Sunday, February 13, 2011

How to Create Pivot Tables Using Excel 2007


1. Double-click the Excel 2007 file that contains your source data.
2. Edit your source data in Excel 2007 so there are no blank rows or columns in the data that you want to use to make a Pivot Table. Also ensure that the top row contains column headers. If there are no column headers, right-click on the first row of the data and choose 'Insert' to insert a new row. Type in column headers in this row.
3. Click on the top-left cell in the data source and hold down the mouse button. Drag the mouse to the bottom-right cell and release the button.
4. Click the 'Insert' tab on the toolbar and then press the 'Pivot Table' button on the left side of the ribbon across the top of the window. This will launch the 'Create Pivot Table' wizard. Press the 'OK' button to create the Pivot Table on a new worksheet. If you want to use the same worksheet, select the 'Existing Worksheet' option and enter in the top-left cell where the Pivot Table will go.
5. Place checkmarks next to the fields, which correspond to the columns in your source data, that you want to include in the Pivot Table. As you place the checkmarks, you will see the fields appear in one of four boxes on the screen. And you will see the data in those fields populate the Pivot Table.
6. Drag and drop the fields to move them from one Pivot Table area to another. Each area corresponds with a different section of the Pivot Table. You can have each field be a column on the Pivot Table, a row on the Pivot Table, a filter above the Pivot Table or part of the data set that makes up the bulk of the Pivot Table.

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