How to create a Pivot Table

 

How to create a Pivot Table Windows

This efficient feature allows you to quickly and easily insert a Pivot Table into your spreadsheet. Pivot Tables offer a convenient way to organize, calculate and summarize information so that you could see comparisons, patterns, and trends.

Before creating your Pivot Table, you have to assemble your source data as a list of rows and columns under specific headings, resembling their content. There should be a heading for every column, and no rows should stay empty.

How to create a Pivot Table (PT)

1. Left-click anywhere in the range of the source data. Click on Insert tab and select the Pivot Table option from the dropdown.



2. An Insert Pivot Table window will appear. It will offer two categories to customize your calculation range:

- Table/Range - Sheets will automatically detect the source data and include all its information to your Pivot Table by default.
In case you need just partial information, click on the grid icon and manually select the data range you want to include in your Pivot Table. Click OK.



Destination - Defines where you can put your Pivot Table. You need to select between two options:
New Worksheet - Places your Pivot Table into a new worksheet. Your Pivot Table will appear on the left part of a new worksheet. All of your source data headers will be listed as fields in Choose fields to add to report section in the Pivot Table Options panel.



Existing Worksheet - Inserts your Pivot Table into the existing source data worksheet.
· Click on the grid icon.
· Click in a cell outside the source data range, depending on where you want to position your Pivot Table. Press Enter.

· Click OK.



All of your source data headers will be listed as fields in Choose fields to add to report section in the Pivot Table Options panel.




*Notice that the fields’ titles in the Choose fields to add to report section will depend on how you have named the headers in your source data worksheet.

 

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