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Pivot Tables
A Pivot Table summarizes large amounts of data by letting you group, count, sum, or average values dynamically - without writing a single formula.
Creating a Pivot Table
Select your data range -> Insert tab -> PivotTable -> choose worksheet locationThe Four Pivot Table Areas
- Rows - fields to group data by, shown down the left side.
- Columns - fields to group data by, shown across the top.
- Values - the numeric fields to summarize (sum, count, average, etc.).
- Filters - fields used to filter the entire pivot table.
Example
To find total sales by city and by month: drag City to Rows, Month to Columns, and Sales to Values.
Changing the Summary Calculation
Right-click a value cell -> Summarize Values By -> Sum / Count / AverageRefreshing Data
If the source data changes, the pivot table doesn't update automatically - right-click anywhere inside it and choose Refresh, or use Data > Refresh All.
Pivot Tables work best on clean, tabular data with consistent column headers and no merged cells or blank rows in the source range.