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An Introduction to
Building Pivot Tables in Excel24
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A PivotTable Report
Filter and Sort Menu
Available for both columns and rows
Grand Totals displayed for both columns and rows
Field list layout button used to modify the pane view
Field List for adding and removing fields in the report
PivotTable areas that display fields in the report
PivotTable Tools includes 2 tabs for customizing the contents and views of the report.
The Options tab in the Ribbon includes features to sort and filter, customize calculations, and insert charts.
The Design tab contains PivotTable tools to modify the layout and format of the report.
Defer Layout Update option to control when the PivotTable builds
PivotTable Tools Options tab
PivotTable Tools Design tab
Creating a PivotTable1. Navigate to the Insert tab on the Ribbon.
2. On the left side of the Insert tab, click PivotTable.
3. Verify that the correct range of data is entered and the desired location is selected, then click OK.
Data Range
Location
Adding Fields, Using the Default 1. Field Area
2. In the PivotTable Field List, click the check box of the desired field you would like to add to your Report.
Available PivotTable Fields
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An Introduction to Building Pivot Table in Excel
View our Excel schedule here.Useful Formulas & Functions (Microsoft Excel 2007 & 2010) Maximizing PivotTable Using Microsoft Excel 2007 Excel 2007, 2010 & 2013 Excel 2007 & 2010 – VBA Excel 2010 Pivot TablesExcel 2010 PowerPivot Excel 2010 Programming with VBA Excellence in Service – AdvancedOffice 2010 New FeaturesPivotTables in Excel 2010
Adding Fields, Manually1. Click and Drag the Field to the desired Area.
Available Report Areas
Removing Fields1. In the PivotTable Field List, click the check box of the
desired field you would like to remove from your
Clearing All Fields from the Field List1. In the PivotTable Tools Options tab, click the Clear button.
2. Select Clear All.
Moving Fields1. In the Areas section of the PivotTable Field List, click and drag the field from current area to the desired area.
Defer Update1. At the bottom of the PivotTable Field List, click the check
box to Defer Layout Update.
2. Once fields are placed in their desired areas, click the Update button at the bottom of the PivotTable Field List.
Modifying the Value Field Function1. Select a value in the field area you would like
to modify.
2. In the PivotTable Tools Options tab, click Field Settings.
3. Select the desire function.Available Functions
Applying Filters to the Column and Row Fields1. In the PivotTable Report, click the drop
down arrow of the desired field.
2. Make the desired changes to the check box list.
3. Click OK. Field Values Check Box List
Using the Report Filter Area1. Click and Drag the Field to the desired Area.
Applying Label and Value Filters1. In the PivotTable Report, click the drop down
arrow of the desired field.
2. Select Label Filters or Value Filters.
3. Select the desired option.
4. Make any necessary changes, then click OK.
Clearing Filters1. In the PivotTable Report, click the drop down arrow of the desired field.
2. Click Clear Filter From <Field Name>.
Applying a Basic Sort1. In the PivotTable Report, click the drop down arrow of the desired field.
2. At the top of the menu, click either Sort A to Z, Sort Z to A, Sort Smallest to Largest, Sort Largest to Smallest, Sort Newest to Oldest or Sort Oldest to Newest.
Grouping Field Values1. In the PivotTable Report, click a
value in the area you would like to group.
2. I n the PivotTable Tools Options tab on the Ribbon, click Group Field.
3. Make any necessary changes, then click OK.
Working with Subtotals and Grand Totals1. In the PivotTable Tools Design tab, click the Subtotals or Grand Totals button.
2. Select the desired option.
Grouping by a Date Value
