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1 If the column you want represented in your pivot table does not already exist in the source data worksheet, you will need to insert a column by right clicking on an existing column and choosing Insert Column from the popup menu.  If you added a column to your source data, populate that column with the relevant data.
Sum values based on criteria in another column with Pivot table in Excel. Besides using formula, you also can sum the values based on criteria in another column by inserting a Pivot table. 1. Select the range you need, and click Insert > PivotTable or Insert > PivotTable > PivotTable to open the Create PivotTable dialog box.