Creating a Pivot Table in Excel

Question

How to create a pivot table in Excel?

Answer

Pivot tables are used to compile all of your data together while also providing numerous ways to filter and sort the data.  

To create a PivotTable simply check the box next to the field name, or right-click a field name and select a location to move the field to (i.e. Add to Report Filter, Add to Row Labels, Add to Column Labels, and Add to Values).

You also have the option of clicking on any of the field names, holding down the mouse and dragging the item to one of the fields below within the Pivot Table Field List.                                                               

The most important thing to remember about Pivot Tables is that it is a program to help you produce the relevant data without having to go through and manually select each entry.  

Also be aware that every change you make can easily be removed if you later decide that it is not helpful.
 

For more information about Pivot Tables in Excel, please view the full tutorial from the CTL here: Excel Part 4

If you need further assistance, please click the CTL Support Request button on this page

CTL Support Request

Details

Article ID: 7974
Created
Fri 12/30/22 1:03 PM
Modified
Fri 11/3/23 4:08 PM
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