Create a Report as a Table in Excel – 4 Steps

This is the sample dataset.

Step 1 – Create a Table Using the PivotTable Feature

• Select the whole worksheet.
• Go to Insert > PivotTable.

• In Table/Range, enter B4:E10 – Sheet1.
• Select a location for the pivot table.
• Click OK.

You can:

Choose New Worksheet  to set a table in a new sheet.

Choose Existing Worksheet to set the table in the existing sheet.

• In Location, enter the first cell of the sheet.

• A blank pivot table will be created.

Step 2 – Manage the Layout of the Pivot Table

The Pivot Table Field List is divided into:

The Field Section –  the names of the fields/columns in the source dataset.

The Layout section – Report Filter, Row Labels, Column Labels, and the Values area. You can modify the fields of the table here.

Read More: How to Create an Expense Report in Excel

Step 3 – Add or Remove a Field 

• To add a field in Layout, check the field name. You can remove a field by unchecking it.

Notes:

The fields in the Layout section are:

• Numeric fields (included in the Values area).
• Text fields (included in the Row Labels area).
• Date or time hierarchies (added to the Column Labels area).

Step 4 – Arrange Pivot Table Fields

• Drag and Drop fields in the four areas in the Layout section. Change the order of the fields by dragging and dropping.

• In Field, right-click the field name, and click the area where you need to add it.

• Click the down arrow next to the field name to get a drop-down list that includes all available options for that specific field.

Download Practice Workbook

Download the practice workbook.

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