Excel 2016 Tips and Tricks

Excel 2016

Lesson 4 – Creating/Revising PivotTables

Steps

Practice Data

1. Drag the field you want to add to the PivotTable report from the top section of the PivotTable Field List pane to the desired section in the layout area at the bottom of the pane. The field is added to the appropriate

Drag the Region field to a position below the Month field in the Column Labels section

section of the PivotTable Field List pane, and to the PivotTable report.

You can now easily see which customers made purchases in each region in each month, as well as which products were purchased.

Practice the Concept: Add the Year field to the report filter area by dragging the Year field below the SalesRep field.

Use the report filter field lists to display the 2005 sales for Alice Abramas . Then, display her 2006 sales. Remove the filters by selecting (All) for both report filter fields. Finally, remove the Region field from the report by dragging it from the Column Labels section into the area at the top of the PivotTable Field List pane.

M OVING P IVOT T ABLE R EPORT F IELDS  D ISCUSSION

After you create a PivotTable, you use the PivotTable Field List pane to add, rearrange and remove fields. The PivotTable Field List 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.

There are three primary ways to move field names into the layout sections in the PivotTable Field List . By selecting the check box next to each field name in the field section, the field is placed in a default area of the layout section. However, you can rearrange the fields if you wish.

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.

You can change the layout of the PivotTable report by moving fields from one area to another. By moving the fields, you can experiment with the best way to display your data.

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