Creating a new pivot table

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Creating a new pivot table

iOS: Creating new pivot tables is not freely available in this version.

To create a pivot table, you must have data records to which a pivot table can be applied.

Using the ribbon command Insert | group Tables | Pivot table pivot_table_range_icon, you can create a pivot table from existing source data.

Please note a few important rules for the existing source data. Some of the requirements are not mandatory, but they are helpful for practical use:

Requirements for source data

The columns of the source data must have headings.

Headings must appear in one single row, not one under the other.

Headings must be unique, duplicate names for the headings must not occur.

There must be no empty rows or columns and no merged cells in the source data.

The data under the respective column headings must be of the same data type (number, text or date – not mixed).

If possible, the data should be available in its raw form; no formulas, summarizations, subtotals or other prepared data should have been applied to them previously.

You can either use existing records in the current workbook as source data or import data records from another file (possible formats: PlanMaker and Excel).

Please read the next two sections:

Creating a pivot table with existing data

Creating a pivot table with imported data

Tip: Pivot tables can also be generated from Tables in worksheets. To do so, select a cell in the table and use the command Summarize as pivot (in the group Table) on the contextual ribbon tab Table. Alternatively, right-click on the table to open the context menu and select the same entry. After that, proceed with the next steps to create a pivot table as described in the next section.