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How to use an excel pivot table

August 1, 2022
4.3K Views

If you ever wanted to analyze your complex data, you need to use pivit table. It is a great tool that helps summarize, analyze, calculate and compare patterns and trends in your data. If you are wondering how to use an excel pivot table, you have come at the right place.

Though there are various usage of pivot tables but to simplify the process a basic example is taken. If you got through the detailed steps, you will surely get the answer of how to use an excel pivot table. So stay tuned and keep reading.

Open and use pivot table by shortcut key

1. Open the file you wish to add pivot table. This is a test file and here various expenses done yearly with sales and other relevant information are mention.

2. Now press Alt+D+P to access the pivot table directly. A dialogue box opens with multiple options

3. In the select range section, you need to specify the cells are to apply pivot table. To do this, click on the arrow button at the right side of field.

4. Bring your cursor at Year cell in A1, click and hold left mouse button and drag diagonally to the bottom right uptil E23. Notice the cells are highlighted and mentioned in the floating field bar

5. Hit Enter. The cell ranges appears in the field.

6. Now enable Pivot Table in the next section and New Worksheet in the last section

7. Click Ok. You will see the blank pivot table is created in the new workbook.

8. Notice the selected fields are mentioned in the right side of the woksheet.

9. Click and drag the Year field in the rows section of Pivot Table Areas. This is the section where you decide how data is arranged for display. As you do it, notice the year section appears in the table

10. Now repeart the process for category, product, and sales. Notice all the data is displayed in the pivot table arranged in ascending year. The pivot table function has arranged the scattered data in to year-wise category

Open and use pivot table from menu

1. Open the file you wish to add pivot table. This is a test file and here various expenses done yearly with sales and other relevant information are mention.

2. Click Insert tab. The Insert ribbon appears with multiple options.

3. Now click Pivot Table

4. The Pivot Table dialogue box appears.

5. Click the arrow at the right side of field.

6. Bring your cursor at Year cell in A1, click and hold left mouse button and drag diagonally to the bottom right uptil E23. Notice the cells are highlighted and mentioned in the floating field bar

7. Hit Enter. The cell ranges appears in the field.

8. Enable New Worksheet in the last section

9. Click Ok. You will see the blank pivot table is created in the new workbook.

10. Repeat the same process of adding fields in the table. Hence, the pivot table is created.

So now you know how to use an excel pivot table. You can organize and compare the data anyhow you wish to.

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15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.