WORKING WITH PIVOTTABLES

CREATING A PIVOTTABLE:

1. Click onto the list that you wish use.

2. Select the Insert Ribbon and click PivotTable

3. Click Ok to accept the standard settings

DESIGN THE PIVOTTABLE

After following the steps above, you will be in a new

sheet with the PivotTable Fields pane being displayed

down the right hand side of the screen.

Use this pane to design your PivotTable. The choices that

you make will be reflected in the PivotTable on the sheet

(left hand side).

Use the PivotTable pane to design your PivotTable.

Values from your columns (now called Fields) can be

dragged into an area of the PivotTable. This will cause

the PivotTable to update with the new settings.

For example if we drag Annual Fee into the Values area:

The PivotTable will look like this:

If we now add Area into the Rows area:

The PivotTable will look like this:

We can then continue, adding fields to each area to build

up the PivotTable. Each area can have more than one

field; For Example:

EXPAND AND COLLAPSE

Where values are shown in groups, it will be possible to

expand then or collapse them. When you see a minus

button you can click it with your mouse to collapse the

list. Where you see a plus button you can click it to

expand the list.

USING FILTERS

You can filter the data in the PivotTable using the same

drop down arrow that you see when using the normal

filter option. Look for filter buttons on your row labels

and column labels

If you have added one or more report filters, then you

will also have a dedicated filter sitting at the top of the

PivotTable.

SLICERS

An alternative is to use a Slicers, this can be

found on the PivotTable ribbon.

Use the dialog to choose which slicer(s) you

wish to add.

The slicers provide a very easy and graphical way to

select the data you wish to see. The slicer below has

been set to show Ascot, Bath, Brighton and London Data.

To select multiple items, click and drag over the ones you

wish to select. Alternatively, use the control key to select

non-adjacent values.

REFRESH AND UPDATE

If the original data changes use the

Refresh button to update the PivotTable.

Use Change Data Source if the original

data changes in size – i.e. If more rows of

data are added.

TOP 3 TIPS

1. Format your list as a table to create a dynamic

PivotTable that does not require you to update

the Data Source.

2. Double Click on any value to create a new sheet

that lists the data that the PivotTable used to

reach that value.

3. Double click on a heading rather than using the

plus and minus buttons to expand and collapse.

WORKING WITH PIVOTTABLES

FIRST STEPS