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Create a Pivot Table in Excel 2007

 


Preparing Your Pivot Table Data  
Creating a Simple Pivot Table  
Adding Fields to the Pivot Table  
Modifying the Pivot Table  

Download the zipped sample file

View the video tutorial 

 

 

 

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Preparing Your Pivot Table Data

Before you create a pivot table, make sure your data is organized correctly. There are instructions on the following pages, for setting up your source data in a table, organized into rows and columns.

    Getting Started
    Use a Dynamic Data Source

In this example the source data contains information about property insurance policies. Each row has the details about one insurance policy, such as the region, state, construction type and the value of the insured property.

Creating a Simple Pivot Table

After your source data is prepared, you can create a pivot table. We'll create a pivot table that shows the total insured value in each of the four regions where we sell insurance.

  1. Select any cell in the source data table.
  2. On the Ribbon, click the Insert tab.
  3. In the Tables group, click PivotTable.
  4. In the Create PivotTable dialog box, the address of your source data table should be automatically entered in the Table/Range box. If not, click on the worksheet, and select the range manually.
  5. Next, select New Worksheet or Existing Worksheet as the location for your pivot table, then click OK.

Adding Fields to the Pivot Table

An empty pivot table is created in your workbook, either on a new sheet, or the existing sheet that you selected. When you select a cell within the pivot table, a PivotTable Field List appears, at the right of the worksheet.

We want to see the total insured value in each of the four regions, so we'll add the Region and InsuredValue fields to the pivot table.

  1. In the PivotTable Field List, add a check mark to the Region field. The Region field is automatically added to the pivot table, in the Row Labels area.
  2. Add a check mark to the InsuredValue field, and it will be automatically added to the Values area. You can now see the total insured value in each region.

Modifying the Pivot Table

After you've created a pivot table, you can add more fields, remove fields, or move the fields to a different location in the pivot table layout. We'll remove the Region field, and add the Location field, to see the value of Rural policies compared to Urban.

  1. To remove the Region field, click on its check box, to remove the check mark.
  2. To add the Location field, click on its check box, to add a check mark.

The pivot table now show the totals for Rural and Urban locations.

View the Video Tutorial

To see a demonstration of these instructions, watch the short video on how to create a pivot table in Excel 2007.

 

Excel Pivot Table Tutorials


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Last updated: November 29, 2009 11:21 PM