05/01/2023 08:46 Create a PivotTable to analyze worksheet data - Microsoft Support 05/01/2023 08:46 Create a PivotTable to analyze worksheet

2023 08:46 Create a PivotTable to analyze worksheet data - Microsoft Support

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InstallCreate a PivotTable
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Create a PivotChart Create a PivotTable in Excel for Windows 

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1. Select the cells you want to create a PivotTable from.

Next: Share & coauthor

Note:  Your data should be organized in columns with a single header

Create a PivotTable to analyze row.

worksheet data 2. Select Insert > PivotTable.

Excel for Microsoft 365, Excel for Microsoft 365 for Mac, Excel for the web, More...

A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you see
comparisons, patterns, and trends in your data. PivotTables work a little bit differently
depending on what platform you are using to run Excel.

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 in the button. For example, "From Power BI (Microsoft)"
3. This will create a PivotTable based on an existing table or range.

Get from External Data Source

Note: Selecting Add this data to the Data Model will add the table or
range being used for this PivotTable into the workbook’s Data Model.
Learn more.
Get from Data Model

Use this option if your workbook contains a Data Model, and you want to create a
4. Choose where you want the PivotTable report to be placed. Select New Worksheet to place PivotTable from multiple Tables, enhance the PivotTable with custom measures, or are
the PivotTable in a new worksheet or Existing Worksheet and select where you want the new
working with very large datasets. 
PivotTable to appear. 

5. Click OK.

PivotTables from other sources  

By clicking the down arrow on the button, you can select from other possible sources for
your PivotTable.  In addition to using an existing table or range, there are three other Get from Power BI
sources you can select from to populate your PivotTable.
Use this option if your organization uses Power BI and you want to discover and connect to
endorsed cloud datasets you have access to. 

Note: Depending on your organization's IT settings you might see your organization's name included

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Building out your PivotTable 

1. To add a field to your PivotTable, select the field name checkbox in the PivotTables
Fields pane.

Note: Selected fields are added to their default areas: non-numeric fields 2. To move a field from one area to another, drag the field to the target area.
are added to Rows, date and time hierarchies are added to Columns,
and numeric fields are added to Values.

Refreshing PivotTables 

If you add new data to your PivotTable data source, any PivotTables that were built on that
data source need to be refreshed. To refresh just one PivotTable you can right-click
anywhere in the PivotTable range, then select Refresh. If you have multiple PivotTables,
first select any cell in any PivotTable, then on the Ribbon go to PivotTable Analyze > click
the arrow under the Refresh button and select Refresh All.

Working with PivotTable Values 

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