Step-by-step instuctions for creating a pivot table in Excel 2010 or Excel 2007.
For Excel 2013 instructions, click here.
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.
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.
Watch this short video to see the steps for creating a pivot table, after the data has been prepred. Written instructions are below the video.
This tutorial has 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.
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.
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.
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.
The pivot table now shows the totals for Rural and Urban locations.
You can see a completed version of a pivot table based on the insurance policy data, with a few more fields added to the layout.
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
Last updated: January 17, 2018 2:37 PM
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