Making the Pivot Table in Excel

Making the Pivot Table

Now that our data is set in the right format, we can move on to creating the pivot table itself. For this tutorial, we have expanded on the sample data set above, adding in some more granular detail on the items ordered, quantity, price, and date:
To create a Pivot Table based off of this data, we will first place our cursor anywhere within the data set itself. Then, we will go to the Insert section on the Ribbon and select the Pivot Table option:
The Create Pivot Table dialogue box will open asking us to specify some of the options. Since Excel has already selected our data and the rest of the options work by default (e.g., we want our Pivot Table report to be placed in a new sheet), so we can now go ahead and just press OK on this screen.
Our Pivot Table is ready to go! Notice that Excel has created a new sheet; there is now a Pivot Table graphic on the left-hand side of the screen; and a PivotTable Field List dialogue that has appeared on the right.
Note that our PivotTable Field List has a summary of all the columns Excel identified within our input data set. Below, it also has four sections:
  • Report filter. This section allows us to filter the table by one or more criteria. For example, we can only show data in our Pivot Table for the January month.
  • Column labels. This section allows us to summarize data across columns, placing data labels along the screen top.
  • Rows labels. This section allows us to summarize data across rows, placing data labels along the screen side.
  • Values. This section allows us to specify what we are summarizing — for example, total sales or number of items ordered.
This may all appear to be a little bit complex, so let us move on to a real-life example of Pivot Tables in action to clarify things. In the Following Blog, we will learn the Procedure to: Create a one-dimensional summary

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Comments

  1. 3deducatorsAugust 7, 2023 at 6:22 PM

    Good Blog, Such a Nice Content, Informative for Readers Keep Posting.

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