Contextures - Microsoft Excel Tips and Tutorials

Search Contextures Sites

• Home
• Excel Tips
• Excel Files
• Products
• Blog
• Contact
• RSS

Table of Contents	Create a Pivot Table in Excel 2007
	Preparing Your Pivot Table Data Creating a Simple Pivot Table Adding Fields to the Pivot Table Modifying the Pivot Table Test the Pivot Table Download the zipped sample file View the pivot table video tutorial

Table of Contents	Preparing Your Pivot Table Data Before you create a pivot table, make sure your data is organized correctly. There are instructions on the following pages, for setting up your source data in a table, organized into rows and columns. Getting Started Use a Dynamic Data Source In this example the source data contains information about property insurance policies. Each row has the details about one insurance policy, such as the region, state, construction type and the value of the insured property. Creating a Simple Pivot Table After your source data is prepared, you can create a pivot table. We'll create a pivot table that shows the total insured value in each of the four regions where we sell insurance. Select any cell in the source data table. On the Ribbon, click the Insert tab. In the Tables group, click PivotTable. In the Create PivotTable dialog box, the address of your source data table should be automatically entered in the Table/Range box. If not, click on the worksheet, and select the range manually. Next, select New Worksheet or Existing Worksheet as the location for your pivot table, then click OK. Adding Fields to the Pivot Table An empty pivot table is created in your workbook, either on a new sheet, or the existing sheet that you selected. When you select a cell within the pivot table, a PivotTable Field List appears, at the right of the worksheet. We want to see the total insured value in each of the four regions, so we'll add the Region and InsuredValue fields to the pivot table. In the PivotTable Field List, add a check mark to the Region field. The Region field is automatically added to the pivot table, in the Row Labels area. Add a check mark to the InsuredValue field, and it will be automatically added to the Values area. You can now see the total insured value in each region. Modifying the Pivot Table After you've created a pivot table, you can add more fields, remove fields, or move the fields to a different location in the pivot table layout. We'll remove the Region field, and add the Location field, to see the value of Rural policies compared to Urban. To remove the Region field, click on its check box, to remove the check mark. To add the Location field, click on its check box, to add a check mark. The pivot table now show the totals for Rural and Urban locations. Test the Pivot Table You can see a completed version of a pivot table based on the insurance policy data, with a few more fields added to the layout. The pivot table demonstration is interactive, so you can use the Report Filters, at the top of the pivot table, to limit the amount of data that is being summarized. View the Video Tutorial To see a demonstration of these instructions, watch the short video on how to create a pivot table in Excel 2007.

Pivot Table Tutorials Pivot Table Introduction  Clear Old Items in Pivot Table Create a Pivot Table in Excel 2007  Custom Calculations  Data Field Layout Dynamic Data Source FAQs - Pivot Tables Field Settings Filter Source Data   Filters, Top 10  Filters, Report Filters GetPivotData Function Grand Totals Grouping Data Layout, Excel 2007 Multiple Consolidation Ranges Pivot Cache    PivotTable Style Printing a Pivot Table    Protection   Running Totals   Show and Hide Items  Sorting Subtotals  Summary Functions Unique Item Count

Pivot Table Books Beginning Pivot Tables (Excel 2007)  Pivot Tables Recipe Book (Excel 2003)  Pivot Tables Recipe Book (Excel 2007)  Pivot Table Add-Ins Pivot Power  Pivot Play PLUS  Pivot Table Videos Clear Old Items Copy a Custom PivotTable Style Create Pivot Table in Excel 2007 Create Pivot Table from Multiple Sheets Data Field Layout Date Filters, Add GetPivotData Group Data Layout, Excel 2007 Report Filters, Add Running Totals Select Sections Subtotals, Create Multiple Top 10 Filters

Home Excel Tips Excel Files Products Blog Contact
Privacy Policy		Contextures Inc., Copyright ©2013 All rights reserved.	Debra Dalgleish