Microsoft Office Tutorials and References
In Depth Information
Setting Up the PivotTable
Figure 8–11. Finito—your first PivotTable
Don ’ t l ook n ow, but we ’ r e don e . Cl i cki n g the Or de r Amoun t che ck box di d the se thi n g s:
It delivered the data in that field-the sales data in dollars—to the Values area.
Those data were in turn aggregated by each name in the Row Label area, which
controls the process by dictating how the data are to be aggregated.
Note also that by default, the salespersons are sorted in A-Z sequence.
So there’s your first pivot report, and whether you realize it or not, we’ve already encountered
and worked with three of the most important principles of the report-making process. To summarize
these:
The data from any field placed in the Row Label area are always listed, and listed
once each (again, we’ll need to modify this slightly later). Our nine salespersons
are thus each listed once in the Row Label area, irrespective of the number of
sales they achieve. Let any salesperson record 1 or 50,000 sales; she or he will be
listed only once.
Any data placed in the Values Label area is subject to some kind of mathematical
operation . In our case the Order Amount data was added , an d ke y e d to or br oke n
out by each salesperson .
Any source data field can be placed in any PivotTable area. If it’s placed in the
Row Labe l ar e a, that fi el d’ s con te n ts wi l l be listed uniquely . If it’s placed in the
Values area, the field’s contents will submit to some kind of mathematical
operation.
Keep these principles in mind; they should become clearer as we proceed.
Note in addition that buttons representing the two fields we’ve selected thus far—Salesperson
and Order Amount-are also slotted into their respective places in the lower half of the Field List
(Figure 8–12):
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