Creating a new pivot table

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Creating a new pivot table

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

Choose the ribbon command Insert | group Tables | Pivot table pivot_table_range_icon to 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 still helpful for practical use:

Requirements for source data

The source data must have a separate heading for each column in the top row.

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

Headings must be unique, and 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 in the respective columns 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 it 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 choose the command Summarize as pivot (in the group Table) on the contextual ribbon tab Table. Alternatively, you will also find this command in the context menu by right-clicking in the table. Then proceed with the next steps to create a pivot table as described in the next section.