Excel > Excel 2007 Advanced > PivotTable and PivotCharts

Specifying PivotTable Data

To create the PivotTable, we need to drag the fields we want to use onto the relevant report areas below.

The PivotTable can then be adjusted by moving the fields between the desired report areas at the bottom of the Field List.

  1. Click and drag the Category field into the Row Labels area and the Order Amount field into the Values area of the Field List
  2. The PivotTable shows the sales by Category.

    Sales by category
  3. Click and drag the Country field into the Column Labels area of the Field List for an extra breakdown of the sales
  4. Country in column area

  5. Uncheck the box for the Category field in the Field List to remove it, and drag the Salesperson field into the Row Labels area to replace it.
  6. Sales by salesperson

  7. The last area in the Field List is the Report Filter. As the name suggests this will allow you to filter the table's results.
  8. Drag the Product field into the Report Filter area. Click the Product filter button and select Ipoh Coffee.

    Product in the Report Filter

As you can see it's very easy to adjust the data in a PivotTable. It's just a case of moving fields into different areas of the table.

It can take some time to understand PivotTables, and to come to know where to place the fields to achieve the results you want. This all comes with practice.

Take some time to move fields into the different areas and watch the PivotTable adjust itself and pivot to present the data from another angle.

Follow us on

Facebook  Twitter  You Tube