Before you get ready to set up any Pivot Tables in Excel, it’s important to make sure your spreadsheet doesn’t contain any formatting quirks that could disrupt the automated part of the process. Make sure you don’t have any blank columns or rows, and use the same date formatting for all dates in your spreadsheet (avoid something like “4/15” and “April 15” in the same row or column). These steps apply to Excel in Windows, macOS, and on the web.
- Open the spreadsheet you want to use as a data source, then manually select all of the rows and columns you want to include in your Pivot Table.
- Click on Insert, then select Pivot Table.
- If you want to add or otherwise change source data, click the Source text box and either type a range of tables or columns into the box or manually select them on the grid. Press Enter or Return when finished.
- Choose whether to add the Pivot Table to an existing worksheet or a new one. If you choose an existing worksheet, you’ll also need to select the cell you want the new table to appear.
- Click OK when you’re finished.
Getting rid of Pivot Tables you don’t want or need anymore is also very simple. Just select the Pivot Table range and Delete it. Or, if the Pivot Table was saved as a separate document, you can delete the document instead.
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