How To Create A Pivot Table In Excel

Pivot Table is the best tool for the comprehensive analysis of detailed data. It organically combines the advantages of classification and consolidation. It can easily and flexibly adjust the basis of classification and summary and display the characteristics of data in many different ways.

1. Overview of Excel Pivot Table.

Pivot Table is actually an interactive table, which can quickly summarize, analyze, browse and provide summary data for a large amount of data. By selecting different data elements in the page, row, or column, you can quickly view different statistical results of the source data.

This feature enables users to analyze numerical data in-depth and answer some unexpected data questions. PivotTables are specially designed for the following purposes.

  1. PivotTables are often used if you want to analyze related summary values, especially if you want to aggregate a large list of numbers and make multiple comparisons to each number.
  2. Summarize and aggregate the numerical data by classification and subcategory, and create user-defined calculations and formulas.
  3. Filter, sort, group, and conditionally format the subset of data that is most useful and interesting to get the information you need.
  4. Expand or collapse the data level that you want to focus on the results, and view the detailed summary data of the region that you interest in.
  5. Move rows to columns or columns to rows (or perspective) to see different summaries of the source data.
  6. Provide concise, attractive, and annotated online or printed reports.

2. How To Create An Excel Pivot Table.

A Pivot Table is an interactive table that quickly aggregates large amounts of data and builds cross-lists. It can not only rotate rows and columns to show different results of source data but also display different pages to filter data and display detailed data in areas according to the user’s needs. Pivot Tables are very powerful and flexible. And now we will tell you how to create an Excel Pivot Table.

      1. Select source data row range in excel worksheet table.
        select data range in excel worksheet table
      2. Click Insert —> PivotTable to create a Pivot Table report. Now it will open the Create PivotTable dialog.
        excel insert create pivottable
      3.  In the Create PivotTable dialog, select the New worksheet radio button.
        excel create pivottable dialog
      4. Click the OK button on the above dialog, the PivotTable Fields pane automatically pops up on the right side of the new worksheet.
      5. You can check the PivotTable fields checkbox that you want to analyze in the right panel PivotTable Fields section. And drag the related fields to the Rows, Columns section below it to generate the excel Pivot table.
        excel pivottable fields pane in worksheet
      6. In the above example, it will display each product and its Units Sold price under the product in column A. And calculate and show the summarized Units Sold price in column B.
      7. You can also drag the Pivot Table field name to the Filters pane, in this example, we drag the Product field name to the Filters pane. Then it will display a Product filter list in column A and B. Click the filter icon in column B, you can show Pivot Table data for the different products which you select.
        excel pivottable add pivottable field to filters pane

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