After you drag it, Excel automatically detects that you want to sum. Values: Well, we definitely want to learn more about the revenues, so let’s drag the Revenue field to the Values box.Let’s imagine that we want to learn more about in store vs. We’re going to build this PivotTable from the ground up, thinking about what we want to learn from the data. You’ll use this to summarize your data and build your PivotTable. On the right side of your screen, you’ll now see the PivotTableFields. It’s cleanest to select new worksheet, so pick that one. The dialogue box that appears will ask you to select your data, which you’ve already done, and where you want your Pivot Table. With your data selected, click on the Insert tab on the ribbon, and then click Pivot Table. Picking up these useful keyboard shortcuts as you learn Excel is crucial. Mac users, press COMMAND and A at the same time. Windows users, click anywhere in the table and press the CTRL and A buttons at the same time. You can click and drag to select the data, but I’ll use this opportunity to teach you a shortcut. Starting with a smaller-than-usual data set allows us to wrap our heads around what’s going on, then scale up as needed.įirst, you need to select the data you want to work with. Typically, you’ll work with a lot more data than what is shown in this sample worksheet, but let’s not start by getting overwhelming. Start by downloading this data, then follow along. Pro Tip: use this article to learn the basics. Rather, you’ll know the basics and can go off into the world to impress folks around your office. You won’t become a Pivot Table master by reading this short article.

If you read this short article and follow along, you’ll be able to make a Pivot Table. Also - and here’s the big secret - it’s actually not all that hard. Seriously, learning how to create a pivot table in Excel is something that everyone in a business setting should be required to learn.

The wizard who dreamt up Pivot Tables deserves a place in the hallowed halls of Hogwarts.

By Rich Rinaldi on Decemin Advanced Excel Functions and Formulas

How to make a table on excel for a mac