Excel 2016 Tips and Tricks

Lesson – Creating/Revising PivotTables

Excel 2016

A completed PivotTable report

NOTE For greater ease of use, you can move the PivotTable Field pane to either side of the window. You can also undock the PivotTable Field pane and resize it both vertically and horizontally to suit your needs. You can also right-click a field name and choose its location from the shortcut menu. In previous versions of Excel, you could also drag field names from the Field List directly onto the appropriate areas of the PivotTable report worksheet. This option is available in Excel 2010 by clicking on the drop-down Options button in the PivotTable group on the PivotTable Analyze tab. The PivotTable Options dialog box opens. Click on the Display tab in the dialog box, and select the Classic PivotTable layout option.

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P ROCEDURES 1. Select the desired field name from the field section in the PivotTable Field List pane and drag to the Row Labels box in the layout section. 2. Release the mouse button. 3. If necessary, select the next desired field name from the field section in the PivotTable Field List pane and drag to the Row Labels box in the layout section. 4. Release the mouse button. 5. Select the desired field name from the field section in the PivotTable Field List pane and drag to the Column Labels box in the layout section. 6. Release the mouse button. 7. Select the desired field name from the field section in the PivotTable Field List pane and drag to the Values box in the layout section. 8. Release the mouse button.

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