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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.

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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

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