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How To Create Pivot Tables in Excel

PivotTables allow users to interactively summarize and analyze large amounts of data in Excel. They can sort, count, and total data from a variety of spreadsheet programs. PivotTables are called "pivot" tables because users can drag and drop fields to rearrange summaries and create cross-tabulations. This allows alternative views of the data. The steps demonstrate how to create a PivotTable from sample sales data, add fields to rows, columns, and values, then format the table.

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67 views

How To Create Pivot Tables in Excel

PivotTables allow users to interactively summarize and analyze large amounts of data in Excel. They can sort, count, and total data from a variety of spreadsheet programs. PivotTables are called "pivot" tables because users can drag and drop fields to rearrange summaries and create cross-tabulations. This allows alternative views of the data. The steps demonstrate how to create a PivotTable from sample sales data, add fields to rows, columns, and values, then format the table.

Uploaded by

Satish_Reddy_4593
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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w to Create Pivot Tables in Excel

edits by:Michael Delaney, Krystle C., Thoughtful, Jack Herrick (see all)

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A pivot table.

PivotTables are an interactive table that allow the user to group and summarize large amounts of
data in a concise, tabular format for easier reporting and analysis. They can sort, count, and total
the data, and are available in a variety of spreadsheet programs. The reason they're called "pivot
tables" is because you can drag and drop fields to "rotate" a summary field and create cross tabs.
One advantage of this feature in Excel is that it allows you to rearrange, hide, and display
different category fields within the PivotTable to provide alternate views of the data. It is mostly
used in the case of repetitive data that is difficult to read and analyze.

edit Steps
1. 1

Start Microsoft Excel.

2. 2

Download the data used for this exercise at PivotTable source file so you can follow
along.

3. 3

Click on the Data menu and choose PivotTable and PivotChart Report.

PivotTables command - Click to enlarge


4. 4

Answer the questions presented as follows:

Questions, Questions - Click to enlarge

5. 5

Specify the location of the data you are going to summarize. If you have your data in
an Excel list that is currently open, Excel will automatically select the cell range.

6. 6

Click Next.

7. 7

Ensure the New Worksheet option is selected after you click Next from the previous
step, and then click Finish.

Final step in creating a PivotTable - Click to enlarge


8. 8

Assemble the PivotTable. The PivotTable field list can be a lifesaver for new and
advanced users alike.

PivotTable Field List - Click to enlarge

9. 9

Looking at the data, let's say you want to see how my sales representatives did. Add
SalesRep field to the Row area. To do that, click on SalesRep, change the dropdown to
Row Area and click Add.

SalesRep in the Row Area - Click to enlarge

10. 10

Next, add the Total field to the Data area.


SalesRep in the Row Area, and Total in the Data area - Click to enlarge

11. 11

That just tells you how much of everything they sold, but what if you want to see
how much in each category? Add the Category field to the Column area.

Category added to the Column area - Click to enlarge

12. 12

Click to enlarge

Supposing you don't want the Condiments category as part of the analysis, click on
the dropdown arrow beside Category and deselect Condiments.

13. 13
Click OK. Notice how the Grand Totals have been recalculated to not include results
from the Condiments category...

No Condiments for you! - Click to enlarge

14. 14

To make a PivotTable look good, there are a multitude of AutoFormats available.


Click on the Format menu and choose AutoFormat.

Autoformat PivotTables - Click to enlarge

15. 15

You're done, unless you want to do further analysis!

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