Welcome

Instructions for screen readers: Make your first PivotTable. PivotTables are not as hard as you think. After you go through 21 more sheets in
this tutorial, you'll learn how to quickly create one. The instructions for each sheet start in cell A1, and each subsequent step is in cell A2, A3,
and so on.
The instructions will indicate which cells to navigate to for use of a feature, or further reading.
To start, press CTRL+PAGE DOWN.

Make your first PivotTable

PivotTables are not as hard as you think. After you walk through
these simple steps, you'll know how to quickly create one.

Let's go
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What is a PivotTable? In its most basic form, a PivotTable takes data and summarizes it so you can make sense of it, all without typing any formulas!
What
Cells is E17
B10 through a PivotTable?
contain Data. There areInfourits most
columns: basic
Date, form,
Buyer, Type, and a PivotTable
Amount. Each columntakes data
has various valuesand
for each row.
Cells H10 through I14 contain
summarizes it so a PivotTable
you can which summarizes
make sensethe data.
ofThe
it,PivotTable has two columns:
all without typing Buyer
anyand formulas!
Sum of Amount. The Buyer column contains the values Dad, Mom, Kelly, and Grand Total; The Sum of Amount column contains the values $20, $544, $270, and $834.
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This is data. This simple PivotTable summarizes the data.

Date Buyer Type Amount Buyer Sum of Amount

01-Jan Mom Fuel $74 Dad $20
15-Jan Mom Food $235 Mom $544
17-Jan Dad Sports $20 Kelly $270
21-Jan Kelly Books $125 Total Result $834
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 2 of 27
That was a simple example. Here's a more sophisticated one. This one shows the spending amounts broken down by type of purchase and by buyer.
That
Cells was
B10 through E17acontain
simple example.
Data. There Here's
are four columns: a more
Date, Buyer, sophisticated
Type, and Amount. Each column one. Thisvalues
has various oneforshows
each row.
Cells
theG10 spending
through K18 contain a more sophisticated
amounts brokenPivotTable
down which summarizes
by type the data. The PivotTable
of purchase and by has buyer.
five columns: Type, Dad, Kelly, Mom, and Grand Total. The Type column contains the values Books, Food, Fuel, Music, Sports, and Tickets. The Dad, Kelly, and Mom columns contain various dollar amounts, and the Grand Total column contains the total dollar amounts for each Type.
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A more sophisticated PivotTable

Date Buyer Type Amount Sum of Amount Buyer

01-Jan Mom Fuel $74 Type Dad Kelly Mom Total Result
15-Jan Mom Food $235 Books $125 $125
17-Jan Dad Sports $20 Food $470 $470
21-Jan Kelly Books $125 Fuel $74 $74
02-Feb Mom Food $235 Music $20 $20
20-Feb Kelly Music $20 Sports $20 $20
25-Feb Kelly Tickets $125 Tickets $125 $125
Total Result $20 $270 $544 $834

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Page 3 of 27
There are also PivotCharts, which are a more visual way to summarize and make sense of the data. We won't be covering these, but for now, just know that they're possible to do.
There are also PivotCharts, which are a more visual way to summarize and
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
To make
the right ofsense
the data isof the data.
a PivotChart whichWe won't
summarizes andbe covering
visualizes these,
the data. To select it, but for now,
press ALT+H, just
FD, P. Then useknow that
your arrows keys to move to PivotChartExample and press Enter. When you're done, press CTRL G, type A4, then Enter.
To they're
continue withpossible to do.
this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
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This PivotChart summarizes and visualizes the data.

Date Buyer Type Amount Total

Sum of Amount Buyer
Result
01-Jan Mom Fuel $74 Type Dad Kelly Mom Total Result
15-Jan Mom Food $235 Books $125 $125
Sports
17-Jan Dad Sports $20 Food $470 Buyer$470
Dad
21-Jan Kelly Books $125 Fuel $74 Kelly $74
02-Feb Mom Food $235 Fuel
Music $20 Mom $20
20-Feb Kelly Music $20 Sports $20 $20
25-Feb Kelly Tickets $125 Tickets
Books $125 $125
Total
$0 Result $20 $270 $544
$200 $400 $600 $800 $1,000 $834

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Page 4 of 27
But let's back up. The first step to making a good PivotTable is to make sure the data is in good shape. So, make sure you do the following before you make one:
But let's back up. The first step to making a good PivotTable is to make sure
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has values, no duplicates, and no blanks.
the
There is adata is intogood
label pointing shape.
the columns So,
that says, make
"Name sure you
your columns." do
There is alsothe following
a label pointing to thebefore you"And
rows that says, make
make sure there are no duplicate rows, or blank cells."
To one:
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Name your columns.

Date Buyer Type Amount

01-Jan Mom Fuel $74
15-Jan Mom Food $235
17-Jan Dad Sports $20 And make sure there are no
21-Jan Kelly Books $125 duplicate rows, or blank cells.
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 5 of 27
Something to keep in mind: Lots of people use the word "column." But to a PivotTable, a column is a "field." Remember this as you progress with the tutorial.
Something to keep in mind: Lots of people use the word column. But to a
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has a label pointing to it that says "Field."
PivotTable,
GOOD TO KNOW: Whyathe column isIt'sajust
word "field"? field. Try to
a traditional termremember this
used when working withas
datayou progress
and database withThethe
applications. PivotTable menus and buttons use the word "field" a lot. So if you get used to it now, it will make things easier as you make PivotTables.
To tutorial.
continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Field Field Field Field

GOOD TO KNOW
Why the word "field"? It's just a traditional
Date Buyer Type Amount term used when working with data and
database applications.
01-Jan Mom Fuel $74
15-Jan Mom Food $235 The PivotTable menus and buttons use the
17-Jan Dad Sports $20 word "field" a lot. So if you get used to it now,
it will make things easier as you make
21-Jan Kelly Books $125 PivotTables.
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 6 of 27
Let's focus on one of the fields. One of the fields below, the Amount field, is probably the most important. Wouldn't it be great if it was summed up?
Let's
Cells focus
B10 through on one
E17 contain of are
Data. There thefourfields. One
columns: Date, ofType,
Buyer, theandfields
Amount.below, the
The Amount Amount
column has a label field,
pointing toisit that says "This field should be summed up."
To probably
continue with this
thetutorial,
most pressimportant.
CTRL+PAGE DOWN. To go to the previous
Wouldn't sheet, press
it be great if CTRL+PAGE UP.
it was summed up?
Give feedback on this tutorial

This field should be summed up.

Date Buyer Type Amount

01-Jan Mom Fuel $74
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 7 of 27
So we did that. We summed up the Amount field with a PivotTable. (Really?) Yes. Sum of Amount and $834 make up a small PivotTable that totals up the Amount field.
So we did that. We summed up the Amount field with a PivotTable. (Really?)
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
Yes.
Cells Sum
H10 and of Amount
H11 contain a PivotTableand
which$834
totals themake up a The
Amount column. small PivotTable
PivotTable that
has one column: Sumtotals upAndthe
of Amount. that column only has one value: $834. There is a label pointing to the PivotTable that says, "It may not look like much, but this is a PivotTable."
To Amount
continue with field.
this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

It may not look like much, but this is a PivotTable.

Date Buyer Type Amount Sum of Amount

01-Jan Mom Fuel $74 $834
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 8 of 27
Why make such a small PivotTable? Because it emphasizes the concept of a PivotTable value field. If one of the fields in your data contains numeric values, a PivotTable can total it up. When it does this, it's called a PivotTable value field.
Why make such a small PivotTable? Because it emphasizes the concept of a
Cells B11 through E18 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row. There is a label pointing to the Amount column that says, "This field contains numeric values…"
PivotTable
Cells value
H11 and H12 contain field.which
a PivotTable If one
totalsof
the the
Amountfields
column.in
Theyour data
PivotTable contains
has one column: Sumnumeric
of Amount. And values,
that columnaonly has one value: $834. There is a label pointing to the PivotTable that says, "…and this PivotTable made it into a 'value field.'"
PivotTable
To continue with this can total
tutorial, it up. When
press CTRL+PAGE DOWN. Toitgodoes this, sheet,
to the previous it's called a PivotTable
press CTRL+PAGE UP. value field.
Give feedback on this tutorial

...and this PivotTable

This field contains numeric values...
made it into a value field.

Date Buyer Type Amount Sum of Amount

01-Jan Mom Fuel $74 $834
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 9 of 27
PivotTables start getting interesting when you add conditions that divide or break down the value field. In this case, we added a new condition of Buyer to divide the value field.
PivotTables start getting interesting when you add conditions that divide or
Cells B11 through E18 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
break
Cells down
H11 through the avalue
I15 contain field.
PivotTable In this case,
which summarizes wePivotTable
the data. The addedhasatwo new condition
columns: Buyer and Sumof ofBuyer to Buyer column contains the values Dad, Kelly, Mom, and Grand Total; the Sum of Amount column contains the values $20, $270, $544, and $834. There is a label pointing to the Buyer column that says, "We added a condition here to divide the value field by 'Buyer.'" There is also a label that points to the Sum of Amount column that says "Value field."
Amount. The
To divide the
continue with thisvalue field.
tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

We added a condition here to divide

Value field
the value field by Buyer.

Date Buyer Type Amount Buyer Sum of Amount

01-Jan Mom Fuel $74 Dad $20
15-Jan Mom Food $235 Kelly $270
17-Jan Dad Sports $20 Mom $544
21-Jan Kelly Books $125 Total Result $834
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 10 of 27
And here's another version of the PivotTable, but this time we added the condition of Type to see how much was spent for each type of purchase.
And
Cells here's
B10 through another
E17 contain version
Data. There are four columns:of
Date,the
Buyer,PivotTable,
Type, and Amount. Eachbut this
column timevalues
has various weforadded
each row.
Cells
theH10 through I17 contain
condition ofa PivotTable
Type to which summarizes
see howthe data. Thewas
much PivotTable has twofor
spent columns:
eachType and
type Sum of
ofAmount. The Type column contains the values Books, Food, Fuel, Music, Sports, Tickets, and Grand Total; the Sum of Amount column contains the values $125, $470, $74, $20, $20, $125, and $834. There is a label pointing to the Type column that says, "We added a condition here to divide the value field by 'Type.'" There is also a label that points to the Sum of Amount column that says, "Value field."
purchase.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

We added a condition here to divide

Value field
the value field by Type.

Date Buyer Type Amount Type Sum of Amount

01-Jan Mom Fuel $74 Books $125
15-Jan Mom Food $235 Food $470
17-Jan Dad Sports $20 Fuel $74
21-Jan Kelly Books $125 Music $20
02-Feb Mom Food $235 Sports $20
20-Feb Kelly Music $20 Tickets $125
25-Feb Kelly Tickets $125 Total Result $834

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Page 11 of 27
Another PivotTable term: The conditions we've added so far are called PivotTable row fields. In these examples, the row field breaks down, or divides, the value field.
Another PivotTable term: The conditions we've added so far are called
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
PivotTable
Cells H10 through I14row fields.
contain In these
a PivotTable examples,
which summarizes the data. the row field
The PivotTable breaks
has two down,
columns: Buyer, or divides,
and Sum of Amount. The Buyer column contains the values Dad, Kelly, Mom, and Grand Total; the Sum of Amount column contains the values $20, $270, $544, and $834. There is a label pointing to the Buyer column that says, "Row field." There is also a label that points to the Sum of Amount column that says "Value field."
To the value
continue field.
with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Row field Value field

Date Buyer Type Amount Buyer Sum of Amount

01-Jan Mom Fuel $74 Dad $20
15-Jan Mom Food $235 Kelly $270
17-Jan Dad Sports $20 Mom $544
21-Jan Kelly Books $125 Total Result $834
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 12 of 27
Let's review. You'll learn how to actually make a PivotTable in a few moments. But let's review the concepts we've taught you so far:
LET'S REVIEW
Cells B10 through E17 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row. There is a label pointing to the data that says, "First start with good data."
Cells H10 through I14 contain a PivotTable which summarizes the data.
TheYou'll learn
PivotTable has twohow to actually
columns: make
Buyer, and Sum a PivotTable
of Amount. in acontains
The Buyer column few moments.
the values Dad, But let'sand
Kelly, Mom, review theThe Sum of Amount column contains the values $20, $270, $544 and $834. There is a label pointing to the Buyer column that says, "A 'row field' breaks down..." There is also a label that points to the Sum of Amount column that says, "...a 'value field.'"
Grand Total.
To concepts we've
continue with this taught
tutorial, you soDOWN.
press CTRL+PAGE far: To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial
First, start with good A row field breaks a value
data. down... field.

Date Buyer Type Amount Buyer Sum of Amount

01-Jan Mom Fuel $74 Dad $20
15-Jan Mom Food $235 Kelly $270
17-Jan Dad Sports $20 Mom $544
21-Jan Kelly Books $125 Total Result $834
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 13 of 27
When you create a PivotTable in a moment, you'll see the PivotTable Fields List. It's not just a list though, it's a more like a panel. At the top you'll see the fields from your data.
When you create a PivotTable in a moment, you'll see the PivotTable Fields
Cells C14 through F21 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
List.
There It'spointing
is a label not justto the a list
data though,
fields it'slooks
that says, "Excel a more like a panel. At the top you'll see the
at your data..."
fields
There from
is an arrow thatyour
starts atdata.
the top of the field names and points to the same field names in a picture of the PivotTable Fields List.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Excel looks at ...and then lists

your data... the fields, by
name, here.
Date Buyer Type Amount
01-Jan Mom Fuel $74
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

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Page 14 of 27
Type)
don't
contain
numerical
values, so
they
aren't the
best ones
to usedo
Don't forthis now but in a couple steps, you'll work with a PivotTable. The first thing you'll do is create a value field. You'll do that by dragging the Amount field to the Values area.
theDon't
value do this now but in a couple steps, you'll work with a PivotTable. The first
A PivotTable
field. Fields List image shows an arrow cursor dragging the Amount field to the Values area.
thing you'll do is create a value field. You'll do that by dragging the Amount field
To to thewith
continue Values area.
this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

BEST PRACTICE
If you're ever unsure how to start a
PivotTable, think about creating the value
field first.

Fields that are best for value fields are ones

with numerical amounts. In this example,
Amount is the best one.

The other fields (Date, Buyer, Type) don't

contain numerical values, so they aren't the
best ones to use for the value field.

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Page 15 of 27
After you drag the field to the Values area, "Sum of Am..." will appear at the bottom of the PivotTable Fields List. (Sometimes Excel doesn't have room to show the full name, which is really "Sum of Amount.")
After you drag the field to the Values area, "Sum of Am..." will appear at the
Cells E12 and E13 contain a PivotTable which totals the Amount column. The PivotTable has one column: Sum of Amount. And that column only has one value: $834. There is a label pointing to the PivotTable that says, "Creating a value field sums up the 'Amount' field and makes a small PivotTable like this."
bottom
PivotTable Fieldsof
Listthe
imagePivotTable Fields
shows "Sum of Am…" List.in(Sometimes
highlighted the Values area. Excel doesn't have room to show
To the full
continue withname, which
this tutorial, is really
press CTRL+PAGE "Sum
DOWN. To go of Amount.")
to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Creating a value field sums up the Amount

field and makes a small PivotTable like this.

Sum of Amount
$834

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Page 16 of 27
Then you'll want a condition to divide the value field by. And to do that, you drag any of the other fields down to the Rows area.
ThenFields
PivotTable you'll want
List image shows ana arrow
condition
cursor draggingtothedivide
Buyer fieldthe value
to the Rows field
area. The Rowsby.area isAnd to do that,
highlighted.
Cells E12 anddrag
you'd E13 contain
anya PivotTable
of thewhichothertotalsfields
the Amount
downcolumn.
toThethePivotTable
Rows hasarea.
one column: Sum of Amount. And that column only has one value: $834.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
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Sum of Amount
$834

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Page 17 of 27
Now that the Buyer field is in the Rows area, you'll see that the PivotTable shows each buyer's amount. You'll see how easy this is in a second...and the great part about this is it doesn't require typing any formulas!
Now that the Buyer field is in the Rows area, you'll see that the PivotTable shows
Cells D12 and E16 contain a PivotTable. The PivotTable has two columns: Row Labels and Sum of Amount. Row Labels contains the values Dad, Kelly, Mom, and Grand Total. Sum of Amount contains the values $20, $270, $544, and $834.
each
There buyer's
is a label pointing amount. You'll
to the Row Labels see
column how
that says, easy
"The rowthis is in aanother
field 'Buyer'"; second...and
label points tothe great
the Sum partcolumn
of Amount about that says, "Divides the value field 'Sum of Amount.'"
this is Fields
A PivotTable it doesn't
List imagerequire typing
shows "Buyer" anyinformulas!
highlighted the Rows area.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Divides up the
The row field
value field (Sum of
(Buyer)
Amount).

Buyer Sum of Amount

Dad $20
Kelly $270
Mom $544
Total Result $834

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Page 18 of 27
WORK WITH THE PIVOTTABLE FIELDS LIST
WORK WITH THE PIVOTTABLE FIELDS LIST
Cells B14 through E21 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values for each row.
1. In cells H14 through J31 is the PivotTable Area. Navigate to any of those cells.
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Type words to search for" edit. Do not type anything, instead, tab once.
1 your
3. Press Below
arrowand
keys to the to the2
to move The
Amount PivotTable
field. Press SPACEBAR to add3 the Amount
Drag the to the Values area. 4
fieldAmount Drag the Buyer
right, is the Fields list should field down to the field down to the
4. Press arrows keys to move to the Buyer field. Press SPACEBAR to add the Buyer field to the Rows area. Press ESC key to exit PivotTable Fields pane.
PivotTable Area. appear on the Values area. Rows area.
Note: AfterClick
you complete
anywhere steps 3 and 4, you may haveIftoyou
right. makedon't
the columns wider to see all of the text and numbers in the PivotTable. (This is a common "extra step" you have to do after creating a PivotTable.)
To continueinside
with this tutorial,
that area.press CTRL+PAGEseeDOWN. To go to the previous sheet, press CTRL+PAGE UP.
it, right-click
Give feedback on this tutorial the PivotTable
Area, and then
click Show Field
List.

Date Buyer Type Amount (empty)

01-Jan Mom Fuel $74
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

Note: After you complete

steps 3 and 4, you may
have to make the columns
wider to see all of the text
and numbers in the
PivotTable. (This is a
common "extra step" you
have to do after creating a
Previous Next
PivotTable.)
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Page 19 of 27
On the next step, you'll create a PivotTable from scratch. And when you do, there's something to keep in mind: Excel puts Pivo
On the next step, you'll create a PivotTable from scratch. When yo
There is a picture that shows 4 sheet tabs named 17, 18, 19, 20, and Learn More. 20 is the active tab.
there's
There something
is a caption tothatkeep
under the picture in example,
says, "For mind:let's
Excel
say yourputs
data isPivotTables on Ifayou
on a sheet named "20." new, sepa
created a Pivo
sheet to the left of the sheet you are on.
There is a picture that shows a new sheet tab called "Sheet12" that is in between sheet 19 and 20.
If you created a PivotTable, Excel would put it on a new sheet to the left. It would name it "Sheet" and then assign a number t
WHY DOES THIS HAPPEN? Well, the full name for a PivotTable is: "PivotTable Report." A report is based on data, and typically
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

For example, ...Excel would

let's say your put it on a new
data is on a sheet to the left.
sheet named It would name it
"20." If you "Sheet" and
created a then assign a
PivotTable... number to it
like "12", "13,"
WHY DOES THIS HAPPEN? etc. You can
Well, the full name for a PivotTable is: "PivotTable Report." A report is based on data, and typically people
always
like to see the reports separately from all of the data itself. Now, it is possible to putdouble-
PivotTables on the
same sheet as the data. But most of the time, PivotTables need a lot of space, so putting them on a new
sheet is a good idea. click the name,
and name it
something else
like
"PivotTable."
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 in mind: Excel puts PivotTables on a new, separate sheet to the left of the sheet you are on.
atch. When you do,
on
0." Ifayou
new, separate
created a PivotTable…"

then assign a number to it like "12", "13," etc. You can always select the sheet, Alt+H, O, R, and name it something else like "PivotTable."
d on data, and typically people like to see the reports separately from all of the data itself. Now, it is possible to put PivotTables on the sam

l would
n a new
o the left.
d name it
" and
sign a
r to it
2", "13,"
u can
ata, and typically people
utdouble-
PivotTables on the
putting them on a new
he name,
me it
ing else

Table."
Next
ething else like "PivotTable."
to put PivotTables on the same sheet as the data. But most of the time, PivotTables need a lot of space, so putting them on a new sheet is
putting them on a new sheet is a good idea.
MAKE A PIVOTTABLE FROM SCRATCH
MAKE A PIVOTTABLE FROM SCRATCH
Cells B15 through E22 contain Data. There are four columns: Date, Buyer, Type, and Amount. Each column has various values
1. Navigate to any of the data cells.
2. Remember that after step 4, a new sheet will be created. And when that happens, remember to use ALT+JT, L to open the P
1 ALT+N,V
3. Press Click to
anywhere 2 Remember
access the Create PivotTable dialog box. that 3 At the top of
inside the data after step 4, a Excel, click the
4. Press ENTER to accept the default options.
below. new sheet will be Insert tab, and
To continue with this tutorial, press CTRL+PAGE created.
DOWN. ToAndgo to the previous sheet,
thenpress CTRL+PAGE
click the UP.
Give feedback on this tutorial when that PivotTable
happens, button.
remember to
drag Amount to
the Values area,
and Buyer to the
Rows area.

Date Buyer Type Amount

01-Jan Mom Fuel $74
15-Jan Mom Food $235
17-Jan Dad Sports $20
21-Jan Kelly Books $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125

Previous
Feedback
ount. Each column has various values for each row.

member to use ALT+JT, L to open the PivotTable Fields List if it's not open already. Then add the Amount field to the Values area, and Buye
e top of 4 In the dialog box
l, click the that appears,
rt tab, and click OK.
ss CTRL+PAGE
click the UP.
tTable
on.

Next
to the Values area, and Buyer to the Rows area.
Good job. You made it.
But keep going! There's more to learn…
More Pivot info: Discover more you can do by reading this helpful article on PivotTables.
Clean data is key: Excel can help. Check out this article to learn more about Get & Transform.
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More pivot info Clean data is LinkedIn Community

Discover more key Learning Connect with
you can do by Excel can help. Video courses other Excel fans.
reading this Check out this for all levels— They can help
helpful article on article to learn from beginner to you, and you can
PivotTables. more about Get advanced. Take help them.
& Transform. at your own
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