Adding PivotTable fields in Microsoft Excel 2019

In the previous section, you followed the steps to create aPivotTable from the worksheet data. Now, we will learn how to constructour PivotTable report by adding fields from the worksheet columns:

  1. The blank PivotTable can be seen in cell H2 and to theright, you can find the PivotTableFields pane. This is where you add and customize field placementsto produce a report:
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  1. If you click on the tool icon to the right of the Choose fields to add to report text, youwill see various options to change the layout of the PivotTable Fields pane. Let’s change theview layout to Fields Section andAreas Section Side-by-Side.
  1. Drag the field names from the left into the areas you require on theright. For this example, Due Date will serve as thefilter, Product Name will move to Rows, Salesperson will move toColumns, and Sales willmove to Values. Experiment with yourtable fields to see how you would like to present the data in thePivotTable by simply dragging and dropping fields into the relevantareas:
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  1. Drag Due Date from Filters to Rows to see the change apply to thePivotTable.
  2. Now, remove the Due Date filter by dragging it off theFilters area to the Table area. Then, dragSalesperson from the Tablearea to the Filters area.
  3. We can now filter by Salesperson. Click on the dropdownnext to All at the top of thePivotTable. This is where you can select certain items to filter yourPivotTable data.
  4. To select certain Salesperson fields only, click on theSelect Multiple Items checkbox at thebottom of the list. Notice that there is now a checkbox next to eachSalesperson field in the list.
  1. Click to deselect a Salesperson field to remove it fromthe PivotTable. Click on OK to savethe changes and update the PivotTable:
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  1. Notice that when clicking on the PivotTable report, the PivotTable Tools contextual menu appears onthe title bar and consists of two tabs (Analyze and Design). We will look at some of these toolsin the next section:
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  1. That’s it—you have constructed your own PivotTable! If you changethe source data and need the PivotTable to update, simply click on theworksheet data, then navigate to Analyze |Refresh from the Datagroup.

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