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Excel 2003: Creating a PivotTable

Excel 2003: Creating a PivotTable

The data for a PivotTable can come from a number of sources: both within Excel and externally. For the purposes of this lesson, we’re going to focus on using an Excel list, although you could also use a named range or a table.

Just make sure that whatever source you use follows good list guidelines, which include::

     
  • Your List Needs a Header Row
     
  •  
  • Your Header Row Should be Formatted Differently
     
  •  
  • Your List Should Contain NO Blank Rows
     
  •  
  • Your List Should Contain NO Blank Columns
     
  •  
  • Your List Should Contain NO Merged Cells
     

Creating a PivotTable

     
  1. Position your cursor on any cell within your list
     
  2.  
  3. Choose Data: PivotTable and PivotChart Report from the Menu bar
     

Figure 33. PivotTable and PivotChart Wizard Dialog Box – Step 1 of 3

   3.      Choose Microsoft Office Excel list or database

   4.      Choose PivotTable as the kind of report, and then click Next

 

Figure 34. PivotTable and PivotChart Wizard Dialog Box – Step 2 of 3

   5.      Verify the range is correct and then click Next

Figure 35. PivotTable and PivotChart Wizard Dialog Box – Step 3 of 3

   6.      Choose the location of your PivotTable and then click Finish

 

 

Figure 36. Designing a PivotTable

 

   7.   Drag the fields listed in the Field List onto the PivotTable at your preferred areas (Page, Row, Column and Data)

   8.   Once done, close the PivotTable Field List Dialog box