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Table of Contents

Create a Pivot Table in Excel 2007

 


Preparing Your Pivot Table Data
Creating a Simple Pivot Table
Adding Fields to the Pivot Table
Modifying the Pivot Table
Test the Pivot Table

Download the zipped sample file

View the pivot table video tutorial

 

 

 

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Table of Contents

Preparing Your Pivot Table Data

Before you create a pivot table, make sure your data is organized correctly. There are instructions on the following pages, for setting up your source data in a table, organized into rows and columns.

Getting Started
Use a Dynamic Data Source

In this example the source data contains information about property insurance policies. Each row has the details about one insurance policy, such as the region, state, construction type and the value of the insured property.

pivot table data columns

Creating a Simple Pivot Table

After your source data is prepared, you can create a pivot table. We'll create a pivot table that shows the total insured value in each of the four regions where we sell insurance.

  1. Select any cell in the source data table.
  2. On the Ribbon, click the Insert tab.
  3. In the Tables group, click PivotTable.
  4. pivot table data

  5. In the Create PivotTable dialog box, the address of your source data table should be automatically entered in the Table/Range box. If not, click on the worksheet, and select the range manually.
  6. pivot table create

  7. Next, select New Worksheet or Existing Worksheet as the location for your pivot table, then click OK.

Adding Fields to the Pivot Table

An empty pivot table is created in your workbook, either on a new sheet, or the existing sheet that you selected. When you select a cell within the pivot table, a PivotTable Field List appears, at the right of the worksheet.

pivot table empty

We want to see the total insured value in each of the four regions, so we'll add the Region and InsuredValue fields to the pivot table.

  1. In the PivotTable Field List, add a check mark to the Region field. The Region field is automatically added to the pivot table, in the Row Labels area.
  2. pivot table row labels

  3. Add a check mark to the InsuredValue field, and it will be automatically added to the Values area. You can now see the total insured value in each region.

    pivot table region

Modifying the Pivot Table

After you've created a pivot table, you can add more fields, remove fields, or move the fields to a different location in the pivot table layout. We'll remove the Region field, and add the Location field, to see the value of Rural policies compared to Urban.

  1. To remove the Region field, click on its check box, to remove the check mark.
  2. To add the Location field, click on its check box, to add a check mark.

The pivot table now show the totals for Rural and Urban locations.

pivot table location

Test the Pivot Table

You can see a completed version of a pivot table based on the insurance policy data, with a few more fields added to the layout.

The pivot table demonstration is interactive, so you can use the Report Filters, at the top of the pivot table, to limit the amount of data that is being summarized.

View the Video Tutorial

To see a demonstration of these instructions, watch the short video on how to create a pivot table in Excel 2007.

 

Pivot Table Tutorials

Excel Pivot Table -- Introduction 
Excel Pivot Table -- Clear Old Items
Excel Pivot Table -- Create a Pivot Table in Excel 2007 
Excel Pivot Table -- Custom Calculations 
Excel Pivot Table -- Data Field Layout
Excel Pivot Table -- Dynamic Data Source
Excel Pivot Table -- FAQs
Excel Pivot Table -- Field Settings
Excel Pivot Table -- Filter Source Data  
Excel Pivot Table -- Filters, Top 10 
Excel Pivot Table -- GetPivotData
Excel Pivot Table -- Grand Totals
Excel Pivot Table -- Grouping Data
Excel Pivot Table -- Layout, Excel 2007
Excel Pivot Table -- Multiple Consolidation Ranges
Excel Pivot Table -- Pivot Cache   
Excel Pivot Table -- PivotTable Style
Excel Pivot Table -- Printing   
Excel Pivot Table -- Protection  
Excel Pivot Table -- Report Filters
Excel Pivot Table -- Running Totals  
Excel Pivot Table -- Show and Hide Items 
Excel Pivot Table -- Sorting
Excel Pivot Table -- Subtotals 
Excel Pivot Table -- Summary Functions
Excel Pivot Table -- Unique Items

Pivot Table Books

Pivot Tables, Beginning (Excel 2007) 
Pivot Tables, Recipe Book (Excel 2003) 
Pivot Tables, Recipe Book (Excel 2007) 

Pivot Table Add-Ins

Pivot Tables - Add-in -- Pivot Power 
Pivot Tables - Add-in - Pivot Play PLUS 

Pivot Table Videos

Pivot Tables - Clear Old Items
Pivot Tables - Copy a Custom PivotTable Style
Pivot Tables - Create in Excel 2007
Pivot Tables - Create from Multiple Sheets
Pivot Tables - Data Field Layout
Pivot Tables - Date Filters, Add
Pivot Tables - GetPivotData
Pivot Tables - Group Data
Pivot Tables - Layout, Excel 2007
Pivot Tables - Report Filters, Add
Pivot Tables - Running Totals
Pivot Tables - Select Sections
Pivot Tables - Subtotals, Create Multiple
Pivot Tables - Top 10 Filters

Learn how to create Excel dashboards.

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Last updated: October 13, 2010 1:59 AM