Customize pivot table structure

By default, the pivot table is empty. You can define its structure by dragging and dropping fields from the source table into special areas on the Constructor tab.

Structure areas of the pivot table

The Constructor tab contains the following areas:

–Available fields: a list of all the columns in your source table.

–Rows: The data from the fields placed here will become the row headers. Usually categories (e.g. Region, Product) are added here.

–Columns: data from fields placed here will become column headings. This is another way of grouping data.

–Values: the fields in this area contain data to aggregate (summarize, count, etc.). This is usually numeric data (e.g. Sales, Quantity).

–Filters: fields in this area allow you to filter the entire report by specific values.

Add fields to the pivot table

You can add fields in two ways:

–Drag and drop (recommended): left-click the desired field in the Available fields area and drag it to one of the target areas (Rows, Columns, Values, or Filters).

–Using the context menu: move the cursor over a field in the Available Fields area and click the ⋮ More icon that appears to the right of the field name. In the menu that opens, select the Move to [field name] command.

Automatically adding fields

For a quick start, you can automatically add a field to the target area. The system itself will determine which area it should be placed in based on the type of data:

–Text fields will be added to the Rows area.

–Numeric fields will be added to the Values area.

To add a field automatically, hover over the field in the Available fields list and click the + Add icon that appears to the right.

Customizing calculations for fields in the Values area

Any field in the Values area uses a function to aggregate data. By default, the system assigns the function for you:

–For numeric data — Sum.

–For text data — Count.

Change the calculation function

Via the Settings panel:

1.In the Values area, locate the desired field.

2.In the Calculations list, select a new function.

Via the context menu in the table:

1.Right-click on any number in the pivot table.

2.From the menu, select Calculations and then the desired function.

Additional calculations (e.g. "Percentage of total") are set up in the same way, via the More calculations column in the Settings panel or via the More calculations item in the context menu. To disable them, select the No calculations option.

Additional calculations are reset when you refresh the pivot table data.

Managing fields and their order

–Change the order: To change the order of fields within an area, drag it up or down in the list. To change the order of rows or columns in the table itself, hover over an item, press ⋮ More, and select a move command.

–Rename a field: hover over a field in any area, click ⋮ More > Rename. Enter a new name and click OK.

–Deleting a field:

•To delete a field from a specific area, hover over the field in that area and click Delete.

•To delete a field from all areas of the report at once , hover over it in the Available fields list and click Delete.