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Using Pivot Tables in Microsoft Excel

This introduction has been contributed by Debra Dalgleish, Excel MVP.
Contextures, Copyright © 2002. All rights reserved.
Check out Debra's Excel Tips and Techniques.

What is a Pivot Table?

A pivot table creates an interactive summary from many records.

For example, you may have hundreds of invoice entries in a list on your worksheet.

 

A pivot table can total the invoices by customer, product or date. You create the pivot table by using a wizard -- no need for complicated formulas!

 


You can quickly rearrange the information in the pivot table by dragging the buttons to a new position.

Create a Pivot Table

Many web sites give instructions for creating a pivot table. (See Pivot Table and Pivot Chart Links).

However, before you can create a Pivot Table or Pivot Chart, organize your data in a table that Excel can understand.

Use Headings: As in this example, the first row must have headings. Use a different heading for each column.

Keep It Together: Keep all the data together -- don't include any blank rows or columns in the table.

Isolate It: Leave at least one blank row and one blank column between the data table and any other information on the worksheet.

Pivot Table FAQ List

The following links on the Contextures web site help with some of the common issues and questions about pivot tables:

Pivot Table and Pivot Chart FAQs

Pivot Tables - Special Topics

Intro | Pivot Tables | Pivot Charts | Programming Pivots (links only) | Pivot Links

 

 

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