Working on Microsoft Excel gets very interesting when you have the complete download of information concerning its formatting options and presenting the data in a more systematic manner.
Of course, you cannot deny the fact that MS Excel as software is very important for your business, and almost on a regular course, you need to be working on worksheets.
However, at times, you might get stuck with a few of the most essential elements of Microsoft Excel. One of such elements or actions is creating pivot tables.
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It is one of the most useful and powerful features of MS Excel and enables you in extracting the relevant information from a detailed and extensive worksheet.
This article will thus further help you with how to create a pivot table in MS Excel. With the easy steps mentioned below, it would be no more a cryptic job for creating pivot tables in MS Excel.
Steps to Create a Pivot Table in Microsoft Excel
So, let’s begin decrypting the steps involved in how to create a pivot table in Microsoft Excel.
Step 1: Starting with creating a pivot table in MS Excel, the foremost step is to choose any respective cell from the source data table.
Step 2: Look for the Ribbon icon and tap on Insert.
Step 3: Under the Tables group, you would find Recommended Pivot Tables, click on it.
Step 4: Navigate to Recommended Pivot Tables window, and start scrolling down the list. This would help you to view the suggested layouts.
Step 5: Tap on a specific layout to preview it in a larger size.
Step 6: Click on the chosen layout which you wish to use for creating pivot tables.
Step 7: Hit OK.
Now that you have known and understood how to get started with creating a pivot table in MS Excel, the next vital thing to also know along with it is adding filters.
Steps to Filter Information When Create Pivot Tables with Huge Data
When creating pivot tables with huge data, you would need to filter out specific information from that.
To do this, you need to do,
Step 1: Choose the filter drop-down and select the option you want to extract the data for.
For example, in the following image snippet, the country France was chosen for which the respective data shows.
Now imagine, you are working with data that shows cumulative amounts, in that case, you can also choose to use the standard filter. The standard filter is a triangle-shaped icon and is located next to Row Labels.
Wasn’t it easy enough to understand and learn how to create a pivot table in MS Excel? Hopefully, this article would be able to fetch a yes for that question!
Creating a pivot table in MS Excel is not that of a big deal only if you know how to do it, along with its additional elements.
The above-mentioned steps will be helpful for you to easily create a pivot table in MS Excel. To get you advanced on Microsoft Excel, stay tuned to this space.
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Can I Modify a Pivot Table once Created?
Yes. Once a pivot table is created on MS Excel, you can choose to modify it too. As the steps involved in creating a pivot table requires choosing a layout first, executing the same and following the rest as below for modifying it:
Click on the Pivot Table Field List located at the right of the worksheet, once you have selected a respective cell. Change the layout of the pivot table.
How to change Summary Calculation once the Pivot Table is created in Microsoft Excel?
Once you have created the pivot table in MS Excel, by default, you would be seeing that your data has got summarized. This summarization of data happens either by counting the list of items or summing up the numbers.
If you wish to modify the type of calculation that MS Excel does by default, here’s what you must execute for the same:
Make a click on any cell which is currently inside the Sum of Amount column. Press right-click and choose Value Field Settings. Select the type of calculation you wish to use. Press OK.
Is it Possible to sort the Data on a Pivot Table created in MS Excel?
Yes, it is possible to sort the data on a pivot table created in MS Excel. The main purpose of sorting the data on a pivot table created in MS Excel is to have the most important data on the top and matches it to your peruse requisite.
To sort the data on a pivot table created in MS Excel, you need to:
Make a click on any cell which is currently inside the Sum of Amount column. Press right-click and choose Sort. Select Largest to Smallest or Smallest to Largest.
In what Scenarios, I might be needing to Create a Pivot Table in Microsoft Excel?
There can be multiple scenarios, for which you need to create a pivot table in MS Excel. Here’s a few of them:
Drawing comparisons for various products total sales. Presenting product sales in the form of percentages drawn from sales total. Combining duplicate data. Keeping tabs on employee headcount belonging from various departments.
What are the different types of Components Associated with Pivot Tables in Microsoft Excel?
In MS Excel, there are different types of components associated with pivot tables. Some of them are listed as below:
Pivot Cache Values Area Rows Area Columns Area Filters Area
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