Microsoft Office Tutorials and References
In Depth Information
Subtotals: A row or column that displays subtotals for detail cells in a row or column in a pivot table. The pivot
table in the figure displays subtotals for each branch, below the data. You can also display subtotals below the
data or hide subtotals.
Table filter: A field that has a page orientation in the pivot table — similar to a slice of a 3-D cube. You can dis-
play one item, multiple items, or all items in a table filter. In the figure, OpenedBy represents a table filter that dis-
plays the Teller item.
Values area: The cells in a pivot table that contain the summary data. Excel offers several ways to summarize
the data (sum, average, count, and so on).
Laying out the pivot table
Next, set up the actual layout of the pivot table. You can do so by using any of these techniques:
• Drag the field names (at the top of the PivotTable Fields task pane) to one of the four areas at the bottom of
the PivotTable Field task pane.
• Place a check mark next to the item. Excel places the field into one of the four areas at the bottom. You can
drag it to a different area, if necessary.
• Right-click a field name at the top of the PivotTable Fields task pane and choose its location from the short-
cut menu (for example, add to Row Labels).
The following steps create the pivot table presented earlier in this chapter (see the earlier “A Pivot Table
Example” section). For this example, I drag the items from the top of the PivotTable Field task pane to the areas
in the bottom of the PivotTable Field task pane.
1. Drag the Amount field into the Values area. At this point, the pivot table displays the total of all the values
in the Amount column of the data source.
2. Drag the AcctType field into the Rows area. Now the pivot table shows the total amount for each of the ac-
count types.
3. Drag the Branch field into the Columns area. The pivot table shows the amount for each account type,
cross-tabulated by branch (see Figure 18-10). The pivot table updates itself automatically with every change
you make in the PivotTable Fields task pane.
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