Microsoft Office Tutorials and References
In Depth Information
Creating a PivotTable
Setting Up Your
PivotTable Layout
As shown in Figure 15-4, once you’ve confirmed
the range containing your data and told Excel
where to create the PivotTable, you’re ready to
begin laying out the table. As shown on the
right side of the workspace in the PivotTable
Field List, the empty table awaits your decisions
as to which fields from your database to place in
which parts of the table. The right side of the
workspace also provides four boxes, one for each
section of the table, into which you can place
your fields to assemble the PivotTable. Here are
the sections and how each one works within
the table:
Report Filter Fields (Report Filter) are
the fields that you’ll be pivoting, or
turning, your database on, to return to the
concept of why these reports are called
“PivotTables.” If you want to see only
employees from a particular department
in the report, Department would be the
Report Filter Field. If you want to see
employees with a certain title, Job Title
would be the field to place in this area.
Column Fields (Column Labels) are the
fields containing the data you want to
see displayed horizontally for each record
shown in the table. For example, if you
chose to filter by Department, you could
include Job Title in the Column Field
area, so that for each department, a
horizontal list of all the job titles within each
department would appear.
Drag Fields from
this Area …
To These Areas
Row Fields (Row Labels) are also fields
you want to see for each record shown
via the Filter Fields. The difference is that
these appear vertically. Continuing to use
the Employee Database as an example,
if you Filter by Department and put Job
Title in the Column Fields, you could put
Last Name in the Row fields, so that the
PivotTable shown in Figure 15-6 would
appear, listing each person, by job title,
for the selected Department/s in the
Figure 15-4
The main sections of the PivotTable are already laid
out for you. When you drag the fields, the PivotTable
will update with data as you complete the process.
Value Fields (Values) are the fields
containing numbers, like Salary (in this
example) or, if you were dealing with a
product database, the price of each item
or the number of items in stock. You get
to choose the calculation performed on
the data placed here, and typically, people
choose to Sum or Average the numbers.
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