15 Top Excel Pivot Table Keyboard Shortcuts You Should Know
When working with large data sets in Excel, Pivot Tables are an invaluable tool. They help you summarize, analyze, and present data in a clear and concise manner. But did you know that mastering Excel Pivot Table keyboard shortcuts can save you significant time? This article outlines 15 essential keyboard shortcuts that will enhance your efficiency when using Pivot Tables.
What Are Pivot Table Keyboard Shortcuts?
Pivot Table keyboard shortcuts are specific combinations of keys that perform tasks within a Pivot Table quickly, without the need for a mouse. These shortcuts can speed up your workflow, making it easier to navigate, format, and manipulate your data.
Why Are These Shortcuts Important?
Using these keyboard shortcuts allows you to work more efficiently, reducing the time spent on repetitive tasks. This can be especially helpful when working with large data sets or when you need to perform the same actions repeatedly.
15 Essential Excel Pivot Table Keyboard Shortcuts
1. Creating a Pivot Table: ALT + N + V
The first step in working with Pivot Tables is creating one. Instead of navigating through the Ribbon, simply press ALT + N + V. This shortcut opens the Create PivotTable dialog box, allowing you to select your data range and location for the Pivot Table.
2. Refreshing a Pivot Table: ALT + F5
Data changes constantly, and your Pivot Table needs to reflect the latest data. To refresh your Pivot Table, press ALT + F5. This will update the data in the Pivot Table without you having to manually refresh it through the Ribbon.
3. Group Selected Items: ALT + SHIFT + Right Arrow
Grouping data is a powerful feature in Pivot Tables. Whether you’re grouping dates, numbers, or categories, use ALT + SHIFT + Right Arrow to group selected items quickly.
4. Ungroup Selected Items: ALT + SHIFT + Left Arrow
If you need to undo a group, simply press ALT + SHIFT + Left Arrow. This shortcut allows you to ungroup items easily, reverting them back to their original state.
5. Drilling Down Data: ALT + Down Arrow
To see the underlying data behind a Pivot Table value, use ALT + Down Arrow. This will drill down into the selected cell, showing you the detailed data that makes up that value.
6. Collapsing a Group: ALT + A + H
Sometimes, you need to collapse a group to focus on other data. The shortcut ALT + A + H collapses the selected group, allowing you to minimize clutter in your Pivot Table.
7. Expanding a Group: ALT + A + J
Conversely, if you want to expand a group to see more details, use ALT + A + J. This will open the group, showing you all the underlying data.
8. Moving Between Fields: ALT + SHIFT + UP/DOWN Arrow
Navigating through different fields in a Pivot Table is easy with the ALT + SHIFT + UP/DOWN Arrow shortcuts. These allow you to move selected fields up or down in the field list, changing the structure of your Pivot Table on the fly.
9. Opening Field Settings: ALT + J + T + F
To customize a field, you often need to access the Field Settings. Press ALT + J + T + F to open the Field Settings dialog box, where you can adjust settings like summarization, formatting, and more.
10. Moving the Pivot Table: ALT + J + P + T + M
If you need to reposition your Pivot Table, use the ALT + J + P + T + M shortcut. This allows you to move the Pivot Table to a new location in your worksheet or to another worksheet entirely.
11. Inserting a Slicer: ALT + J + T + S
Slicers are a great way to filter data visually. To insert a slicer, press ALT + J + T + S. This shortcut opens the Insert Slicer dialog box, allowing you to add slicers for any field in your Pivot Table.
12. Clear Filters: ALT + J + T + C
Filters are essential for focusing on specific data points, but sometimes you need to clear them to see the entire data set. The ALT + J + T + C shortcut clears all filters applied to your Pivot Table.
13. Show Values as Percentage: ALT + J + T + V
To display data as a percentage of the total, use ALT + J + T + V. This shortcut changes the value field to show percentages instead of raw numbers, which can be useful for comparing parts of a whole.
14. Accessing Value Field Settings: ALT + J + T + F
To modify how values are displayed, press ALT + J + T + F. This opens the Value Field Settings dialog box, where you can change the calculation type, such as sum, average, count, etc.
15. Creating a Chart from a Pivot Table: ALT + F1
Visualizing data is key to understanding it. With the ALT + F1 shortcut, you can quickly create a chart from your Pivot Table, making your data easier to interpret.
Using Pivot Table Keyboard Shortcuts Efficiently
While knowing these shortcuts is important, understanding how to use them efficiently is equally crucial. Here are some tips for incorporating these shortcuts into your daily workflow:
Practice Regularly
The more you use these shortcuts, the more intuitive they will become. Start by focusing on a few key shortcuts that you use most often, and gradually incorporate others as you become more comfortable.
Create a Reference Sheet
It can be helpful to create a reference sheet with these shortcuts and keep it near your workspace. This will make it easy to look up shortcuts when you’re working on a task.
Customize Your Ribbon
If you find yourself using certain Pivot Table features frequently, consider customizing your Ribbon to include those options. While this doesn’t replace the need for keyboard shortcuts, it can provide a handy backup when you forget a shortcut.
Keyboard Shortcuts Table
Here’s a quick reference table of the 15 essential Excel Pivot Table keyboard shortcuts:
Action | Shortcut |
---|---|
Create a Pivot Table | ALT + N + V |
Refresh Pivot Table | ALT + F5 |
Group Selected Items | ALT + SHIFT + Right Arrow |
Ungroup Selected Items | ALT + SHIFT + Left Arrow |
Drill Down Data | ALT + Down Arrow |
Collapse a Group | ALT + A + H |
Expand a Group | ALT + A + J |
Move Between Fields | ALT + SHIFT + UP/DOWN Arrow |
Open Field Settings | ALT + J + T + F |
Move the Pivot Table | ALT + J + P + T + M |
Insert a Slicer | ALT + J + T + S |
Clear Filters | ALT + J + T + C |
Show Values as Percentage | ALT + J + T + V |
Access Value Field Settings | ALT + J + T + F |
Create a Chart from a Pivot Table | ALT + F1 |
Final Thoughts
Mastering these Excel Pivot Table keyboard shortcuts can significantly improve your efficiency, making your data analysis tasks faster and more enjoyable. Whether you’re creating a Pivot Table, grouping data, or inserting slicers, these shortcuts will save you time and effort.
Start practicing these shortcuts today, and soon they’ll become second nature, allowing you to focus on what really matters: analyzing and presenting your data.
Frequently Asked Questions
What is the shortcut to create a Pivot Table in Excel?
To create a Pivot Table in Excel, you can use the shortcut ALT + N + V. This opens the Create PivotTable dialog box.
How do I refresh a Pivot Table using a keyboard shortcut?
You can refresh a Pivot Table by pressing ALT + F5. This updates the data in the Pivot Table.
What is the keyboard shortcut to group selected items in a Pivot Table?
To group selected items in a Pivot Table, use the shortcut ALT + SHIFT + Right Arrow.
How can I ungroup items in a Pivot Table using the keyboard?
To ungroup items in a Pivot Table, press ALT + SHIFT + Left Arrow.
What is the shortcut to insert a slicer in a Pivot Table?
You can insert a slicer by using the shortcut ALT + J + T + S.
How do I create a chart from a Pivot Table using a keyboard shortcut?
To create a chart from a Pivot Table, press ALT + F1. This will generate a chart based on your Pivot Table data.
Vaishvi Desai is the founder of Excelsamurai and a passionate Excel enthusiast with years of experience in data analysis and spreadsheet management. With a mission to help others harness the power of Excel, Vaishvi shares her expertise through concise, easy-to-follow tutorials on shortcuts, formulas, Pivot Tables, and VBA.