(Note: If you select a single cell in the data range, Excel will automatically identify, and select the whole data range for your Pivot Table. Select any cell within the data range or select the entire data range to be used in your Pivot Table. The process for creating this Pivot Table is as follows: The following example creates a pivot table that displays the total sales for each month of the year, broken down by sales region and sales rep. The spreadsheet records the sale date, the invoice reference, the invoice total, the name of the sales person, and the sales region. If you have an earlier version of Excel, go to the page on how to create an advanced pivot table in Excel 2003.įor this pivot table example we use the spreadsheet below, which lists a company's sales figures during the first quarter of 2016. Note that the directions on this page apply to current versions of Excel (2007 and later). Double click with your mouse in a Pivot Table value. Right click anywhere in the pivot table and select Refresh. This page provides a step-by-step guide of how to create an advanced pivot table in Excel. Click anywhere your data source or Table and choose Insert > PivotTable.
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