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Excel Tips

Creating a Summarized List from a Larger List in Excel

We’re getting back to basics with Excel- the tool we all love and hate.

1) Select the list that you want to summarize.

summarizing excel tips

2) Under the Insert tab, select PivotTable.

summarizing excel tips

3) Make sure the correct table is selected, then choose a destination for your new list.

summarizing excel tips

4) Select OK.

summarizing excel tips

5) On the PivotTable Field List, click the client field that you want a summarized list for.

summarizing excel tips

6) Voila! A summarized list of your clients is now ready.

summarizing excel tips

 

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