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Pivot tables · Basics
The four areas
Rows and Columns define the grid, Values are what gets summarized, Filters limit the whole table.
When to use it
Rows and Columns define the grid, Values are what gets summarized, and Filters limit the whole table. Every pivot layout is a choice of which field goes in which area.
The shape of it
- How
Drag a field name into the area you want in the PivotTable Fields pane; drag it out to remove it.
Worked examples
Cross-tab
Drag Region to Rows, Product to Columns, Sales to Values → A cross-tab of sales by region and product
The classic two-way summary.
Add a filter
Drag Year to Filters → A dropdown above the pivot limits every number to one year
Report-level filter.
Remove a field
Drag Region out of the pivot → The field is removed
Drag out or uncheck it in the fields pane.
Worth knowing
- Several fields in Rows nest: Region then Product gives products within regions.
- The order of fields in an area is the nesting order; drag to reorder.
- Slicers are a friendlier alternative to the Filters area.
Where it goes wrong
- A text field dropped in Values becomes a Count, not a Sum.
- Too many row fields make a huge table; start with one.
Related
Learn the moves here — or let Wauvel run them on your numbers.
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