top of page

You are learning Data Analysis and Visualization in MS Excel

How do I create a PivotTable to summarize and analyze data?

Here's a breakdown on how to create a PivotTable to summarize and analyze your data in Excel:

1. Prepare your data:

- Ensure your data is organized in a table format. This is ideal as PivotTables work best with structured data with clear column headers.
- Each column should represent a specific category (e.g., product name, price, date).
- Each row represents a single data point (e.g., a specific product sale with its price and date).

2. Create the PivotTable:

- Select any cell within your data table.
- Navigate to the Insert tab on the Excel ribbon.
- Click the PivotTable button.

3. Choose the source data:

- Excel will typically pre-select your data table as the source by default. You can verify or adjust the range if needed.

4. Place the PivotTable:

- Choose where you want the PivotTable to be located:
- New worksheet: Creates a new sheet specifically for your PivotTable.
- Existing worksheet: Places the PivotTable in a specific location within your current sheet (you can choose the cell where you want it to start).

5. Build your PivotTable:

- The PivotTable Fields pane will appear on the right side of your screen. This pane lists all the fields (column headers) from your source data.
- Drag and drop the fields you want to analyze into different areas of the PivotTable layout:
- Rows: This determines how you want to categorize your data (e.g., by product name, date, etc.).
- Columns: This defines how you want to compare your data across categories (e.g., by month, by salesperson, etc.).
- Values: This specifies which data point you want to summarize (e.g., sum of sales, average price, etc.). You can also use functions like SUM, COUNT, AVERAGE, etc. here.

6. Analyze and customize:

- PivotTables offer various functionalities to analyze your data:
- Sorting: Sort rows or columns by clicking the header and choosing a sort option (ascending/descending).
- Filtering: Use filter options within the PivotTable to focus on specific data subsets.
- Formatting: Apply number formatting, data bars, or other formatting options to enhance data presentation.
- Calculated fields: Create custom calculations specific to your analysis needs.

7. Refresh your PivotTable:

- If you modify your source data, right-click anywhere within the PivotTable and select Refresh to ensure the PivotTable reflects the updated information.

By following these steps and exploring the functionalities within the PivotTable Fields pane, you can create powerful summaries and analyze trends within your data set in Excel.

bottom of page