Step-by-step instuctions for creating a pivot table in Excel 2010 or Excel 2007.

For newer Excel versions, click here.

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Preparing Your Pivot Table Data

Before you create a pivot table, make sure your data is organized correctly. There are instructions on the following pages, for setting up your source data in a table, organized into rows & columns.

Getting Started Use a Dynamic Data Source

In this example the source data contains information about property insurance policies. Each row has the details about one insurance policy, such as the region, state, construction type và the value of the insured property.


Creating a Simple Pivot Table

Watch this short video clip to see the steps for creating a pivot table, after the data has been prepred. Written instructions are below the video.

This tutorial has a quick overview of creating a pivot table. For a more detailed tutorial, go to lớn the How to lớn Plan và Set Up a Pivot Table page.

After your source data is prepared, you can create a pivot table. We"ll create a pivot table that shows the total insured value in each of the four regions where we sell insurance.

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Select any cell in the source data table. On the Ribbon, click the Insert tab. In the Tables group, click PivotTable.


In the Create PivotTable dialog box, the address of your source data table should be automatically entered in the Table/Range box. If not, click on the worksheet, and select the range manually.


Next, select New Worksheet or Existing Worksheet as the location for your pivot table, then click OK.

Adding Fields khổng lồ the Pivot Table

An empty pivot table is created in your workbook, either on a new sheet, or the existing sheet that you selected. When you select a cell within the pivot table, a PivotTable Field danh sách appears, at the right of the worksheet.


We want lớn see the total insured value in each of the four regions, so we"ll add the Region & InsuredValue fields lớn the pivot table.

In the PivotTable Field List, địa chỉ cửa hàng a kiểm tra mark to the Region field. The Region field is automatically added to lớn the pivot table, in the Row Labels area.


add a check mark to lớn the InsuredValue field, & it will be automatically added lớn the Values area. You can now see the total insured value in each region.


Modifying the Pivot Table

After you"ve created a pivot table, you can showroom more fields, remove fields, or move the fields khổng lồ a different location in the pivot table layout. We"ll remove the Region field, and showroom the Location field, to see the value of Rural policies compared lớn Urban.

lớn remove the Region field, click on its check box, khổng lồ remove the check mark. To add the Location field, click on its check box, to add a check mark.

The pivot table now shows the totals for Rural & Urban locations.


Test the Pivot Table

You can see a completed version of a pivot table based on the insurance policy data, with a few more fields added khổng lồ the layout.

The pivot table demonstration is interactive, so you can use the Report Filters, at the top of the pivot table, lớn limit the amount of data that is being summarized.