How to Create a Pivot Table in Microsoft Excel?

Working on Microsoft Excel gets very interesting when you have the complete download of information concerning its formatting options and […]

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.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

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.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.



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

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Book your consultation Book Free Consultation
Call Now+1-347-428-6831
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top