If the source data is already in the current workbook, proceed as follows:
| 1. | Select the entire data range. You can also select only one cell from the source data. PlanMaker automatically extends the selection to the entire corresponding area. |
| 2. | Choose the ribbon command Insert | group Tables | Pivot table  . |
| The following dialog box opens: |
| 3. | Source range: The cell area with the existing data from which the pivot table has to be generated. Here, the source range is already defined by your previous selection and can therefore be adopted. If you still want to change the source range, you can enter the correct cell range in the input field or simply select the correct cell range directly in the worksheet with the mouse. |
Tip: If you have previously given the data range a name (see Naming cell ranges), you can simply enter this name in the input field. An advantage of this procedure is that you only have to customize the named range if the source data changes.
| 4. | Target range: Here you can decide where the pivot table should be created. Now choose between the following options: |
| New worksheet: The pivot table will be created in a new worksheet that is automatically generated by PlanMaker. You can adjust the proposed target in the lower input field. |
| Existing worksheet: The pivot table will be created in an existing worksheet. This can be the worksheet containing the source data or another existing worksheet. Please make sure that you first select the radio button Existing worksheet and then click with the mouse on a cell in a free area in the desired worksheet. Or type the target range into the lower input field. |
Tip: For pivot tables with large amounts of data, it is recommended to use a new worksheet rather than the worksheet with the source data, as it can quickly lead to a lack of space. If there is only a small amount of data – as in our example – it is useful to display the pivot table in the same worksheet next to or below the source data.
| 5. | Confirm with the Insert button to create the pivot table. |
If you created the pivot table in the same worksheet as the source data, the result should look like this:
On the left side you can still see the Source data, next to it on the right the (still blank) Pivot table report, and rightmost in the sidebar the so-called Pivot table field list or just Field list. It is the central control of the pivot table. By selecting the elements from the field list, you fill the blank pivot table with content according to your requirements.
For more information about the structure and handling of the field list, see Starting with the pivot table field list.
