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Step 3: Customize a PivotTable Report
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You've now created a PivotTable report, but that's only
the first step. Remember all the questions you had about your data? A
PivotTable report is more than just a static summary; you can use it to
interactively explore the data's significance. Zero in on the details or
pull back for an overview. View sales by region or over time. You decide
the type of customizations you want:
Add or remove data.
Quickly rearrange the layout.
View a subset of the data by using page fields.
Show just the details you want.
Add or Remove Data
Do you want to view more or fewer categories of data in
your PivotTable report? You can easily add or remove a field - including a
row, column, or page field.
To add a field, drag a field button on the PivotTable toolbar to the appropriate area on the PivotTable report.
To remove a field, drag a field outside the PivotTable report. To see a
demonstration, click the Start
You can't directly edit the data in a PivotTable report. Instead,
you need to edit the source data and then refresh the PivotTable report.
Quickly Rearrange the Layout
Do you want to reorganize the PivotTable report to get a
different perspective on the data? You can quickly "pivot" the
report by moving a field or reordering the items within a field.
To move a field, drag the field to the appropriate area on the PivotTable
report. To reorder items within a field, drag an item to a new location in
the field. To see a demonstration, click the Start
View a Subset of the Data by Using Page Fields
Did you include a page field in your PivotTable report? If
so, you now have a three-dimensional report that consists of multiple
"pages." Each page contains a subset of the data that's
summarized in the report.
Show Just the Details You Want
In a PivotTable report, you can drill down on the details
or hide information for a "big picture" view.
Show or hide items
in a row or column Click
the arrow beside a field, and then select or clear the check boxes you
Show or hide
specific details for an item
Click a field item, and then click the Show
Detail or Hide Detail
button on the PivotTable
toolbar. If prompted, click the field with the detail you want to show.
underlying source data for a specific data cell
Just double-click a cell to see its details.