Creating PivotTables

Use pivot tables in Excel for stronger data analysis. This Excel pivot table tutorial also helps you summarize data.

Introduction

Pivot Tables PivotTable reports, or PivotTables as they are often called, can help you answer questions about your spreadsheet by analyzing the numerical information in various ways. If you work with spreadsheets with a lot of data, a PivotTable can be an extremely useful tool. PivotTable reports give you power because you can quickly find the answer to many different questions and can manipulate your data in many different ways.

In this lesson, you will learn the basics of inserting and working with PivotTable reports.

PivotTable reports

Why are they named PivotTables?

You may be wondering why it is called a PivotTable. Basically, PivotTables allow you to pivot, or move, data so you can produce answers to questions. Once you create a PivotTable, you can very easily see what effect pivoting the data has on the spreadsheet information.

To create a PivotTable report (Part I):

Pivot Table Dialog Box

Creating a PivotTable report

If you use the sample spreadsheet to create a PivotTable, you can see that the column headings are salesperson, region, account, order amount, and month. When you create a PivotTable, each column label in your data becomes a field that can be used in the report. The Field List appears on the right side of the report, while the layout area appears on the left.

Pivot Table View

To create a PivotTable report (Part 2):

Pivot Table Example

If you change any of the data in your source worksheet, the PivotTable will not update automatically. To manually update it, select the PivotTable and then go to OptionsRefresh.

To add a report filter:

To move or pivot data:

Move Data
Move Data Part II


OR

Right-Click Menu

To create a PivotChart:

PivotChart

The information in the chart includes the information in the PivotTable rather than all of the original source data.

Challenge!

Use the Company Sales workbook to complete this challenge.