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Excel 2013 Introduction To Building PivotTable Reports

This document provides instructions for creating and modifying PivotTable reports in Excel 2013. It describes how to insert a PivotTable, add and remove fields manually or using defaults, move fields between areas, apply filters and sorts, modify value field functions, group values, and work with subtotals and grand totals. The steps are broken down into sections covering key PivotTable tasks.

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bobichu
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33 views

Excel 2013 Introduction To Building PivotTable Reports

This document provides instructions for creating and modifying PivotTable reports in Excel 2013. It describes how to insert a PivotTable, add and remove fields manually or using defaults, move fields between areas, apply filters and sorts, modify value field functions, group values, and work with subtotals and grand totals. The steps are broken down into sections covering key PivotTable tasks.

Uploaded by

bobichu
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel 2013

Introduction to Creating PivotTable Reports

Excel 2013: Introduction to Creating PivotTable


Reports
PivotTable Analyze Tab

PivotTable Design Tab

Creating a PivotTable
1.
2.
3.

Adding Fields, Manually

Navigate to the Insert tab on the Ribbon.


On the left side of the Insert tab, click PivotTable.
Verify that the correct range of data is entered and the desired location is
selected, then click OK.
Adding Fields, Using the Default
1.
2.

Navigate to the Field Area.


In the PivotTable Field List,
click the check box of the
desired field you would like to
add to your Report.

Removing Fields
1.

In the PivotTable Field List,


click the check box of the
desired field you would like to
remove from your Report.

1.

Click and Drag the Field


to the desired Area.

Clearing All Fields from the


Field List
1.

2.

In the PivotTable Tools


Analyze tab, click the
Clear button.
Select Clear All.

Excel 2013: Introduction to Creating PivotTable


Reports
Moving Fields

1.

Using the Report Filter Area

In the Areas section of the PivotTable Field List, click and drag the field from current
area to the desired area.

2.

Click and Drag the Field to the desired Area.

Applying Label and Value Filters

Defer Update
1.

1.

At the bottom of the PivotTable


Field List, click the check box to Defer Layout Update.
Once fields are placed in their desired areas, click the Update button at the bottom of
the PivotTable Field List.

1.
2.
3.
4.

In the PivotTable Report, click the drop down arrow of the


desired field.
Select Label Filters or Value Filters.
Select the desired option.
Make any necessary changes, then click OK.

Clearing Filters

Modifying the Value Field Function


1.
2.
3.
4.

Select a value in the field area you


would like to modify.
In the PivotTable Tools, Analyze tab,
click Field Settings.
Select the desired function.
Click OK.

1.
2.

In the PivotTable Report, click the drop down arrow of the desired field.
Click Clear Filter From <Field Name>.

Grouping Field Values


1.
2.
3.

In the PivotTable Report, click a value in the area you


would like to group.
On the PivotTable Tools Analyze tab, click Group Field.
Make any necessary changes,
then click OK.

Applying a Basic Sort


1.
2.

In the PivotTable Report, click the drop down


arrow of the desired field.
At the top of the menu, click either Sort A to Z,
Sort Z to A, Sort Smallest to Largest, Sort Largest
to Smallest, Sort Newest to Oldest or Sort Oldest
to Newest.

Applying Filters to the Column and Row Fields


1.
2.
3.

In the PivotTable Report, click the drop down


arrow of the desired field.
Make the desired changes to the check box list.
Click OK.

Working with Subtotals and Grand


Totals
1.
2.

In the PivotTable Tools Design tab, click the Subtotals or Grand Totals button.
Select the desired option.

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