Format your data as an Excel table (select anywhere in your data, and then select Insert > Table from the ribbon). If you have complicated or nested data, use Power Query to transform it (for example, to unpivot your data) so it's organized in columns with a single header row.
Build PivotTables by using related tables in the Field List. You can import related tables from databases, or set relationships in Power Pivot after you import.
Create a PivotTable with Copilot Open Excel. Make sure to format your data in a table or supported range for Copilot. Select the Copilot button in the ribbon. Ask Copilot to create a PivotTable for you. The more details you include, the more accurate and useful Copilot's results will be.
Sometimes it's hard to see the big picture when your raw data hasn’t been summarized. Your first instinct may be to create a PivotTable, but not everyone can look at numbers in a table and quickly see what's going on. PivotCharts are a great way to add data visualizations to your data.
Choose the fields you want to create slicers for, and select OK. Excel will place one slicer for each selection you made onto the worksheet, but it's up to you to arrange and size them however is best for you. Select the slicer buttons to choose the items you want to show in the PivotTable.
After creating a PivotTable and adding the fields that you want to analyze, you may want to enhance the report layout and format to make the data easier to read and scan for details.
If the column widths and cell formatting of your data adjust when you refresh the PivotTable data, and you don't want that to happen, make sure the following options are checked:
You can create multiple page fields and assign your own item names for each source range. This lets you create partial or full consolidations; for example, one page field that consolidates Marketing and Sales apart from Manufacturing, and another page field that consolidates all three departments.
In Excel, you can pivot data in a PivotTable or PivotChart by changing the field layout of the data. By using the PivotTable Field List, you can add, rearrange, or remove fields to show data in a PivotTable or PivotChart exactly the way that you want.
