Drag the Amount field into the Values area.The following steps will create the pivot table: The lower part has Filters, Columns, Rows, and Values area. In our example, the upper part of the PivotTable Fields task pane holds Date, Weekday, Amount, AcctType, OpenedBy, Branch, and Customer fields. PivotTable Fields task pane has two parts: the upper part, where the field names reside, and the lower part, where you will place the upper part’s field names as per your necessity. Now we shall work on the PivotTable Fields task pane. We shall use this PivotTable Fields task pane to build our pivot table. For this example, we are going to create our pivot table in a new worksheet. Excel automatically guesses your data range. The Create PivotTable dialog box will appear. We select cell A2 in our “data” worksheet. If your data is in a worksheet range, just select any cell in the range. Follow this process: Step 1: Specifying the data range Now we shall create a pivot table using the sample file to answer this question.
Read More: What is a Pivot Table in Excel – Make a Pivot Table Manually! Pivot Table Examples 1) What is the total amount of new deposits, broken down by account type and branch? In addition, analyzing data with pivot tables makes fewer errors than creating formulas. But using a pivot table is a better choice, a pivot table takes few seconds, doesn’t require a formula, and produces a professional-looking report. You can sort the data and create formulas to answer these questions. In which branch do tellers open the most savings accounts for new customers?.How does the Central branch compare with the other two branches?.What types of bank accounts do tellers open most often?.What’s the dollar distribution of the different account types?.How many new bank accounts were opened at each branch, broken down by account type?.