Creating a Pivot Table in Microsoft Excel

Let’s look at how to create a Pivot Table in Microsoft Excel.

If you have not done so yet, read about Pivot Tables before proceeding.

Essentially Pivot Tables in Microsoft Excel allow you to ‘pivot’ your data using the Pivot Table’s in built drag and drop feature.  Doing this provides instant results, and does not change any element in your originating table of data.  So, if even you get it wrong, you will not affect the source data!  Perfect for practicing and generally playing around with your data!!

So we have our data, correctly formatted into a ‘table’ with the column titles in bold.  Luckily for us Microsoft Excel has a pivot table wizardfantastic wizard to help… its called Pivot Table Wizard.  To access it, click data then Pivot Table Wizard.  This will load the following box – the first stage of the wizard process to create a Pivot Table.  For this example, ensure Microsoft Office Excel list or database is selected.  Then lower down click Pivot Table then the Next button.

 

Next the wizard will ask you to confirm the data pivot table wizard data rangetable you wish to use. This is where the correct formatting of the column titles comes.  Excel will automatically try to guess.  If correct click Next.  If not then click the small button on the right and this will enable you to select the correct data table range.

 

Finally the last stage will ask you where you wish to place the Pivot Table.  You can either select the same worksheet as pivot table wizard select optionsthe data table is on, or opt for a new worksheet altogether.  In this example select the new worksheet option and click Finish.

 

The Pivot Table will now be presented to you on the new worksheet.  But you will note it is devoid of any results.  Simply drag and drop the different columns to where you want them to play around with the results.

pivot table wizard result

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