What are Pivot Tables?
A pivot table is a powerful tool to calculate, summarize and analyze data, allowing you to see comparisons, patterns and trends in the data. Thousands of rows of data can become an easy and clear "picture" of your data.
A pivot table is a table of grouped values that brings together the individual elements of a more comprehensive table within one or more discrete categories.
The look is easy to change and you can easily rotate your views with the click of a mouse to get the look of your data that suits your needs.
Pivot tables are a simple and easy way to get an overview of large datasets in Excel.
How to create PivotTables in Excel
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Here's how you do it:
Create a pivot table in Excel Windows
Select the cells you want to create a pivot table from.
Note: Your data should be organized in columns with a single column header.
Select Insert > Pivot table.
This creates a pivot table based on an existing table or range.
Note: If you are select Add this data to the data model, the table or range used for this pivot table is added to the solution's data model. Find out more.
Select where to place the pivot table. Select the New spreadsheet to place the pivot table in a new worksheet or an Existing worksheet and select where the new pivot table will appear.
Click on the OK.
Pivot tables from other sources
By clicking the down arrow button, you can choose from other possible sources for your pivot table. In addition to using an existing table or range, there are three other sources you can choose from to populate your pivot table.
Note: Depending on your organization's IT settings, you may see your organization's name included in the button. "From Power BI (Microsoft)"
From external data source
From data model
Use this option if the workbook contains a data model,and you want to create a pivot table from multiple tables, enhance the pivot table with custom measures or work with very large datasets.
From Power BI
Use this option if your organization uses Power BI and you want to discover and connect to datasets authenticated in the cloud that you have access to.
Expanding your pivot table
- To add a field to the pivot table, select the field name checkbox in the pane Pivot table fields.
Note: Selected fields are added to their default ranges: non-numeric fields are added to Rows,date and time hierarchies are added columns,and numeric fields is added to values.
Drag the field to the destination area to move a field from one area to another.
Summarize the values by
By default, pivot table fields located in the area are displayed Values, as a SUM. If Excel interprets your data as text, it will appear as a NUMBER. Therefore, it is important to ensure that you do not mix data types for value fields. You can change the default calculation by first clicking the arrow to the right of the field name and then selecting the option Value field settings.
Next, you need to change the calculation in Summarize values section After. Note that when you change the calculation method, Excel automatically adds it to the Custom name section, for example "Sum of field name", but you can change it. If you click on Speech format button, you can change the number format for the entire field.
Tip: Since changing the calculation in the Summarize values by If you change the field name for the pivot table, it's best not to rename your pivot table fields until you have finished configuring your pivot table. One trick is to use Search and replace (Ctrl+H) >Search for > "Sum of", then Replace with > leave blank to replace everything at once instead of typing it again manually.
Show values like
Instead of summarizing data using a calculation, you can also display it as a percentage of a field. In the following example, we have changed our household expenses amount to be displayed as a % of grand total instead of the sum of the values.
Once you have opened the dialog Value field setting, you can make your selections from the Show values like.
View a value as both a calculation and a percentage.
Simply drag the element to the section Values twice and then enter the settings Summarize values by and Show values like for each individual.










