# Pivot table project estimate

A pivot table is a handy tool for estimating projects. As long as the data is well structured, a pivot table can easily handle hundreds or even thousands of line items. You can group these items by category, by phase, by contractor, and so on. Once the pivot table is created, you can easily adjust filters to show only parts of the project as needed. In the example shown, the source data is extremely basic, and a pivot table is used to group by area and display a sum plus a percentage of total.

### Fields

The source data in the example contains three fields: **Area**, **Item**, and **Cost**. The pivot table as shown uses only two of these fields: **Area** and **Cost**.

**Area** is a Row field, and **Cost** has been added twice as a Value field, once to show total cost, once to show a percentage breakdown. To show total estimated cost, the **Cost** field is set to sum values and has been renamed "Estimate":

To show a percentage breakown, the **Cost** field is added again to the Value area and renamed "%". Show Values As is set to percentage of grand total:

Finally, the **Area** field is sorted in descending order by Estimate (Cost):

### Steps to create this pivot table

- Create a pivot table
- Add
**Area**as a Row field - Add
**Cost**as a Value field- Rename to "Estimate"
- Summarize by Sum
- Set number formatting to currency

- Add
**Cost**as a Value field- Rename to "%"
- Summarize by Sum
- Display Percent of Grand Total
- Set number formatting to percentage

- Sort Area by Estimate

## Pivot Table Training

If you use Excel, but don't know how to use Pivot Tables, you're missing out...wasting time trying to do things that a Pivot Table can do for you automatically. Core Pivot is a step-by-step Excel video course that will teach you everything you need to know to use this powerful tool. With a small investment, Pivot Tables will pay you back again and again. See details here.