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How to Insert a Pivot Table in Excel

We can use a PivotTable to analyze, summarize and calculate data that enables us to visualize trends, comparisons, and patterns in our data. The steps below will walk through the process of Inserting a Pivot Table in Excel.

Figure 1- How to Insert a Pivot Table in Excel

Setting up the Data

  • We will create a Pivot Table with the Data in figure 2.

Figure 2 – Setting up the Data

Creating the Pivot Table

  • We will select the range (B3:C13) of the table
  • We will click on the Insert tab and click on Pivot Table

Figure 3- Clicking on Pivot Table

Figure 4- Creating the Pivot Table

  • We will click on OK to create the Pivot Table in a New Worksheet
  • We will select the fields we want to add to the Pivot Table

Figure 5- Created Pivot Table

  • We can also add a little change to the Pivot Table by dragging the Sales ($) in the Choose fields to add to report to the COLUMNS beside FILTERS

Figure 6- Pivot Table

Note

  • Under “Choose where you want the PivotTable report to be placed”, we can specify the location where we want the worksheet to be placed. Assuming we select “Existing Worksheet”, a valid location will be an unoccupied cell in the existing worksheet, e.g. Sheet1!$D$3

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