Select any cell within the data range or select the entire data range to be used in your Pivot Table. The process for creating this Pivot Table is as follows: The following example creates a pivot table that displays the total sales for each month of the year, broken down by sales region and sales rep. The spreadsheet records the sale date, the invoice reference, the invoice total, the name of the sales person, and the sales region. If you have an earlier version of Excel, go to the page on how to create an advanced pivot table in Excel 2003.įor this pivot table example we use the spreadsheet below, which lists a company's sales figures during the first quarter of 2016. Note that the directions on this page apply to current versions of Excel (2007 and later). To do this, select cell A1 and type Order ID.This page provides a step-by-step guide of how to create an advanced pivot table in Excel. Next under the Values box, click on the "Sum of Order ID" and drag it to the Row Labels box.įinally, we want the title in cell A1 to show as "Order ID" instead of "Row Labels". In this example, we've selected the checkboxes next to the Order ID and Quantity fields. Next, choose the fields to add to the report. Your pivot table should now appear as follows:
In this example, we've chosen cells A1 to D13 in Sheet1 as indicated by Sheet1!$A$1:$D$13.
Select the range of data for the pivot table and click on the OK button. In the Tables group, click on the arrow under the PivotTable button and select PivotTable from the popup menu.Ī Create PivotTable window should appear. Next, select the Insert tab from the toolbar at the top of the screen. In this example, we've selected cell A1 on Sheet2. Highlight the cell where you'd like to see the pivot table. In this example, the data is found on Sheet1. To create a pivot table in Excel 2010, you will need to do the following steps:īefore we get started, we first want to show you the data for the pivot table. If you want to follow along with this tutorial, download the example spreadsheet.ĭownload Example Steps to Create a Pivot Table
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