Open your Excel workbook
Select the data range (including column headers)
Click Insert
Click PivotTable
Choose where to place the PivotTable (New Worksheet or Existing Worksheet)
Confirm the selected table/range in the Create PivotTable dialog
In the PivotTable Fields pane, drag fields to:
Rows
Columns
Values
Filters (optional)
For Values, ensure the aggregation is correct (e.g., Sum, Count, Average)
To change the calculation in Values:
Click the value field in the PivotTable
Select Value Field Settings
Choose the desired calculation
To add or remove items:
Drag fields in or out of Rows/Columns/Filters
To format the PivotTable:
Click PivotTable Design or Home
Apply PivotTable Styles
Adjust number formats for Values
To refresh data after changes:
Click anywhere in the PivotTable
Click PivotTable Analyze
Click Refresh
To filter:
Use the drop-downs in Filters/Row/Column labels (if enabled)
To group dates or numbers (optional):
Right-click a date/number in the PivotTable
Click Group
Select grouping options
To create a PivotChart (optional):
Click PivotTable Analyze
Click PivotChart
Choose a chart type