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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.
Select Insert > PivotTable.
Under Choose the data that you want to analyze, select Select a table or range.
In Table/Range, verify the cell range.
Under Choose where you want the PivotTable report to be placed, select New worksheet to place the PivotTable in a new worksheet or Existing worksheet and then select the location you want the PivotTable to appear.
Building out your PivotTable
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 are added to Rows, date and time hierarchies are added to Columns, and numeric fields are added to Values.
To move a field from one area to another, drag the field to the target area.
Before you get started:
Data types in columns should be the same. For example, you shouldn”t mix dates and text in the same column.
PivotTables work on a snapshot of your data, called the cache, so your actual data doesn”t get altered in any way.
If you have limited experience with PivotTables, or are not sure how to get started, a Recommended PivotTable is a good choice. When you use this feature, Excel determines a meaningful layout by matching the data with the most suitable areas in the PivotTable. This helps give you a starting point for additional experimentation. After a recommended PivotTable is created, you can explore different orientations and rearrange fields to achieve your specific results.
You can also download our interactive Make your first PivotTable tutorial.
Recommended PivotTables to have Excel create a PivotTable for you” loading=”lazy”>