Monday, May 27, 2013

How to Set up a PivotTable


1. Open the Excel worksheet that contains the data you want to make a PivotTable out of.
2. Look through your data and make sure the top cell in every column is the column title. If any of the top cells are empty, add a title that will tell you what the data in that mean. If none of your columns has a titles, right-click on the '1' on the left side of your screen and choose 'Insert.' A new row will appear at the top of the page. Enter column titles into this row.
3. Click on the top-left cell in the range of data you want to use for the PivotTable. Scroll to the bottom-right cell in the field, then hold 'Shift' and click on the cell. The entire data field will now be highlighted.
4. Click on the 'Insert' tab at the top of the screen, and the click the 'PivotTable' button. Click 'OK' on the window that opens up, and a new worksheet will be created for your PivotTable. You will see a blank table on the left side of the screen and a field list on the right.
5. Place check marks next to the fields you want to compare in the PivotTable. Excel will automatically place the fields into one of the four PivotTable categories located to the right of the field list.
6. Drag and drop your chosen fields into the categories where you want them. Each category corresponds to a different area of the PivotTable where the data will show up. You can choose to make the field into a column on the table, a row on the table, the data that makes up the meat of the table or a top-level filter above the table.

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