{"id":6247,"date":"2022-02-17T06:47:00","date_gmt":"2022-02-17T05:47:00","guid":{"rendered":"https:\/\/expert-only.com\/?p=6247"},"modified":"2022-09-13T15:54:08","modified_gmt":"2022-09-13T13:54:08","slug":"create-excel-pivot-table","status":"publish","type":"post","link":"https:\/\/expert-only.com\/en\/excel\/create-excel-pivot-table\/","title":{"rendered":"Create an Excel pivot table"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><strong><em>How to create an Excel pivot table to analyse data?<\/em><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Tutorial to create an Excel pivot table<\/h2>\n\n\n\n<p>When analysing a lot of data, it can be difficult to analyse all the information in your spreadsheet. Especially large tables with several thousand rows. Pivot tables make spreadsheets more manageable by summarising the data and allowing it to be arranged in different ways. This tutorial explains step by step how to build an Excel pivot table with text, images and a Youtube video.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-excel-pivot-tables-to-answer-business-related-questions\">Use Excel pivot tables to answer business related questions<\/h2>\n\n\n\n<p>How do you answer the question &#8220;How much does each vendor sell per year?&#8221; by looking at the sales data in the following example. Answering this question would be time consuming and complicated. This is because all the salespeople are listed in several rows and you have to add up all their sales individually. And use the subtotal command to find the total sales of each person. That&#8217;s a lot of data to go through. Here is a <a href=\"https:\/\/expert-only.com\/en\/excel-tips\/the-best-excel-shortcuts-to-manage-pivot-tables\/\">selection of the best shortcuts for managing pivot tables<\/a>.<\/p>\n\n\n\n<p>This article is an overview of the Excel Pivot Tables because it&#8217;s a sample of what you can achieve. But at the same time the essence of data crossing. The source data for the pivot table is a simple <a href=\"https:\/\/expert-only.com\/en\/excel\/pivot-excel-table\/\">Excel table<\/a>, which looks like this:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"617\" height=\"655\" src=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_create_pivot_table-1.png\" alt=\"Excel pivot table source data\" class=\"wp-image-5889\" srcset=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_create_pivot_table-1.png 617w, https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_create_pivot_table-1-283x300.png 283w\" sizes=\"auto, (max-width: 617px) 100vw, 617px\" \/><figcaption>Excel pivot table source data<\/figcaption><\/figure><\/div>\n\n\n<p>Fortunately, Excel pivot tables can calculate and summarise data in an instant in a way that is both easy to read and organise. After preparing and formatting the data, the pivot table look like this:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"484\" height=\"327\" src=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_pivot_table_result_country_year.png\" alt=\"Screenshot of the pivot table with sales per country and year\" class=\"wp-image-5895\" srcset=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_pivot_table_result_country_year.png 484w, https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_pivot_table_result_country_year-300x203.png 300w\" sizes=\"auto, (max-width: 484px) 100vw, 484px\" \/><figcaption>Result of the pivot table with sales per country and year<\/figcaption><\/figure><\/div>\n\n\n<p>After creating a <a href=\"https:\/\/en.wikipedia.org\/wiki\/Pivot_table\" target=\"_blank\" rel=\"noreferrer noopener\">pivot table<\/a>, it is possible to use it to answer different questions by rearranging the data. To answer the question &#8220;What are the total annual sales?&#8221;, modify the pivot table to look like this:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_pivot_table_sales_by_year.png\" alt=\"Create an Excel pivot table with sales by year\" class=\"wp-image-5901\" width=\"290\" height=\"178\"\/><figcaption>Create an Excel pivot table with sales by year<\/figcaption><\/figure><\/div>\n\n\n<p>The tutorial on how to create an Excel pivot table is available in video format here: <\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to create an Excel pivot table?\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/A6PCrYR5CTE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Prepare the source data for analysis<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Select the table or cells<\/strong> (including column headings) containing the source data to be used.<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"645\" height=\"658\" src=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_select_source_table.png\" alt=\"Select the source data with the headers\" class=\"wp-image-5906\" srcset=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_select_source_table.png 645w, https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_select_source_table-294x300.png 294w\" sizes=\"auto, (max-width: 645px) 100vw, 645px\" \/><figcaption><strong>Select the source data with the headers<\/strong><\/figcaption><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>Go to the <strong>Insert <\/strong>tab and click on <strong>Pivot Table<\/strong>.<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"749\" height=\"307\" src=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_insert_new_pivot_table.png\" alt=\"\" class=\"wp-image-5911\" srcset=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_insert_new_pivot_table.png 749w, https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_insert_new_pivot_table-300x123.png 300w\" sizes=\"auto, (max-width: 749px) 100vw, 749px\" \/><figcaption><strong>Insert a new pivot table<\/strong><\/figcaption><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li><strong>The Pivot Table creation dialogue box will appear.<\/strong> Choose the appropriate parameters and click <strong>OK<\/strong>. In our example, <strong>Table1<\/strong> contains the basic data. Configure the pivot table to be placed on an <strong>Existing worksheet<\/strong>.<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"422\" height=\"287\" src=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_window_prompt_select_table_pivot_table.png\" alt=\"Selecting Table1 as the data range for the PivotTable\" class=\"wp-image-5918\" srcset=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_window_prompt_select_table_pivot_table.png 422w, https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_window_prompt_select_table_pivot_table-300x204.png 300w\" sizes=\"auto, (max-width: 422px) 100vw, 422px\" \/><figcaption>Selecting Table1 as the data range for the PivotTable<\/figcaption><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>A <strong>pivot table<\/strong> and a <strong>list of blank fields<\/strong> to select will appear in a new worksheet.<\/li><li>From the <strong>PivotTable <\/strong>menu, <strong>select the fields<\/strong> to be added. Each field is simply <strong>the name one of the column headings<\/strong> of the original data. <strong>Check the box for each field to be added in the Pivot Table<\/strong> field list.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Select the fields to cross and analyse in the pivot table<\/h2>\n\n\n\n<p>In this example, you want to know the total amount of orders for each salesperson by country and by year, so check the following fields:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Salesperson<\/li><li>Country<\/li><li>Year<\/li><li>SalesAmount<\/li><\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"552\" height=\"691\" src=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_pivot_table_field_selection.png\" alt=\"Fields selection for the pivot table\" class=\"wp-image-5927\" srcset=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_pivot_table_field_selection.png 552w, https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_pivot_table_field_selection-240x300.png 240w\" sizes=\"auto, (max-width: 552px) 100vw, 552px\" \/><figcaption>Fields selection for the pivot table<\/figcaption><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\"><li>The selected fields are added to one of the four areas below the field list. In our example, the <strong>Sellers <\/strong>field has been added to the <strong>Rows <\/strong>area and the <strong>Sales Amount<\/strong> field has been added to the <strong>Values <\/strong>area. If the area is not satisfactory, move a field to a new area by clicking on it.<\/li><li><strong>The pivot table is used to calculate and summarise the selected fields<\/strong>. In our case, the pivot table shows the sum of orders for each salesperson, broken down by country and by calendar year.<\/li><li><strong>Sort the data in a pivot table like any other spreadsheet<\/strong>. To do this, use the Sort and Filter command in the Home tab. It is also possible to format the figures in a custom way.<\/li><li>For example, <strong>change the formatting of the numbers to indicate a currency<\/strong> (Monetary), such as US Dollars ($) or Euros ($). Keep in mind, however, that some arrangements may disappear after changing the structure of a pivot table.<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"509\" height=\"710\" src=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_pivot_table_sales_by_year_country_salesperson.png\" alt=\"Excel Pivot Table with Sales by SalesPerson, Country and Year\" class=\"wp-image-5940\" srcset=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_pivot_table_sales_by_year_country_salesperson.png 509w, https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/excel_pivot_table_sales_by_year_country_salesperson-215x300.png 215w\" sizes=\"auto, (max-width: 509px) 100vw, 509px\" \/><figcaption>Excel Pivot Table with Sales by SalesPerson, Country and Year<\/figcaption><\/figure><\/div>\n\n\n<p>To modify the data in the source file, the pivot table will not be edited automatically. To edit it manually, select the pivot table and go to Analysis -&gt; Refresh.<\/p>\n\n\n\n<p>In our example, the pivot table answers the following question: <strong>What are the total sales for each vendor by country and year?<\/strong> Now, to ask a new question: <strong>What is the total annual sales for each country?<\/strong> Simply change the field in the Rows area to leave only the years.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The Excel pivot table makes it easy to cross-reference data<\/h3>\n\n\n\n<p>One of the best things about pivot tables is that you can quickly rearrange the data. This allows you to take a fresh look at the spreadsheet. Manipulating data can help answer different questions. And also allow you to experiment with new data or future projections to allow you to deduce new trends and patterns. To go further in the data analysis journey, here is <a href=\"https:\/\/expert-only.com\/en\/excel-tips\/the-best-excel-shortcuts-to-manage-pivot-tables\/\">a selection of the best Excel shortcuts to manage pivot tables<\/a>. <\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-expert-only wp-block-embed-expert-only\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/expert-only.com\/en\/excel-tips\/the-best-excel-shortcuts-to-manage-pivot-tables\/\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<div class=\"mh-excerpt\"><p>How to create an Excel pivot table to analyse data? Tutorial to create an Excel pivot table When analysing a lot of data, it can be difficult to analyse all the information in your spreadsheet. Especially large tables with <a class=\"mh-excerpt-more\" href=\"https:\/\/expert-only.com\/en\/excel\/create-excel-pivot-table\/\" title=\"Create an Excel pivot table\">&#8230;<\/a><\/p>\n<\/div>","protected":false},"author":1,"featured_media":5954,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[457],"tags":[],"class_list":{"0":"post-6247","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-excel"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.7 (Yoast SEO v26.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create an Excel pivot table - Excel Tips<\/title>\n<meta name=\"description\" content=\"To create an Excel pivot table to analyse thousands of rows, follow the step by step tutorial and build a pivot table from existing data.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/expert-only.com\/en\/excel\/create-excel-pivot-table\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create an Excel pivot table\" \/>\n<meta property=\"og:description\" content=\"To create an Excel pivot table to analyse thousands of rows, follow the step by step tutorial and build a pivot table from existing data.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/expert-only.com\/en\/excel\/create-excel-pivot-table\/\" \/>\n<meta property=\"og:site_name\" content=\"SQL and IT Tutorials\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ExpertOnlyCom\/\" \/>\n<meta property=\"article:published_time\" content=\"2022-02-17T05:47:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-09-13T13:54:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/coffee-6943139_1920.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Expert-Only\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@expert_only\" \/>\n<meta name=\"twitter:site\" content=\"@expert_only\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Expert-Only\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/expert-only.com\/en\/excel\/create-excel-pivot-table\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/expert-only.com\/en\/excel\/create-excel-pivot-table\/\"},\"author\":{\"name\":\"Expert-Only\",\"@id\":\"https:\/\/expert-only.com\/en\/#\/schema\/person\/406a9576b52944f018739a42046873ef\"},\"headline\":\"Create an Excel pivot table\",\"datePublished\":\"2022-02-17T05:47:00+00:00\",\"dateModified\":\"2022-09-13T13:54:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/expert-only.com\/en\/excel\/create-excel-pivot-table\/\"},\"wordCount\":883,\"publisher\":{\"@id\":\"https:\/\/expert-only.com\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/expert-only.com\/en\/excel\/create-excel-pivot-table\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/expert-only.com\/wp-content\/uploads\/2022\/03\/coffee-6943139_1920.jpg\",\"articleSection\":[\"Excel Tips\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/expert-only.com\/en\/excel\/create-excel-pivot-table\/\",\"url\":\"https:\/\/expert-only.com\/en\/excel\/create-excel-pivot-table\/\",\"name\":\"Create an Excel pivot table - 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