Create a PivotTable in Excel
- Select the cells you want to create a PivotTable from.Note: Your data shouldn't have any empty rows or columns. It must...
- Select Insert > PivotTable.
- Under Choose the data that you want to analyze, select Select a table or range .
- In Table/Range, verify the cell range.
- Under Choose where you want the PivotTable report to be placed, select New...
- Select OK.
How do I create a pivot table in Excel?
1. Click a cell in the source data or table range. 2. Go to Insert > PivotTable. If you're using Excel for Mac 2011 and earlier, the PivotTable button is on the Data tab in the Analysis group. 3. Excel will display the Create PivotTable dialog with your range or table name selected.
How to format values of numbers in a pivot table?
Data for formatting values of numbers in a pivot table Step 1. Select the range of cells that we want to analyze through a pivot table. In this case, we select cells B2:F10. Step 2. Click the Insert tab, then Pivot Table.
How do I change the data type in Power Pivot?
Therefore, you must choose an appropriate data type for the data in the column. After you choose an appropriate data type, Power Pivot will warn you about possible changes to your data, such as loss of precision, or truncation. Click OK to accept and change your data to the new data type.
How do I add more values to a pivot table?
Step 1. Click any value in the pivot table to show the PivotTable Field List. Step 2. Select the field %Sales to add the Sum of %Sales to our pivot table. Figure 13. Adding more values to our pivot table Step 3. Select cells K3:K7.
How to see pivot table field list?
If you still don't see the PivotTable Field List, on the Options tab, in the Show/Hide group, click Field List.
How to remove a field in pivot table?
To remove a field, in the PivotTable Field List, do one of the following: In the PivotTable Field List, clear the check box next to the field name. Note: Clearing a check box in the Field List removes all instances of the field from the report. In a Layout area, click the field name, and then click Remove Field.
How to change the error display in pivot table?
On the Analyze or Options tab, in the PivotTable group, click Options. In the PivotTable Options dialog box, click the Layout & Format tab, and then under Format, do one or more of the following: To change the error display, select the For error values show check box.
What happens when you change the layout of a pivot table?
If you change the layout of the PivotTable by filtering, hiding levels, collapsing and expanding levels, or moving a field, the conditional format is maintained as long as the fields in the underlying data are not removed.
How to show field labels in outline form?
On the Analyze or Options tab, in the Active Field group, click Field Settings. In the Field Settings dialog box, click the Layout & Print tab, and then under Layout , do one of the following: To show field items in outline form, click Show item labels in outline form.
Why move a column to the row labels area?
You might want to move a column field to the row labels area or a row field to the column labels area to optimize the layout and readability of the PivotTable. When you move a column to a row or a row to a column, you are transposing the vertical or horizontal orientation of the field.
Can you add the same field more than once in a pivot table?
In a PivotTable that is based on data in an Excel worksheet or external data from a non-OLAP source data, you may want to add the same field more than once to the Values area so that you can display different calculations by using the Show Values As feature. For example, you may want to compare calculations side-by-side, such as gross and net profit margins, minimum and maximum sales, or customer counts and percentage of total customers. For more information, see Show different calculations in PivotTable value fields.
How to open pivot table in Excel?
Open your project in Excel. To do this, double-click the Excel document that contains your pivot table in Finder (Macs) or File Explorer (Windows). Alternatively, if you already have Excel open, click File > Open and select the file that has your pivot table.
Where is the Analyze tab in Excel?
Click the Analyze tab. It's in the middle of the editing ribbon that's at the top of the Excel window. Doing so will open a toolbar just below the editing ribbon.
Can you edit a pivot table?
After you create a pivot table, you might need to edit it later. This wikiHow will show you how to edit a pivot table in Excel on your computer by adding or changing the source data. After you make any changes to the data for your Pivot Table, you will need to refresh it to see any changes.
What is a spelling in pivot table?
Spelling is something that you’ll want to pay especially close attention to when building a pivot table. For example, if Jason had a typo that said “Sout” instead of “Stout” somewhere in his spreadsheet, the pivot table would pull both of those into the data summary.
What is pivot table?
Put simply, a pivot table summarizes your data. It empowers you to extract significant trends or findings from what is otherwise a totally overwhelming spreadsheet.
Why did Jason build a pivot table?
So, to make this easier, Jason has decided he’s going to build a pivot table to see which beer he sold the most of during each quarter.
Can you build a pivot table quickly?
But basically, all you need to know is that something that would typically take a long time can be done quickly and painlessly when you build a pivot table. And don't worry, this pivot table tutorial will guide you!
Is pivot table good?
You get it—pivot tables are awesome. However, that doesn’t change the fact that you have no clue how to build one.
Can you make a pivot table with a header?
Finally, while we’re talking about column headers, it’s important to note that Excel will not create a pivot table unless each of your columns has a heading. So, make sure those are in place before you get started! Try using PowerPivot to clean large data sets quickly and easily.
How to insert a pivot table in Excel?
Insert a Pivot Table. To insert a pivot table, execute the following steps. 1. Click any single cell inside the data set. 2. On the Insert tab, in the Tables group, click PivotTable. The following dialog box appears. Excel automatically selects the data for you.
What is pivot table?
Pivot tables are one of Excel 's most powerful features. A pivot table allows you to extract the significance from a large, detailed data set.
How to delete a pivot table in Excel?
On the Options tab, in the Tools group, click Formulas, and then click Calculated Item. In the Name box, select the item that you want to delete. Click Delete. To summarize values in a PivotTable in Excel for the web, you can use summary functions like Sum, Count, and Average.
How to delete a calculated item in pivot table?
To delete a calculated item, in the PivotTable, click the field that contains the item that you want to delete. This displays the PivotTable Tools, adding the Analyze and Design tabs. On the Analyze tab, in the Calculations group, click Fields, Items, & Sets, and then click Calculated Field or Calculated Item.
What to do before editing a formula?
Before you edit a formula, determine whether that formula is in a calculated field or a calculated item. If the formula is in a calculated item, also determine whether the formula is the only one for the calculated item.
What is region field in pivot chart?
In a PivotChart, the Region field might be a category field that shows North, South, East, and West as categories. The Month field could be a series field that shows the items March, April, and May as series represented in the legend. A Values field named Sum of Sales could contain data markers that represent the total revenue in each region for each month. For example, one data marker would represent, by its position on the vertical (value) axis, the total sales for April in the North region.
What is the month column in pivot table?
In the PivotTable, the Month column field provides the items March and April. The Region row field provides the items North, South, East, and West. The value at the intersection of the April column and the North row is the total sales revenue from the records in the source data that have Month values of April and Region values of North.
What is summary function in pivot table?
Summary functions in value fields The data in the values area summarize the underlying source data in the PivotTable. For example, the following source data:
Can you adjust the order of calculations?
If you have multiple calculated items or formulas, you can adjust the order of calculation.
How to add a field to a pivot table?
To add a field to your PivotTable, select the field name checkbox in the PivotTables Fields pane.
What is pivot table?
PivotTables are great ways to summarize, analyze, explore, and present summary data, and in Excel for the web you can also collaborate with someone on a PivotTable at the same time.
Insert A Pivot Table
Drag Fields
- The PivotTable Fields paneappears. To get the total amount exported of each product, drag the following fields to the different areas. 1. Product field to the Rows area. 2. Amount field to the Values area. 3. Country field to the Filters area. Below you can find the pivot table. Bananas are our main export product. That's how easy pivot tables can be!
Sort
- To get Banana at the top of the list, sort the pivot table. 1. Click any cell inside the Sum of Amount column. 2. Right click and click on Sort, Sort Largest to Smallest. Result.
Filter
- Because we added the Country field to the Filters area, we can filter this pivot table by Country. For example, which products do we export the most to France? 1. Click the filter drop-down and select France. Result. Apples are our main export product to France. Note: you can use the standard filter (triangle next to Row Labels) to only show the amounts of specific products.
Change Summary Calculation
- By default, Excel summarizes your data by either summing or counting the items. To change the type of calculation that you want to use, execute the following steps. 1. Click any cell inside the Sum of Amount column. 2. Right click and click on Value Field Settings. 3. Choose the type of calculation you want to use. For example, click Count. 4. Click OK. Result. 16 out of the 28 order…
Two-Dimensional Pivot Table
- If you drag a field to the Rows area and Columns area, you can create a two-dimensional pivot table. First, insert a pivot table. Next, to get the total amount exported to each country, of each product, drag the following fields to the different areas. 1. Country field to the Rows area. 2. Product field to the Columns area. 3. Amount field to the Values area. 4. Category field to the Fil…