Pivot tables

With a pivot table, you can summarise a large list without writing formulas. For example: how much revenue does each package generate? You simply drag the fields to the right place yourself.

Creating a pivot table

1. Click in your list. The list must have headings and must not contain any blank rows.
2. On the Insert tab, click Pivot Table.
3. Check the range and choose whether the pivot table should appear on a New sheet or on an existing sheet. Click OK.

Choosing fields

On the right, under Select fields, you'll see all the headings from your list. Tick the fields you want to use. Text automatically goes under Rows, numbers under Values. Drag fields between Filters, Columns, Rows and Values to rearrange the table.

• Under Values, click the field to choose between Sum, Number, Midpoint, Max or Minus.
• On the Pivot Table tab, you can choose the layout and a style, and turn totals on or off.
• Pivot tables don't recalculate automatically. Changed the list? Then click Refresh on the Pivot Table tab.

Tip: with Slicer on the Insert tab, you get buttons to quickly filter the pivot table, for example by location.