HOW TO: Create, Name, and Position PivotTables

  1. Create and layout the first PivotTable.
    • A PivotTable should be based on the workbook data model to use more than one query or table.
    • Define relationships between tables when required.
  2. Click the PivotTable Name box [PivotTable Analyze tab, PivotTable group].
  3. Type a descriptive name for the PivotTable.
    • PivotTables are named PivotTable1, PivotTable2, and so on by default.
  4. Insert or select a new sheet in the workbook.
    • The dashboard is typically placed as the first sheet.
    • Name the sheet as desired to signal that it is the dashboard.
  5. Click a cell in the PivotTable and click the Move PivotTable button [PivotTable Analyze tab, Actions group].
    • The Move PivotTable dialog box opens.
  6. Select Existing Worksheet to use the new dashboard sheet.
    • You can create a new sheet in this step if needed.
  7. Click the Location box and delete the default entry.
  8. Click the dashboard tab name and select a destination cell (Figure 10-46).
    • You can start in any row or column but usually not the first few rows or columns.
    • Leave space for a main header section.
    • You can move PivotTables later as you develop the dashboard.
  9. Click OK. The PivotTable is moved to the dashboard worksheet.
  10. Click a cell in the PivotTable on the dashboard and click the Select button [PivotTable Analyze tab, Actions group].
  11. Choose Entire PivotTable from the context menu.
    • You can also select all cells in the PivotTable.
  12. Press Ctrl+C to copy the PivotTable.
  13. Select a destination cell on the dashboard and press Ctrl+V to paste.
    • The PivotTable is a duplicate of the first PivotTable.
  14. Press Esc to remove the border and click a cell in the copied PivotTable.
  15. Display the PivotTable Fields pane if necessary [PivotTable Analyze tab, Show group].
  16. Add and position fields in the second PivotTable (Figure 10-47).
  1. Click the PivotTable Name box [PivotTable Analyze tab, PivotTable group] and type a descriptive name for the copied PivotTable.
    • Supply a name that describes the emphasis in the PivotTable.
  2. Repeat the steps to copy and design as many PivotTables as needed.

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