Excel 2016 Tips and Tricks

Excel 2016

Lesson 4 – Creating/Revising PivotTables

Steps

Practice Data

3. Select the PivotTable button in the Tables group. The Create PivotTable dialog box opens and the data range is selected on the worksheet. 4. Select where you want the PivotTable report to appear. The option is selected. The Create PivotTable dialog box closes. A new worksheet is displayed and the PivotTable Field List pane opens. The PivotTable Tools contextual Analyze tab is displayed on the Ribbon . 5. Select OK .

Click

Click

New worksheet ,

if necessary

Click

A DDING P IVOT T ABLE R EPORT F IELDS  D ISCUSSION

After you create a PivotTable, you use the PivotTable Field pane to add, rearrange and remove fields. The PivotTable Field pane displays two sections: a field section at the top for adding and removing fields and a layout section at the bottom for rearranging and repositioning selected fields.

It is important to understand how the PivotTable Field pane works and the ways that you can arrange different types of fields so that you can achieve the results that you want.

There are several ways to move field names into the layout sections in the PivotTable Field pane . First, you can simply drag a field name in the PivotTables Field pane to the desired layout area of the PivotTable Field pane. If you select the check box next to each field name in the field section, the field is placed in a default area of the layout section. You can also choose the section to which you wish to add a field by right-clicking on the field name. A shortcut menu is displayed listing the specific areas of the layout section; the field is added by simply clicking on the desired layout section.

Note that you can rearrange the fields if you wish.

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