You can customize your pivot table using the pivot table configuration pane. This pane includes the following tabs:

Constructor: Use this tab to select the structure (visual aspect) of the pivot table.

Options: This tab contains the pivot table parameters. In the current version of the application you can use this tab to edit the pivot table data source only.

Open the pivot table configuration pane

The pivot table configuration pane opens automatically when you select any cell in the pivot table and collapses automatically when you select any cell outside the pivot table.

You can also open and collapse the pivot table configuration pane manually.

If you close the pane manually, the pane will not open or close automatically until the next time you open the application.

To collapse the pane manually, do one of the following:

In the upper part of the pane, click fp_header_back_icon.

On the Sidebar, click side_panel_pivot_table .

To open the pane manually:

1.Select the entire range or one or multiple cells of the pivot table range.

2.Open the pane in one of the following ways:

In the Command menu, select Data and click Pivot Table Settings.

On the Toolbar, select the Pivot Table section and click t_pivot_table_settings Setting.

On the Sidebar, click side_panel_pivot_table.

Right-click the context menu and select Pivot Table Settings.

Configure a pivot table

By default, a pivot table does not contain data because its structure is not defined. To define the pivot table structure, use the Constructor tab on the pivot table configuration pane.

The Constructor tab includes the following sections:

Available Fields: This section includes the list of all selected columns of the initial table (hereinafter, the fields). To set the structure of the pivot table, add the fields from the Available Fields section to the Rows, Columns, Values, and Filters sections.

Rows: Add the fields which will become the headings of the pivot table rows to this section.

Columns: Add the fields which will become the headings of the pivot table columns to this section.

Values: Add the fields whose values will be used for calculations to this section.

Filters: If necessary, add the fields that will be used to filter data in the pivot table to this section. Filters allows you set the specific level of data display and change the appearance of the table.

Add fields

Fields from the Available Fields section can be added to the Rows and Values sections manually or automatically. If fields are added automatically, they are allocated between the Rows and Values areas according to the data type:

If a field contains text values, it will be moved to the Rows section.

If a field contains numeric values, it will be moved to the Values section.

To automatically distribute fields between the Rows and Values sections, perform the following steps for each of these fields:

1.In the Available Fields section, hover the pointer over the title of the field which needs to be moved to the Rows or Values sections.

2.Click side_panel_pivot_table_add Add.

To add fields to the Rows and Values sections manually, drag and drop them into the appropriate sections while holding down the left mouse button, or do the following for each field:

1.In the Available Fields section, hover the pointer over the field which needs to be moved to the Rows or Values sections.

2.Clickside_panel_pivot_table_moreMore.

3.In the menu that appears, select the section in which you want to add the field.

Calculated fields created in a third-party application can only be moved to the Values section.

Adding fields from the Available Fields section to other sections is done manually, similar to adding fields to the Rows and Values sections.

Moving a field from one section to another

Moving fields from one section to another is done manually, similar to adding fields from the Available Fields section to the other section in the Constructor.

Change the field order in a section

In any section other than the Available Fields section, you can change the order of the fields in the list. The position of the field in the list determines the position of the corresponding field in the pivot table.

To change the position of a field relative to other fields in the list, drag it to the desired location in the list while holding down the left mouse button, or perform the following steps:

1.Hover the mouse pointer on the field and clickside_panel_pivot_table_moreMore.

2.In the drop-down menu, select the desired command:

Move to Beginning: Move the field to the beginning of the list.

Move Up: Swap the selected and the previous field.

Move Down: Swap the selected and the next field.

Move to End: Move the field to the end of the list.

The drop-down menu commands depend on the position of the selected field in the list.

Edit the function in the Values section

The function for data calculation for a field added to the Values section is selected automatically.

If a field contains numeric data, the Sum function is selected.

If a field contains text data, the Count function is selected.

To use another function for the data in this field:

1.In the Values section, expand the drop-down list of functions available for this field.

2.Select the desired function from the drop-down list.

For calculated fields created in a third-party application, the Sum function is automatically selected. No other data calculation function is available.

Delete a pivot table field

To delete a field from any section of the pivot table, do one of the following:

Hover the mouse pointer over the title of this field and click side_panel_pivot_table_delete Remove.

Hold down the left mouse button and drag the field from the current area to the Available Fields section.

To remove a field from all areas of the pivot table to which it is added:

1.In the Available Fields section, hover the pointer over the title of the field.

2.Click side_panel_pivot_table_remove Remove from Pivot Table.

Edit data source

If you need to edit the pivot table data source, do the following:

1.On the pivot table configuration pane, select the Options tab.

2.Place the pointer on the Data Source boх. The tab containing the initial table will open. The value in the Data Source box will become available for editing. The specified data range will be highlighted in color in the initial table.

3.Edit the value in the Data Source box and click side_panel_pivot_table_apply or the Enter on the keyboard.

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