Excel 2016 Tips and Tricks

Excel 2016

Lesson 4 – Creating/Revising PivotTables

Steps

Practice Data

2. Release the mouse button.

Release the mouse button

The selected field name is displayed in the Report Filter box in the layout section, and the field name is displayed in the PivotTable report worksheet.

3. Click the report filter field list. A list of available field values is displayed.

Click

in cell B1

4. Select the desired item. The item is selected.

Click Janice Faraco

5. Select OK .

Click

Only the data for the selected item appears in the PivotTable report.

Notice that only the data for the selected sales representative Janice Faraco is displayed.

R EFRESHING A P IVOT T ABLE R EPORT  D ISCUSSION

If the source data changes, a PivotTable report does not automatically update. If you change the existing data, delete records or fields, or add records or fields to the original database range, you need to refresh the PivotTable report.

If you add records below the last row or add fields to the right of the last column in a database, you will have to open the PivotTable and PivotChart Wizard to expand the data source range to include the new rows and/or columns.  P ROCEDURES 1. Right-click any cell in a PivotTable report to display a shortcut menu. 2. Select the Refresh command.  S TEP - BY -S TEP Refresh a PivotTable report.

If necessary, display the Sheet1 worksheet and select Janice Faraco from the SalesRep report filter field.

OFFICEPRO, Inc.

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