Pivot Table basics

Pivot tables are an effective and powerful feature in Excel that allows you to summarize and analyze data from a spreadsheet. When i started in finance, i had no clue i would be utilizing pivot tables as frequently as i have. I am summarizing a basic guide that will help you get started on creating your own Pivot table.

The first step to Pivot Tables is to Prepare your data:

• Organize your data with headers for each column.
• Each column should have a specific type of data like dates, title, categories, etc.

Second step is to select your data: on your key board click Ctrl + A, this will select all your data on the spreadsheet.

Now you will Insert a Pivot Table: 

Go to the Insert tab on the Excel ribbon. Click on Pivot Table This will open the "Create PivotTable" dialog box.

Now you can s

elect where you want to place the Pivot Table in a new worksheet or an existing sheet!