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Create a Pivot Table in Excel

Preparing Your Pivot Table Data
Creating a Simple Pivot Table
Adding Fields to the Pivot Table
Modifying the Pivot Table
Test an Interactive Pivot Table
Download the Sample File
Video: Create a Pivot Table
More Pivot Table Tutorials

These instructions are for Excel 2013. For Excel 2010 / 2007 instructions, click here.

Preparing Your Pivot Table Data

Before you create a pivot table, organize your data into rows and columns, and create an Excel Table. There are instructions here.

In this example the source data contains information about food sales, in two regions.

pivot table data

Creating a Pivot Table

After your source data is prepared, you can create a pivot table. We'll see which pivot table layouts are suggested by Excel.

  1. Select any cell in the source data table.
  2. On the Ribbon, click the Insert tab.
  3. In the Tables group, click Recommended PivotTables.

    recommended pivot tables

  4. In the Recommended PivotTables window, scroll down the list, to see the suggested layouts. Click on a layout, to see a larger view.

    recommended pivot tables

  5. Click on the layout that you want to use, then click OK.

Modifying the Pivot Table

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

pivot table and field list

You can change the layout of the pivot table, after it's been created. We'll add the TotalPrice field to the pivot table.

  1. In the PivotTable Field List, add a check mark to the TotalPrice field. The TotalPrice field is automatically added to the pivot table, in the Values area, as Sum of TotalPrice.

    add fields from field list

Test an Interactive Pivot Table

Click here to see a completed version of a pivot table based on insurance policy data.

The pivot table demonstration is interactive, so you can use the Report Filters, at the top of the pivot table, to limit the amount of data that is being summarized.

Download the Sample File

Click here to download the zipped sample file

Video: Create a Pivot Table

To see the steps for creating a pivot table in Excel 2013, please watch this short video.

 

Pivot Table Tutorials

Pivot Table Introduction 
Clear Old Items in Pivot Table
Create a Pivot Table in Excel 2007 
Custom Calculations 
Data Field Layout
Dynamic Data Source
FAQs - Pivot Tables
Field Settings
Filter Source Data  
Filters, Top 10 
Filters, Report Filters
GetPivotData Function
Grand Totals
Grouping Data
Layout, Excel 2007
Multiple Consolidation Ranges
Pivot Cache   
PivotTable Style
Printing a Pivot Table   
Protection  
Running Totals  
Show and Hide Items 
Sorting
Subtotals 
Summary Functions
Unique Item Count

Pivot Table Books

Beginning Pivot Tables (Excel 2007) 
Pivot Tables Recipe Book (Excel 2003) 
Pivot Tables Recipe Book (Excel 2007) 

Pivot Table Add-Ins

Pivot Power 
Pivot Play PLUS 

Pivot Table Videos

Clear Old Items
Copy a Custom PivotTable Style
Create Pivot Table in Excel 2007
Create Pivot Table from Multiple Sheets
Data Field Layout
Date Filters, Add
GetPivotData
Group Data
Layout, Excel 2007
Report Filters, Add
Running Totals
Select Sections
Subtotals, Create Multiple
Top 10 Filters

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Last updated: July 6, 2013 3:23 PM