Microsoft Office Tutorials and References
In Depth Information
Creating a Pivot Table
Source data: The data used to create a pivot table. It can reside in a worksheet or an
external database.
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.
Table Filter: A field that has a page orientation in the pivot table — similar to a slice of a
3-D cube. You can include any number of items (or all items) in a page field at one time. In
the figure, OpenedBy represents a page field that displays the New Accts 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).
The following steps create the pivot table presented earlier in this chapter (see the “A Pivot Table
Example” section). For this example, I drag the items from the top of the PivotTable Field List to
the areas in the bottom of the PivotTable Field List.
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 Row Labels area. Now the pivot table shows the total
amount for each of the account types.
3. Drag the Branch field into the Column Labels area. The pivot table shows the amount for
each account type, cross-tabulated by branch (see Figure 18-9).
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