Excel 2016 Tips and Tricks

Excel 2016

Lesson 4 – Creating/Revising PivotTables

Steps

Practice Data

1. Select the desired field name from the relevant area in the lower half of the PivotTable Fields pane and drag to the required area. The selected field name is highlighted and the mouse pointer changes to a move handle. The field name label appears as you drag to the desired area. The desired field is displayed in the required target area in the layout section, and the PivotTable report is updated appropriately on the worksheet. 2. Release the mouse button.

Drag the Purchaser field to a position below the Product field in the Row box

Release the mouse button

Notice that the Purchaser field now appears to the right of the Product field and that the columns are now grouped by the Purchaser field as well as by the Product field. This layout makes it easier to view who sold something to each customer.

Practice the Concept: Drag the Purchaser field above the Product field to arrange the data first by purchaser and then by Product .

U SING E XPAND AND C OLLAPSE B UTTONS  D ISCUSSION

You can use the Expand and Collapse buttons on PivotTable reports to change the range of data you see on the report worksheet. These buttons are simple and easy to use and particularly helpful if your PivotTable report contains a large range of information. The Collapse button is a minus sign in a small square to the left of the row or column heading, and the Expand button is a plus sign.

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