These instructions are for creating a pivot table in Excel 2013 and later. For Excel 2010 / 2007 instructions, click here.
Watch this video, to see the steps for creating a pivot table in Excel 2013 and later. There are written instructions below the video.
This tutorial gives you a quick overview of creating a pivot table. For a more detailed tutorial, go to the How to Plan and Set Up a Pivot Table page.
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 -- East and West.
After your source data is prepared, you can create a pivot table. First, see which pivot table layouts are suggested by Excel.
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.
You can change the layout of the pivot table, after it's been created. We'll add the TotalPrice field to the 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.
Click here to download the zipped sample file with the Region Sales data. The zipped file is in xlsx format, and does not contain macros.
To save time when building, formatting and modifying your pivot tables, use the tools in my Pivot Power Premium add-in. With just a few clicks, you can:
and much more!
Last updated: March 19, 2018 9:25 AM