How to Use a Pivot Table in Excel

In this tutorial, you will learn how to use a Pivot Table in Excel.

In order to create the desired report, a pivot table is a statistics tool that condenses and reorganizes specific columns and rows of data in a spreadsheet or database table. The utility simply “pivots” or rotates the data to examine it from various angles rather than altering the spreadsheet or database itself.

Once ready, we’ll get started by utilizing real-world examples to show you how to use a Pivot Table in Excel.

Use a Pivot Table in Excel

Before we begin we will need a group of data to be used to use a Pivot Table in Excel.

Step 1

First, you need to have a clean and tidy group of data to work with.

Step 2

To make a Pivot table, you need to select the entire group of data you want to summarise, then select ‘Insert’ and select ‘Pivot Table’.

Step 3

A pop-up box will appear, we will select to create the Pivot table in the existing worksheet. You can also select the cell you want to specifically create it in.

Step 4

Now you can build and summarise the Pivot table to your liking. In this example, we want to find the total value for each branch. To do so, we will select the branch as our ‘Row’, then Sum of Revenue as our ‘Values’.

Step 5

Your Pivot table will look something like this.


That’s all there is to it. You are welcome to copy the example spreadsheet below to see how it is done. The most crucial lesson is to enjoy yourself while doing it.

In this tutorial, I covered how to use a Pivot Table in Excel.