ASU College of Business

Quantitative Management
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Creating PivotTables in Excel

A.  Organize Data Properly

• Data must be in contiguous block
• Single label row should be immediately above actual data

B.  Create PivotTable

• Select entire data set, including label row
• Click on Data | PivotTable
• Click on Finish (a blank work area will appear on the spreadsheet)
• Specify the layout of the pivottable:
  • Select button with column heading indicating row variable and drag to ROW
  • Select button with column heading indicating column variable and drag to COLUMN
  • Select button with column heading indicating either variable and drag to DATA
  • Double click on top left button in the table
    • Select Count from Summarize by menu
    • Provide appropriate title in Name box
    • Click on Options button and then click button at right end of Show data as input area
    • Scroll to appropriate indicator (for example, % of Total)
    • Select desired indicator
    • Click on OK
• Save your work

C.  Edit Output as Appropriate

• Add title
• Row and column headings
• Other (e.g., display formats, column widths, . . . )
• Save your work

Please submit any comments, corrections, etc. about this document to John Seydel

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