How to Create a Pivot Table on Excel

Feb 21, 2024

Written by Emily Steel, Marketing Manager at Omega High-Impact Print Solutions

Welcome to our step-by-step guide on mastering one of Excel's most powerful tools: the pivot table. Whether you're a seasoned Excel user or just starting out, pivot tables can revolutionize the way you analyze and visualize data. In this tutorial, we'll walk you through the process of creating a pivot table from scratch, unlocking the potential to summarize, manipulate, and gain insights from your data with ease.

Let's jump in!

Step 1

Choose the cells you wish to utilize for generating a PivotTable.

Step 2

Navigate to Insert > PivotTable.

Step 3

Within "Choose the data that you want to analyze," opt for "Select a table or range."

Verify the cell range under Table/Range.

Step 4

Under "Choose where you want to place the PivotTable," select "New worksheet" for a new worksheet or "Existing worksheet" and pinpoint the desired location.

Click OK.

Step 5

To include a field in your PivotTable, tick the checkbox beside the field name in the PivotTables Fields pane.

Step 6

Format your PivotTable to your liking.

Mastering the art of PivotTables in Excel can significantly enhance your data analysis capabilities. By following these step-by-step instructions, you can efficiently organize and analyze your data with ease. Remember to experiment with different field placements and features to tailor your PivotTable to suit your specific needs. With practice and exploration, you'll become proficient in leveraging this powerful tool to uncover valuable insights from your data.