Excel Pivot Table: Basic Exercise

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Ercole Palmeri 2023-11-16
Excel Tutorial
To better understand the goals and implications of using a PivotTable in Excel, let's look at a step-by-step guide on how to create a PivotTable in Excel.
For this simple example we use a spreadsheet, which lists a company's sales data.
Table of Contents
Create a PivotTable
PivotTable report filters
Estimated reading time: 5 minutes

As an example for the construction of a pivot table , let's create an ad hoc spreadsheet. israel rcs data The spreadsheet displays the date of sale, the name of the seller, the province, the region, and the turnover.

Create a PivotTable
The following example creates a pivot that shows total sales for each month of the year, broken down by sales region and sales representative. The process for creating this pivot is as follows:

Select any cell in the data range o Selects the entire data range to use in the pivot (Note: If you select a single cell in the data range, Excel will automatically recognize and select the entire data range for the pivot.)
Click on the Pivot Table button , located within the "Tables" group, on the "Insert" tab of the Excel ribbon.
Pivot in the ribbon bar Excel
You will be presented with the "Create PivotTable" dialog box.
Pivot table setup
Make sure that the selected range refers to the range of cells that you want to use in the pivot table (if you create a table, for example, everything is easier because you will refer to the table and no longer refer to the coordinates).

C'è anche un'option che ti chiede where you want to position the tabella. This allows you to position the pivot table in a specified work sheet. Altrimenti, selezia l'opzione predefinita new worksheet .

Click on OK .

You will now be presented with a PivotTable Blank and PivotTable Field List task pane, which contains several data fields. Please note that these are the headers of the initial data spreadsheet.