How to Set Up a Pivot Table

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Microsoft Excel is a spreadsheet application included with the Microsoft Office software suite. Excel includes a feature called pivot tables, which allow you to quickly summarize all of the data in your spreadsheet file. Pivot tables are especially important if you are working with a large number of records and need to organize and aggregate it for analyzation purposes. Pivot tables help you find trends and patterns in your spreadsheet data.

Things You'll Need

  • PC running Windows XP or later
  • Microsoft Excel 2007 or later
  • Launch Microsoft Excel and open the spreadsheet file or worksheet that you want to use to set up a pivot table.

  • Highlight the rows and columns that you want to include in the pivot table. Make sure every column has a label at the top.

  • Go to the "Insert" tab in the main toolbar.

  • Click the "PivotTable" button in the "Tables" section of the toolbar.

  • Leave the default settings in the dialog box and then press "OK" to view the pivot table layout screen.

  • Check the boxes next to the field names that you want to include in the pivot table. The list of available fields is located on the right side of the screen.

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