How do you create a Pivot table?

Dear Nazeneen

Thank you for attending Excel Intermediate Course.

Pivot table Pivot Table is an interactive table that allows you to not only view the specific records but also summarize their results. This can be Totals, Averages, Count, Min, Max, etc… All you have to do is to drag the fields to the appropriate areas in the Pivot and it does everything else for you. You have the option of displaying the fields’ headings either as rows or columns!! And with a simple click you can create a chart based on your pivot table!!

Please follow these steps to create the Pivot table.

Step 1. Click anywhere inside the table that you wish to create Pivot table for.
Step 2. Select Data > Pivot Table and PivotChart Wizard…
Step 3. Keep the existing options selected and press Next button
Step 4. The following step in the wizard should have selected the entire table. Please ensure that your table has NO blank rows or blank columns. Click Next.
Step 5. The following step will give you the option of having the pivot table on the same sheet or a separate new sheet. Make your choice and then press Finish.
Step 6. You will observe Blue lines and selected areas Drop page Fields Here, Drop Row Fields here, Drop Column Fields here and Drop Data Items Here. And on the right hand side you should be able to see Pivot table Field list which should contain all the field headings
Step 7. Simply drag and drop the fields in the relevant area. Please note that there is no right or wrong way when dragging the fields. It depends on you and your specific requirements how you would like the data to be displayed.

NB: In the “Drop Data Items Here” please drop the filed that contains number as this is the data that will be Totalled i.e. Sum/Min/Max/Average, etc..

I hope this has helped. If you had any specific query then please remember you can upload a sample file or original file in the forum post and then I may have a clearer picture of what you’d help in!!

Kindest Regards

Rajeev Rawat
MOS Master Instructor 2000/2003