
@MyOnlineTrainingHub
@MyOnlineTrainingHub 11 ай бұрын
See this tutorial on the fix for that: www.myonlinetraininghub.com/auto-refresh-pivottables
@txreal2
@txreal2 11 ай бұрын
@@MyOnlineTrainingHub Thanks! I need to have PQ-Table-PT to clean raw data; and the Table is for user. Added to Data Model, Disabled Background Refresh. Yet when Refresh twice PT did not refresh with new data ☹. Any help is appreciated
@shoppersdream
@shoppersdream 4 ай бұрын
Nice, thanks! Mynda, all my slicers are working perfectly except one. This is using the column which has a lot of formulas so the First time it works fine but after that even when I clear all the filters, it works the opposite. When I select a few options in the slicer to get the value, it gives me the value of what was not selected. I have no problem with any other slicer. Is it because of formulas or some other reason? If I close the Workbook and reopen it then it works fine for the first time but after that, it does the same thing. Any advice? Thanks
@MyOnlineTrainingHub
@MyOnlineTrainingHub 4 ай бұрын
I'd say it's a cache issue. The formulas are possibly updating after the PivotTable cache is updated. Slicers are primarily designed to work with Text, so if your formulas are returning numbers, then I can understand why there's a problem.
@shoppersdream
@shoppersdream 4 ай бұрын
@@MyOnlineTrainingHub Thanks, Mynda! What would be the solution? One solution is that I don't use this field as a slicer. Any other solution, please? Thanks
@MyOnlineTrainingHub
@MyOnlineTrainingHub 4 ай бұрын
Hard to say without seeing an example. You're welcome to post your question and sample Excel file on our forum where someone can help you further: www.myonlinetraininghub.com/excel-forum
@JM-zw8cq
@JM-zw8cq Жыл бұрын
so is this why main table column pull downs reflect old data from other tables even tho that data has been removed from them?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Yes! The Pivot Cache retains items that are no longer in the data set. You can remove them in the PivotTable Options > Data tab > under 'number of items to retain per field' choose 'None'.
@drnesr
@drnesr Жыл бұрын
I have a question, what if we created a pivot table from an external data source, can we change it to a different source or a renamed source?
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
If you change the source usually you will have to build the PivotTable again.
@UghUgh1234
@UghUgh1234 Жыл бұрын
Who is this strange lady in the white shirt?!😂
@MegaTrickykid
@MegaTrickykid Жыл бұрын
and who is that strange yellow stupid cartoon face called ugh ugh????!!!!
@maksim0933
@maksim0933 Жыл бұрын
Yes, and no green colours at all 😅
@robertcooper3759
@robertcooper3759 Жыл бұрын
She's mine hands off.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
😁 green shirt is in the wash!
@arunranga3646
@arunranga3646 Жыл бұрын
Xlookup
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Here's my XLOOKUP tutorial: kzfaq.info/get/bejne/aLyZgNBe3NuxY4k.html
@GeertDelmulle
@GeertDelmulle Жыл бұрын
Me: I know everything about pivot tables. Lynda: if you double-click on the Grand Total you get a full dump of the pivot cache. Me: wait, what?! I didn’t know that! ;-) Here’s a golden nugget in return: using PQ you can load tables into the PTC that are far larger than 2^20-1 rows (far larger). The resulting filesize will be big (bigger that when using the data model), but it can be done, and you still have grouping in the rows.
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
Yes, great point about the cache being able to store more than the Excel row limit 🙏
@IamTheReaper911
@IamTheReaper911 Жыл бұрын
But.... but i need more cash😜🤪
@MyOnlineTrainingHub
@MyOnlineTrainingHub Жыл бұрын
😁
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