For the most part, an overweight rating indicates less about the literal meaning of giving a stock higher weight than a given benchmark. Instead, it's typically used as Wall Street jargon to indicate a positive attitude about a particular stock.
To set an option to automatically refresh PivotTable data when you open your workbook, do the following: 1  Click anywhere in the PivotTable to show the PivotTable Tools on the ribbon. 2  Click Analyze > Options. 3  In the PivotTable Options dialog box, on the Data tab, check the Refresh data when opening the file box.
Change the Summary Function. When you add a numerical field to the pivot table's Values area, Sum or Count will be the default summary function. To select a different summary function, follow these steps: 1  Right-click on a cell in the Value field that you want to change.he result is the same as using the MIN function on the worksheet to calculate the minimum of the values. In the screen shot below, you can see the source data for a small pivot table, and the minimum quantity, using the worksheet's MIN function, is 8.