Pivot Tables

Pivot tables are the powerful feature of Microsoft Excel and can be used to summarize, analyze, explore and present your data with ease.

PivotTable report is especially designed for:

•  Querying large amounts of data
• Sub-totaling and aggregating numeric data, i.e., summarizing data by categories and
  subcategories, and creating custom calculations and formulas.
• Expanding and collapsing levels of data to focus your results, and drilling down to details from
  the summary data for areas of interest to you.
• Transposing data – moving rows to columns or columns to rows (or "pivoting") to see different
  summaries of the source data.
• Filtering, sorting, grouping, and conditionally formatting the most useful and interesting subset
  of data to enable you to focus on the information that you want, without having to write any
  formulas
• Presenting concise, attractive, and annotated online or printed reports. 

 

 

Create a PivotTable from worksheet data

When you create a PivotTable report from worksheet data, that data becomes the source data for the
PivotTable report.

1. Select the range of cells that contains the data along with column headings.

2. On the Insert tab, in the Tables group, click PivotTable.

3. The Create PivotTable dialog box is open.

 

 

4. Under Choose the data that you want to analyze, make sure that Select a table or range is
selected, and then in the Table/Range box, make sure the range of cells that you want to use is
listed.

5. Under Choose where you want the PivotTable report to be
placed, choose either the New Worksheet or Existing
Worksheet and click OK.

6. An empty PivotTable report is added on the specified
worksheet along with the PivotTable Field List from which you
can select the fields that you would like to add to create a
layout and customize the PivotTable report.

7. To place any field in the default area of the layout section,
select the check box next to the field name in the field section.
By default, nonnumeric fields are added to the Row Labels area,
numeric fields are added to the Values area, while date/time
hierarchies are added to the Column Labels area.

 

8. To place a field in a specific area of the layout section, you can
also right-click the field name in the field section, and then
select Add to Report Filter, Add to Column Label, Add to Row
Label, or Add to Values.

9. You could also drag the field to the area that you want by clicking
and holding the field name in the field section, and then
dragging it to an area in the layout section.