Microsoft Office Tutorials and References
In Depth Information
Chapter 14: Using Pivot Tables
2. In the fields selector area, select the Sales Amount field (see Figure 14-9).
Figure 14-9: Add the Sales Amount field.
Placing a check next to any field that is non-numeric (text or date) automatically places
that field into the Row Labels area of the pivot table. Placing a check next to any field
that is numeric automatically places that field in the Values area of the pivot table.
One more thing: When you add new fields, you may find it difficult to see all the fields in the box for
each area. You can expand the PivotTable Fields List dialog box by clicking and dragging the borders
of the dialog box to avoid that problem.
As you can see, you have just analyzed the sales for each market in just nine steps! That’s an amazing
feat, considering you start with over 60,000 rows of data. With a little formatting, this modest pivot
table can become the starting point for a dashboard or report.
Modifying the pivot table
Now here’s the wonderful thing about pivot tables. For your data model, you can add as many analysis
layers as possible by changing or rearranging the fields in your source data table. Say that you want to
show the dollar sales each market earned by business segment. Because your pivot table already
contains the Market and Sales Amount fields, all you have to add is the Business Segment field.
So simply click anywhere on your pivot table to reactivate the PivotTable Fields List dialog box and
then select the Business Segment field. Figure 14-10 illustrates what your pivot table now looks like.
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.