How to create and filter a pivot table in Excel?
With a pivot table, we can better and conveniently analyze the data as we need. Now in this tutorial, I will talk about how to create and filter a pivot table in Excel.
Filter in pivot table in Excel
Create a pivot table in Excel
For instance, if you have data as shown in the screenshot below, follow these steps to create a pivot table.
1. Select all the data including headers, then click Insert > PivotTable > PivotTable. See screenshot:
2. Then in the popped out Create PivotTable dialog, you can choose where to locate the pivot table, here I choose New Worksheet.
Tip: If you choose Existing Worksheet, you need to select a cell to locate the pivot table in the existing worksheet.
3. Click OK. Then a PivotTable Field List pane appears in the left of the worksheet.
4. Now you just need to drag the fields to the filed areas you need. For example, here I just want to sum every category’s amount, I will drag Category field to Row Labels section, and Amount($) field to Values section. See screenshot:
Tip: You can select the calculation you want in the Values section.
Now the pivot table is created:
To include the date in the pivot table, drag the Date field below the Category field in the Row Labels box as below screenshot shown:
Note: The fields’ order in Row Labels section determines the relationship between the fields. The below one is the sub row label of the above one.
Filter in pivot table in Excel
If you want to filter the pivot table, you can do as follows:
There are two ways that can help you to filter pivot table data.
Method 1: Using the Report Filter Section
1. Drag the field you want to filter based on to the Report Filter (or Filter) section. Here, for instance, I want to filter data based on category. Now I drag Category field to the Report Filter section, then a Filter row called Category appears above the pivot table. See screenshot:
2. Then go to click the down arrow to show a filter list, then check Select Multiple Items option, and then check the category options you want to show only in the PivotTable. And click OK.
Now the pivot table only shows data based on the categories you want.
Note: If you want to show all back, just go to the filter list to check all categories.
Method 2: Using Row Labels Filter
This method is simpler and more powerful.
1. Just click the down arrow beside Row Labels in the pivot table, then select the field you want to filter based on from the Select field list. See screenshot:
2. Then select the filter rule you need in the list. Here I select Date Filters > This Week. Then click OK.
Note: You can also check the dates you want to show in the Pivot Table in the drop down list directly. Now the data are filtered by date.
Note: If you want to clear all the filter rules, you can click the Filter button and select the field you used to filter in the Select filed box, and click Clear Filter From “Field name”. See screenshot:
Related Articles:
Best Office Productivity Tools
Supercharge Your Excel Skills with Kutools for Excel, and Experience Efficiency Like Never Before. Kutools for Excel Offers Over 300 Advanced Features to Boost Productivity and Save Time. Click Here to Get The Feature You Need The Most...
Office Tab Brings Tabbed interface to Office, and Make Your Work Much Easier
- Enable tabbed editing and reading in Word, Excel, PowerPoint, Publisher, Access, Visio and Project.
- Open and create multiple documents in new tabs of the same window, rather than in new windows.
- Increases your productivity by 50%, and reduces hundreds of mouse clicks for you every day!
All Kutools add-ins. One installer
Kutools for Office suite bundles add-ins for Excel, Word, Outlook & PowerPoint plus Office Tab Pro, which is ideal for teams working across Office apps.
- All-in-one suite — Excel, Word, Outlook & PowerPoint add-ins + Office Tab Pro
- One installer, one license — set up in minutes (MSI-ready)
- Works better together — streamlined productivity across Office apps
- 30-day full-featured trial — no registration, no credit card
- Best value — save vs buying individual add-in