Adding and Removing Fields

To add fields to our “Pivot Table”, select a cell in the “Pivot Table”. This opens the “Pivot Table Field List” on the right.
Click and drag the field that you want to add to the area where you’d like to have it. You can add as many fields to an area as you want.

In the example above, I have the “Name” field added to the “Row Labels” under the “Region”.

This gives me the figures for each representative of each “Region”.

I want to see the figures for each Region per representative, then I drag the “Region” under the “Name” field.

 

To remove fields in a “Pivot Table”, click the field name in the “Pivot Table Field List”. Fields that are included in our “Pivot Table” list are in bold.

 

To remove all fields from a “Pivot Table” quickly , choose “Clear” and then “Clear all” in the “Options” tab of the “Pivot Table Tools”.

Removing Fields from a “Pivot Table” has no effect on the data in our original “Worksheet”.

 

Change Data Source

To modify the data source in our “Pivot Table”, we first select a cell in our “Pivot Table”.

Select the “Options” tab from the “Pivot Table Tools”.

Click the “Change data source” button.

The “Change Pivot Table Data Source” dialog appears.

 

If the new “Range” is on a different tab, select the tab (1). ” Excel” will try to figure out what “Range” it should select.
if you agree, click the OK button. If not, specify the “Range” that you want and click the button “Folding” (2).

If you are done with the “Range” selection, click the “Open” button(3), and click OK.

If the new “Range” has the same column headings as the old one, “Excel” will assume those headings.
If the new “Range” has different column titles than the old range, you’ll have to set the row labels and column labels or values again.

 

If the “Range” that you want to select is in another “Workbook”, the process is a bit different.

The first thing you should do is open both “Workbooks”.

Select the “Workbook” containing the “Pivot Table”.
Click the “Change data source” button.
In the dialog box, click the “Folding” button.
Select the second “Workbook” by clicking the Windows “Task Pane” and select the “Range”.
Click the “Open” button.

The “Range” box now shows in our “Workbook”:
Les_40_Limb.xlsx
The “Worksheet”:
Sheet1
And the “Range”:
A3: E8

Click OK.

You have now made your first “Pivot Table” (1), with data from another “Workbook” (2).

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