Ever wonder “How do I create a simple and easy to use PivotTable?”

PivotTables are tools you can use in a spreadsheet to quickly create interactive summary reports (tables) from raw data.  Because they are interactive, PivotTables allow you to easily do any of the following:

  • Summarize your data with various calculations including sum, average, maximum, and minimum.
  • Display results across the page (horizontally) or down the page (vertically).
  • Sort the results in ascending, descending, or a custom order.
  • Filter the report to concentrate on what is important.
  • “Drill down” to see the details behind a specific total.

As shown in the video above, you can follow these steps to create a PivotTable in Excel:

 

  1.  Start Excel and create or open your file.
  2.  Position the cursor in one cell, and only one cell, of the data.
    Excel file with data

    Excel file with data

  3. From the ribbon choose InsertTablesPivotTable.
    Screen show showing the ribbon's Insert, PivotTable icon

    From the ribbon choose Insert, Tables, PivotTable

  4. In the create PivotTable dialog box make sure the table/range is referring to the correct table or range, and that the destination is a New Worksheet.  Then click OK.
    Create PivotTable dialog box

    Create PivotTable dialog box

  5. Drag the fields from the PivotTable Field List to the desired location.
    Drag PivotTable fields to the desired area

    Drag PivotTable fields to the desired area

  6. Edit and format your completed PivotTable as desired.
    Completed PivotTable

    Completed PivotTable