How to Create Pivot Tables in Excel 2007

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A pivot table.

PivotTables are an interactive table that allow the user to group and summarize large amounts of
data in a concise, tabular format for easier reporting and analysis. They can sort, count, and total
the data, and are available in a variety of spreadsheet programs. The reason they're called "pivot
tables" is because you can drag and drop fields to "rotate" a summary field and create cross tabs.
One advantage of this feature in Excel is that it allows you to rearrange, hide, and display
different category fields within the PivotTable to provide alternate views of the data. It is mostly
used in the case of repetitive data that is difficult to read and analyze.

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edit Steps
1. 1

Start Microsoft Excel.

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2. 2

Download the data used for this exercise at PivotTable source file so you can follow
along.

3. 3

Click on the Data menu and choose PivotTable and PivotChart Report.
 PivotTables command - Click to enlarge

4. 4

Answer the questions presented as follows:

Questions, Questions - Click to enlarge

5. 5

Specify the location of the data you are going to summarize. If you have your data in
an Excel list that is currently open, Excel will automatically select the cell range.

6. 6

Click Next.

7. 7

Ensure the New Worksheet option is selected after you click Next from the previous
step, and then click Finish.
 Final step in creating a PivotTable - Click to enlarge

8. 8

Assemble the PivotTable. The PivotTable field list can be a lifesaver for new and
advanced users alike.

PivotTable Field List - Click to enlarge

9. 9

Looking at the data, let's say you want to see how my sales representatives did. Add
SalesRep field to the Row area. To do that, click on SalesRep, change the dropdown to
Row Area and click Add.
 SalesRep in the Row Area - Click to enlarge

10. 10

Next, add the Total field to the Data area.

SalesRep in the Row Area, and Total in the Data area - Click to enlarge

11. 11

That just tells you how much of everything they sold, but what if you want to see
how much in each category? Add the Category field to the Column area.

Category added to the Column area - Click to enlarge

12. 12
 Click to enlarge

Supposing you don't want the Condiments category as part of the analysis, click on
the dropdown arrow beside Category and deselect Condiments.

13. 13

Click OK. Notice how the Grand Totals have been recalculated to not include results
from the Condiments category...

No Condiments for you! - Click to enlarge

14. 14

To make a PivotTable look good, there are a multitude of AutoFormats available.

Autoformat PivotTables - Click to enlarge

We will discuss the following in this post:

 What is a Pivot Table?

What Is A Pivot Table?

The Pivot tables are used to summarize, analyze, explore and present your data. A Pivot table is a
way to extract data from a long list of information and present it in a more meaningful and user
friendly understandable format. For example, lets say that we have the data of student scores in a
spreadsheet, you could turn this into a pivot table, and then view only the Math scores for each
pupil.

How To Create A Pivot Table In Excel 2010

Here are the steps to create a Pivot table in Excel 2010.

Step 1: First of all, please make sure to select the data range for which you want to make the
pivot table.

Step 2: Insert the Pivot Table by going to the Insert tab and then clicking the Pivot Table icon.
Step 3: Select the target cells where you want to place the pivot table. For starters, select the New
Worksheet option.

Step 4:  The new worksheet will open and you will be able to see the pivot table that you just
created, you can now generate the report from this table and can perform various operations on
this table for better visualization and presentation of data. Just for example I calculated the sum
of all of the selected cells.

In the right side, you will see the Pivot Table Panel which contains many useful options to work
with the Pivot table.
What’s New In The Excel 2010 Pivot Table

As discussed in the introductory paragraph, Pivot Tables were also present in Microsoft Excel
2007, lets see what new enhancements have been made to the Excel 2010 Pivot tables.

1. It includes a new feature called ShowValues As, right click the Pivot table and choose Show
Values As, you will see many new options here. It helps you in trying out several different
calculations until you get exactly what you were looking for.
2. It offers many new calculations, almost six new calculations have been added to it.

3. It includes some great visual totals. Visual Totals refer to what totals should be shown when
one or more members are filtered. You can turn this feature ON of OFF, simply right click the
Pivot Table and choose the Pivot Table Options option here.
In the PivotTable Options window, go to the Tools & Filter tab and check/uncheck the Include
filtered items in set totals option to enable/disable it.

The enhanced pivot table feature of Excel 2010 add feathers to this great product by Microsoft.
You can read a more detailed post on the new features of Excel 2010, here. Enjoy!
Microsoft Office 2010 has revealed many outstanding features, we are continuously covering
that latest additions and tips. You can read a summarized post on both Microsoft Word 2010 and
Microsoft PowerPoint 2010. Today, we will see what new additions have been added to
Microsoft Excel 2010. Although, it is a fact that Excel hasn’t been touched as much as the other
major applications in Office 2010, there are still some amazing additions in it. Lets explore them:

Enhanced Ribbon Toolbar

The Ribbon tool bar is not new in Microsoft Excel 2010, it was already there in Excel 2007 as
well. However in 2010 it has been enhanced to an extent that it is highly customizable now.

Compatibility of .xlsx

In Excel 2007, Microsoft introduced a new XML format (.xlsx) which was not compatible with
former .xls spreadsheet formats. This problem is not there to bother you any more, meaning
excel files created in Excel 2010 may easily be opened in versions of Excel prior to Excel 2007.
Now Excel 2010 will save files just as safe as the former Excel 2007, and best of all the
spreadsheet size is smaller than the old version .xls in order to save more space.
64-Bit Support

Microsoft provides 32-bit and 64-bit versions of Office 2010. At first you might think it to be a
common news, but there is one important advantage – now you can create a spreadsheet with a
size  up to 4GB.

Sparklines

Sparklines are tiny, word-sized charts that can appear in a cell. Excel 2010 makes it easy to
create sparklines. In order to locate the Sparklines option, go to the Insert tab, and chose the
Charts group, you will find the Sparklines group here.

Protected Mode

Every time you download some document , Microsoft Office 2010 will open it in Protected
Mode. It will not allow you to edit the documents unless document editing is enabled. Click the
Enable Editing option in order to enable document editing as shown in the following  screen
shot.

Slicer

The Slicer feature is being considered to be one of the most prominent ones. It provides a rich
visualization of your PivotTable view so you can dynamically segment and filter the data to
display,  just what you need. Like the Sparklines, you can also locate this option from the Insert
Tab.
Macro

Macros are not new in Excel 2010. You were able to record Macros in Excel 2007, but you
might have noticed that whenever you recorded a macro while doing anything with shapes, the
macro would always came out blank. This problem has been addressed and fixed in Excel 2010.
You can locate the Macro’s option under the View menu.

Enhanced Chart Diagram

One of the important improvements with respect to charts is that now in Excel 2010 when you
double click a chart element, its format dialogue box opens.
Named sets

Named Sets support has been provided in Microsoft Excel 2010, this feature allows you to create
your own named sets. Simply locate the  Fields, Items, & Sets button under the Ribbon, and it
will allow you to define your own Named Sets.

That’s it, we have covered the most note-worthy enhancements in Microsoft Excel 2010.