How to use pivot table in excel

August 1, 2022

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If you want to learn how to use pivot table in excel, you should know that it will allow you to summarize large amounts of data. This is a tool that anyone can easily use without being an expert in Excel.

With just a few clicks, you can have your pivot table in your spreadsheet to improve your work and skills. The process is simple. You must drag and drop column and row headers to create your report. Below you will know the steps of how to use pivot table in excel.

How to use pivot table in excel?

If you want to know how to use pivot table in excel 2016, an example will be taken that contains a data set, as you can see in the following image:

This is sales data consisting of ~1000 rows and has the sales data by type of retailers, customer, and region. Suppose you need to know the total sales in the South region in 2016, the top 5 retailers by sales, etc. Then it would be best if you answered other questions; that is where a pivot table makes your job easier.

You won't need to go back to data and create new formulas when your work changes. A pivot table will allow you to answer all your questions in seconds.

To insert or learn how to use pivot table in excel you will need to execute the following steps:

Following the data shown in the previous image, you must go to your spreadsheet and click anywhere in the dataset. Then go to Insert and search for pivot table.

A dialog to create pivot table will pop up.

The default options work fine in most cases. For this example, there are several things to check:Table/Range: Will be populated by default based on your data set. Excel automatically identifies the correct range if your data does not contain blank columns and rows. If you want, you can change it manually.If you want to create a pivot table in a specific location, in the Choose where you want to place the pivot table report option, you will need to specify the location. If you don't, a new worksheet will create with your pivot table.

To continue with the process of how to use pivot table in excel online, you must click OK.

When you click OK, a new worksheet with the pivot table will create. When you create a PivotTable, you won't see any data. You'll see the PivotTable name and a single-line statement on the left. While the pivot table fields will be on the right.

How to modify a pivot table in Excel?

If you have already learned how to use pivot table in excel, but now you want to make some changes, you can do it without a problem. Excel allows you to modify and make changes to the layout of the pivot table after it is created.

To make modifications to your pivot table, you will need to perform these steps:

The field PriceTotal will add to the pivot table for this example.

After learning how to use pivot table in excel 2019, you will need to go to the pivot table field list and add a checkmark to the TotalPrice field. This field will be automatically added to your pivot table, in the Values area, as the Sum of TotalPrice.

Excel added the TotalPrice field to the Values area because it is a numeric field. As you can see, the steps to insert and modify are easy to follow. By knowing how to use pivot table in excel mac, you will be able to expand your knowledge and improve your work experience.

Were you able to learn the correct way how to use pivot table in excel. A pivot table will allow you to present summary reports and explore large amounts of data in just a few clicks.

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