Excel 2007
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Creating Pivot Tables
Creating a PivotTable report
If you use the sample spreadsheet to create a PivotTable, you can see that the column headings are salesperson, region, account, order amount, and month. When you create a PivotTable, each column label in your data becomes a field that can be used in the report. The Field List appears on the right side of the report, while the layout area appears on the left.
To create a PivotTable report (Part 2):
- Determine what question you want your PivotTable report to answer. For example, using the sample spreadsheet, you might want to know which salesperson sold the highest dollar amount.
- Determine the fields that are necessary to answer this question—in this example, salesperson and order amount.
- Select the check box next to the Salesperson field in the PivotTable Field List. The field will appear in the drag-and-drop area at the bottom of the field list and in the layout area. The order amount data appears on the right. This is a default setting in Excel—data with numbers will always appear on the right.
- Select the check box next to the Order Amount field in the PivotTable Field List. The field will appear in the drag-and-drop area at the bottom of the field list and in the layout area. All of the salesperson data appears on the left side as rows.
- You can now see the answer to your question in the report on the left.
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If you change any of the data in your source worksheet, the PivotTable will not update automatically. To manually update it, select the PivotTable and then go to OptionsRefresh.
To add a report filter:
- Select a field in the Field List. In this example, choose Region. By default, it will appear in the Row Labels group.
- Click and drag Region into the Report Filter section.
- Release the mouse button. The region appears at the top of the report as a filter.
- The arrow by the Region fields shows (All). To show just the data for a specific region, click the drop-down arrow, and select the region. To see multiple regions, click the Multiple Regions box, select the regions to display, then click OK.