Microsoft Office Tutorials and References
In Depth Information
Creating a PivotTable
So what is a PivotTable, anyway?
The name doesn’t really reveal too much, but if
you think about what the word pivot means—
“A person or thing on which something depends
or turns; the central or crucial factor”—you’re
getting closer to the idea. A PivotTable is a tool
by which you can turn your data and view it
from any side or angle. Got a list of customers?
A PivotTable allows you to quickly see only the
people from a given state and to choose exactly
the information that will be displayed about
those customers. It even allows you to perform
a mathematical function on that data, such as
an average of their yearly sales. The State field
(column) within that list therefore becomes the
pivot point—the crucial factor on which
everything turns in the report.
The process of creating a PivotTable is pretty
simple. It all starts on the Insert tab, as shown in
Figure 15-1, where you can see the PivotTable
button highlighted. A quick click and the dialog
box shown in Figure 15-2 appears, and that’s
where you’ll get started.
The Insert tab offers the PivotTable command.
Preparing for PivotTables
A lot of the concepts covered in this chapter
will remind you of the topics covered in
Chapters 6, 7, and 8, which cover the ways
Excel stores data. From creating and
maintaining a list database to sorting and ﬁltering
it so you see the data in a way that’s useful
for your needs, these chapters should deﬁ-
nitely be reviewed before you attempt to
master PivotTables. If you haven’t read them
yet, go back and check them out now.
Choose which list will be the source
of your PivotTable’s data.