Analyzing Data Using a PivotTable

When you want to summarize information in a lengthy list using complex criteria, use the PivotTable to simplify your task. Without the PivotTable, you would have to manually count or create a formula to calculate which records met certain criteria, and then create a table to display that information. Once you determine what fields and criteria you want to use to summarize the data and how you want the resulting table to look, the Pivot Table and PivotChart Wizard does the rest.

Create a PivotTable Report

Click any cell within the list range.

Click the Data menu, and then click PivotTable And PivotChart Report.

If using the list range, click the Microsoft Office Excel List Or Database option.

Click the PivotTable option, and then click Next.

If the range does not include the correct data, click the Collapse Dialog button. Drag the pointer over the list range, including the field names , to select a new range, and then click the Expand Dialog button.

Click Next to continue.

Click the New Worksheet option to place the PivotTable report.

Click Finish.

Drag fields from the Field List to areas on the PivotTable Report.