Excel Tutorial: How to Create a Pivot Table

Pivot tables are covered in full as part of Advanced Excel Training. If you would like learn the basics first we also offer Beginners Excel Training. Microsoft Excel is essential to any career using computers so make sure you have all the necessary skills to conquer spreadsheets.

Pivot tables allow you to quickly summarize and analyze large amounts of data in lists and tables–independent of the original data layout in your spreadsheet–by dragging and dropping columns to different rows, columns, or summary positions.

Creating A Pivot Table Step 1

Creating A Pivot Table Step 2Click on any cell in the list/database area

Select the INSERT Menu, PIVOTTABLE

Click on the PIVOT TABLE button

Creating A Pivot Table Step 3

Excel automatically selects the range of the current list.

Select whether to place the Pivot Table on a New Worksheet, or the Existing Worksheet, and then click on OK.

Want to take a look at the more light-hearted side of Excel? Make sure you try out these Excel Pranks on your co-workers!

Creating A Pivot Table Step 4You now see a map on the left hand side of the screen and the Pivot Table Field List on the right. The fields are then mapped to create the pivot table look.

Tip! If the Pivot Table Field List disappears, it could be because you clicked outside of the map on the left hand side of the screen.

The information can be analysed in different ways.  Drag the fields into the Column Labels or Row Labels, see examples below.   In the value box place the field you are analysing, in the example the salaries will be subtotalled for each Position within their Department.  Notice the inter-action as you drag the fields, the pivot table is being constructed on the left hand side of the screen.

Pivot Table with Row and Column Headings

Creating A Pivot Table Step 5

Pivot Table with Row Headings

Creating A Pivot Table Step 6

To remove a field from the pivot table, drag it out of the Column Label or Row label box.

So it makes it quite easy to look at data in different ways, try experimenting!

Tip! Use the dragging method to add or remove fields from the relative areas. If you use the tick box, the field may go in the wrong place.

Did you know you can paste Excel Tables into Word?

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