Excel 2010 Tutorial - Create a Pivot Table

In this video from the Excel 2010 Tutorial series, School of Technology and Design Program Coordinator, Justin Denton, teaches us about creating pivot tables in Microsoft Excel 2010. This tutorial video is a great beginning step to your courses in technology at Rasmussen College.

Transcript

So I've had a couple people ask about pivot tables, and being able to work with them a little bit. And they're really basic, easy, because in 2010 they already have a pivot table routine created. So if we wanted to go in here and create a pivot table out of this information, I can basically just select everything, highlight it just like I was going to build a graph, click on Insert and now there's a new pivot table button.

So if I select Pivot Table, you'll see where it's going to bring up the range that we are working with. Typically it's the highlighted range, if you didn't highlight it, you can go ahead and highlight it right now. And then you have the option of where you want the pivot table report to be placed. For this I'm just going to put it on a new worksheet, but if you'd like your pivot table to be up here in the same workbook, you can do that.

So when you do this, you're brought into a pivot table wizard, per se. So on the pivot table wizard, you can select what fields you want to include. If I do Location, Name, and Sales, it'll automatically build out my pivot table.

So if I want to adjust items in here, now I can click the Row label and I only want to show Aurora. I can click OK, and it'll just show Aurora. If I want to show Barrington and Bolingbrook, it'll bring all those up.

Cool, makes sense, but I want a graphical representation of this, too. So then as I'm working with the pivot table, you'll see these new pivot table tabs appear. I want to do a chart based on this pivot table. The chart's really quick and easy, you just click the button, you select the style of chart, and you're done.

So I'm going to do a column chart. I'll click OK, and all the principles that we learned with building charts works the same way with this new pivot table chart except this chart's dynamic.

So now if I want to remove everybody and only have Aurora, my chart will update at the same time.

So as I'm going through here, if I really don't care too much about the information on the left and I just want to look at a graphical representation, I can keep track just based on my pivot table chart I just created. Same kind of process works if I want to move the chart to another table, I can move it over to another worksheet or something like that.

If I'm working with my pivot table, you can also do conditional formatting on your pivot table. You have the same ability to change your data source ranges, sort, add and show field buttons. You've got some functionality that you can kind of work with to customize it a little further.

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Kendall Bird is an Online Community Specialist for Rasmussen College. With her Bachelor’s degree in public relations and a passion for social media, she enjoys writing motivating and enthusiastic blog content to encourage future, current and former students to learn more about their discipline of study. Kendall’s ultimate goal is to generate a positive community through blogging to promote learning and change lives.

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