Buzz
This article aims to introduce you to PivotTable Reports in Excel 2013 accurately and quickly.
To gain a thorough understanding of PivotTable Reports, consider the following:
1. What are PivotTable Reports?
- PivotTable reports represent Excel's most useful feature, allowing you to analyze data across various criteria, thus saving time and effort in producing detailed reports.
- A PivotTable report converts all data into concise summaries, aiding in identifying necessary information and future directions effectively.
2. Creating PivotTable Reports
2.1 Reviewing Source Data
Before creating a PivotTable report, it's advisable to review the source data to prevent unnecessary errors.
- The titles in the PivotTable report are derived from the header names of the columns in the data table.
- Avoid having empty columns in the source data table when creating a PivotTable report.
2.2 Creating the PivotTable Report Dialog Box
Step 1: Choose the data for report creation -> Insert -> Tables -> Pivot Table:
Step 2: After selecting, a dialog box will appear with the following options:
- Select a table or range: Choose the data range for report generation.
- Choose where you want the PivotTable report to be placed: Select the location to save the report:
+ New Worksheet: Save in a new sheet.
+ Existing Worksheet: Save the report in the current sheet.
- After selection, click OK:
Step 3: After clicking OK, the report table appears but without any data:
Step 4: Check the boxes next to the fields you want to include in the report -> then click PivotTable report:
3. Basics of PivotTable Reports.
- PivotTable reports consist of two main sections:
+ Layout area for the report: This area displays detailed information of the report.
+ PivotTable Field List: This is where the header columns of the source data you want to display on the report are stored, and you can freely select the names of the fields to display on the report.
- If you want the PivotTable Field List to disappear -> click outside the report, if you want the report to reappear -> click within the layout area of the report.
Above is a detailed guide on how to create PivotTable reports in Excel 2013.
Wishing you all the best!
