pivot table

 

How to make pivot table 

Step 1: Prepare Your Data

1. Organize Data: Make sure your data is in a tabular format. Each column should have a header, and there should be no blank rows or columns within the data.
2. Check for Consistency: Ensure that the data types in each column are consistent (e.g., numbers in a number column, dates in a date column).

Step 2: Select Your Data

1. Highlight the Data: Click and drag to select the range of data you want to include in the Pivot Table. You can also click anywhere within the data range.

Step 3: Insert the Pivot Table

1. Go to the Ribbon: Click on the Insert tab in the Excel ribbon at the top of the window.
2. Select Pivot Table: Click on the PivotTable button. This will open the Create PivotTable dialog box.

Step 4: Choose Pivot Table Options

1. Select Data Range: In the dialog box, Excel will automatically select the data range. You can adjust it if necessary.

2. Choose Location: Decide where you want the Pivot Table to be placed. You can choose:

   • New Worksheet (default) - This will create a new sheet for the Pivot Table.
   • Existing Worksheet - Select this option if you want to place it in a specific cell on the current worksheet.

3. Click OK: After making your selections, click the OK button.

Step 5: Build Your Pivot Table

1. Field List: A Pivot Table Field List will appear on the right side of the Excel window. This lists all the column headers from your data.
2. Drag Fields: Drag and drop fields into the appropriate areas:
   • Rows: Place fields here for categories (e.g., product names, dates).
   • Columns: Place fields here for subcategories.
   • Values: Place numerical fields here that you want to aggregate (e.g., sales, quantities).
   • Filters: Place fields here to filter the data in the Pivot Table.

Step 6: Customize Your Pivot Table

1. Adjust Calculations: Click on the dropdown arrow next to any value in the Values area to change the aggregate function (e.g., Sum, Count, Average).
2. Format the Pivot Table: You can format the numbers, change styles, and add/remove fields as needed.

Step 7: Refresh the Pivot Table

1. If you update the source data, you need to refresh the Pivot Table to reflect the changes. Right-click anywhere in the Pivot Table and select Refresh.

Additional Tipsass

• Slicers: You can add slicers for better filtering. Go to the Insert tab and select Slicer.
• Pivot Chart: You can create a Pivot Chart from the Pivot Table by selecting the Pivot Table and then going to the Insert tab and choosing a chart type.

That's it! You should now have a functional Pivot Table that summarizes your data effectively.