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Debra Dalgleish (http://www.contextures.com) is one of my Excel heroines and the pivot table guru. She is someone whose work I regularly reference in class.

I recently asked her to help me answer a question that regularly comes up in class when people ask about pivot tables – how do I know what to put where?  She answers the question comprehensively in this blog entry.

http://blog.contextures.com/archives/2016/09/15/how-to-plan-a-pivot-table/ 

However three tiny additions I would put with this is the following:

  1. Generally put whatever it is you want to do the calculations on in the Value area
  2. I tend to put dates in the Row Labels section, group them and then move them around.
  3. Get started, put in something – you can always move and re-organise it if you don’t like it…

Enjoy!

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