Microsoft Office Tutorials and References
In Depth Information
Chapter 14: Using Pivot Tables
This opens the Create PivotTable dialog box, as shown in Figure 14-6.
4. Specify the location of your source data.
5. Specify the worksheet where you want to put the pivot table.
In Figure 14-6, note that the default location for a new pivot table is New Worksheet. This
means your pivot table will be placed in a new worksheet within the current workbook. To
change this, select the Existing Worksheet option and specify the worksheet in which you
want to place the pivot table.
Figure 14-6: The Create PivotTable dialog box.
6. Click OK.
At this point, you have an empty pivot table report on a new worksheet.
Laying out the pivot table
Next to the empty pivot table, you see the PivotTable Fields List dialog box, as shown in Figure 14-7.
You can add the fields you need into the pivot table by dragging and dropping the field names to
one of the four areas found in the PivotTable Fields List — Filters, Columns, Rows, and Values.
If clicking the pivot table doesn’t activate the PivotTable Fields List dialog box, you can
manually activate it by right-clicking anywhere inside the pivot table and selecting
Show Field List. Alternatively, you can go to the Ribbon, click Option, and then select
Field List in the Show group.
Note
Now before you start dropping fields into the various areas, ask yourself two questions: “What am I
measuring?” and “How do I want to see it?” The answers to these questions will help guide you in
determining which fields go where.
For your first pivot table example, you want to measure the dollar sales by market. This tells you that
you need to work with the Sales Amount field and the Market field.
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