🟠 Advanced 20 minadvanced path
Pivot Tables in Under 20 Minutes
A Pivot Table summarizes thousands of rows into a small, meaningful report — sums by month, counts by region, averages by product — with a few clicks.
Learning objectives
- Create a Pivot Table from a data range.
- Drag fields into Rows, Columns, Values, Filters.
- Refresh a pivot when source data changes.
Step-by-step
1. Prep your data
Every column needs a header. No blank rows or merged cells inside the data.
2. Insert the pivot
Select any cell in your data. Insert → PivotTable. Choose 'New Worksheet'.
3. Drag fields
Rows: categorical grouping (e.g. Region). Values: what to sum/count (e.g. Sales). Columns: cross-tab dimension. Filters: top-of-report slicers.
4. Refresh
When source data changes, right-click the pivot → Refresh.
Key takeaways
- Create a Pivot Table from a data range.
- Drag fields into Rows, Columns, Values, Filters.
- Refresh a pivot when source data changes.
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