Pivot Table

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Date Submitted: 04/10/2013 10:55 PM

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Introduction to Excel’s PivotTable Report

A PivotTable report is an interactive way to quickly summarize large amounts of data. It can

help you analyze numerical data in depth and to answer unanticipated questions about the data.

Imagine you have countless records of data (listed in row after row and divided into multiple

columns) in an Excel worksheet and want to better understand or present them.

With PivotTable reports, you can look at the same data in different ways with just a few

mouse clicks. For instance, you can use a PivotTable report to summarize vast amounts of

data by date or other groupings, combine and compare data in a table, and rotate (pivot) the

table’s rows and columns to see different summaries in a flash.

Creating a PivotTable Report

When you create a PivotTable report, each column of your original worksheet data (source

data) becomes a field that you can use in the report. Fields summarize multiple rows of

information from your source data, and their names come from the column titles in such data.

1.

To create a PivotTable report, place the cursor anywhere in your source data (or select

just the range of data you want to use in the report). After that, on the Insert tab, in the

Tables group, click PivotTable and then click PivotTable again to open the Create

PivotTable dialog box.

2.

In the Create PivotTable dialog box, the option of Select a table or range is already

chosen for you, with the Table/Range box showing the range of your selected data. New

Worksheet is also chosen for you as the location where the report will be placed (click

Existing Worksheet if you do not want the report placed in a new worksheet).

3.

When all settings in the Create PivotTable dialog box are done, click OK, and you will

then see a blank PivotTable report created for you.

P. 1 of 3

Building and Changing the Field Layout in a PivotTable Report

On the right-hand side of the blank PivotTable report, there is a...