Create a Pivot. Table to analyze worksheet data. Being able to quickly analyze data can help you make better business decisions. But sometimes it’s hard to know where to start, especially when you have a lot of data. Pivot. Tables are a great way to summarize, analyze, explore, and present your data, and you can create them with just a few clicks. Pivot. Tables are highly flexible and can be quickly adjusted depending on how you need to display your results. You can also create Pivot. Charts based on Pivot. Tables that will automatically update when your Pivot. Tables do. For example, here's a simple list of household expenses, and a Pivot. MSDN Magazine Issues and Downloads. Read the magazine online, download a formatted digital version of each issue, or grab sample code and apps. Screenshot of Visual Studio 2013, editing a program's C++ source code. Developer(s) Microsoft: Stable release: 2017 (March 7, 2017; 4 months ago ()) Written in. Do more with Office. Add functionality to Office and SharePoint with apps. Table based on it: Household expense data. Corresponding Pivot. Table. Next, here's a Pivot. Chart: Note: The screen shots in this article were taken in Excel 2. If you have a different version your view might be slightly different, but unless otherwise noted, the functionality is the same. Discover more Excel training at Linked. In Learning > Before you get started. Your data should be organized in a tabular format, and not have any blank rows or columns. Ideally, you can use an Excel table like in our example above. Tables are a great Pivot. Table data source, because rows added to a table are automatically included in the Pivot. Table when you refresh the data, and any new columns will be included in the Pivot. I had developed a system that deals with excel sheets in 2006 using MS VS 2005. Now, I can not use the same reference with MS VS 2012. Table Fields List. Otherwise, you need to either manually update the data source range, or use a dynamic named range formula. Data types in columns should be the same. For example, you shouldn't mix dates and text in the same column. Pivot. Tables work on a snapshot of your data, called the cache, so your actual data doesn't get altered in any way. Create a Pivot. Table. If you have limited experience with Pivot. Tables, or are not sure how to get started, a Recommended Pivot. Table is a good choice. When you use this feature, Excel determines a meaningful layout by matching the data with the most suitable areas in the Pivot. Table. This helps give you a starting point for additional experimentation. After a recommended Pivot. Table is created, you can explore different orientations and rearrange fields to achieve your specific results. The Recommended Pivot. Tables feature was added in Excel 2. Pivot. Table instead. Recommended Pivot. Table. Manually create a Pivot. Table. Click a cell in the source data or table range. Go to Insert > Tables > Recommended Pivot. Table. Excel analyzes your data and presents you with several options, like in this example using the household expense data. Select the Pivot. Table that looks best to you and press OK. Excel will create a Pivot. Table on a new sheet, and display the Pivot. Table Fields List. Click a cell in the source data or table range. Go to Insert > Tables > Pivot. Table. If you're using Excel for Mac 2. Pivot. Table button is on the Data tab in the Analysis group. Excel will display the Create Pivot. Table dialog with your range or table name selected. In this case, we're using a table called . For Existing Worksheet, you'll need to select both the worksheet and the cell where you want the Pivot. Table placed. If you want to include multiple tables or data sources in your Pivot. Table, click the Add this data to the Data Model check box. Click OK, and Excel will create a blank Pivot. Table, and display the Pivot. Table Fields list. Working with the Pivot. Table Fields list. In the Field Name area at the top, select the check box for any field you want to add to your Pivot. Table. By default, non- numeric fields are added to the Row area, date and time fields are added to the Column area, and numeric fields are added to the Values area. You can also manually drag- and- drop any available item into any of the Pivot. Table fields, or if you no longer want an item in your Pivot. Table, simply drag it out of the Fields list or uncheck it. Being able to rearrange Field items is one of the Pivot. Table features that makes it so easy to quickly change its appearance. Pivot. Table Fields list. Corresponding fields in a Pivot. Table. Pivot. Table Values. Summarize Values By. By default, Pivot. Table fields that are placed in the Values area will be displayed as a SUM. If Excel interprets your data as text, it will be displayed as a COUNT. This is why it's so important to make sure you don't mix data types for value fields. You can change the default calculation by first clicking on the arrow to the right of the field name, then select the Value Field Settings option. Next, change the calculation in the Summarize Values By section. Note that when you change the calculation method, Excel will automatically append it in the Custom Name section, like . If you click the Number Format button, you can change the number format for the entire field. Tip: Since the changing the calculation in the Summarize Values By section will change the Pivot. Table field name, it's best not to rename your Pivot. Table fields until you're done setting up your Pivot. Table. One trick is to use Find & Replace (Ctrl+H) > Find what > . In the following example, we changed our household expense amounts to display as a % of Grand Total instead of the sum of the values. Once you've opened the Value Field Setting dialog, you can make your selections from the Show Values As tab. Display a value as both a calculation and percentage. Simply drag the item into the Values section twice, then set the Summarize Values By and Show Values As options for each one. Refreshing Pivot. Tables. If you add new data to your Pivot. Table data source, any Pivot. Tables that were built on that data source need to be refreshed. To refresh just one Pivot. Table you can right- click anywhere in the Pivot. Table range, then select Refresh. If you have multiple Pivot. Tables, first select any cell in any Pivot. Table, then on the Ribbon go to Pivot. Table Tools > Analyze > Data > Click the arrow under the Refresh button and select Refresh All. Deleting a Pivot. Table. If you created a Pivot. Table and decide you no longer want it, you can simply select the entire Pivot. Table range, then press Delete. It won't have any affect on other data or Pivot. Tables or charts around it. If your Pivot. Table is on a separate sheet that has no other data you want to keep, deleting that sheet is a fast way to remove the Pivot. Table. Need more help? You can always ask an expert in the Excel Tech Community, get support in the Answers community, or suggest a new feature or improvement on Excel User Voice. Related Topics. Create a Pivot. Chart. Use slicers to filter Pivot. Table data Create a Pivot. Table timeline to filter dates. Create a Pivot. Table with the Data Model to analyze data in multiple tables. Use the Field List to arrange fields in a Pivot. Table. Change the source data for a Pivot. Table. Calculate values in a Pivot. Table. Delete a Pivot. Table. Discover more Excel training at Linked.
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