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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.

To start, press CTRL+PAGE DOWN. , Make your first PivotTable PivotTables are not as hard as

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Let's go >
Let's go >

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 is a PivotTable? In its most basic form, a PivotTable takes data and summarizes it so you

Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.

Cells H10 through I14 contain a PivotTable which summarizes the data. The PivotTable 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.

can make sense of it, all without typing 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. Date Buyer Type Amount 1-Jan Mom Fuel $74
Give feedback on this tutorial
This is data.
Date
Buyer
Type
Amount
1-Jan
Mom
Fuel
$74
15-Jan
Mom
Food
$235
17-Jan
Dad
Sports
$20
21-Jan
Kelly
Books
$125
2-Feb
Mom
Food
$235
20-Feb
Kelly
Music
$20
25-Feb
Kelly
Tickets
$125
This simple PivotTable summarizes the data. Buyer Sum - Amount Dad $20 Mom $544 Kelly $270
This simple PivotTable summarizes the data.
Buyer
Sum - Amount
Dad
$20
Mom
$544
Kelly
$270
Total Result
$834
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Page 2 of 27

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 was a simple example. Here's a more sophisticated one. This one shows the spending

Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.

Cells G10 through K18 contain a more sophisticated PivotTable which summarizes the data. The 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.

amounts broken down by type of purchase and by buyer.

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

A more sophisticated PivotTable Date Buyer Type Amount Buyer 1-Jan Mom Fuel $74 Dad Kelly Mom
A more sophisticated PivotTable
Date
Buyer
Type
Amount
Buyer
1-Jan
Mom
Fuel
$74
Dad
Kelly
Mom
Total Result
15-Jan
Mom
Food
$235
$125
$125
17-Jan
Dad
Sports
$20
$470
$470
21-Jan
Kelly
Books
$125
$74
$74
2-Feb
Mom
Food
$235
$20
$20
20-Feb
Kelly
Music
$20
$20
$20
25-Feb
Kelly
Tickets
$125
Sum - Amount
Type
Books
Food
Fuel
Music
Sports
Tickets
$125
$125
Total Result
$20
$270
$544
$834
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Page 3 of 27

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 make sense of the

Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.

To the right of the data is a PivotChart which summarizes and visualizes the data. To select it, press ALT+H, FD, P. Then use your arrows keys to move to PivotChartExample and press Enter. When you're done, press CTRL G, type A4, then Enter.

data. We won't be covering these, but for now, just know that they're possible to do.

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

This PivotChart summarizes and visualizes the data.

Date

Buyer

Type

Amount

1-Jan

Mom

Fuel

$74

15-Jan

Mom

Food

$235

17-Jan

Dad

Sports

$20

21-Jan

Kelly

Books

$125

2-Feb

Mom

Food

$235

20-Feb

Kelly

Music

$20

25-Feb

Kelly

Tickets

$125

Total Result Sum - Amount Buyer Type Dad Kelly Mom Total Result Tickets Books $125 $125
Total Result
Sum - Amount
Buyer
Type
Dad
Kelly
Mom Total Result
Tickets
Books
$125
$125
Sports
Food
$470
Mom
$470
Music
Fuel
$74
$74
Kelly
Fuel
Music
$20
$20
Buyer Dad
Sports
Food
$20
$20
Tickets
$125
$125
Books
Total Result
$20
$270
$544
$834
$0
$200
$400
$600
$800 $1,000
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Page 4 of 27

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 the data is in good

Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has values, no duplicates, and no blanks.

There is a label pointing to the columns that says, "Name your columns." There is also a label pointing to the rows that says, "And make sure there are no duplicate rows, or blank cells."

shape. So, make sure you do the following before you make one:

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

Name your columns.

Date Buyer Type Amount 1-Jan Mom Fuel $74 15-Jan Mom Food $235 17-Jan Dad Sports $20
Date
Buyer
Type
Amount
1-Jan
Mom
Fuel
$74
15-Jan
Mom
Food
$235
17-Jan
Dad
Sports
$20
21-Jan
Kelly
Books
$125
And make sure there are no
duplicate rows, or blank cells.
2-Feb
Mom
Food
$235
20-Feb
Kelly
Music
$20
25-Feb
Kelly
Tickets
$125
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Page 5 of 27

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 PivotTable, a column

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."

GOOD TO KNOW: Why the word "field"? It's just a traditional term used when working with data and database applications. 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.

is a field. Try to remember this as you progress with the tutorial.

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

Field Field Field Field GOOD TO KNOW Date Buyer Type Amount Why the word "field"? It's
Field
Field
Field
Field
GOOD TO KNOW
Date
Buyer
Type
Amount
Why the word "field"? It's just a traditional
term used when working with data and
database applications.
1-Jan
Mom
Fuel
$74
15-Jan
Mom
Food
$235
17-Jan
Dad
Sports
$20
21-Jan
Kelly
Books
$125
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.
2-Feb
Mom
Food
$235
20-Feb
Kelly
Music
$20
25-Feb
Kelly
Tickets
$125
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Page 6 of 27

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 focus on one of the fields. One of the fields below, the Amount field, is probably the most

Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. The Amount column has a label pointing to it that says "This field should be summed up."

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

important. Wouldn't it be great if it was summed up?

Let's focus on one of the fields. One of the fields below, the Amount field, isimportant. Wouldn 't it be great if it was summed up? Give feedback on this tutorial This field should be summed up. Date Buyer Type Amount 1-Jan Mom Fuel $74 15-Jan Mom Food $235 17-Jan Dad Sports $20 21-Jan Kelly Books $125 2-Feb Mom Food $235 20-Feb Kelly Music $20 25-Feb Kelly Tickets $125 Previous Next Feedback Page 7 of 27 " id="pdf-obj-6-20" src="pdf-obj-6-20.jpg">

This field should be summed up.

Date

Buyer

Type

Amount

1-Jan

Mom

Fuel

$74

15-Jan

Mom

Food

$235

17-Jan

Dad

Sports

$20

21-Jan

Kelly

Books

$125

2-Feb

Mom

Food

$235

20-Feb

Kelly

Music

$20

25-Feb

Kelly

Tickets

$125

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Page 7 of 27

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?) Yes. Sum of

Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.

Cells H10 and H11 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, "It may not look like much, but this is a PivotTable."

Amount and $834 make up a small PivotTable that totals up the Amount field.

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

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

Date Buyer Type Amount Sum - Amount 1-Jan Mom Fuel $74 $834 15-Jan Mom Food $235
Date
Buyer
Type
Amount
Sum - Amount
1-Jan
Mom
Fuel
$74
$834
15-Jan
Mom
Food
$235
17-Jan
Dad
Sports
$20
21-Jan
Kelly
Books
$125
2-Feb
Mom
Food
$235
20-Feb
Kelly
Music
$20
25-Feb
Kelly
Tickets
$125
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Page 8 of 27

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 PivotTable value

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…"

field. If one of the fields in your data contains numeric values, a PivotTable can total it up. When it

Cells H11 and H12 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, "…and this PivotTable made it into a 'value field.'"

does this, it's called a PivotTable value field.

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

this PivotTable This field contains numeric values ... ... made it into a value field. and
this PivotTable
This field contains numeric values ...
...
made it into a value field.
and
Date
Buyer
Type
Amount
Sum - Amount
1-Jan
Mom
Fuel
$74
$834
15-Jan
Mom
Food
$235
17-Jan
Dad
Sports
$20
21-Jan
Kelly
Books
$125
2-Feb
Mom
Food
$235
20-Feb
Kelly
Music
$20
25-Feb
Kelly
Tickets
$125
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Page 9 of 27

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.

Cells B11 through E18 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each
Cells B11 through E18 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
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.
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
the value field by Buyer.
Value field
Date
Buyer
Type
Amount
Buyer
Sum - Amount
1-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
2-Feb
Mom
Food
$235
20-Feb
Kelly
Music
$20
25-Feb
Kelly
Tickets
$125
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Next
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Cells H11 through I15 contain a PivotTable which summarizes the data. The PivotTable has two columns: Buyer 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, "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."

Page 10 of 27

And here's another version of the PivotTable, but this time we added the condition of Type
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.
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
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.
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 the value field by Type.
Value field
Date
Buyer
Type
Amount
Type
Sum - Amount
1-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
2-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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Next
Feedback

Cells H10 through I17 contain a PivotTable which summarizes the data. The PivotTable has two columns: 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."

Page 11 of 27

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 PivotTable row fields. In

Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.

Cells H10 through I14 contain a PivotTable which summarizes the data. The PivotTable has two columns: Buyer, 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."

these examples, the row field breaks down, or divides, the value field.

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

Row field Value field Date Buyer Type Amount Buyer Sum - Amount 1-Jan Mom Fuel $74
Row field
Value field
Date
Buyer
Type
Amount
Buyer
Sum - Amount
1-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
2-Feb
Mom
Food
$235
20-Feb
Kelly
Music
$20
25-Feb
Kelly
Tickets
$125
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Next
Feedback

Page 12 of 27

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 learn how to actually make a PivotTable in a few moments. But let's review the concepts we've

The PivotTable has two columns: Buyer, 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, "A 'row field' breaks down

...

"

There is also a label that points to the Sum of Amount column that says, "

...

a

'value field.'"

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

taught you so far:

First, start with good data. A row field breaks down a value ... field. Date Buyer
First, start with good data.
A row field breaks
down
a value
...
field.
Date
Buyer
Type
Amount
Buyer
Sum - Amount
1-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
2-Feb
Mom
Food
$235
20-Feb
Kelly
Music
$20
25-Feb
Kelly
Tickets
$125
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Next
Feedback

Page 13 of 27

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 List. It's not just a

Cells C14 through F21 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 fields that says, "Excel looks at your data

"

list though, it's a more like a panel. At the top you'll see the fields from your data.

...

There is an arrow that starts 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 ... and then lists Excel looks at your data ... the
Give feedback on this tutorial
...
and
then lists
Excel looks at
your data ...
the fields, by
name, here.
Date
Buyer
Type
Amount
1-Jan
Mom
Fuel
$74
15-Jan
Mom
Food
$235
17-Jan
Dad
Sports
$20
21-Jan
Kelly
Books
$125
2-Feb
Mom
Food
$235
20-Feb
Kelly
Music
$20
25-Feb
Kelly
Tickets
$125
Previous Next Feedback
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Page 14 of 27

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.

Don't do this now but in a couple steps, you'll work with a PivotTable. The first thing you'll do

A PivotTable Fields List image shows an arrow cursor dragging the Amount field to the Values area.

is create a value field. You'll do that by dragging the Amount field to the Values area.

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

Don't do this now but in a couple steps, you'll work with a PivotTable. The firstGive 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. Previous Next Feedback Page 15 of 27 " id="pdf-obj-14-19" src="pdf-obj-14-19.jpg">

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.

Don't do this now but in a couple steps, you'll work with a PivotTable. The firstGive 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. Previous Next Feedback Page 15 of 27 " id="pdf-obj-14-31" src="pdf-obj-14-31.jpg">
Previous Next Feedback
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Page 15 of 27

After you drag the field to the Values area, "Sum of Am

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.")

...

" will appear at the bottom of 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 thi

PivotTable Fields List. (Sometimes Excel doesn't have room to show the full name, which is really

PivotTable Fields List image shows "Sum of Am…" highlighted in the Values area.

"Sum of Amount.")

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

Creating a value field sums up the Amount field and makes a small PivotTable like this.

After you drag the field to the Values area, "Sum of Am After you drag theGive feedback on this tutorial Creating a value field sums up the Amount field and makes a small PivotTable like this. Sum - Amount $834 Previous Next Feedback Page 16 of 27 " id="pdf-obj-15-33" src="pdf-obj-15-33.jpg">
Sum - Amount $834 Previous Next Feedback
Sum - Amount
$834
Previous
Next
Feedback

Page 16 of 27

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.

Then you'll want a condition to divide the value field by. And to do that, you'd drag any of

PivotTable Fields List image shows an arrow cursor dragging the Buyer field to the Rows area. The Rows area is highlighted.

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.

the other fields down to the Rows area.

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

Sum - Amount $834
Sum - Amount
$834
Then you'll want a condition to divide the value field by. And to do that, youGive feedback on this tutorial Sum - Amount $834 Previous Next Feedback Page 17 of 27 " id="pdf-obj-16-21" src="pdf-obj-16-21.jpg">
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Page 17 of 27

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

Now that the Buyer field is in the Rows area, you'll see that the PivotTable shows each buyer's

...

and

the great part about this is it doesn't require typing any formulas!

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.

There is a label pointing to the Row Labels column that says, "The row field 'Buyer'"; another label points to the Sum of Amount column that says, "Divides the value field 'Sum of Amount.'"

...

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!

A PivotTable Fields List image shows "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.

Divides up the The row field value field (Sum (Buyer) of Amount). Buyer Sum - Amount
Divides up the
The row field
value field (Sum
(Buyer)
of Amount).
Buyer
Sum - Amount
Dad
$20
Kelly
$270
Mom
$544
Total Result
$834
Now that the Buyer field is in the Rows area, you'll see that the PivotTable showsGive feedback on this tutorial Divides up the The row field value field (Sum (Buyer) of Amount). Buyer Sum - Amount Dad $20 Kelly $270 Mom $544 Total Result $834 Previous Next Feedback Page 18 of 27 " id="pdf-obj-17-35" src="pdf-obj-17-35.jpg">
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Page 18 of 27

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.

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.

2. 1 3.
2.
1
3.
2
2
3
3

Press your arrow keys to move to the Amount field. Press SPACEBAR to add the Amount field to the Values area.

Below and to the

The PivotTable

Drag the Amount field

4
4

Drag the Buyer

  • 4. Press arrows keys to move to the Buyer field. Press SPACEBAR to add the Buyer field to the Rows area. Press ESC key to exit PivotTable Fields pane.

right, is the

Fields list should

down to the Values

field down to the

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 PivotTable.)

area.

PivotTable Area.

appear on the right.

Rows area.

To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.

Click anywhere

If you don't see it,

 

right-click the

 
 

PivotTable Area, and

then click Show

Field List.

Date

Buyer

Type

Amount

(empty)
(empty)
 

1-Jan

Mom

Fuel

$74

15-Jan

Mom

Food

$235

17-Jan

Dad

Sports

$20

 

21-Jan

Kelly

Books

$125

2-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 PivotTable.)

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Next
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Page 19 of 27

On the next step, you'll create a PivotTable from scratch. And when you do, there's something to keep in mind: E

On the next step, you'll create a PivotTable from scratch. When you do, t

There is a picture that shows 4 sheet tabs named 17, 18, 19, 20, and Learn More. 20 is the active tab.

to keep in mind: Excel puts PivotTables on a new, separate sheet to the left of

There is a caption under the picture that says, "For example, let's say your data is on a sheet named "20." If you

There is a picture that shows a new sheet tab called "Sheet12" that is in between sheet 19 and 20.

on.

If you created a PivotTable, Excel would put it on a new sheet to the left. It would name it "Sheet" and then assi

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.

On the next step, you'll create a PivotTable from scratch. And when you do, there's somethingGive feedback on this tutorial For example, let's say your data is on a sheet named "20." If you created a PivotTable ... WHY DOES THIS HAPPEN? ... Excel would put it on a ne sheet to the left . It would name it "Shee and then assig a number to it like "12", "13 etc. You can Well, the full name for a PivotTable is: "PivotTable Report." A report is based on data, and t people like to see the reports separately from all of the data itself. Now, it is possible to put always double on the same sheet as the data. But most of the time, PivotTables need a lot of space, so pu a new sheet is a good idea. click the nam and name it something els like "PivotTable." Previous Feedback " id="pdf-obj-19-23" src="pdf-obj-19-23.jpg">

For example, let's say your data is on a sheet named "20." If you created a PivotTable ...

On the next step, you'll create a PivotTable from scratch. And when you do, there's somethingGive feedback on this tutorial For example, let's say your data is on a sheet named "20." If you created a PivotTable ... WHY DOES THIS HAPPEN? ... Excel would put it on a ne sheet to the left . It would name it "Shee and then assig a number to it like "12", "13 etc. You can Well, the full name for a PivotTable is: "PivotTable Report." A report is based on data, and t people like to see the reports separately from all of the data itself. Now, it is possible to put always double on the same sheet as the data. But most of the time, PivotTables need a lot of space, so pu a new sheet is a good idea. click the nam and name it something els like "PivotTable." Previous Feedback " id="pdf-obj-19-27" src="pdf-obj-19-27.jpg">

WHY DOES THIS HAPPEN?

... Excel would
...
Excel
would

put it on a ne

sheet to the left. It would name it "Shee

and then assig a number to it like "12", "13 etc. You can

Well, the full name for a PivotTable is: "PivotTable Report." A report is based on data, and t

people like to see the reports separately from all of the data itself. Now, it is possible to put

always double

on the same sheet as the data. But most of the time, PivotTables need a lot of space, so pu

a new sheet is a good idea.

click the nam

and name it something els like "PivotTable." Previous Feedback
and name it
something els
like
"PivotTable."
Previous
Feedback

xcel puts PivotTables on a new, separate sheet to the left of the sheet you are on.

here's something

the sheet you are

created a PivotTable…"

gn a number to it like "12", "13," etc. You can always select the sheet, Alt+H, O, R, and name it something e and typically people like to see the reports separately from all of the data itself. Now, it is possible to put P

xcel puts PivotTables on a new, separate sheet to the left of the sheet you are

w

t"

n

,"

ypically PivotTables - tting them on

e,

e Next
e
Next

lse like "PivotTable." ivotTables on the 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.

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 c

  • 1. Navigate to any of the data cells.

2. Remember that after step 4, a new sheet will be created. And when that happens,
2.
Remember that after step 4, a new sheet will be created. And when that happens, remember to
1
Click anywhere
2
Remember that
3
At the top of Ex
3.
Press ALT+N,V to access the Create PivotTable dialog box.
4.
Press ENTER to accept the default options.
inside the data
after step 4, a new
click the Insert
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PA
below.
sheet will be
and then click t
Give feedback on this tutorial
created. And when
PivotTable but

that happens,

remember to drag

Amount to the

Values area, and

Buyer to the Rows

area.

Date

Buyer

Type

Amount

1-Jan

Mom

Fuel

$74

15-Jan

Mom

Food

$235

17-Jan

Dad

Sports

$20

21-Jan

Kelly

Books

$125

2-Feb

Mom

Food

$235

20-Feb

Kelly

Music

$20

25-Feb

Kelly

Tickets

$125

Previous Feedback
Previous
Feedback

olumn has various values for each row.

use ALT+JT, L to open the PivotTable Fields List if it's not open already. Then add
use ALT+JT, L to open the PivotTable Fields List if it's not open already. Then add the Amount field to the Value
cel,
4
In the dialog box
tab,
that appears, click
GE UP.
he
OK.
ton.
Next
Next

s area, and Buyer to the Rows area

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

Page 27 of 27