5 Tipsseries

Quick Reference Building Pivot Table Reports:An Introduction

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Building Pivot Table Reports: An Introduction

QUICK REFERENCE

5 Tipsseries

A PivotTable Report

Filter and Sort Menu

Available for both columns and rows

Grand Totals displayed for both columns and rows

Field list layout button used to modify the pane view

Field List for adding and removing fields in the report

PivotTable areas that display fields in the report

PivotTable Tools includes 2 tabs for customizing the contents and views of the report.

The Options tab in the Ribbon includes features to sort and filter, customize calculations, and insert charts.

The Design tab contains PivotTable tools to modify the layout and format of the report.

Defer Layout Update option to control when the PivotTable builds

PivotTable Tools Options tab

PivotTable Tools Design tab

Building Pivot Table Reports: An Introduction

QUICK REFERENCE

5 Tipsseries

Online Learning Xpress Workshops

To address employees’ need for shorter, on-the-job learning opportunities on Microsoft and other end-user applications, a new online interactive workshop series was created called Online Learning Xpress. Each workshop focuses on and dives deeply into a specific application topic (e.g., pivot tables) to help employees utilize the full functionality of the application and to ultimately help employees improve their job performance.

• Taught via a virtual classroom in a 90 to 120-minute lecture, demo, and Q&A format

• Focuses on a specific application topic

• Live Web-based workshop format

• Access to a recorded version after the learning experience

To sign up for an OLX Worshop contact your local Account Executive today!

Click to view a sample of an OLX workshop.

2. Adding Fields, Manually1. Click and Drag the Field to the desired Area.

Available Report Areas

4. Removing Fields1. In the PivotTable Field List, click the check box of the desired

field you would like to remove from your Report.

5. Clearing All Fields from the Field List1. In the PivotTable Tools Options tab, click the Clear button.2. Select Clear All.

Additional topics covered in the Online Learning Xpress Workshop

• Moving Fields

• Defer Update

• Modifying the Value Field Function

• Applying Filters to the Column and Row Fields

• Using the Report Filter Area

• Applying Label and Value Filters

• Clearing Filters

• Applying a Basic Sort

• Grouping Field Values

• Working with Subtotals and Grand Totals

1. Creating a PivotTable1. Navigate to the Insert tab on the Ribbon.2. On the left side of the Insert tab, click PivotTable.3. Verify that the correct range of data is entered and the

desired location is selected, then click OK.

Data Range

Location

3. Adding Fields, Using the Default 1. Field Area2. In the PivotTable Field List, click the check

box of the desired field you would like to add to your Report.

Available PivotTable Fields