Excel 2016 Tips and Tricks

Lesson – Creating/Revising PivotTables

Excel 2016

A DDING N EW F IELDS TO A P IVOT T ABLE R EPORT  D ISCUSSION PivotTable reports can display multiple fields in the row, column, report filter, or data areas. Multiple fields can add more detail to your PivotTable report. If a PivotTable report contains a Month column field and a Purchaser row field, you can add a Product row field to be able to display monthly sales by customer as well.

New fields can be added to a PivotTable report by dragging them from the field list at the top of the PivotTable Field List pane to the desired layout area at the bottom of the pane. The new field can be positioned before or after any existing fields. The position of the field determines how the data will be summarized.

NOTE 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. You can still drag From the ribbon, click Analyze > Show group > Field List . The PivotTable Fields pane opens. Drag a field and drop it in the appropriate location on the table. You can drag a field to a different position in the PivotTable report at any time; this feature is helpful if you accidentally position a field in the wrong area.

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P ROCEDURES 1. Click in the PivotTable to display the Analyze tab.. 2. From the Analyze tab, in the Show group, click Field List. The PivotTable Field pane appears. 3. Drag the field you want to add to the PivotTable report from the top section of the PivotTable Field List pane to the desired section in the layout area at the bottom of the pane.

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S TEP - BY -S TEP Add a field to a PivotTable report.

If necessary, display the Sheet1 worksheet and click in the PivotTable report to open the PivotTable Field List pane.

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