Microsoft Office Tutorials and References
In Depth Information
• Create a pivot table that's close to what you want and then use the PivotTable Fields task pane to modify it.
• Click the Blank PivotTable button (at the bottom of the Recommended PivotTables dialog box) and create a
pivot table manually. See the next section.
Creating a Pivot Table Manually
Using a recommended pivot table is easy, but you might prefer to create a pivot table manually. And, if you use
a version prior to Excel 2013, manually creating a pivot table is your only option.
In this section, I describe the basic steps required to create a pivot table, using the bank account data from earli-
er in this chapter. Creating a pivot table is an interactive process. It's not at all uncommon to experiment with
various layouts until you find one that you're satisfied with.
Specifying the data
If your data is in a worksheet range or table, select any cell in that range and then choose Insert ⇒ T-
ables ⇒ PivotTable, which displays the dialog box shown in Figure 18-8.
Figure 18-8: In the Create PivotTable dialog box, you tell Excel where the data is and then specify a location
for the pivot table.
Excel attempts to guess the range, based on the location of the active cell. If you're creating a pivot table from
an external data source, you need to select that option and then click the Choose Connection button to specify
the data source.
The Create PivotTable dialog box includes this check box: Add This Data to the Data
Model. Use this option only if your pivot table will use data from more than one table or