Quick Reference—Create and Format a PivotTable

For easy reference, once you have the concepts down, follow these steps to create and manage the basics of PivotTable and PivotChart reports.

  1. Create your data in columns, with a single row of headings and a value in every cell of the range. For best results, format your data range as an Excel table.

  2. Click in the table and then, on the Insert tab, click PivotTable.

  3. Just click OK in the Create PivotTable dialog box to accept the defaults and create your PivotTable on a new sheet, with the selected table as your source data.

  4. On the new sheet, click to select the fields in the PivotTable Field List pane that you want to include in your PivotTable.

  5. After your fields are added to the PivotTable Row Labels and ...

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