To do this, keep a buffer zone around your target data using one or more blank rows and columns to ensure it’s isolated.įor this example, I’m using Excel 2010 (for Mac users, this is synonymous with Excel 2011) because it’s still the predominant version used by most small and mid-sized businesses. Leave some distance between the dataset you’re using for the pivot table and any other data on the worksheet. There can be blank cells (though keep that at a minimum), but do not have any completely blank rows or columns in the table. Each column should contain the same type of data, such as “text” or “currency” or “percentage” or “date”. The first row must have headings for each column, and each heading should be unique.

Organize your data in rows and columns, with each row containing information about one record, such as a sales order or inventory transaction.

Otherwise, you’ll be embarking on a frustrating, futile and fruitless journey. But before we do … Ensure your data is organized properlyīefore you can create a pivot table, it’s essential your data is organized in a way Excel can understand.

Because pivot tables reference your original data, they stay in sync with updates and changes. Pivot tables can be created in minimal clicks and you don’t need to write a macro or track down a programmer. The ability to generate and extract meaningful information from large tables within minutes.

Pivot tables work independently of your original rows and columns, thereby allowing you to create different views and reports without altering the original data table. What is a pivot table?Ī pivot table is a reporting tool that lets you sort, summarize, analyze, and present data in multiple ways while leaving your original data unchanged. If you’re in either of those camps, this post will introduce you to pivot tables and walk you through the steps for creating one.

Pivot tables are among the most powerful features of Microsoft Excel, yet many people are either unaware of them or intimidated by them. If you rely on spreadsheets to manage any aspect of your business, pivot tables will make your life a lot easier. 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