Your first pivot table
Turn 200 rows of sales into totals by region, read the answer, and re-ask the question by rep or product.
Do this lesson on your computer.
It runs beside a practice Excel in your browser, and every step is checked as you go. Free, with no sign-up.
On your computer, go tolearnford.com/go/XDKQ
In this lesson
- Click inside the data, then Insert, then PivotTable.
- Rows = what you group by. Values = what you add up (Sum by default for numbers).
- Move fields in and out to ask a new question. The totals recalculate instantly.
The steps
12 steps: 4 explanations, 6 Do this, 2 questions, then Your turn.
Cheat sheet
- Click inside the data, then Insert, then PivotTable. A new sheet is the safe place for it.
- Rows = what you group by. Values = what you add up (Sum by default for numbers).
- Move fields in and out to ask a new question. The totals recalculate instantly.
- Data changed? Excel needs a refresh: right-click the pivot table, then click Refresh. Google Sheets updates the pivot on its own.
- Excel: the PivotTable Fields pane, with drag and drop. Google Sheets: the Pivot table editor, with Add buttons. Same ideas, same result.