How to create a pivot table in excel

by Ebubechukwu Okoli
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Pivot tables are one of the Excel‘s most powerful  and wonderful features. A pivot table enable you to extract the documents or data from a large, detailed data set.

The data set consists of around 213 records and 6 fields. Order ID, Product, Category, Amount, Date and Country.

Pivot Table Data in Excel

Insert a Pivot Table

To insert a pivot table, follow the steps below.

1. Click any single cell inside the data set.

2. On the Insert tab, in the Tables group, click PivotTable.

Insert Excel Pivot Table

The below dialog box will appears. Excel will automatically selects the data for you. The default location for a new pivot table is New Worksheet.

3. Click OK.

Create PivotTable Dialog Box

Drag fields

The PivotTable Fields pane then appears. In other To get the total amount exported of each product, drag the listed below fields to the different areas.

1. Product field to the Rows area.

2. Amount field to the Values area.

3. Country field to the Filters area.

Drag Fields to Areas

Below you can see the pivot table. Bananas is the main export product. That’s how easy pivot tables can be!

Pivot Table

Sort

To will get Banana at the top of the list, sort the pivot table.

1. Click any cell inside the Sum of Amount column.

2. Right click and click on Sort, Sort Largest to Smallest.

Sort Largest to Smallest

Result.

Sorted Pivot Table

Filter

Because Country field was added to the Filters area, It can filter this pivot table by Country. As a reference: which products do we export the most to France?

1. Click the filter drop-down and select France.

Result. Apples are our main export product to France.

Filtered Pivot Table

Note: you can also use the main standard filter (triangle next to Row Labels) so that it can only show the amounts of specific products.

Change Summary Calculation

By default, Excel will  summarizes your data by either counting or summing the items. so that it can change the type of calculation that you want to use, execute the following steps.

1. Click any cell inside the Sum of Amount column.

2. Right click and click on Value Field Settings.

Value Field Settings

3. Choose the type of calculation you want to use. For example, click Count.

Summarize Value Field By

4. Click OK.

Result. 16 out of the 28 orders to France were ‘Apple’ orders.

Count

Two-dimensional Pivot Table

If you drag a field to the Rows area and Columns area, you may create a two-dimensional pivot table. First, insert a pivot table. Then, to get the total amount exported to each country, of each product, drag the following fields to the different areas.

1. Country field to the Rows area.

2. Product field to the Columns area.

3. Amount field to the Values area.

4. Category field to the Filters area.

Create Two-dimensional Pivot Table

Below you can find the two-dimensional pivot table.

Two-dimensional Pivot Table in Excel

create a pivot chart and apply a filter to easily compare these numbers. or it may be possible this step is too far for you at this stage, but it actually shows you one of the many other powerful pivot table features Excel has to offer.

Pivot Chart

NEXT: How to Group Pivot Table Items in Excel>>>

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