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Table of Contents



Create a Pivot Table in Excel

Preparing Your Pivot Table Data
Creating a Simple Pivot Table
Adding Fields to the Pivot Table
Modifying the Pivot Table
Test an Interactive Pivot Table
Download the Sample File
Video: Create a Pivot Table
More Pivot Table Tutorials

These instructions are for Excel 2013. For Excel 2010 / 2007 instructions, click here.

Preparing Your Pivot Table Data

Before you create a pivot table, organize your data into rows and columns, and create an Excel Table. There are instructions here.

In this example the source data contains information about food sales, in two regions.

pivot table data

Creating a Pivot Table

After your source data is prepared, you can create a pivot table. We'll see which pivot table layouts are suggested by Excel.

  1. Select any cell in the source data table.
  2. On the Ribbon, click the Insert tab.
  3. In the Tables group, click Recommended PivotTables.

    recommended pivot tables

  4. In the Recommended PivotTables window, scroll down the list, to see the suggested layouts. Click on a layout, to see a larger view.

    recommended pivot tables

  5. Click on the layout that you want to use, then click OK.

Modifying the Pivot Table

A pivot table is created in your workbook, on a new sheet, in the layout that you selected. When you select a cell within the pivot table, a PivotTable Field List appears, at the right of the worksheet.

pivot table and field list

You can change the layout of the pivot table, after it's been created. We'll add the TotalPrice field to the pivot table.

  1. In the PivotTable Field List, add a check mark to the TotalPrice field. The TotalPrice field is automatically added to the pivot table, in the Values area, as Sum of TotalPrice.

    add fields from field list

Test an Interactive Pivot Table

Click here to see a completed version of a pivot table based on insurance policy data.

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.

Download the Sample File

Click here to download the zipped sample file

Video: Create a Pivot Table

To see the steps for creating a pivot table in Excel 2013, please watch this short video.

More Pivot Table Resources




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Last updated: July 6, 2014 3:18 PM