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Useful Tools
Create a PivotTable or PivotChart report
To create a PivotTable or PivotChart report, you must connect to a data source
and enter the report's location.
- Select a cell in a range of cells, or put the insertion point inside
of a Microsoft Office Excel table.
Make sure that the range of cells has column headings.
- Select the type of report to generate by doing one of the following:
- To create a PivotTable report, on the Insert
tab, in the Tables group, click PivotTable,
and then click PivotTable.

Excel displays the Create PivotTable dialog box
- To create a PivotTable and PivotChart report, on the Insert
tab, in the Tables group, click PivotTable,
and then click PivotChart.
Excel displays the Create PivotTable with PivotChart dialog
box.
- Select a data source by doing one of the following:
Choose the data that you want to analyse
- Click Select a table or range.
- Type the range of cells or table name reference, such as =QuarterlyProfits,
in the Table/Range box.
If you selected a cell in a range of cells or if the insertion point
was in a table before you started the wizard, Excel displays the
range of cells or table name reference in the Table/Range
box.
Alternatively, to select a range of cells or table, click Collapse
Dialog
to
temporarily hide the dialog box, select the range on the worksheet,
and then press Expand Dialog
.
Tip Consider using a table name reference instead
of a range of cells, because rows added to a table are automatically
included in the PivotTable report when you refresh the data.
Note If the range is in another worksheet in the
same workbook or another workbook, type the workbook and worksheet
name by using the following syntax: ([workbookname]sheetname!range).
Use external data
- Click Use an external data source.
- Click Choose Connection.
Excel displays the Existing Connections dialog
box.
- In the Show drop-down list box at the top of
the dialog box, select the category of connections for which you
want to choose a connection or select All Existing Connections
(which is the default).
- Select a connection from the Select a Connection
list box, and then click Open.
Note If you choose a connection from the Connections
in this Workbook category, you will be reusing or sharing
an existing connection. If you choose a connection from the Connection
files on the network or Connection files on this
computer categories, Excel copies the connection file into
the workbook as a new workbook connection, and then uses that file
as the new connection for the PivotTable report.
For more information, see Manage connections to data in a workbook.
- Specify a location by doing one of the following:
- To place the PivotTable report in a new worksheet starting at
cell A1, click New Worksheet.
- To place the PivotTable report in an existing worksheet, select
Existing Worksheet, and then specify the first
cell in the range of cells where you want to position the PivotTable
report.
Alternatively, click Collapse Dialog
to temporarily hide the dialog box, select the beginning cell on
the worksheet, and then press Expand Dialog
.
- Click OK.
Excel adds an empty PivotTable report to the specified location and
displays the PivotTable Field List so that you can add fields, create
a layout, and customise the PivotTable report.
For more information, see Create and change the layout of fields in
a PivotTable report.
If you create a PivotChart report, Excel creates an associated PivotTable
report (associated PivotTable report: The PivotTable report that supplies
the source data to the PivotChart report. It is created automatically
when you create a new PivotChart report. When you change the layout
of either report, the other also changes.) directly beneath the PivotChart
report. A PivotChart report and its accompanying PivotTable report must
always be in the same workbook.
Create a PivotChart report from an existing PivotTable report
- Click the PivotTable report of interest.
- On the Insert tab, in the Charts group,
click a chart type.

You can use any chart type except xy (scatter), bubble, or stock.