Pivot Table

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A PivotTable is a powerful tool to calculate, summarize, and analyze d

Create a PivotTable
1. Select the cells you want to create a PivotTable from.
Note:  Your data shouldn't have any empty rows or columns. It must h
2. Select Insert > PivotTable.
      

3. Under Choose the data that you want to analyze, select Select a t


      

4. In Table/Range, verify the cell range.


5. Under Choose where you want the PivotTable report to be placed
6. Select OK.
Building out your PivotTable
1. To add a field to your PivotTable, select the field name checkbox
Note: Selected fields are added to their default areas: non-numeric fie

2. To move a field from one area to another, drag the field to the ta
You can use a PivotTable to summarize, analyze, explore, and present

About PivotTables
A PivotTable is an interactive way to quickly summarize large amount
Querying large amounts of data in many user-friendly ways.
Subtotaling and aggregating numeric data, summarizing data by ca
Expanding and collapsing levels of data to focus your results, and d
Moving rows to columns or columns to rows (or "pivoting") to see d
Filtering, sorting, grouping, and conditionally formatting the most u
Presenting concise, attractive, and annotated online or printed repo

Filter data in a PivotTable

PivotTables are great for taking large datasets and creating in-depth


First, you can insert one or more slicers for a quick and effective wa
Second, you can apply filters to any field in the PivotTable's Row fie
Finally, you can add filters to the PivotTable's Filter field. This also g
Filter data in a PivotTable with a slicer
1. Select any cell within the PivotTable, then go to Pivot Table Analy
.
2. Select the fields you want to create slicers for. Then select OK.
3. Excel will place one slicer on the worksheet for each selection you
4. Click the slicer buttons to select the items you want to show in th
Filter data manually
1. Select the column header arrow 
 for the column you want to filter.
2. Uncheck (Select All) and select the boxes you want to show. Then
e, and analyze data that lets you see comparisons, patterns, and trends in you

lumns. It must have only a single-row heading.

select Select a table or range. 

ort to be placed, select New worksheet to place the PivotTable in a new work

ame checkbox in the PivotTables Fields pane.


non-numeric fields are added to Rows, date and              time hierarchies are

e field to the target area


re, and present summary data. PivotCharts complement PivotTables by addi

e large amounts of data. You can use a PivotTable to analyze numerical data
y ways.
zing data by categories and subcategories, and creating custom calculations
r results, and drilling down to details from the summary data for areas of int
oting") to see different summaries of the source data.
ting the most useful and interesting subset of data enabling you to focus on
or printed reports.

ating in-depth detail summaries. Sometimes, you want the added flexibility o
nd effective way to filter your data. Slicers have buttons you can click to filter
Table's Row field with AutoFilter. These filters will work in conjunction with s
eld. This also gives you the ability to create individual PivotTable worksheets
vot Table Analyze > Filter > Insert Slicer

n select OK.
h selection you made, but it's up to you to arrange and size them however i
nt to show in the PivotTable.

t to show. Then select OK.


nd trends in your data.

e in a new worksheet or Existing worksheet and then select the location you

 hierarchies are added to Columns, and numeric fields are added to Values.
tTables by adding visualizations to the summary data in a PivotTable, and all

numerical data in detail, and answer unanticipated questions about your da

om calculations and formulas.


for areas of interest to you.

you to focus on just the information you want.

dded flexibility of being able to further filter your data on the fly to a smaller
an click to filter the data, and they stay visible with your data, so you always
njunction with slicers, so you can use a slicer to create a high-level filter, then
ble worksheets for each item in the Filter field.
hem however is best for you.
he location you want the PivotTable to appear.

ded to Values.
otTable, and allow you to easily see comparisons, patterns, and trends. Both

about your data. A PivotTable is especially designed for:

fly to a smaller portion of your PivotTable. Fortunately, there are several met
so you always know what fields are shown or hidden in the filtered PivotTab
level filter, then use AutoFilter to dive deeper.
nd trends. Both PivotTables and PivotCharts enable you to make informed de

are several methods for filtering data:


iltered PivotTable.
ke informed decisions about critical data in your enterprise.

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