As Seen on TechCrunch: Finofo Raises $1.65M CAD!

Excel Guide

Unleashing Data Insights: A Guide on How to Make a Pivot Table in Excel

Pivot tables in Excel are powerful tools for summarizing and analyzing large datasets. In this guide, we'll walk you through the process of creating a pivot table, providing you with the skills to organize and derive meaningful insights from your data.

Recognizing the Power of Pivot Tables

Pivot tables allow you to transform raw data into a structured format, enabling dynamic analysis and visualization. Whether you're aggregating sales data, summarizing survey responses, or analyzing financial transactions, pivot tables are essential for making sense of complex datasets.

Selecting Your Data Source

Begin by selecting the data range you want to include in your pivot table. Ensure that your dataset is organized with clear headers, making it easier for Excel to interpret the data.

Inserting a Pivot Table

Navigate to the "Insert" tab in Excel and choose the option to insert a pivot table. You'll be prompted to select the data range, and you can choose whether to place the pivot table in a new worksheet or an existing one.

Defining Rows, Columns, and Values

Determine which fields from your dataset should be used as rows, columns, and values in the pivot table. Drag and drop the relevant fields into the corresponding areas in the pivot table layout.

Aggregating Data with Values

Choose how you want to aggregate your data by placing fields in the "Values" area. Excel offers various aggregation options, including sum, average, count, and more, depending on the nature of your data.

Filtering and Sorting in the Pivot Table

Explore the options for filtering and sorting data within the pivot table. This allows you to focus on specific subsets of your data and arrange it in a way that facilitates analysis.

Grouping Data for Cohesive Analysis

Grouping data in a pivot table can provide a more cohesive and summarized view. Learn how to group dates, numeric values, or text fields to simplify your analysis.

Formatting and Styling the Pivot Table

Enhance the visual appeal of your pivot table by applying formatting and styling options. Customize fonts, colors, and cell borders to create a professional and easy-to-read presentation.

Calculated Fields for Additional Insights

Introduce calculated fields to derive additional insights from your data. This allows you to create custom calculations based on existing fields in your dataset.

Updating and Refreshing Pivot Table Data

Understand how to update and refresh your pivot table when the underlying dataset changes. Keeping your pivot table up-to-date ensures that your analysis reflects the latest information.

Drilling Down into Details

Explore the ability to drill down into specific details within your pivot table. This feature allows you to access the raw data associated with any summarized value in the table.

Saving and Sharing Your Pivot Table

Learn how to save your pivot table and share it with others. Excel provides options for exporting your pivot table as an image or including it in a presentation.


Creating a pivot table in Excel is a fundamental skill for anyone dealing with large datasets. By following the steps outlined in this guide, you'll be well-equipped to organize and analyze your data dynamically, whether you're conducting business analysis, summarizing survey results, or exploring trends in your dataset. Understanding how to make a pivot table in Excel adds a layer of sophistication to your data analysis capabilities.