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PivotTable Tutorial1

This document is a tutorial on creating PivotTables, which summarize data without the need for formulas. It provides step-by-step instructions for building basic and more advanced PivotTables, as well as tips on ensuring data is properly formatted. The tutorial emphasizes the importance of understanding fields and value fields in the context of PivotTables.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
13 views28 pages

PivotTable Tutorial1

This document is a tutorial on creating PivotTables, which summarize data without the need for formulas. It provides step-by-step instructions for building basic and more advanced PivotTables, as well as tips on ensuring data is properly formatted. The tutorial emphasizes the importance of understanding fields and value fields in the context of PivotTables.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 28

Welcome

Instructions for screen readers: Make your first PivotTable. PivotTables are not as hard as you think. After you go through 21 more
sheets in this tutorial, you'll learn how to quickly create one. The instructions for each sheet start in cell A1, and each subsequent
step is in cell A2, A3, and so on.
The instructions will indicate which cells to navigate to for use of a feature, or further reading.
To start, press CTRL+PAGE DOWN.

Make your first PivotTable


PivotTables are not as hard as you think. After you walk through
these simple steps, you'll know how to quickly create one.

Let's go
Go back to top by pressing CTRL+HOME. To start the tour, press CTRL+PAGE DOWN. >
What is a PivotTable? In its most basic form, a PivotTable takes data and summarizes it so you can make sense of it, all without typing any formulas!
What
Cells is aE17
B10 through PivotTable? Inare
contain Data. There itsfour
most basic
columns: Date, form, a PivotTable
Buyer, Type, takes
and Amount. Each data
column and values for each row.
has various
Cells H10 through I14 contain
summarizes it so youa PivotTable which summarizes
can make sense of the it,
data.all
Thewithout
PivotTable typing
has two columns: Buyer and Sum of Amount. The Buyer column contains the values Dad, Mom, Kelly, and Grand Total; The Sum of Amount column contains the values $20, $544, $270, and $834.
any formulas!
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

This is data. This simple PivotTable summarizes the data.

Date Buyer Type Amount Buyer Sum of Amount


01-Jan Mom Fuel $74 Dad $20
15-Jan Mom Food $235 Mom $544
17-Jan Dad Sports $20 Kelly $270
21-Jan Kelly Books $125 Total Result $834
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 2 of 28
That was a simple example. Here's a more sophisticated one. This one shows the spending amounts broken down by type of purchase and by buyer.
That
Cells was E17
B10 through a simple
contain Data.example.
There are four Here's a more
columns: Date, Buyer,sophisticated one.column
Type, and Amount. Each Thishasone shows
various values for each row.
the
Cells G10spending amounts
through K18 contain a morebroken down
sophisticated by type
PivotTable of purchase
which summarizes and
the data. Theby buyer.
PivotTable has five columns: Type, Dad, Kelly, Mom, and Grand Total. The Type column contains the values Books, Food, Fuel, Music, Sports, and Tickets. The Dad, Kelly, and Mom columns contain various dollar amounts, and the Grand Total column contains the total dollar amounts for each Type.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

A more sophisticated PivotTable

Date Buyer Type Amount Sum of Amount Buyer


01-Jan Mom Fuel $74 Type Dad Kelly Mom Total Result
15-Jan Mom Food $235 Books $125 $125
17-Jan Dad Sports $20 Food $470 $470
21-Jan Kelly Books $125 Fuel $74 $74
02-Feb Mom Food $235 Music $20 $20
20-Feb Kelly Music $20 Sports $20 $20
25-Feb Kelly Tickets $125 Tickets $125 $125
Total Result $20 $270 $544 $834

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Page 3 of 28
THỰC ĐƠN

CÀ PHÊ CACAO

phê đen 12000 cacao sữa 16000


phê sữa 14000
bạc sỉu 16000

TRÀ SODA
trà Lipton tươi 10000 soda Việt quất 17000
soda Kiwi 17000

Chanh/Tắc đá 10000

MƠN NHA
There are also PivotCharts, which are a more visual way to summarize and make sense of the data. We won't be covering these, but for now, just know that they're possible to do.
There are also PivotCharts, which are a more visual way to summarize and
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
To make sense
the right of the dataof
is athe data.which
PivotChart Wesummarizes
won't be andcovering
visualizes thethese,
data. To but
selectfor now,
it, press justFD,know
ALT+H, P. Thenthat
use your arrows keys to move to PivotChartExample and press Enter. When you're done, press CTRL G, type A4, then Enter.
To they're
continue withpossible
this tutorial,to do.CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
press
Give feedback on this tutorial

This PivotChart summarizes and visualizes the data.

Date Buyer Type Amount Total


Sum of Amount Buyer
Result
01-Jan Mom Fuel $74 Type Dad Kelly Mom Total Result
15-Jan Mom Food $235 Books $125 $125
Sports
17-Jan Dad Sports $20 Food $470 Buyer$470
Dad
21-Jan Kelly Books $125 Fuel $74 Kelly $74
02-Feb Mom Food $235 Fuel
Music $20 Mom $20
20-Feb Kelly Music $20 Sports $20 $20
25-Feb Kelly Tickets $125 Tickets
Books $125 $125
Total
$0 Result $20 $270 $544
$200 $400 $600 $800 $1,000 $834

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Page 5 of 28
But let's back up. The first step to making a good PivotTable is to make sure the data is in good shape. So, make sure you do the following before you make one:
But let's back up. The first step to making a good PivotTable is to make sure
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has values, no duplicates, and no blanks.
theis data
There is in good
a label pointing shape.
to the columns that So,
says,make sure
"Name your you There
columns." do the following
is also before
a label pointing youthat
to the rows make
says, "And make sure there are no duplicate rows, or blank cells."
To one:
continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Name your columns.

Date Buyer Type Amount


01-Jan Mom Fuel $74
15-Jan Mom Food $235
17-Jan Dad Sports $20 And make sure there are no
21-Jan Kelly Books $125 duplicate rows, or blank cells.
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 6 of 28
Something to keep in mind: Lots of people use the word "column." But to a PivotTable, a column is a "field." Remember this as you progress with the tutorial.
Something to keep in mind: Lots of people use the word column. But to a
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has a label pointing to it that says "Field."
PivotTable,
GOOD TO KNOW: Why a column is a field.
the word "field"? It's just aTry to remember
traditional term used whenthis aswith
working you progress
data with
and database the The PivotTable menus and buttons use the word "field" a lot. So if you get used to it now, it will make things easier as you make PivotTables.
applications.
To tutorial.
continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Field Field Field Field


GOOD TO KNOW
Why the word "field"? It's just a traditional
Date Buyer Type Amount term used when working with data and
database applications.
01-Jan Mom Fuel $74
15-Jan Mom Food $235 The PivotTable menus and buttons use the
17-Jan Dad Sports $20 word "field" a lot. So if you get used to it now,
it will make things easier as you make
21-Jan Kelly Books $125 PivotTables.
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 7 of 28
Let's focus on one of the fields. One of the fields below, the Amount field, is probably the most important. Wouldn't it be great if it was summed up?
Let's
Cells focus
B10 through E17on one
contain of
Data. the
There arefields. One
four columns: ofBuyer,
Date, the Type,
fields
andbelow, the
Amount. The Amount
Amount column field, is pointing to it that says "This field should be summed up."
has a label
To probably thetutorial,
continue with this most important.
press CTRL+PAGE Wouldn't
DOWN. To goitto be great sheet,
the previous if it was summed UP.
press CTRL+PAGE up?
Give feedback on this tutorial

This field should be summed up.

Date Buyer Type Amount


01-Jan Mom Fuel $74
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 8 of 28
So we did that. We summed up the Amount field with a PivotTable. (Really?) Yes. Sum of Amount and $834 make up a small PivotTable that totals up the Amount field.
So we did that. We summed up the Amount field with a PivotTable. (Really?)
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
Yes.
Cells H10Sum
and H11 ofcontain
Amount and which
a PivotTable $834 make
totals up acolumn.
the Amount smallThe PivotTable
PivotTable hasthat totalsSum
one column: upofthe
Amount. And that column only has one value: $834. There is a label pointing to the PivotTable that says, "It may not look like much, but this is a PivotTable."
To Amount
continue withfield.
this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

It may not look like much, but this is a PivotTable.

Date Buyer Type Amount Sum of Amount


01-Jan Mom Fuel $74 $834
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 9 of 28
Why make such a small PivotTable? Because it emphasizes the concept of a PivotTable value field. If one of the fields in your data contains numeric values, a PivotTable can total it up. When it does this, it's called a PivotTable value field.
Why make such a small PivotTable? Because it emphasizes the concept of a
Cells B11 through E18 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row. There is a label pointing to the Amount column that says, "This field contains numeric values…"
PivotTable
Cells H11 and H12 value
contain afield. If one
PivotTable whichof the
totals the fields in your
Amount column. Thedata contains
PivotTable numeric
has one column: values,
Sum of a that column only has one value: $834. There is a label pointing to the PivotTable that says, "…and this PivotTable made it into a 'value field.'"
Amount. And
To PivotTable can
continue with this total
tutorial, itCTRL+PAGE
press up. WhenDOWN. it doesTo gothis, it's called
to the previous sheet, a PivotTable
press CTRL+PAGEvalue
UP. field.
Give feedback on this tutorial

...and this PivotTable


This field contains numeric values...
made it into a value field.

Date Buyer Type Amount Sum of Amount


01-Jan Mom Fuel $74 $834
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 10 of 28
PivotTables start getting interesting when you add conditions that divide or break down the value field. In this case, we added a new condition of Buyer to divide the value field.
PivotTables start getting interesting when you add conditions that divide or
Cells B11 through E18 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
break
Cells down
H11 through I15the value
contain field.which
a PivotTable In this case,thewe
summarizes data.added a new
The PivotTable hascondition of Buyer
two columns: Buyer and Sumtoof Amount. The Buyer column contains the values Dad, Kelly, Mom, and Grand Total; the Sum of Amount column contains the values $20, $270, $544, and $834. There is a label pointing to the Buyer column that says, "We added a condition here to divide the value field by 'Buyer.'" There is also a label that points to the Sum of Amount column that says "Value field."
To divide thethisvalue
continue with tutorial,field.
press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

We added a condition here to divide


Value field
the value field by Buyer.

Date Buyer Type Amount Buyer Sum of Amount


01-Jan Mom Fuel $74 Dad $20
15-Jan Mom Food $235 Kelly $270
17-Jan Dad Sports $20 Mom $544
21-Jan Kelly Books $125 Total Result $834
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 11 of 28
And here's another version of the PivotTable, but this time we added the condition of Type to see how much was spent for each type of purchase.
And
Cells here's
B10 through E17 another version
contain Data. There of theDate,
are four columns: PivotTable,
Buyer, Type, and but this
Amount. Eachtime
columnwe added
has various values for each row.
the
Cells H10condition of Type
through I17 contain to see
a PivotTable whichhow much
summarizes thewas spent
data. The for has
PivotTable each type of
two columns: purchase.
Type and Sum of Amount. The Type column contains the values Books, Food, Fuel, Music, Sports, Tickets, and Grand Total; the Sum of Amount column contains the values $125, $470, $74, $20, $20, $125, and $834. There is a label pointing to the Type column that says, "We added a condition here to divide the value field by 'Type.'" There is also a label that points to the Sum of Amount column that says, "Value field."
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

We added a condition here to divide


Value field
the value field by Type.

Date Buyer Type Amount Type Sum of Amount


01-Jan Mom Fuel $74 Books $125
15-Jan Mom Food $235 Food $470
17-Jan Dad Sports $20 Fuel $74
21-Jan Kelly Books $125 Music $20
02-Feb Mom Food $235 Sports $20
20-Feb Kelly Music $20 Tickets $125
25-Feb Kelly Tickets $125 Total Result $834

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Page 12 of 28
Another PivotTable term: The conditions we've added so far are called PivotTable row fields. In these examples, the row field breaks down, or divides, the value field.
Another PivotTable term: The conditions we've added so far are called
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
PivotTable
Cells row
H10 through I14 fields.
contain In these
a PivotTable which examples,
summarizes the the row
data. The field breaks
PivotTable down,Buyer,
has two columns: or divides,
and Sum of Amount. The Buyer column contains the values Dad, Kelly, Mom, and Grand Total; the Sum of Amount column contains the values $20, $270, $544, and $834. There is a label pointing to the Buyer column that says, "Row field." There is also a label that points to the Sum of Amount column that says "Value field."
To the value
continue field.
with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Row field Value field

Date Buyer Type Amount Buyer Sum of Amount


01-Jan Mom Fuel $74 Dad $20
15-Jan Mom Food $235 Kelly $270
17-Jan Dad Sports $20 Mom $544
21-Jan Kelly Books $125 Total Result $834
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 13 of 28
Let's review. You'll learn how to actually make a PivotTable in a few moments. But let's review the concepts we've taught you so far:
LET'S REVIEW
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row. There is a label pointing to the data that says, "First start with good data."
Cells H10 through I14 contain a PivotTable which summarizes the data.
You'll
The learn
PivotTable hashow to actually
two columns: make
Buyer, and Sum aof PivotTable in acolumn
Amount. The Buyer few moments. But Dad,
contains the values let'sKelly,
reviewMom,the
and Grand Total. The Sum of Amount column contains the values $20, $270, $544 and $834. There is a label pointing to the Buyer column that says, "A 'row field' breaks down..." There is also a label that points to the Sum of Amount column that says, "...a 'value field.'"
Toconcepts
continue withwe've taught
this tutorial, you so far:DOWN. To go to the previous sheet, press CTRL+PAGE UP.
press CTRL+PAGE
Give feedback on this tutorial
First, start with good A row field breaks a value
data. down... field.

Date Buyer Type Amount Buyer Sum of Amount


01-Jan Mom Fuel $74 Dad $20
15-Jan Mom Food $235 Kelly $270
17-Jan Dad Sports $20 Mom $544
21-Jan Kelly Books $125 Total Result $834
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 14 of 28
When you create a PivotTable in a moment, you'll see the PivotTable Fields List. It's not just a list though, it's a more like a panel. At the top you'll see the fields from your data.
When you create a PivotTable in a moment, you'll see the PivotTable Fields
Cells C14 through F21 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
List.
There is aIt's
label not just
pointing a data
to the list fields
though, it's
that says, a more
"Excel looks atlike a panel. At the top you'll see the
your data..."
fields
There fromthat
is an arrow your
startsdata.
at the top of the field names and points to the same field names in a picture of the PivotTable Fields List.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Excel looks at ...and then lists


your data... the fields, by
name, here.
Date Buyer Type Amount
01-Jan Mom Fuel $74
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 15 of 28
don't
contain
numerica
l values,
so they
aren't the
best
ones to
use for
Don't do this now but in a couple steps, you'll work with a PivotTable. The first thing you'll do is create a value field. You'll do that by dragging the Amount field to the Values area.
the Don't
value do this now but in a couple steps, you'll work with a PivotTable. The first
A PivotTable Fields List image shows an arrow cursor dragging the Amount field to the Values area.
field.
thing you'll do is create a value field. You'll do that by dragging the Amount field
To to the with
continue Values area.
this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

BEST PRACTICE
If you're ever unsure how to start a
PivotTable, think about creating the value
field first.
Fields that are best for value fields are ones
with numerical amounts. In this example,
Amount is the best one.
The other fields (Date, Buyer, Type) don't
contain numerical values, so they aren't the
best ones to use for the value field.

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Page 16 of 28
After you drag the field to the Values area, "Sum of Am..." will appear at the bottom of the PivotTable Fields List. (Sometimes Excel doesn't have room to show the full name, which is really "Sum of Amount.")
After you drag the field to the Values area, "Sum of Am..." will appear at the
Cells E12 and E13 contain a PivotTable which totals the Amount column. The PivotTable has one column: Sum of Amount. And that column only has one value: $834. There is a label pointing to the PivotTable that says, "Creating a value field sums up the 'Amount' field and makes a small PivotTable like this."
bottom
PivotTable ofList
Fields the PivotTable
image shows "Sum Fields
of Am…" List. (Sometimes
highlighted Excel doesn't have room to show
in the Values area.
To the fullwith
continue name, which
this tutorial, is really "Sum
press CTRL+PAGE DOWN. of To goAmount.")
to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Creating a value field sums up the Amount


field and makes a small PivotTable like this.

Sum of Amount
$834

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Page 17 of 28
Then you'll want a condition to divide the value field by. And to do that, you drag any of the other fields down to the Rows area.
ThenFields
PivotTable you'll want
List image a condition
shows to divide
an arrow cursor dragging the
the Buyer fieldvalue field
to the Rows by.Rows
area. The Andarea
toisdo that,
highlighted.
Cells E12 and
you'd E13 contain
drag any of a PivotTable
the otherwhichfields
totals thedown
Amounttocolumn.
theThe PivotTable
Rows area.has one column: Sum of Amount. And that column only has one value: $834.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Sum of Amount
$834

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Page 18 of 28
Now that the Buyer field is in the Rows area, you'll see that the PivotTable shows each buyer's amount. You'll see how easy this is in a second...and the great part about this is it doesn't require typing any formulas!
Now that the Buyer field is in the Rows area, you'll see that the PivotTable shows
Cells D12 and E16 contain a PivotTable. The PivotTable has two columns: Row Labels and Sum of Amount. Row Labels contains the values Dad, Kelly, Mom, and Grand Total. Sum of Amount contains the values $20, $270, $544, and $834.
each
There is a buyer's amount.
label pointing to the RowYou'll
Labels see
columnhow easy"The
that says, this
rowisfield
in 'Buyer'";
a second...and the great
another label points part
to the Sum aboutcolumn that says, "Divides the value field 'Sum of Amount.'"
of Amount
this is itFields
A PivotTable doesn't require
List image shows typing any formulas!
"Buyer" highlighted in the Rows area.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Divides up the
The row field
value field (Sum of
(Buyer)
Amount).

Buyer Sum of Amount


Dad $20
Kelly $270
Mom $544
Total Result $834

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Page 19 of 28
WORK WITH THE PIVOTTABLE FIELDS LIST
WORK WITH THE PIVOTTABLE FIELDS LIST
Cells B14 through E21 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
1. In cells H14 through J31 is the PivotTable Area. Navigate to any of those cells.
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Type words to search for" edit. Do not type anything, instead, tab once.
1 your
3. Press Below and
arrow keys to move to2
to the The PivotTable
the Amount field. Press SPACEBAR3 toDrag theAmount
add the Amount 4 area.
field to the Values Drag the Buyer
right, is the Fields list should field down to the field down to the
4. Press arrows keys to Area.
PivotTable move to the Buyerappear
field. Press SPACEBAR to add the
on the Buyer area.
Values field to the Rows area. Press ESC area.
Rows key to exit PivotTable Fields pane.
Note: AfterClick
you complete
anywhere steps 3 and 4, you may Ifhave
right. youtodon't
make the columns wider to see all of the text and numbers in the PivotTable. (This is a common "extra step" you have to do after creating a PivotTable.)
To continue with this
inside thattutorial,
area. press CTRL+PAGE
see it, DOWN. To go to the previous sheet, press CTRL+PAGE UP.
right-click
Give feedback on this tutorial the PivotTable
Area, and then
click Show Field
List.

Date Buyer Type Amount (empty)


01-Jan Mom Fuel $74
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

Note: After you complete


steps 3 and 4, you may
have to make the columns
wider to see all of the text
and numbers in the
PivotTable. (This is a
common "extra step" you
have to do after creating a
Previous Next
PivotTable.)
Feedback

Page 20 of 28
On the next step, you'll create a PivotTable from scratch. And when you do, there's something to keep in mind: Exce
On the next step, you'll create a PivotTable from scratch. When yo
There is a picture that shows 4 sheet tabs named 17, 18, 19, 20, and Learn More. 20 is the active tab.
there's
There something
is a caption to keep
under the picture in"For
that says, mind: Excel
example, puts
let's say your PivotTables
data is on a sheeton a new,
named sepa
"20." If you cre
sheet
There to the
is a picture that left
showsof thesheet
a new sheet you"Sheet12"
tab called are on. that is in between sheet 19 and 20.
If you created a PivotTable, Excel would put it on a new sheet to the left. It would name it "Sheet" and then assign a
WHY DOES THIS HAPPEN? Well, the full name for a PivotTable is: "PivotTable Report." A report is based on data,
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

For example, ...Excel would


let's say your put it on a new
data is on a sheet to the left.
sheet named It would name it
"20." If you "Sheet" and
created a then assign a
PivotTable... number to it
like "12", "13,"
WHY DOES THIS HAPPEN?
Well, the full name for a PivotTable is: "PivotTable Report." A report is etc.
based You
on data,can
and typically people
always double- on the
like to see the reports separately from all of the data itself. Now, it is possible to put PivotTables
same sheet as the data. But most of the time, PivotTables need a lot of space, so putting them on a new
sheet is a good idea. click the name,
and name it
something else
like
Previous "PivotTable." Next
Feedback
to keep in mind: Excel puts PivotTables on a new, separate sheet to the left of the sheet you are on.
atch. When you do,
on a new,
named separate
"20." If you created a PivotTable…"

et" and then assign a number to it like "12", "13," etc. You can always select the sheet, Alt+H, O, R, and name it something els
port is based on data, and typically people like to see the reports separately from all of the data itself. Now, it is possible to put P
CTRL+PAGE UP.

l would
n a new
o the left.
d name it
" and
sign a
r to it
2", "13,"
u can
ata, and typically people
utdouble-
PivotTables on the
putting them on a new
he name,
me it
ing else

Table." Next
and name it something else like "PivotTable."
. Now, it is possible to put PivotTables on the same sheet as the data. But most of the time, PivotTables need a lot of space, so
ables need a lot of space, so putting them on a new sheet is a good idea.
MAKE A PIVOTTABLE FROM SCRATCH
MAKE A PIVOTTABLE FROM SCRATCH
Cells B15 through E22 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has var
1. Navigate to any of the data cells.
2. Remember that after step 4, a new sheet will be created. And when that happens, remember to use ALT+JT, L to
1 ALT+N,V
3. Press Click anywhere
to access the Create2 PivotTable
Remember
dialogthat
box. 3 At the top of
inside the data after step 4, a Excel, click the
4. Press ENTER
below. to accept the default options. Insert tab, and
new sheet will be
To continue with this tutorial, press CTRL+PAGE DOWN.
created. AndTo go to the previous
thensheet,
click press
the CTRL+PAGE UP.
Give feedback on this tutorial when that PivotTable
happens, button.
remember to
drag Amount to
the Values area,
and Buyer to the
Rows area.

Date Buyer Type Amount


01-Jan Mom Fuel $74
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

Previous
Feedback
and Amount. Each column has various values for each row.

ens, remember to use ALT+JT, L to open the PivotTable Fields List if it's not open already. Then add the Amount field to the Va
e top of 4 In the dialog box
l, click the that appears,
rt tab, and click OK.
heet,
click press
the CTRL+PAGE UP.
tTable
on.

Next
the Amount field to the Values area, and Buyer to the Rows area.
Good job. You made it.
But keep going! There's more to learn…
More Pivot info: Discover more you can do by reading this helpful article on PivotTables.
Clean data is key: Excel can help. Check out this article to learn more about Get & Transform.
Good job. You made it.
LinkedIn Learning: Video courses for all levels—from beginner to advanced. Take at your own pace.
Community: Connect with other Excel fans. They can help you, and you can help them.
Give feedback on this tutorial

But keep going! There's more to learn...

More pivot info Clean data is LinkedIn Community


Discover more key Learning Connect with
you can do by Excel can help. Video courses other Excel fans.
reading this Check out this for all levels— They can help
helpful article on article to learn from beginner to you, and you can
PivotTables. more about Get advanced. Take help them.
& Transform. at your own
pace.

Learn more Learn more Learn more Learn more

Give us feedback on this tutorial

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