How to Create a Pivot Table in Excel 2007
Pivot tables are a great means of reducing data to easily comparable totals. It can be difficult to make sense of large volumes of data; a pivot table condenses the data. Creating a pivot table in Excel 2007 is not difficult.
Create a spreadsheet in Excel or use a database table or query with all the data you want in your pivot table.
Open a workbook in Excel for your pivot table. You can use the same workbook that has your data, but it is much better to use a separate spreadsheet from your data worksheet. If you have only a small amount of data and want both visible you can put the pivot table on the same spreadsheet. The pivot table will be created with its upper left hand corner at the last cell you selected.
Click the Insert tab in the ribbon. In the Tables box, click PivotTable. If you want a pivot chart, click the down arrow under "PivotTable" and click PivotChart.
Click the selector button at the far right of the Table/Range field and highlight the data to be used in your Pivot Table, if you are using an open workbook. Otherwise, click "Use an external data source" and click "Choose Connection." If you do not see your connection, click "Browse for More" to locate it. Once your data is selected, click OK.
Drag the field names in the Task Pane box on the right from Choose Fields to Add to Report to the four boxes at the bottom. The Row and Column Label boxes determine how your data is arranged. It is easier to read a pivot chart that goes down the page than one that goes across.
Put the fields with numbers into the Values box. The Values box can be a summation, a count, averages and more. The default is a summation. To change the calculation, click the field name you want to change and select Value Field Settings.
Tips & Warnings
- It is easier to read a pivot chart that goes down the page rather than far across the page.
- Do not use large numbers of dates in a pivot table as it will become too large to be useful.