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Excel 2007: Creating a PivotTable

Excel 2007: Creating a PivotTable

The data for a PivotTable can come from a number of sources: both within Excel and external. 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, you’ve followed the list guidelines given in Section 2.1 which include:

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



Creating a PivotTable

     
  1. Position your cursor on any cell within your list
     
  2.  
  3.  Choose PivotTable in the Tables group on the Insert tab
     
  4.  
  5. Click PivotTable
     

Figure 47. Create PivotTable Dialog Box

    4.       Verify the range is correct

    5.       Choose PivotTable Location

    6.       Click OK

 

Figure 48. PivotTable Field List

 

    7.       Using the PivotTable Field List, drag the fields you want to include in your PivotTable to their appropriate areas