![]() Steps 1 through 3 are easy, and this article won’t repeat these steps as we work through examples. (The names are slightly different in previous versions.) When Excel displays the empty PivotTable frame ( Figure B), start dragging columns from the field list to the sections below: Filters, Columns, Rows, and Values.In the resulting dialog, check the range and specify whether you want the PivotTable in the existing worksheet or a new worksheet ( Figure A). ![]() If you’re still using Excel 2003, choose PivotTable and PivotChart Report from the Data menu to launch a wizard that will walk you through the process. Select any cell in the data set, click the Insert tab, and then click PivotTable in the Tables group.You might need to tweak the results, but getting started is simple: The good news is this: if you can click, you can create a PivotTable. Doing so will help guide you later when you’re working in the PivotTable frame and facing lots of choices. ![]() Once you’re satisfied that the source data is in good shape, consider designing a few simple reports using pen and paper. Each column should have a unique header (name). To reduce problems, your data set should contain no blank rows or columns, no subtotals, and should be in tabular format. Easy startĪ PivotTable is only as good as its data. I’m using Excel 2013 on a Windows 7 system, and I’ll provide specific instructions for other versions when significantly different. Once you’re familiar with the PivotTable feature, you might find it a great go-to solution for more than reporting. In this article, I’ll show you the basics of creating a PivotTable. Beyond reporting, PivotTables offer a quick and easy way to analyze information that might otherwise require specialized knowledge of functions and other features. Learn how to use Excel's PivotTable feature to generate meaningful reports that summarize data.Įxcel’s PivotTable feature lets you organize and summarize data into a meaningful report format without changing the data set. Make summarizing and reporting easy with Excel PivotTables
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