You can customize your pivot table using the pivot table configuration pane. This pane includes the following tabs:
• Use this tab to select the structure (visual aspect) of the pivot table.
• 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.
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 .
•On the Sidebar, click .
To open the pane manually, do the following:
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 and click .
•On the Toolbar, select the section and click .
•On the Sidebar, click .
•Right-click the context menu and select .
By default, a pivot table does not contain data because its structure is not defined. To define the structure, use the tab in the pivot table configuration pane.
The tab includes the following sections:
• 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 section to the , , , and sections.
• Add the fields which will become the headings of the pivot table rows to this section.
• Add the fields which will become the headings of the pivot table columns to this section.
• Add the fields whose values will be used for calculations to this section.
• 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.
Fields from the section can be added to the and sections manually or automatically. If fields are added automatically, they are allocated between the and areas according to the data type:
•If a field contains text values, it will be moved to the section.
•If a field contains numeric values, it will be moved to the section.
To automatically distribute fields between the and sections, perform the following steps for each of these fields:
1.In the section, hover the cursor over the title of the field which needs to be moved to the Rows or Values sections.
To add fields to the and 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 section, hover the cursor over the field which needs to be moved to the or sections.
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 section to other sections is done manually, similar to adding fields to the and 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 section to the other section in the .
Change the field order in a section
In any section other than the 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 cursor on the field and click .
2.In the drop-down menu, select the desired command:
• Move the field to the beginning of the list.
• Swap the selected field and the previous field.
• Swap the selected filed and the next field.
• 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 section is selected automatically.
•If a field contains numeric data, the function is selected.
•If a field contains text data, the function is selected.
To use another function for the data in this field, do the following:
1.In the 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 cursor over the title of this field and click .
•Hold down the left mouse button and drag the field from the current area to the section.
To remove a field from all areas of the pivot table to which it is added, do the following:
1.In the section, hover the cursor over the title of the field.
If you need to edit the pivot table data source, do the following:
1.In the pivot table configuration pane, select the tab.
2.Place the cursor on the boх. The tab containing the initial table will open. The value in the 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 box and click or the on the keyboard.