Learn what a PivotTable is, how to create and use it in all versions of Excel, and see examples of how to summarize, filter, sort, and format data with Pivot Tables. Follow the step-by-step guide with screenshots and tips to make and customize your own Pivot Table reports.
Step 2: Download CSV File of Credit Card Statement. If you want to get more granular with your expense tracking, you can also download your spending history from your credit card statement. Our family uses the Chase Sapphire Preferred credit card for all of our monthly spending.
Pivot tables let you analyze large amounts of data using a variety of functions. Excel 2013 makes it easy to create a new pivot table that suits your needs.
Step 2: Go to the sheet named Exercise and select any cell in the data making sure that you select only one cell, then go to the Insert tab and click the PivotTable button (Fig. 1). Fig. 1 Go to the Insert tab and click the PivotTable button. The Create PivotTable dialog box appears (Fig. 2) and Excel automatically selects the entire block of
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