Assist Pro+ / Find / Quick Access

Instant Pivot

Create a PivotTable from the selected data.

Where to find it

Follow the ribbon path.

Assist Pro + → Find / Quick Access → Instant Pivot

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Open the Excel workbook in which you want to use the command. On Assist Pro + › Find / Quick Access, choose Instant Pivot to create a PivotTable from the selected data. Confirm the target workbook or selected cells before rerunning a saved action.

Best use case

Summarising thousands of source rows by account, period or other fields.

Everyday Excel

Reduces repeated clicks and manual edits in everyday spreadsheets when you need to create a PivotTable from the selected data.

Accounting and audit

Speeds preparing working-paper schedules and client exports when you need to create a PivotTable from the selected data.