Monday, April 16, 2012

How to Build Pivot Tables in Excel 2007


1. Open Excel and open a spreadsheet on your computer that has data in at least 5 columns and 10 rows. Make sure this data has column headers.
2. Press 'Control' and 'A' to select all of the data in your spreadsheet. Click on the 'Insert' tab on the ribbon and select 'PivotTable.' Select 'PivotTable' again. Excel will open the Create PivotTable dialog box. In the section titled 'Choose the data that you want to analyze,' choose 'Select a Table or Range.' In the section titled 'Choose were you want the PivotTable report to be placed,' choose 'New Worksheet.' Click 'OK.' A new worksheet opens displaying an empty PivotTable.
3. Design your PivotTable by selecting a column header from the 'PivotTable Field List.' The column data will populate the PivotTable. Notice the field is dropped into the 'Row Labels' area of your PivotTable. You can move it around using the section titled 'Drag fields between areas below.' Add another field to the PivotTable by selecting it from the 'Pivot Table Field List.' Drag both fields to either the 'Column Labels' or 'Row Labels' and see how your PivotTable is impacted.
4. Add a field that includes a numerical value for these two column headers. Move this field to the 'Sum Values' field of your PivotTable. You should see data that is being summarized in a compact manner. You can display the summarized data as a count or sum value. If you want to change the type of value being displayed, click on the drop-down arrow next to the field in the 'Sum Values' field and select 'Value Field Settings.' Change the value to represent the type of summary you are looking for. Click 'OK.'

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