How to Generate a Pivot Table
Generate a Pivot Table in Excel by using the easy-to-follow, step-by-step wizard. Excel converts data into a Pivot Table by following the answers provided during the wizard set up. Complete the wizard and a Pivot Table is created.
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Instructions
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Place your cursor in one of the cells containing the data you have created.
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Click on the "Data" menu and select "PivotTable and PivotChart Report."
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Click on the "Next" button. The PivotTable Wizard window should highlight the entire table of data in your spreadsheet. If it does not, click and drag your mouse to highlight all of the data.
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Click on the "Next" button.
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Select "New worksheet" to have the Pivot Table created in a new worksheet.
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Click on the "Options" button to select format and data options. Format options include "Grand totals for rows," "Grand totals for columns" and "AutoFormat table." These may be changed once the Pivot Table has been created.
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Click the "OK" button to save the changes and return to the Pivot Table Wizard window.
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Click the "Layout" button to select how the data will appear in the Pivot Table.
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Click and drag the field name to the appropriate location in the Pivot Table. Each area of the Pivot Table (Row, Column and Data) need to have a field name associated.
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Click on the "OK" button to return to the wizard.
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Click on the "Finish" button to generate the Pivot Table.
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Tips & Warnings
Lay out an example of how you want the table to look prior to completing the wizard. If you have a good understanding of what you want out of the report, it will be easier to answer the questions in the Pivot Table Wizard.
If any portion of the Pivot Table needs editing, click on the "Pivot Table" drop-down arrow on the Pivot Table Toolbar and click "Pivot Table Wizard" to return to the Wizard and make any changes needed.
If the Pivot Table Toolbar is not open, click on the "View" menu and select "Toolbars" and then "PivotTable."
