If you aren’t sure exactly how it should look, at least sketch out a rough idea or two.Īfter you’ve done those preparation steps, it’s time to dive right in! If you’ve got Excel 2016 or later, use the Recommended PivotTables command, and find a pivot table layout that’s close to what you sketched out. To help you get a clear picture, sketch that plan with a pencil and paper, or type a rough plan on an Excel worksheet. If you were making a normal Excel report on the worksheet, what headings would you have across the top, and what headings would be down the left side? Once you know what you want to show, think about the way you’d like the report to look.
which salespeople had the highest sales amounts in each food category?.how much of each product was sold in each region?.It can quickly summarize hundreds or thousands of records.įor example, do you want to show a summary of Next, think about what you want to show in the pivot table. Does is have all the data on Who, What, Where, When and How Much? Take a look at the column headings, to make sure that all the information you need is in the table.That will automatically change size if you add or remove rows and columns. If possible, set up the list as a named Excel table.Make sure that the data is in a well-organized list, with headings, no blank rows, and no blank columns.So, before you start building, check the data that you’re going to use. To make a useful and flexible pivot table, you need good data. Or, make a copy of one of your own workbooks, and use that. There is a sample workbook there too, that you can use for your experiments.
#HOW TO USE PIVOT TABLES IN EXCEL 2018 HOW TO#
The full guide is on my Contextures website, on the How to Plan and Create a Pivot Table page. This blog post will cover the key steps on how to plan a pivot table, and then quickly create and modify it.
Anne recently published Your Excel Survival Kit, which is jam-packed with useful Excel tips, from her extensive experience. Thanks to Anne Walsh for suggesting today’s topic! Anne has led Excel classes for many years, and she knows that people struggle to get their pivot tables set up correctly. I’ve put together a short guide on how to plan a pivot table. But, if you’re just starting out, it’s not clear what to put where. After you’ve been using pivot tables for a while, it’s easy to create a new report, and drop the fields into the right locations. Setting up a pivot table is a bit like news reporting – you can give a quick summary of the Who, What, When, Where and How (Much) of your data.
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