Creating A Pivot Table In Microsoft Excel
[Tech Guide]

A Guide To Creating A Pivot Table In Microsoft Excel

Microsoft Excel is a powerful and robust application — but are you a bit intimidated by it?

It’s OK if you are, you’re not alone. Don’t let that stop you from learning the basics of using Excel, so you can become a more effective and productive user.

Start today by learning how to create and use a pivot table…

What Is A Pivot Table?

A pivot table is a table of grouped values that aggregates the individual items of a more extensive table within one or more discrete categories. It makes analysis and review much easier when dealing with large tables and data sets.

Features include:

• Filters: Allows you to determine which data is incorporated in a given table’s results
• Columns: Allows you to view data as summarized by field values and for any given field.
• Rows: The same capabilities as columns, but on the horizontal plot.
• Values: Allows you to summarize numerical fields with Sum, Count, Average, Variance, and Standard tools.

How To Create A Pivot Table

• Start with an Excel table

1. 1. Choose a cell in your data range
   2. Navigate to the Insert tab
   3. Select Tables – Table
   4. Highlight the entire range of data
   5. Check the “My table has headers” option
   6. Click OK

• Name your new table

1. 1. Choose a cell in the table
   2. Select the Design tab
   3. Enter your table’s name under Properties
   4. Click Enter

• Create a pivot table

1. 1. Choose a cell in your data range
   2. Navigate to the Insert tab
   3. Select Tables – Pivot Table
   4. Choose where you want to create the pivot table (New Worksheet or Existing Worksheet)
   5. Click OK

To learn more about the features offered by Microsoft solutions, make sure to check out our on-demand library of past Microsoft webinars, and see the schedule for upcoming broadcasts.