Pivot Tables & Pivot Charts

  • Analyze and summarize complex datasets using Pivot Tables and Pivot Charts.
  • Sample Data

    Date

    Name

    City

    Department

    Sales

    01-01-2026

    Rahul

    Mumbai

    Sales

    5000

    02-01-2026

    Neha

    Delhi

    HR

    7000

    03-01-2026

    Amit

    Mumbai

    IT

    8000

    04-01-2026

    Priya

    Delhi

    Sales

    6000

    05-01-2026

    Karan

    Pune

    IT

    9000


    Pivot Table

    What is a Pivot Table?

    A Pivot Table is a tool that summarizes large amounts of data easily. It can calculate:

    • Total (Sum)

    • Count

    • Average

    • Category-wise breakdown

    • And more

    All without using formulas.

    Steps to Create a Pivot Table

    1. Select the full data.

    2. Go to Insert → Pivot Table.

    3. Click OK.

    4. In the Pivot Fields Panel, drag the required fields into:

      • Rows

      • Columns

      • Values

      • Filters

    Example 1: Department-wise Total Sales

    Rows: Department
    Values: Sales (Sum)

    Output:

    Department

    Sum of Sales

    Sales

    11000

    HR

    7000

    IT

    17000

    👉 It instantly creates a summary of total sales by department.

    Example 2: City-wise Average Sales

    Rows: City
    Values: Sales → Change calculation to Average

    This will show the average sales for each city.

    Example 3: Department + City Combined Analysis

    Rows: Department
    Columns: City
    Values: Sales (Sum)

    This creates a cross-analysis (matrix format) showing department sales city-wise.

    Pivot Charts

    A Pivot Chart is the visual version of a Pivot Table.

    How to Create a Pivot Chart?

    1. Select the Pivot Table.

    2. Go to Insert → Pivot Chart.

    3. Choose a chart type (Column, Bar, Pie, Line, etc.).

    Example: Department-wise Sales Chart

    The chart will display:

    • X-Axis: Department

    • Y-Axis: Total Sales

    It is dynamic — if you change filters in the Pivot Table, the chart updates automatically.