Microsoft Office Tutorials and References
In Depth Information
Modifying Pivot Tables
Modifying the pivot table fields
To modify the fields used in your pivot table, first you display the PivotTable
Field List by following these steps:
1. Click any of the pivot table’s cells.
Excel adds the PivotTable Tools contextual tab with the Options and
Design tabs to the Ribbon.
2. Click the Analyze tab under the PivotTable Tools contextual tab to
display its buttons on the Ribbon.
3. Click the Field List button in the Show group.
Excel displays the PivotTable Field List task pane, showing the fields
that are currently in the pivot table, as well as to which areas they’re
currently assigned. This task pane is usually displayed automatically
when creating or selecting a Pivot Table, but if you do not see the task
pane, click the Field List button.
After displaying the PivotTable Field List task pane, you can make any of the
following modifications to the table’s fields:
✓ To remove a field, drag its field name out of any of its drop zones (FILTERS,
COLUMNS, ROWS, and VALUES) and, when the mouse pointer or Touch
Pointer changes to an x, release the mouse button or click its check box in
the Choose Fields to Add to Report list to remove its check mark.
✓ To move an existing field to a new place in the table, drag its field name
from its current drop zone to a new zone at the bottom of the task pane.
✓ To add a field to the table, drag its field name from the Choose Fields to
Add to Report list and drop the field in the desired drop zone. If all you
want to do is add a field to the pivot table as an additional row field, you
can do this by selecting the field’s check box in the Choose Fields to
Add to Report list to add a check mark (you don’t have to drag it to the
ROWS drop zone).
Pivoting the table’s fields
As pivot implies, the fun of pivot tables is being able to restructure the table
simply by rotating the column and row fields. For example, suppose that after
making the Dept field the column field and the Location field the row field in
the example pivot table, I now decide I want to see what the table looks like
with the Location field as the column field and the Dept field as the row field.
No problem at all: In the PivotTable Field List task pane, I simply drag
the Dept field label from the COLUMNS drop zone to the ROWS drop