Creating a PivotTable Report

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» Creating a PivotTable Report

CATEGORY: Excel Pivot Tables

VERSIONS: All Microsoft Excel Versions

To create a PivotTable report:

1. Select any cell in the source data, and press Ctrl+Shift+* (in Excel 2003, press this or Ctrl+A).
2. Press Ctrl+F3, and then type the defined Name for the source data.
3. From the Data menu, select PivotTable and PivotChart Report.
4. In Step 1 of 3, select Microsoft Excel list or database, and then click Next.

In Step 2 of 3, in the Range box, press F3 to open the Paste Name dialog box, and paste the Name of the source data as defined in step 2.

5. Click Next.
6. In Step 3 of 3, click Layout (in Excel 97, go to step 8).
7. In Excel 2002 and Excel 2003, you can skip this step. Instead, click Finish in Step 2 of 3 and then create the PivotTable report by dragging the fields from the Pivot Table Field List dialog box to the PivotTable report.
8. In the Layout dialog box, drag the Data Fields to the white Data area, and drag all other fields to the white Page area (except fields that are not going to be used in the PivotTable report), and then click OK.
9. In Step 3 of 3, click Finish. The PivotTable report is created.
10. Drag Data (in cell A5 in the screenshot) to the right of the PivotTable report to change the layout from horizontal to vertical.
11. The PivotTable report is now ready to be used. For more details on how to use the PivotTable report properly, see the other tips in this category.

Screenshot // Creating a PivotTable Report

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READER COMMENTS (view all comments)

easy-to-follow tips
eric wrote on December 31, 1969 19:00 EST

it took me no time at all to learn the pivot table after following the tips given on this site.

thanx

Help
Ozzie wrote on December 31, 1969 19:00 EST

I'm stuck on step 5. When I press next, I get a message "The pivot table field name is not valid". I don't know here i'm going wrong please help. (excel 97)

hope it helps wrote on December 31, 1969 19:00 EST

If you get "The pivot table field name is not valid" msg mean you are not selecting any data source, make sure you are selecting any cell that have data on it not outside empty area.

countif in pivot?
cuteangelika wrote on December 31, 1969 19:00 EST

Hi, I would like to ask whether it is possible for a pivot table to show selected data. My column consists of both "YES" and "NO" and I would like my pivot table to show only the yes not count both. How do I do that?

thanks!

Great information
Kama wrote on December 31, 1969 19:00 EST

This is excellent information to know about Pivot table

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