how to create pivot tables in excel for mac

Create Pivot Tables In Excel Update Your Pivot
Create Pivot Tables In Excel Windows 10 Version Of

How that data will populate in the pivot table is determined by the type of data that it represents Excel will figure out for you whether to add a column to your pivot table or add the fields data within the table.

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While Excel is fine for simple spreadsheets to track expenses or build calendars, it comes into its own when you need to slice and dice and then present complex data.

Here, we show you how to create a pivot table in Excel to take advantage of one of the applications most powerful tools.

When youre evaluating sales results, for example, you may want to look at an individual person, a specific product, or a specific timeframe.

With a pivot table, you can create one pool of information and then easily change your focus from one thing to another an analysis that would be tedious to perform manually.

Create Pivot Tables In Excel Windows 10 Version Of

The Universal Windows Platform (UWP) Windows 10 version of Excel doesnt include that and many other advanced Excel features.

The easiest way to do this is to use Excel tables, which let you add rows that will be included with your pivot table whenever you hit refresh.

But at the very least, you want your data to be in tabular form with informative column headers and with consistent data within columns.

You have six salespeople who sell three products across a number of regions.

Your products are tailored for each customer and so pricing varies.

Heres a sample table with fictional information to give you an idea of how data can be organized with a pivot table in mind.

Create Pivot Tables In Excel Update Your Pivot

Again, you dont have to take this step but its recommended if you want to add more rows of data later and make it easier to update your pivot table.

This helpful nature is demonstrated here by the Recommended PivotTables tool, which takes a look at your data and offers up some logical options on how to analyze and present things.

In our example, Excel offers to create 10 different pivot tables that take a look at a number of different angles on our sales data.

Note that how you label your columns matters; Excel reads these headers and offers up recommendations that make the most sense.

If you want to look at sales prices, for example, dont use the term cost, because Excel will base its recommendation accordingly.

If we choose that option, then Excel will proceed to create the pivot table.

On the right-hand side, youll find the criteria that Excel used to create it in the PivotTable Fields dialog.

Well cover what each of these field means in the next section on customization.

Click the configuration cog to alter this dialogs look to whatever works best for you.

How To Create Pivot Tables In Excel For Mac