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Pivot Tables play a major role and very useful feature in Excel. PivotTables are useful in summarizing the data, exploring the data and presenting/publishing/analyzing the data in a simple and easy manner. This feature has an advantage of sorting, counting, totalling and averaging the data values stored in a table. This has an easy method of changing the shape of a table just by dragging and dropping the data fields on to the pivot structure. 

The great authors Bill Jelen and Mike Alexander refers to Pito Salas as the "Father of Pivot Tables".

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Basically the layout of the pivot table is divided in to two parts.

1. Header part

2. Body part

In the Body part, there are four fields where we drop the data on to the pivot table layout. Those are:

1. Report Filter
2. Column Filter/Labels
3. Row Filter/Labels
4. Values/Summation

Report Filter:

This will help the user to filter the complete pivot table data depending on the drop down options in the Report Filter

Column Filter/Labels: 

The data dropped here will arrange in such a way that the columns get filled. The user can either deselect the particular column or column of data and at the same time the user can also add the required column data to display. These will act as a Column Headers.

Row Filter/Labels: 

The data left here will arrange proportionate to column filter which is Row filter. This data will be arranged in a row format. The user can either select the data or deselect the data as per the required output. These will act as a Row Headers.

Values/Summation:

The table values will be dropped in this portion to display the data in the pivot table. This field will help the user to find the count, sum, average and so on... By default the values here will be converted to summation. 

Note: In this field we can only drop values, data should not be dropped here as the field only accepts values .

Take a first step to prepare your first pivot table:

1. Select the raw data set 

2. Goto Insert Tab and select Pivot Tables in Tables Group

3. Click OK (Pivot Table layout will appear)

4. Drag and Drop the fields from the Header portion to the Body Portion

5. Now, Check the data automatically arranged per your requirement

That's it. Your first pivot table with basic plan is ready to use.

You can also use advanced features to analyze the data, format the data, design the data, filter the data and so on...

In the coming post, you can learn how to create PIVOT CHART and its features.

Thanks,