This worksheet contains data about 60 monthly transactions spanning from the year 2020 until 2024. Assume the data starts in cell A1; in other words, Cell A1 contains the filed Year, Cell B1 contains the field Category; Cell C1 contains the field Expense and Cell D1 contains the field Amount.

Neissa Alexa Sherman wants to find how much she paid for Water in 2022 and decided to use Excel Pivot Table to accomplish this. How should she construct the table?

Question

This worksheet contains data about 60 monthly transactions spanning from the year 2020 until 2024. Assume the data starts in cell A1; in other words, Cell A1 contains the filed Year, Cell B1 contains the field Category; Cell C1 contains the field Expense and Cell D1 contains the field Amount.

Neissa Alexa Sherman wants to find how much she paid for Water in 2022 and decided to use Excel Pivot Table to accomplish this. How should she construct the table?

BlackTom AI · Accepted Answer

Place Expense in the Row area and Amount in the Values area, then filter the pivot for Year = 2022 (a slicer is a convenient filter). This configuration produces the sum of Amount for each Expense and lets you isolate Water in 2022.

1) Relevant knowledge points and concepts
- PivotTable areas: Rows (labels), Columns, Values (aggregations like Sum), and Filters (or interactive slicers).
- Numeric fields placed in Values are aggregated (Sum, Count, etc.). Text fields placed in Rows become row labels.
- Filtering by Year limits the dataset used in the aggregation so you get the total only for 2022.

2) Step-by-step reasoning process
- Select the full table (A1:D61) and insert a PivotTable.
- Drag Expense into the Rows area so each expense (e.g., Water) appears as its own row.
- Drag Amount into the Values area and ensure the Value Field Settings use Sum (not Count).
- Add Year to the PivotTable Filters area, or insert a slicer for Year, and choose 2022.
- The Pivot now shows Sum of Amount for each Expense restricted to Year = 2022. Read the cell for the Water row to see how much was paid.

3) Calculation representation (intermediate step)
- The pivot calculates: Sum(Amount WHERE Year = 2022 AND Expense = "Water").
- Internally it sums all matching Amount entries; no manual arithmetic required once pivot is set correctly.

4) Why the correct answer is correct
- Putting Expense in Rows creates the listing (including Water). Putting Amount in Values aggregates the monetary totals. Filtering by Year ensures only 2022 rows are included. A slicer is just an interactive filter that accomplishes this.

5) Why the other options are incorrect
- Option with Category in Columns: unnecessary and complicates layout; still requires filtering by Year but not the simplest to get Water total.
- “None of the options listed”: incorrect because a valid option exists.
- Option placing Expense in Values or Amount in Columns or Year in Values: these place text fields in aggregation areas or numeric fields in label areas, producing counts, blanks, or nonsensical layout rather than the needed summed amount for Water in 2022.

6) Conclusion
- The correct construction is: Drop Expense in the Rows and Amount in the Values areas and use a slicer to filter for Year — which matches the provided answer.

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