Before creating a pivot table, you need to ensure that the data structure is standardized, including title rows, no empty rows and columns, deleting subtotal total rows, and converting to table format; when inserting, click [Insert] → [Pivot Table] and select the position, drag the field to the "Road" and "Value" area, sum it by default, and modify the statistical method; after generation, you can adjust the layout through the "Design" tab, use "Value Field Settings" to change the numeric format, and refresh after data is updated; advanced techniques include grouping dates by month or quarter, and using slicers to achieve visual filtering.

Creating a Pivot Table is a very practical feature in Excel that can help you quickly summarize and analyze large amounts of data. Master this tool and you can easily organize tables without writing formulas.

Data preparation: Ensure clear structure

Before making a pivot table, check whether your original data meets the requirements. The most basic point is: the data must have a title row, and the content of each column must be unified, and there must be no empty rows or empty columns .

For example, if you have a sales record table, it should include fields such as "date", "product name", "salesperson", and "sales volume", and each record is complete. If there are merged cells or the entire column is blank, errors are prone to occur when inserting the pivot table later.

FAQ:

• Subtotal and total rows are mixed in the data? Delete them.
• The table is styled but not converted to "table"? It is recommended to convert the shortcut key Ctrl T into a table, which is convenient for expansion and avoids missed selection.

Insert the pivot table: The operation is actually very simple

Select your data area and click [Insert] → [Pivot Table] in the menu bar. At this time, a window will pop up, allowing you to choose whether to place the pivot table in the new worksheet or the current worksheet, just choose any location.

Next is dragging the field. A field list will appear on the right, drag the content you need to count to the areas "Road", "Column", and "Value". For example, if you want to see the total sales of each salesperson, drag the "salesperson" to the "row" and the "sales" to the "value", and the default is sum.

Notice:

• If the numeric column displays a count rather than sum, double-click that field and change it to "sum" in the pop-up settings.
• If you want to see other statistical methods such as average and maximum, you can also change it here.

Layout adjustment: Make the results easier to read

After the pivot table is generated, you may also need to adjust the format to make it more intuitive. You can modify the report layout through the Design tab, such as switching to "Show as Table" or "Show as Outline".

In addition, "Value Field Settings" is also useful. For example, sales displays two decimal places, but you only need integers, and you can modify the number format in the "Value Field Settings".

If the data is updated, don't forget to right-click the pivot table and click "Refresh", otherwise the result will not change.

A little trick: Grouping and filtering are more useful

Sometimes you want to count by time period, such as quarter or month, rather than specific to daily. At this time, you can right-click the date column, select "Group", and then group by month or quarter.

Another commonly used function is the "slicer". It is a visual filtering tool suitable for multiple pivot tables to be used in conjunction with each other. After clicking the pivot table, check "Insert" → "Slicer" on the menu bar. For example, add a "region" slicer to filter data from different regions with one click.

Basically that's it. Pivot tables look complicated, but in fact, as long as the structure and steps are correct, it can be done in a few minutes.

The above is the detailed content of how to create a pivot table in excel. For more information, please follow other related articles on the PHP Chinese website!