On the far right, select fields that you would like on the left-hand side of the report and drag them to the Rows box.Ĥ. From the Insert ribbon, click the PivotTable button.ģ. Recording some sales revenue in a different column complicates the task of adding up all of the sales revenue.Ģ. One column for each metric (such as “Units Sold” and “Sales Revenue” above). One column for each category for sorting and grouping (such as “Territory” and “Product” in the example above andģ. For example, data for a report on sales by territory and product might look like this:Ī PivotTable report works best when the source data have:Ģ. One of the easiest ways to create a report in Excel is by using the PivotTable feature, which allows you to sort, group, and summarize your data simply by dragging and dropping fields.
By Excel Tips and Tricks from Categories: Basic ExcelĮxcel is a powerful reporting tool, providing options for both basic and advanced users.
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