Creating Your First Pivot Table

Once your data is prepared, you can summarize it using a Pivot Table.

A Pivot Table is created from an existing dataset. To insert a Pivot Table:
a) Select any cell inside the dataset;
b) Open the Insert tab;
c) Click PivotTable;

d) Confirm the data range;
e) Choose to place the Pivot Table on a new worksheet.

Excel creates an empty Pivot Table and opens the Pivot Table Field List. The Field List controls how the Pivot Table is built:

• Fields placed in Rows define grouping;
• Fields placed in Values define calculations.

When you add a text field to Rows, Excel groups records by that field. When you add a numeric field to Values, Excel calculates a total by default. You can change the Pivot Table at any time by moving fields between areas. The source data is not changed.

Create your first Pivot Table.

Do the following:

• Insert a Pivot Table from the dataset;
• Place Category in Rows;
• Place Sales in Values;

Create the Pivot Table on a new worksheet.