How to Create a Pivot Table from Excel Table Columns

    Excel Pivot tables can be created using levels (see: How to Create an Excel PivotTable Report), but the following method is simpler and quicker and we recommend it. Excel 2007 or a later version is necessary for this procedure. Here's how.

       
         

    Create New Excel Report

                   
                Create-New-Excel-Report.png               
         
    1. Select Reports in the lower left pane
    2. Select Excel Reports in the upper left pane
    3. Click on Excel Report in the New group of the tool bar
       
       
       
         

    Create New Template

                   
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    Click on New in the Template group of the tool bar

       
       
       
         

    Save New Template as .xlsx

                   
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    The template must be saved in .xlsx or .xlsm format to be able store the information necessary for a pivot table.

    Click on the Save As icon

       
       
       
         

    Select Save as Type:

                   
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    Expand the Save as type: drop-down menu and select Excel Workbook (*.xlsx)

       
       
       
         

    Conclude Saving Process

                   
               Conclude-Saving-Process.png
         
    1. Note that the file extension has been changed to .xlsx
    2. Click on the Save button
       
       
       
         

    Add Object as Table and Change "Keep Source Formats" Property

                   
                Add-Object-as-Table-and-Change--Keep-Source-Format.png               
         
    1. Add CH267 to the template as a Table (See: the "Add QlikView Objects as Tables: Selection" step in How to Create Excel Reports). Only QlikView Straight Tables can be used to create your template. If you want to use a QlikView PivotTable you must either convert it to a straight table or, to preserve the original, clone it and convert the clone. Then add the converted table to your template.
    2. Unflag the Keep Source Formats box in the Properties dialog window for CH267 (See: Can I apply Excel formatting to my Excel reports?)
       
       
       
         

    Construct Table from Columns

                   
                Construct-Table-from-Columns.png               
         
    1. Construct the basic table by dragging columns separately into the template and dropping them onto empty cells. You can use only some of columns, if you wish.
    2. Open the Toolbar by clicking on the Toolbar icon in the View group of the NPrinting toolbar
    3. Adjust  and format column headings as needed
       
       
       
         

    Create Table

                   
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    1. Highlight the column tag and heading cells to select them
    2. Select the Insert tab on the Excel toolbar
    3. Click on Table in the Tables group of the Excel toolbar
       
       
       
         

    Complete Table Conversion

                   
                Complete-Table-Conversion.png               
         
    1. Make sure the My table has headers box is checked
    2. Click on the OK button
       
       
       
         

    Convert to Pivot Table

                   
                Convert-to-Pivot-Table.png               
         
    1. Re-highlight the column tag and heading cells to select them if necessary
    2. Select the Design tab under Table Tools on the Excel toolbar
    3. Click on Summarize with PivotTable in the Tools group of the Excel toolbar
       
       
       
         

    Conclude PivotTable Creation

                   
                Conclude-PivotTable-Creation.png               
         
    1. Click on the OK button
       
       
       
         

    Organize Dimensions

                   
                Organize-Dimensions.png               
         
    1. Drag the Year Qtr field into the Column Labels box
    2. Drag the Total Sales field into the Values box
    3. Drag the Category Name and Country fields into the Row Labels box
       
       
       
         

    Open Value Field Settings Dialog Window

                   
                Open-Value-Field-Settings-Dialog-Window.png               
         
    1. Click on the Count of Total Sales button to open the menu
    2. Select Value Field Settings...
       
       
       
         

    Adjust Value Field Settings

                   
                Adjust-Value-Field-Settings.png               
         
    1. Select Sum on the Summarize Values By tab in the Value Field Settings dialog window
    2. Click on the OK button
       
       
       
         

    Set Data to Be Refreshed

                   
                Set-Data-to-Be-Refreshed.png               
         
    1. Select the Options tab under PivotTable Tools
    2. Click on the Options icon in the PivotTable group
    3. Select the Data tab
    4. Check the Refresh data when opening the file checkbox
    5. Set Number of items to retain per field: to None
    6. Click on the OK button at the bottom of the PivotTable Options dialog window
       
       
       
         

    Preview

                   
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    Click on the Preview icon

       
       
       
         

    View PivotTable Report

                   
                View-PivotTable-Report.png               
         

    Give a sigh of satifaction.

       
       
       
         

    Conclude Template Creation

                   
                Conclude-Template-Creation.png               
         

    Click on Save and Close

       
       
       
         

    Save Your Work in NPrinting File

                   
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    Click on Save and Close