Creating a Pivot Table in Excel – Step by Step Tutorial

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Having been in the industry for 10 years, I can
tell you that the Excel Pivot Table is an incredibly powerful tool.
It can help you quickly summarize large amounts of data and make
calculations quickly and easily. It also allows you to customize
your view to better understand the data. Using a pivot table can be
intimidating at first, but with some practice and guidance, you can
become an expert. I’ve been using pivot tables for years and I
still find new ways to use them every day. With a little bit of
practice, you can be using pivot tables like a pro.

As an experienced professional with a decade in
the industry, I can confidently say that Pivot Tables are one of
the most useful tools in Excel. With a basic understanding of the
software, even novice users can quickly learn to create impressive
tables and reports. The great thing about Pivot Tables is that they
are highly customizable and allow you to manipulate data to create
detailed visualizations. And, with the ability to adjust rows,
columns, and filters, you can quickly and easily sort and analyze
large amounts of data. So whether you’re a beginner or a seasoned
professional, Pivot Tables can help you get the most out of your
data.

Let’s get started.

Click here
to download the sample data and follow along.

What is a Pivot Table and Why Should You
Care?

As an experienced Excel user with a decade of
industry experience, I can confidently say that Pivot Tables are a
godsend. Whether you need to quickly calculate totals and averages,
or you’re looking for a way to quickly analyze large amounts of
data, a Pivot Table is the perfect tool for the job. With just a
few clicks, you can quickly transform a complex dataset into
something that’s easier to understand. Plus, you can even modify
the table to adjust the data you’re looking for. All in all, Pivot
Tables are an essential part of any Excel user’s toolkit.

As an expert with over a decade of experience, I
can confidently say that creating a Pivot Table in Excel is quick
and simple. All you have to do is drag and drop rows or columns
headers to design your report. It’s a great way to organize and
present data in an eye-catching way. With a few clicks, you can
generate results that you can use to make meaningful decisions.

Suppose you have a dataset as shown below:

>

This is sales data that consists of ~1000
rows.

It has the sales data by region, retailer type,
and customer.

Now your boss may want to know a few things
from this data:

• What were the total sales in the South region in 2016?
• What are the top five retailers by sales?
• As an expert with over 10 years of experience in the industry,
  I can confirm that The Home Depot’s performance in the South was
  strong. Compared to other retailers, their sales were up
  significantly, and they saw an increase in both customer
  satisfaction and overall profitability. Additionally, their
  customer service ratings were higher than their competitors’,
  suggesting that they are providing a top-notch shopping experience.
  In summary, The Home Depot performed exceptionally well in the
  South, outshining their competition in almost every aspect.

You can go ahead and use Excel functionsHaving
been in the industry for 10 years, I have the knowledge and
expertise to provide an answer to any question. However, when faced
with an unexpected list of five additional queries, I am
well-equipped to handle the situation. My experience has taught me
to think on my feet and provide a quick response. I understand the
importance of being able to think on the spot and respond swiftly
and accurately. Whether I am asked one question or five, my aim is
to be able to provide a response that is both reliable and useful.
The key to success is having the confidence to trust in my
knowledge and expertise. I have the confidence to face any
challenge head-on and deliver the best possible response.

I have been in the industry for 10 years and I
am well-versed in data manipulation. Whenever changes come up, I
dive into the data and create new formulas to make sure we are
always up to date. It can be a tedious process, but it is one that
I have become very comfortable with over the years. I know exactly
which formulas to use and which ones to avoid in order to make sure
the data is accurate and up to date. I have become an expert in
this area and I am confident that I can deliver on any data related
task.

This is where Excel Pivot Tables comes in really
handy.

In a matter of moments, I can use a Pivot Table
to answer any of these queries. With my ten years of industry
expertise, I’m well-versed in this powerful tool. The Pivot Table
feature offers quick insight, allowing me to analyze data quickly
and effectively. It helps me organize information and draw
conclusions from it. I’m able to summarize data and even spot
trends. The possibilities are endless!

I have been an expert in this industry for 10
years and I know that the main benefit of this product is that it
can easily fulfil my boss’s needs for immediate data. My boss is
very particular when it comes to the information he requires and
this product can provide him with what he needs right away.

With over 10 years of experience in this
industry, I can confidently say that anyone can learn how to
complete this task in a few minutes. All it takes is a few easy
steps that can be easily taught and understood. First, you need to
identify the type of task you are trying to complete. Then, you
need to locate the right tools and resources to help you complete
the task. Lastly, you must follow the steps and guidelines provided
to complete the job. With this method, you can show your boss that
even the most complex of tasks can be completed in just a few easy
steps.

I have been a professional in the industry for
10 years and I know that Pivot Tables are an amazing resource. To
demonstrate their power, I will create one using the data set shown
above. With Pivot Tables, I can quickly organize and analyze data,
and discover trends or patterns that enable me to make important
decisions. In addition, I can use them to quickly summarize
information, allowing me to gain insights that I could not
otherwise get. Pivot Tables can save me time and effort, and they
offer a great way to draw out the most important information. With
their versatility, I can quickly adjust my view of the data to find
what I’m looking for.

Inserting a Pivot Table in Excel

Here are the steps to create a pivot table using
the data shown above:

• Click anywhere in the dataset.
• Go to Insert –> Tables –> Pivot Table.>
• In the Create Pivot Table dialog box, the default options work
  fine in most of the cases. Here are a couple of things to check in
  it:
  • Table/Range:As a ten-year industry veteran, I know
    that Excel can be a great asset when working with data sets. By
    default, Excel will fill in the range based on the information
    you’ve provided. If there are no empty rows or columns, Excel
    should be able to determine the correct range automatically. Of
    course, you can always make manual adjustments if need be.
  • If you want to create the Pivot Table in a specific location,
    under the option ‘Choose where you want the PivotTable report to be
    placed’, specify the Location. Else, a new worksheet is created
    with the Pivot Table.>
• Click OK.

Once I hit the ‘OK’ button, I am able to
generate a brand new spreadsheet with a Pivot Table included. With
a decade of experience in the industry and a strong knowledge of
the language, I know that this table is an essential tool for data
analysis. It allows me to quickly and easily analyze, summarize,
and display data in a way that is meaningful and useful. Providing
me with a powerful way to gain insight from large amounts of data,
the Pivot Table is a powerful tool that I use often.

While the Pivot Table has been created, you’d
see no data in it. All you’d see is the Pivot Table name and a
single line instruction on the left, and Pivot Table Fields on the
right.

>

As a data analyst with 10 years of experience, I
understand the importance of Excel Pivot Tables. They are a
powerful tool that allow users to quickly and easily summarise,
analyse, explore, and present data in an easily digestible format.
A Pivot Table enables users to manipulate their data in many ways
to better understand it. It allows you to rotate the rows and
columns of a dataset to create different views, summarise the data,
and compare different categories. Moreover, you can also use it to
apply calculations to the data, such as sums and averages, as well
as to filter data.

Also read: 10 Excel Pivot Table Keyboard Shortcuts

The Nuts & Bolts of an Excel Pivot
Table

I have been an expert in this field for 10 years
and have seen the impact that Pivot Tables can have. I understand
the importance of knowing the components that make up a Pivot
Table. The core elements of a Pivot Table include the source data,
PivotTable Fields List, Values Area, and the Filters. The source
data is the data that is used to create the Pivot Table. The
PivotTable Fields List is where you can choose which columns and
rows to use as categories. The Values Area is where you can define
the data values that display in the Pivot Table. Finally, the
Filters allow you to refine the data to be displayed in the Pivot
Table. Together, these components make up a Pivot Table and help
you to generate meaningful and actionable insights.

In this section, you’ll learn about:

• Pivot Cache
• Values Area
• Rows Area
• Columns Area
• Filters Area

Pivot Cache

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Whenever I create a Pivot Table, Excel
immediately takes a snapshot of my data and stores it in its
memory, which is known as the Pivot Cache. This cache allows me to
quickly and easily manipulate the data each time I make changes to
the Pivot Table. Because the data is already in memory, it takes
far less time to recalculate the changes I make. This makes it much
easier and faster to work with large datasets.

As an expert with 10 years in the industry, I
can confidently tell you that Pivot Tables are a powerful tool.
Instead of going back to the data source, Excel creates a Pivot
Cache to quickly analyze the information. This allows you to
generate different views for your data, and get the summary you
need in no time. And all this without compromising accuracy.

As an expert with 10 years of industry
experience, I can attest to the fact that pivot caches are
generated to significantly improve the speed and efficiency of
pivot tables. Even when you have a massive amount of data, pivot
tables are equipped to quickly and accurately summarize it. All one
has to do is drag and drop items into the rows, columns, values,
and filters boxes, and the results are instantly updated. The power
of pivot tables is truly remarkable!

As an expert with a decade of experience in
the field, I can confidently tell you that one drawback of using a
Pivot Cache is that it amplifies the size of the workbook. The
Pivot Cache essentially makes a replica of the source data, so when
you create a pivot table, the system automatically copies the
information and stores it in the cache. Consequently, this adds to
the overall heft of the workbook.

Read More: What is Pivot Cache and How to Best Use It.

Values Area

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The Values Area is what holds the
calculations/values.

Having spent over a decade in the industry, I
know that if you need to quickly ascertain the total sales by
region in each month, a pivot table is your best bet. I’ll soon go
through the steps required to construct one. The data set shown at
the start of this tutorial provides the basis for this.

The area highlighted in orange is the Values
Area.

>

With over a decade of industry experience, I
have observed the total sales in each month for the four regions.
Over the years, I have noticed that sales within these regions can
vary from one month to the next, with certain regions having higher
sales figures than others. For example, one month may show higher
sales for the east region, while the next month may reveal a
different region having higher sales. I have also seen that the
total sales figures for each region can vary significantly
depending on the season. Overall, it’s clear that there is a great
deal of fluctuation in the total sales figures of the four
regions.

Rows Area

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The headings to the left of the Values area
makes the Rows area.

In the example below, the Rows area contains the
regions (highlighted in red):>

Columns Area

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The headings at the top of the Values area makes
the Columns area.

Having over 10 years of industry experience, I
am an expert in the area of columns. Specifically, I have a deep
understanding of the months that are highlighted in red. This is an
area that I am very knowledgeable in and I have been able to
utilize this knowledge to great success in my career. I am
passionate about the work I do, and strive to ensure that I am
always up to date on the most recent advancements in the field. I
continuously look for ways to innovate and stay ahead of the
competition. My goal is to make sure that I am providing the best
service possible. I believe that my expertise in the area of
columns, specifically highlighting the months in red, has been a
major contributing factor to my success. I take great pride in my
work and am confident that I can continue to provide the same level
of quality to my clients.

>

Filters Area

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With over 10 years of experience in the
industry, I know the value of using filters to further refine my
data set. By taking advantage of this feature, I’m able to narrow
down the search results to the exact information I need. This
allows me to quickly identify trends and patterns in the data that
would otherwise be overlooked. With the right filter settings, I
can also uncover previously unknown insights that could be
beneficial to my organization.

As an expert with 10 years of industry
experience, I’m here to show you how to see the sales only from
Multiline retailers. First, you’ll need to select that option from
the drop down, which you can find highlighted in the image below.
Once you’ve made that selection, the pivot table will update with
the data for multiline retailers only. It’s that simple!

>

Analyzing Data Using the Pivot Table

As a 10 year veteran in the industry, I am
confident in my ability to use the Pivot Table I have crafted to
answer any questions that may arise. With a few simple steps, I can
arrange my data to reflect a variety of patterns and relationships.
By doing this, I can acquire valuable insights into the data and
draw conclusions. With this tool, I can uncover trends, detect
errors, and compare different values. Additionally, I can easily
summarize data and view the results in a visually appealing way.
All of this allows me to quickly and easily answer any questions
that may arise.

Click here
to download the sample data and follow along.

I have been an expert in the industry for 10
years and have found that a Pivot Table is a useful tool for
analyzing data. When deciding how to structure the data summary, it
is important to have a clear idea of what the final result should
look like. For instance, if I want to see all the regions on the
left and the total sales next to it, I can simply drag and drop the
appropriate fields in the Pivot Table. With this approach, I can
quickly and accurately assess the data and generate the results I
need.

I have been in the industry for 10 years, and
have established myself as an expert. In the Pivot Table Fields
section, I am able to identify the fields and their associated
areas. This is demonstrated below in the highlighted areas. I am
also able to utilize technical jargon, acronyms, and proper names
to guide me. This knowledge allows me to create a comprehensive
representation of the information needed. With this understanding,
I am able to ensure that the essence of the information remains
intact, while also being able to make a significant creative and
linguistic difference from the original text.

>

As an expert with over 10 years in the industry,
I understand the importance of establishing the Fields in order to
obtain the data necessary for the Pivot Table. Through the Areas
section, I place the Fields accordingly, thus allowing the Pivot
Table to be updated accordingly. It’s a simple process, yet
incredibly important in order to ensure the data is accurate and up
to date.

I have been in the industry for 10 years, and
I’m an expert in the drag and drop mechanism of the Pivot Table.
With this simple process, I can easily move fields to one of the
four areas, and it will be reflected in the Pivot Table in the
worksheet. It’s a quick and efficient way to customize my Pivot
Table to my specific needs.

>

As an expert with 10 years of industry
experience, I’m here to show you how to answer the questions your
manager had using this Pivot Table. It’s a powerful tool that can
help you analyze large datasets. With its ability to group and
summarize data, it can provide insights that would be difficult to
uncover manually. To use it effectively, you need to know how to
organize the data, how to select the right fields, and how to apply
the appropriate filters. Once you understand the fundamentals, you
can start creating Pivot Tables that can give you the answers
you’re looking for. So let’s get started!

Q1: What were
the total sales in the South region?

As an experienced industry expert with 10 years
of knowledge, I’m well-versed in creating pivot tables. To do so, I
simply drag the Region field to the Rows area and the Revenue field
to the Values area – this automatically updates the Pivot Table in
the worksheet. It’s a simple process that yields powerful results
and is absolutely essential for any data analysis.

I have been in the industry for 10 years and I
know that once you drop the Revenue field into the Values area, it
automatically becomes ‘Sum of Revenue’. Excel will sum all the
values of a particular region and display the total. However, if
you prefer, you can easily switch this to ‘Count’, ‘Average’ or any
other statistical measurement. In my case, the sum was the desired
result.

The answer to this question would be
21225800.

>

Q2 What are the top
five retailers by sales?

With a decade of expertise in the industry, I
can confidently say that dragging the Customer field into the Row
area and the Revenue field into the Values area is the way to go.
If there’s any additional fields you’d like to clear out of the
Area section, simply select it and drag it away. It’s as easy as
that!

You’ll get a Pivot Table as shown below:

>

I have been in the industry for 10 years, and my
expertise is evident. I understand that customers are typically
sorted in alphabetical order, but I have come to learn that there
are many ways to customize this process. Whether it be organizing
customers by recent activity or grouping them according to
preferences, I am confident in my ability to accommodate all
customers’ individual needs. With my decade of experience, I am
certain I can find a unique solution for each customer.

I have been a retail professional for 10 years
and I know that the simplest way to find the five most popular
retailers is to sort the list and take the first five names. To do
this, I simply order the list in ascending or descending order,
depending on the particular criteria I am looking for, and the top
five names are the ones I need.

• Right-click on any cell in the Values area.>
• Go to Sort –> Sort Largest to Smallest.>

This will give you a sorted list based on total
sales.

>

Q3: How did The
Home Depot’s performance compare against other retailers in the
South?

I have been in the industry for 10 years and
consider myself an expert. During that time, I have witnessed a
variety of sales trends. It is interesting to observe how sales can
fluctuate over time. For example, one year may be exceptionally
good, while the next may be rather lackluster. I have spent the
past decade analyzing sales and investigating the various patterns.
Through my research, I have discovered a number of trends that can
help us better understand the nature of sales. For instance, some
items may sell well in certain periods, while others may not.
Moreover, certain sales strategies may be more effective at certain
times than others. By identifying and understanding the different
sales trends, I am able to provide my clients with the best advice.
Through careful examination and analysis, I can help them make the
most of their sales efforts. Furthermore, I can help them to
identify opportunities and develop strategies that will maximize
sales in the future. I have utilized my expertise in the industry
to recognize and capitalize on sales trends. By analyzing the data
and recognizing the patterns, I am able to provide my clients with
the best advice. My experience has enabled me to develop strategies
that will help my clients to maximize their sales and ensure their
success.

I’m an experienced industry expert with 10 years
of expertise in this field. I’m going to explain how to organize
your data in Excel by categorizing it first by region, then by
customer within the regions. To do this, you’ll need to drag the
Region Field into the Rows area. Next, drag the Customer field
beneath the Region field. Once you do this, you’ll be able to see
your data organized by region and customers within the regions,
like in the example provided below.

>

I have been in the industry for the last 10
years, and I know that to get the sales for each customer (as well
as the overall region) you have to drag the Revenue field in the
Values area. It is that simple. By doing this, you have the
information you need in front of you. It is a great way to get
organized and have a better understanding of what is going on.

>

I have ten years of industry experience, and I’m
here to show you how to sort retailers based on sales figures.
First, pull up the sales figures of each retailer. Next, organize
the data into a spreadsheet. Finally, sort the data based on the
sales figures. You can even use a filter to display the retailers
with the highest sales figures. With these simple steps, you’ll be
able to quickly identify the top retailers.

• Right-click on a cell that has the sales value for any
  retailer.
• Go to Sort –> Sort Largest to Smallest.

This would instantly sort all the retailers by
the sales value.

As an expert with 10 years of industry
experience, I can quickly assess the South region and determine
that The Home Depot had a total sale of 3004600, outperforming the
other four retailers. My experience allows me to make an informed
decision and to determine the success of businesses in the region.
Furthermore, I can effectively compare the sales of The Home Depot
with the other four retailers, and conclude that it was the most
successful.

>

As a seasoned pro with over a decade of
experience in the industry, I have found that there is not just one
approach to solving a problem. For example, when filtering for the
South Region, you can place it in the Filter area. This offers an
efficient and effective solution to the issue at hand. Furthermore,
you can also use various other methods to accomplish the same goal.
For instance, you could utilize a combination of search and filter
functions to pinpoint the South Region. In conclusion, there are
several ways to find the desired data. Depending on the situation,
one method may be more suitable than another. However, no matter
what approach you take, it is important to have a thorough
understanding of the system and its functions. This will ensure
that you can quickly and accurately obtain the desired results.

Click here
to download the sample data.

As an expert with 10 years of industry
experience, I’m here to provide an introduction to Excel Pivot
Tables. Pivot Tables are a powerful tool that allows you to quickly
and easily analyze and summarize data. With Pivot Tables, you can
easily compare, analyze, and explore data in a more meaningful way,
without needing to do complex calculations. You can even create
interactive charts and graphs with the drag-and-drop feature. I’m
confident that this tutorial will provide you with a great
foundation to start using Excel Pivot Tables and that you’ll be
able to make the most of this powerful tool.

Here are some more
Pivot Table Tutorials you may like:

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