You can also drag and drop to and from Values, Columns, Rows, and Filters. If you make a mistake and drag something into Values, Columns, Filters, or Rows that you don't want there, you can simply click and drag it back to the top section. This will remove it. We've redone our pivot table by dragging Total Price into the Values section (and removing Item). If you drop a numerical field into Values, Excel will assume you want a sum of the items. With pivot tables, there's something you need to keep in mind. If you drop a text field (such as Item) into values, Excel will assume you want to count the values. We did this, and it counted the number of occurrences of the item in our data. Now we can see which item sold in which months. We are going to drag Date Sold from the top section to the Columns section in the bottom half, as shown in the snapshot below. Now let's say we want to add another column to our pivot table. Remember, this is the number of times the item appears in our data. It's not an inventory count. Now, if we look at our pivot table, we see that Excel has summarized the number of each item in our worksheet. Next, we are going to click on Items in the top half again, and drag it to the Values section. We want each item to appear in a row, so we drag it to the Rows section in the bottom half. To see what we mean, let's choose a column from the top half. The only thing in the bottom section that you need to make a pivot table work is Values. You'll find that Rows, Columns, and Filters help to organize the data and information in the pivot table. Values are the crossover of the rows and columns. The bottom section contains the sections of your pivot table.įilters is the filter above the pivot table. In the top section, you will see your columns listed. You will use this to create your pivot table. If you look to the far right side of the Excel window, you will see PivotTable Fields, as shown below. This is where your pivot table will start. This is what you will see in a new worksheet: If you place it in the existing worksheet, you'll need to specify the location where you want to place it. It's recommended that you place it into a different worksheet, but the choice is ultimately yours. Next, decide if you want the new pivot table to appear in the existing worksheet (with your data) or in a new worksheet. You can compare the range of cells listed above with our worksheet, and you can see that all the data was included. Unless you need to change the range of cells, you do not need to enter anything into this field. In the Select a Table or Range field, Excel fills in the range of cells that contains your data. To start creating your pivot table, click within the data, then go to the Insert tab. Click the PivotTable button. In starting to create your own pivot table, you do not need to select or highlight data. The only way that you would be required to select data is if you had a blank column or row within your data. Of course, you wouldn't want that included in your pivot table, so you would select the data you did want included. We are going to use the same worksheet that we used when working with Recommended PivotTables. It is pictured below. The pivot table is then placed into a new sheet, as shown below. That pivot table is now visible in the right column. We have chosen the total price for each item. If you want to use one of these suggested pivot tables, simply click on the pivot tables in the column on the left. In the dialogue box, you will see Excel's recommended PivotTables.Īs you can see, in our recommended pivot tables, Excel summarizes the data by the price of each item, the total price, and the number of items. You will then see the Recommended PivotTables dialogue box. Go to the Insert tab, then click Recommended Pivot Tables in the Tables group. To see the recommended pivot tables, click anywhere in the worksheet. This worksheet is simply a list of items, the price for each item, the quantity sold, the total price, and then the date sold. Recommended Pivot Tables is a feature that is new to Excel 2013. With Recommended Pivot Tables, Excel analyzes the data that you have in your spreadsheet, then suggests possible pivot tables for you to use.
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