How to Create a Pivot Table in Excel

A pivot table is a summary of your data, packaged in a chart that lets you report on and explore trends based on your information.

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  1. Export your data from Casebook or Enter your data into Excel into a range of rows and columns. Every pivot table in Excel starts with a basic Excel table, where all your data is housed. To create this table, simply enter your values into a specific set of rows and columns. Use the topmost column to categorize your values by what they represent. 
  2. Highlight the cells in your table to create your pivot table. Once you've entered data into your Excel worksheet, and sorted it to your liking, highlight the cells you'd like to summarize in a pivot table. Click Insert along the top navigation, and select the PivotTable icon.
  3. Drag and drop different fields into the Row Labels and Column Labels areas. This will determine what unique identifier the pivot table will organize your data by.
  4. Drag and drop a field into the Values area. Once you've established what you're going to organize your data by, your next step is to add in some values by dragging a field into the Values area.
  5. Adjust your pivot table as needed. 

To see these steps in action, check out the video below: