Creating a Pivot Table

Pivot tables are made up of:

For example, if you analyze Unit Sales by region, the numbers are your data values or facts. Region is a dimension. Presented in aggregate, facts are subdivided by your chosen dimension labels.

  To create a pivot table:

  1. Select Insert, then New Pivot.

  2. If the data layout is not visible, click Data Layout on the Section title bar.

  3. Perform one of the following actions:

    • Drag each Request item to be included in the table from Elements to a pane in the data layout (Column Labels, Row Labels, or Facts).

    • From Elements, select one of more Request items and select Pivot, then Add Selected Items, and then Column Labels, Row Labels or Facts.

      Tip:

      Add Request items such as Unit Sales or Amount Sales to the Facts pane in data layout to create the data grid. Add dimensions such as Product Line or Region to the column and row labels panes in the data layout to create subdivisions.

      Tip:

      You can select and drag multiple items to the same data layout pane to add multiple values or dimensional levels for analysis. Items are hierarchically ordered in the sequence in which they are displayed in the data layout pane.