Get More Out of Pivottables

Welcome
Instructions for screen readers: Get more out of PivotTables. A simple PivotTable gives you an overall summary of your data, but sometimes
you need detailed answers to specific questions. That's where adding more column fields and row fields can help.
The instructions will indicate which cells to navigate to for use of a feature, or further reading.
To start, press CTRL+PAGE DOWN.
Get more out of PivotTables

A simple PivotTable gives you an overall summary of your data,
but sometimes you need detailed answers to specific questions.
That's where adding more column fields and row fields can help.
Let's go >
GOOD TO KNOW
Did you take the first tutorial? If not, go to File > New and find Make your first PivotTable.
Go back to top by pressing CTRL+HOME. To start the tour, press CTRL+PAGE DOWN.
RPLRPV;VP[RL50 -6IXz
GOOD TO KNOW
Did you take the first
tutorial? If not, go to
File > New and find
Make your first
PivotTable.
In the first tutorial, we introduced you to the concept of a PivotTable. We also explained how a row field can be used as a con
InH10
Cells the firstI14
through tutorial, we introduced
contain a PivotTable you to
which summarizes theinconcept
the data of a
cells B8 to E16. ThePivotTable. Wecolumns:
PivotTable has two also expBuy
To how
continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous
a row field can be used as a condition that breaks up a value field. sheet, press CTRL+PAGE UP.
Give feedback on this tutorial
PivotTable
Date Buyer Type Amount

This exampl01-Jan Dad Gifts $95 The row field...
...breaks up15-Jan Mom Food $325 Buyer Sum of Amount
17-Jan Mom Tickets $250 Dad $220
21-Jan Dad Food $125 Kelly $270
02-Feb Mom Food $235 Mom $810
20-Feb Kelly Music $20 Grand Total $1,300
25-Feb Kelly Tickets $125
25-Feb Kelly Sports $125
...breaks up the value field.
Previous
Feedback
ld can be used as a condition that breaks up a value field.
able. Wecolumns:
le has two also explained
Buyer and Sum of Amount. The Buyer column contains the values Dad, Mom, Kelly, and Grand Total; The Sum of Amo
the value field.
Next
d Total; The Sum of Amount column contains the values $220, $270, $810, and $1,300. The Buyer column is made up of a Row field, and th
up of a Row field, and the Sum of Amount column is made up of a Value field.
But when you first look at a PivotTable, you might find that you need more answers out of it.
When you first look at a PivotTable, you might have questions like, "When did these purchases happen?", "What did each pers
Butexample,
In this whencellsyouF11first
to G15look at same
show the a PivotTable, you might
two column PivotTable findThethat
as before. you
Buyer need
column more
is a Row field,answers
and conta
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
What did each person

spend money on?
When did these purchases What did Mom buy that

happen? Buyer Sum of Amount was so expensive?
Dad $220
Kelly $270
Mom $810
Grand Total $1,300
Previous
Feedback
01-Jan Dad Gifts $95
15-Jan Mom Food $325
17-Jan Mom Tickets $250
21-Jan Dad Food $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
happen?", "What did each person spend money on?", "What did Mom buy that was so expensive?".
u need
olumn more
is a Row answers
field, outtheofvalues
and contains it. Dad, Mom, Kelly, and Grand Total; The Sum of Amount column is the Value field, and contain
L+PAGE UP.
What did Mom buy that

was so expensive?
Next
s the Value field, and contains the values $220, $270, $810, and $1,300.
These are all good questions but for the moment, lets focus on just one question.
What did each person spend money on?
ForThese are
reference, cellsall
F11good questions,
to G15 show but
the same two for the
column moment
PivotTable let'sThefocus
as before. Buyer on justis aone
column Row question...
field, and contain
What did each person

spend money on?
Buyer Sum of Amount

Dad $220
Kelly $270
Mom $810
Grand Total $1,300
Previous
Feedback
justis aone
umn Row question...
field, and contains the values Dad, Mom, Kelly, and Grand Total; The Sum of Amount column is the Value field, and contains
L+PAGE UP.
Next
the Value field, and contains the values $220, $270, $810, and $1,300.
The last question we asked was "What did each person spend money on?"
WeWe answered
answered that
that question question
by adding byfield
a column for Type.aAscolumn
adding a result, thefield . As now
PivotTable a result,
has fivethe
newPivotTable no
columns that show
Our new PivotTable now goes from cell C10 to I15, with columns for Buyer, Food, Music, Sports, Tickets, Gifts, and Grand Tota
new columns that show us the type of purchase made by each person.
We added a column field here, which gave
us five new columns...
Sum of Amount Type

Buyer Food Music Sports Tickets Gifts Grand Total
Dad $125 $95 $220
Kelly $20 $125 $125 $270
Mom $560 $250 $810
Grand Total $685 $20 $125 $375 $95 $1,300
...and the value field is broken up even further.
Previous
Feedback
aowresult,
has fivethe
newPivotTable nowushas
columns that show fiveof purchase made by each person.
the type
ports, Tickets, Gifts, and Grand Total. The Buyer and Grand Total are the same as before, and the new detail columns are in-between them
person.
CTRL+PAGE UP.
Next
ail columns are in-between them.
If the PivotTable is hard to understand, try this: Read from the left, then from the top, and then down. In example below, Dad
To If the PivotTable
continue with this tutorial,ispress
hard to understand,
CTRL+PAGE DOWN. To go to try
thethis: Read
previous sheet,from the left, then
press CTRL+PAGE UP. from the to
then down. The example below is for Dad, but it would work for Kelly or Mom too.
...spent this much on ...spent this much on ...spent a total of

Food: $125. Gifts: $95. $220.
Sum of Amount Type

Dad... Buyer Food Gifts Music Sports Tickets Grand Total
Dad $125 $95 $220
Kelly $20 $125 $125 $270
Mom $560 $250 $810
Grand Total $685 $95 $20 $125 $375 $1,300
Previous
Feedback
01-Jan Dad Gifts 95
15-Jan Mom Food 325
17-Jan Mom Tickets 250
21-Jan Dad Food 125
02-Feb Mom Food 235
20-Feb Kelly Music 20
25-Feb Kelly Tickets 125
25-Feb Kelly Sports 125
hen down. In example below, Dad is in cell C12, Food for $125 in cell D12, Gifts for $95 in cell E12, and a Grand Total of $220 in cell I12. Ro
the left, then
CTRL+PAGE UP. from the top, and
r Kelly or Mom too.
nt a total of
$220.
Next
Grand Total of $220 in cell I12. Rows 13 and 14 show the details for Kelly and Mom, and row 15 shows the Grand Total.
Don't do this now but in a couple steps, you'll work with a PivotTable. The first thing you'll do is create detail in the Columns fi
How did
A PivotTable we
Fields Listmake the an
image shows column field?
arrow cursor Wethe
dragging dragged the
Type field to theType
Columns area. down to the Column
field,
the PivotTable Fields list.
Previous
Feedback
reate detail in the Columns field. You'll do that by placing the Type field in the Columns field area.
down to the Columns area in
Next
through
C17.
Navigate
to any of
those
cells.
Practice
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Search" edit
3. Press your arrow keys to select the Type field. Once selected, press SPACEBAR to add the Type field to the Rows area.
4. Press Tab to inside
Click select the
the Type field. Press Enter,
Do youthen
see press
the arrow keys to select In Move to Column Labels and press Enter to ad
the PivotTable
1
To continue with thisbelow.
PivotTable
2
tutorial, press CTRL+PAGE DOWN.
PivotTable To go
Fields
3
listto the previous Fields
sheet,list,
press CTRL+PAGE
drag the UP.
Give feedback on this tutorial on the right? Good! (If Type field down to
you don't see it, the Columns area.
right-click the (Like we showed you
PivotTable below and on the previous
choose Show Field sheet.)
List.)
Buyer Sum of Amount

Dad $220
Kelly $270
Mom $810
Grand Total $1,300
Previous
Feedback
01-Jan Dad Gifts 95
15-Jan Mom Food 325
21-Jan Dad Food 125
02-Feb Mom Food 235
ox: "Search" edit
Type field to the Rows area.
lumn Labels and press
TheEnter to addbelow
PivotTable the Type field to Columns area. Press SHIFT+F6 to exit the PivotTable Fields pane.
should
TRL+PAGE UP. 4 automatically expand to
include those six columns for
Type.
Next
Let's review the PivotTable you just made, but this time we've added some special colors to differentiate the row, column, and
TheLet's review
row field goes fromthecellPivotTable
C10 to C13, and you
is shadedjust made, but this time we've added some special co
in yellow.
Thecolors
column make
field goesitfrom
easy for you to see where orange.
cell D9 to H10, and is shaded in the row, column, and value fields are located.
The value field goes from cell D11 to H13, and is shaded in blue.
Row field Column field
Sum of Amount Type

Buyer Food Gifts Music Sports
Dad $125 $95
Kelly $20 $125
Mom $560
Grand Total $685 $95 $20 $125
Value field
Previous
Feedback
01-Jan Dad Gifts 95
15-Jan Mom Food 325
21-Jan Dad Food 125
02-Feb Mom Food 235
differentiate the row, column, and value fields.
ve added some special colors. The
value fields are located.
TRL+PAGE UP.
Tickets Grand Total

$220
$125 $270
$250 $810
$375 1300
Next
Here's another way to think about it: The row field is on the left, and the column field at the top. Each of these provide a cond
Here's another
A conceptual image showsway to think
a 4-section about
rectangular it: The
area with rowfield
the Row field is bottom-left
on the on the left, and the
in yellow, theColumn
column field field
on th
To top.
continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous
Each of these provide a condition to the value field, which sums them up.sheet, press CTRL+PAGE UP.
...and the column field

provides a condition....
The row field provides

a condition.... ...and the value field
sums them up.
Previous
Feedback
Each of these provide a condition to the value field, which sums them up.
and the
ellow, theColumn
column field field
on the at the in orange, and the Value field on the bottom-right in blue.
top-right
s them up.

...and the value field

sums them up.
Next
Think of it that way when using the fields list. The row field is on the left, and the column field at the top. Each of these provid
Think of
A conceptual it that
image showsway when Field
the PivotTable using the fields
List displayed list.Row
with the The
fieldrow field
on the is on in
bottom-left the left,the
yellow, and the field
Column co
at the top. Each of these provide a condition to the value field, which sums them up.

The row field provides a

condition.... ...and the value field
sums them up.
Previous
Feedback
op. Each of these provide a condition to the value field, which sums them up.
e left,the
yellow, and the field
Column column field in orange, and the Value field on the bottom-right in blue.
on the top-right
ums them up.

...and the value field

sums them up.
Next
One thing to be aware of: If a column field adds a lot of columns to a PivotTable, it will make it very wide.
One
In this thing
example, theto be aware
PivotTable of: Iffrom
now ranges a column
cell C10 tofield
X15, asadds a lotfield
the column of added
columns
20 new tocolumns.
a PivotTable,
That's a lotitofwil
col
To very
continue with
wide. this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
In this example, the column field added 20 new columns. That's a lot of colu
This will cause people to scroll a lot...
Sum of Amount Type

Buyer Books Food Fuel
Dad
Kelly $250
Mom $470 $74
Grand Total $250 $470 $74
Previous
Feedback
17-Jan Dad Sports $1,000
17-Jan Dad Airfare $500
17-Jan Dad Taxes $500
21-Jan Kelly Books $250
20-Feb Kelly Dining $20
25-Feb Kelly Clothes $125
21-Jan Kelly Music lessons $250
20-Feb Kelly Parking $20
25-Feb Kelly Electronics $125
1-Jan Mom Fuel $74
21-Jan Mom Club dues $125
2-Feb Mom Food $235
1-Jan Mom Medical $74
15-Jan Mom Electricity $70
2-Feb Mom Dental $235
1-Jan Mom Auto insurance $74
15-Jan Mom Health insurance $70
2-Feb Mom Home insurance $235
ke it very wide.
dmns
20 new tocolumns.
a PivotTable,
That's a lotitofwill make
columns! Thisitwill cause people to scroll a lot...
CTRL+PAGE UP.
20 new columns. That's a lot of columns!

ple to scroll a lot...
Music Sports Tickets Dining Electricity

$1,000
$20 $125 $20
$70
$20 $1,000 $125 $20 $70
Next
Medical Dental Taxes Auto insurance Parking
$500
$20
$74 $235 $74
$74 $235 $500 $74 $20
Electronics Airfare Clothes Music lessons Club dues
$500
$125 $125 $250
$125
$125 $500 $125 $250 $125
Health insurance Home insurance Grand Total
$2,000
$935
$70 $235 $1,427
$70 $235 $4,362
There is an alternative to extra-wide PivotTables: you can use a second row field instead. A second row field will appear inden
In
GOOD Butexample,
this TOhere's
KNOWthereanisalternative
a PivotTable from tocellthat: YouIt can
D8 to E32. showsuse second
Dad,aKelly, row
and Mom fieldrowinstead.
as first A second
fields in column D. Thenro
th
A second
EXCELappear row field makes a vertically-oriented
SPEAK indented under the first row field. PivotTable rather than horizontal. Some people find vertical PivotTables easer t
Sometimes people call a second row field a "secondary row field."
Row Labels Sum of Amount

First row field
Dad $2,000
Sports $1,000
Second row field Taxes $500 GOOD TO KN
Airfare $500 A second row fie
First row field vertically-oriente
Kelly $935
than horizontal.
Books $250 vertical PivotTab
Music $20 because they do
Tickets $125 scrolling from sid
Second row field Dining $20

Parking $20
Electronics $125
Clothes $125
First row field Music lessons $250
Mom $1,427 EXCEL SPEAK
Food $470 Sometimes peopl
Fuel $74 field a "secondary
Electricity $70
Medical $74
Second row field Dental $235
Auto insurance $74
Club dues $125
Health insurance $70
Home insurance $235
Grand Total $4,362
Previous
Feedback
21-Jan Kelly Music lessons $250
1-Jan Mom Fuel $74
2-Feb Mom Food $235
1-Jan Mom Auto insurance $74
15-Jan Mom Health insurance $70
2-Feb Mom Home insurance $235
d row field will appear indented under the first row field.
wnstead. A second
fields in column D. Thenrow field will
the spending types are beneath them as second row fields with items such as Sports, Airfare, Dining, etc.
d vertical PivotTables easer to read because they don't require as much scrolling from side-to-side.
GOOD TO KNOW
A second row field makes a
vertically-oriented PivotTable rather
than horizontal. Some people find
vertical PivotTables easer to read
because they don't require as much
scrolling from side-to-side.
EXCEL SPEAK
Sometimes people call a second row
field a "secondary row field."
Next
rts, Airfare, Dining, etc.
On the next sheet you'll add a second row field. And you'll do that by placing the Type field under the Buyer field in the Rows fi
On theFields
A PivotTable nextListsheet you'll
image shows add cursor
an arrow a second
draggingrow field.
the Type field And
to the you'll do that by dragging the
Rows area.
To under
continue the
with this tutorial,
Buyer field. press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Previous
Feedback
Buyer field in the Rows field.
by dragging the Type field
Next
1. The PivotTable Area for this example is in cells B13 through C17. Navigate to any of those cells.
Practice
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Type words to search for" edit
3. Press your arrow keys to move to the Type field. Press SPACEBAR to add the Type field to the Rows area.
4. Press ESC keyinside
Click to exit
thePivotTable Fields pane.
1
To continue with thisbelow.
PivotTable
2 Do
tutorial, press CTRL+PAGE
you see the
DOWN.
PivotTable To go
Fields
3 Insheet,
the PivotTable
listto the previousFields press
list, CTRL+PAGE
drag the
Give feedback on this tutorial on the right? Good! (If Type field down and
you don't see it, place it under the
right-click the Buyer field. (Like we
PivotTable below and showed you on the
choose Show Field previous sheet).
List).
Row Labels Sum of Amount

Dad $2,000
Kelly $935
Mom $1,427
Grand Total $4,362
Previous
Feedback
21-Jan Kelly Music lesso $250
1-Jan Mom Fuel $74
2-Feb Mom Food $235
1-Jan Mom Auto insura $74
15-Jan Mom Health insu $70
2-Feb Mom Home insur $235
words to search for" edit. Do not type anything, instead, tab once. NOTE: if the Field List doesn't launch, press ALT+JT, L again.
Next
If you need to simplify the PivotTable, you can collapse the data for the second row field "up" and out of the way.
TheIfPivotTable
you need toexample
for this simplify theF7PivotTable,
is in cells to G31. Select cellyou
F8 tocan collapse
choose thefield
the first row data for Next,
for Dad. the press
second
Alt+JTrow
> E to
and out of the way.
TRY THIS Row Labels Sum of Amount

Click the minus sign Dad $2,000
to collapse Dad's
data "up" and out of Sports $1,000
the way. Then click Taxes $500
the plus sign to
bring it back again. Airfare $500
Kelly $935
Books $250
Dining $20
Electronics $125
Music $20
Parking $20
Tickets $125
Clothes $125
Music lessons $250
Mom $1,427
Auto insurance $74
Dental $235
Electricity $70
Food $470
Fuel $74
Medical $74
Club dues $125
Home insurance $235
Grand Total $4,362
Previous
Feedback
1-Jan Mom Fuel $74
2-Feb Mom Food $235
nd out of the way.
oraDad.
for Next,
the press
second
Alt+JTrow
> E tofield "up"
expand the second field, or X to collapse it.
Next
You can also collapse or expand the entire second row field, to simplify the PivotTable even more.
You
Here's thecan
Key also collapse or expand the entire second row field, to simplify the PivotTa
Select the PivotTable data range from cells F7 to G31, then go to ALT+JT > P to collapse the entire group. Converseley, ALT+JT
more.
HERE'S THE KEY Row Labels Sum of Amount

Right-click Dad, and then
click Expand/Collapse > Dad $2,000
Collapse Entire Field. Sports $1,000
To bring back the data, do Taxes $500
that again but click Expand Airfare $500
Entire Field. Kelly $935
Books $250
Dining $20
Electronics $125
Music $20
Parking $20
Tickets $125
Clothes $125
Music lessons $250
Mom $1,427
Auto insurance $74
Dental $235
Electricity $70
Food $470
Fuel $74
Medical $74
Club dues $125
Home insurance $235
Grand Total $4,362
Previous
Feedback
1-Jan Mom Fuel $74
2-Feb Mom Food $235
o simplify the PivotTable even
e group. Converseley, ALT+JT > X will expand the entire group.
Next
You can also have more than one column field. They can also be collapsed or expanded.
TheYou
TRY THIS can for
PivotTable alsothis have
examplemore than
goes from oneto column
cells B13 M19. In thisfield.
case, weAnd
have athose column
Type category fields
in the cansection,
Columns also whi
be
Select Food in cell C14 and go to ALT+JT > P to collapse the entire field. ALT+JT > X will expand it.
or expanded.
TRY THIS
Click the minus sign next to Food, and the months under Food will
collapse "up" and out of the way. Click the plus sign to bring back the
months. (You can also collapse or expand the entire field like you did on
the previous sheet, by right-clicking.)
Sum of Amount Column Labels

Food Food Total Utilities
Row Labels Jan Feb Mar Apr Jan
Kelly $74 $74 $125 $125 $398
Dad $235 $235 $235 $74 $779
Mom $1,000
Grand Total $309 $309 $360 $199 $1,177 $1,000
Previous
Feedback
Month Buyer Type Amount
Jan Kelly Food $74
Jan Dad Food $235
Jan Mom Utilities $1,000
Feb Kelly Food $74
Feb Dad Food $235
Feb Mom Utilities $1,000
Mar Kelly Food $125
Mar Dad Food $235
Mar Mom Utilities $20
Apr Kelly Food $125
Apr Dad Food $74
Apr Mom Utilities $70
mn fields
y in the cansection,
Columns also which
be collapsed
include items for Food and Utilities.
Food will
ring back the
like you did on
Utilities TotalGrand Total

Feb Mar Apr
$398
$779
$1,000 $20 $70 $2,090 $2,090
$1,000 $20 $70 $2,090 $3,267
Next
Something to keep in mind: If you need more detail, it's possible to add many more row fields or columns fields. In this examp
TheSomething
PivotTable
EXPERT TIP toexample
for this keep ranges
in mind: If D8
from cell you need
to E29, andmore detail,
has fields it's possible
for Season, to add
Buyer, and Type many
in column more
D, with Sumro
Justor
because you can add a bunch of fields, doesn't mean you should.
columns fields. In this example, there are three row fields. In this example, it works fine. But sometimes too many fi
First row field Row Labels Sum of Amount

Fall $5,425
Second row field
Mom $5,425
Insurance $1,272 EXPERT TIP
Third row field Rent $3,220 Just because you can add
fields, doesn't mean you s
Utilities $933 this example, it works fine
Spring $4,760 sometimes too many field
Dad $4,760 their indentations, can ma
PivotTable too complicate
Insurance $1,040 people to understand.
Rent $2,400
Utilities $1,320
Summer $3,473
Mom $3,473
Insurance $1,080
Rent $1,260
Utilities $1,133
Winter $4,100
Dad $4,100
Insurance $1,030
Rent $1,420
Utilities $1,650
Grand Total $17,758
Previous
Feedback
Buyer Season Type Amount
Dad Winter Insurance $300
Dad Winter Rent $200
Dad Winter Utilities $400
Dad Spring Insurance $210
Dad Spring Rent $300
Dad Spring Utilities $400
Dad Spring Rent $1,000
Mom Summer Insurance $100
Mom Summer Rent $30
Mom Summer Utilities $123
Mom Summer Rent $350
Mom Fall Insurance $62
Mom Fall Rent $600
Mom Fall Utilities $340
Mom Fall Rent $500
Mom Fall Rent $2,000
Mom Fall Rent $120
or columns fields. In this example, there are three row fields.
ed Type
to add many
in column more
D, with Sumrow fieldsin column E.
of Amount
fine. But sometimes too many fields, with all of their indentations, can make the PivotTable too complicated for other people to understan
L+PAGE UP.
EXPERT TIP
Just because you can add a bunch of
fields, doesn't mean you should. In
this example, it works fine. But
sometimes too many fields, with all of
their indentations, can make the
PivotTable too complicated for other
people to understand.
Next
other people to understand.
Ready for more practice? Take a chance to review the data below in cells B7 to E55. When you're ready, go to the next sheet a
There's no need to review all the rows of data. Just review field names in the row 7. You'll be working with these on the next s
Season Sales rep Product Units sold

Winter Jenny Oranges 300 LOOK HERE
No need to read all the rows of data. Just look a
Winter George Grapefruit 200 names in the first row. You'll be working with th
Winter Dave Apples 400 the next sheet. When you're ready, scroll down
Winter Jenny Bananas 300 Next.
Winter George Oranges 800
Winter Dave Grapefruit 400
Winter Jenny Apples 200
Winter George Bananas 300
Winter Dave Oranges 450
Winter Jenny Grapefruit 230
Winter George Apples 120
Winter Dave Bananas 400
Spring Jenny Beets 210
Spring George Potatoes 300
Spring Dave Lettuce 400
Spring Jenny Radishes 230
Spring George Beets 900
Spring Dave Potatoes 300
Spring Jenny Lettuce 200
Spring George Radishes 1000
Spring Dave Beets 220
Spring Jenny Potatoes 400
Spring George Lettuce 200
Spring Dave Radishes 400
Summer Jenny Blueberries 100
Summer George Strawberries 30
Summer Dave Grapes 123
Summer Jenny Pumpkins 300
Summer George Blueberries 350
Summer Dave Strawberries 230
Summer Jenny Grapes 120
Summer George Pumpkins 640
Summer Dave Blueberries 530
Summer Jenny Strawberries 560
Summer George Grapes 240
Summer Dave Pumpkins 250
Fall Jenny Squash 62
Fall George Zucchini 600
Fall Dave Apples 340
Fall Jenny Oranges 205
Fall George Squash 500
Fall Dave Zucchini 403
Fall Jenny Apples 503
Fall George Oranges 2000
Fall Dave Squash 140
Fall Jenny Zucchini 502
Fall George Apples 120
Fall Dave Oranges 50
Previous
Feedback
're ready, go to the next sheet and you'll practice what you've learned so far.
working with these on the next sheet.
L+PAGE UP.
all the rows of data. Just look at the field

st row. You'll be working with these on
When you're ready, scroll down and click
Next
Navigate
to any of
those
cells.
Practice
3. Press your arrow keys to move to the Sales Rep field. Press SPACEBAR to add the Sales Rep field to the Rows area. If you wa
4. Determine
We who
madesold
the the most items in the
Dofall,
youthen make a selection in cellInK8.
see the the field list, drag
1
To continue with thisbelow
PivotTable
2
tutorial, press CTRL+PAGE DOWN.
PivotTable To go
Fields listto
3 sheet,
onthe previousthe Salespress
rep CTRL+PAGE
field to UP.
Give feedback
basedononthis
thetutorial
previous the right? Good! (If you either Rows or
sheet's data. Click don't see it, Columns so that you
anywhere inside the right-click the can answer: Who sold
PivotTable below. PivotTable below and the most during the
choose Show Field fall?
List.)
Row Labels Sum of Units sold

Fall 5,425
Spring 4,760
Summer 3,473
Winter 4,100
Grand Total 17,758
Previous
Feedback
ype words to search for" edit. Do not type anything, instead, tab once. NOTE: if the Field List doesn't launch, press ALT+JT, L again.
d to the Rows area. If you want to display Sales Rep details in the Columns area, use your Tab keys to move to the Sales Rep field in the Ro
4 Who sold the most

during the fall?
Pick one:
Next
nch, press ALT+JT, L again.
ove to the Sales Rep field in the Row section, then press SPACEBAR, and select "Move to Column Labels". Press ESC key to exit PivotTable F
Press ESC key to exit PivotTable Fields pane.
named
"Sum of
Units
sold".
Practice
3. Use your arrow and SPACEBAR keys to expand the example into a vertical PivotTable that has seasons on the left, and the sa
To continue with
Click this tutorial,
anywhere insidepress CTRL+PAGE
Do youDOWN.
see theTo go to the previous sheet,
Now dragpress CTRL+PAGE UP.
the fields
1
the PivotTable below
2 PivotTable Fields list
3 into place so that you
named Sum of Units on the right? Good! (If make a vertical
sold. you don't see it, PivotTable that has
right-click the Seasons on the left,
PivotTable and and the Sales reps
choose Show Field indented under the
List.) seasons.
Sum of Units sold

17,758
Previous
Feedback
e words to search for" edit. Do not type anything, instead, tab once. NOTE: if the Field List doesn't launch, press ALT+JT, L again.
sons on the left, and the sales reps indented under the seasons.Press ESC key to exit PivotTable Fields pane.
Next
h, press ALT+JT, L again.
the
PivotTable
named
"Sum of
Units
sold".
Practice
3. Use your arrow and SPACEBAR keys to modify the example so that it shows each product in its own row, and each season in
To continue with
anywhere insidepress CTRL+PAGE
Do youDOWN.
see theTo go to the previous sheet,
Now dragpress CTRL+PAGE UP.
the fields
1
the PivotTable below
3 into place so that the
named Sum of Units on the right? Good! (If PivotTable shows
sold. you don't see it, each product in its
right-click the own row, and each
PivotTable and season in its own
choose Show Field column.
List.)
Sum of Units sold

17,758
Previous
Feedback
wn row, and each season in its own column.
Next
h, press ALT+JT, L again.
1. Click cell B13 to activate the PivotTable named "Sum of Units sold".
Practice
3. Use your Tab, arrow and SPACEBAR keys to modify the example so that it shows Sales Reps on the left with Seasons indente
To continue with
anywhere insidepress CTRL+PAGE DOWN.
Do you To go to the previous This
see the sheet, press CTRL+PAGE
PivotTable is UP.
1
the PivotTable below.
3 simply too wide. Drag
on the right? Good! (If the fields into place so
you don't see it, that you see each
right-click the sales rep on the left,
PivotTable below and and the seasons
choose Show Field indented under each
List.) sales rep.
Column Labels
Dave Dave Total George
Fall Spring Summer Winter Fall
Sum of Units 933 1,320 1,133 1,650 5,036 3,220
Previous
Feedback
x: "Type words to search for" edit. Do not type anything, instead, tab once. NOTE: if the Field List doesn't launch, press ALT+JT, L again.
s on the left with Seasons indented beneath them.
TRL+PAGE UP.
George Total Jenny

Spring Summer Winter Fall Spring Summer Winter
2,400 1,260 1,420 8,300 1,272 1,040 1,080 1,030
Next
aunch, press ALT+JT, L again.
Jenny Total Grand Total
4,422 17,758
1. Click cell B13 to activate the PivotTable named "Sum of Units sold".
Practice
3. Use your Tab, arrow and SPACEBAR keys to modify the example so that each Sales Reps has their own column fields with Se
4. Select cell I9 anywhere
Click and pick how many grapefruit
inside DoDave soldthe
you see in winter. Drag the fields into In the winter,
1
To continue with this tutorial,
the PivotTable below press 2
CTRL+PAGE DOWN.
PivotTable To
Fields go to
list the 3
previous sheet, press
position so CTRL+PAGE
that you UP.4 many grapefr
Give feedback
named onSum
this tutorial
of Units on the right? Good! (If can see: Dave sell?
sold. you don't see it, • Each sales rep its
right-click the own column field.
PivotTable below and • Seasons on the left
choose Show Field • Products indented
List.) under the seasons.
Sum of Units sold

17,758
Previous
Feedback
own column fields with Seasons on the left, and Products indented beneath them.
In the winter, how
many grapefruits did
Dave sell?
Pick one:
Next
ess ALT+JT, L again.
Good job. Aren't PivotTables great?
But we encourage you to keep going! There's more to discover...
More Pivot infoDiscover more you can do by reading this helpful article on PivotTables.
About refreshRead this important article about how to refresh PivotTables.
Good job. Aren't PivotTables great?
LinkedIn LearningVideo courses for all levels—from beginner to advanced. Take at your own pace.
CommunityConnect with other Excel fans. They can help you, and you can help them.
Give us feedback on this tutorial
But we encourage you to keep going! There's more to discover...
More Pivot info About refresh LinkedIn Learning Community

Discover more Read this Video courses for Connect with other
you can do by important article all levels—from Excel fans. They
reading this about how to beginner to can help you, and
helpful article on refresh advanced. Take at you can help them.
PivotTables. PivotTables. your own pace.
Learn more Learn more Learn more Learn more
Give us feedback on this tutorial
Page 88 of 88

Get More Out of Pivottables

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Get More Out of Pivottables

Uploaded by

Copyright:

Available Formats

Welcome

Get more out of PivotTables

Date Buyer Type Amount

the value field.

What did each person

When did these purchases What did Mom buy that

What did Mom buy that

What did each person

Buyer Sum of Amount

Sum of Amount Type

...and the value field is broken up even further.

...spent this much on ...spent this much on ...spent a total of

Sum of Amount Type

Buyer Sum of Amount

Sum of Amount Type

Tickets Grand Total

...and the column field

The row field provides

...and the column field

...and the value field

...and the column field

The row field provides a

...and the column field

...and the value field

Sum of Amount Type

20 new columns. That's a lot of columns!

Music Sports Tickets Dining Electricity

Row Labels Sum of Amount

Second row field Dining $20

Row Labels Sum of Amount

TRY THIS Row Labels Sum of Amount

HERE'S THE KEY Row Labels Sum of Amount

Sum of Amount Column Labels

Utilities TotalGrand Total

First row field Row Labels Sum of Amount

Season Sales rep Product Units sold

all the rows of data. Just look at the field

Row Labels Sum of Units sold

4 Who sold the most

Sum of Units sold

Sum of Units sold

George Total Jenny

Jenny Total Grand Total

Sum of Units sold

But we encourage you to keep going! There's more to discover...

More Pivot info About refresh LinkedIn Learning Community

Learn more Learn more Learn more Learn more

Give us feedback on this tutorial

You might also like