Working with Bulky data sets becomes Easy with Pivot Table

You wish to quickly analyze, summarize and explore your data. There is nothing more powerful than Microsoft Excel's Pivot Table.

Pivot Tables require only a few clicks: create interactive reports, highlight trends, and grasp insights immediately without a single formula.


What is a Pivot Table?

A Pivot Table is an interactive summary tool that allows you to reorganise and analyse selected data from a worksheet. 

Inside it, you can:

  • Group data

  • Sum or average values

  • Filter huge tables

  • Create cross-tab reports


How to Make a Pivot Table (Stepwise)

Step 1: Select your dataset (with headers)

Step 2: Go to the Insert tab > PivotTable

Step 3: Choose to put the Pivot Table in either an existing or a new worksheet

Step 4: Using the PivotTable Fields pane, drag items there:

  • Rows: e.g., Product Names

  • Columns: e.g., Region

  • Values: e.g., Total Sales

  • Filters: e.g., Year

Your Pivot Table will update automatically to display the summarized data.


Common Reasons for Pivot Tables

  • Summarize sales by region or product

  • Count customers by status

  • Analyze expenses by category

  • Filter and drill down into specific time periods


Quick Pivot Table Tips

  • Right-click on the Pivot Table for all sorts of refreshing and things after the data gets updated.

  • Under Value Field Settings, change summary from SUM to COUNT, AVERAGE, and others.

  • Format your source data as a Table so it expands dynamically.


Add Pivot Charts for Visualization

  • To make your Pivot Table even more powerful:

  • Click anywhere in the Pivot Table

  • Navigate to Insert -> PivotChart

  • Select your desired chart type, e.g., Bar, Line, Pie

When you master Pivot Tables, your time spent analyzing data will be drastically reduced, and you will have a detailed view of insight discovery!


🎓 Learn More with Other Levels

Take your Excel skills to the next level:


✍️ Other Articles, Tips & Tricks you would like:


Work Faster, Smarter, Productively and Efficiently with Other Levels Dashboard Template

Últimas histórias

Ver tudo

Import CSV and TXT File in Microsoft Excel (The Right way)

Learn how to import files using Microsoft Excel's Power Query, maintain clean structure, auto-refresh reports and create powerful dashboards with zero errors. Ideal for data professionals, analysts and business users!

Ler mais

Manage Complex Spreadsheets in Microsoft Excel with Custom Views

Microsoft Excel's Custom Views let you save time and instantly switch between tailored worksheet layouts. Perfect for dashboards, monthly reports, filtered datasets, print-ready views, or team-specific presentations. 

Ler mais

Learn Advanced Data Manipulation in Microsoft Excel

Unlock full potential of Microsoft Excel with the OFFSET Function. Learn how to automate your spreadsheets and create interactive, scalable and smart Excel reports.

Ler mais