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Computer Training Help! Key Software Tips & Hints

PivotTables and PivotCharts display summary information from one or more columns in a list.  With a PivotTable, the summarized data takes the form of usable worksheet information, while a PivotChart summarizes the data in chart format. 

PivotTables and PivotCharts increase productivity by reducing the amount of time spent summarizing data, and increasing responsiveness to problems by providing timely management reporting.

Simple Steps to Create a PivotTable

Help Key

Select:       cell in data list

In Insert tab, Tables group,

Choose:     PivotTable drop-down arrow
Choose:     PivotTable
Choose:     Range with data for PivotTable

Note:         If a cell in the data source was selected prior to creating the PivotTable, the entire region is automatically selected.
Note:         The data source may also be identified by the table or range name.

Choose:     worksheet in which to place the PivotTable

Note:         Unless a cell in the data source is selected, the default is to create a new worksheet.


Choose:     OK
Drag:         field buttons to Page, Row, Column and/or Data sections of PivotTable field list

Note:         You can also just place check in check boxes.

 


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