Adding and Removing Fields

Select a cell in the “Pivot table” to add fields to our “PivotTable”.
This opens the “PivotTable Field List”.

Click and drag the field that you want to add to the area where you’d like to have them.
You can create any number of fields you want in the area .

In the above example drag the Representatives to the “Row Labels” area below the field Region.
This gives me the figures for each representative per region.
If I want to see the figures for each region per Representative, then I drag the field Region under the Representatives.

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

To remove all fields from a “PivotTable” choose “Clear” ,”Clear all” in the “Options” tab in the “PivotTable Tools”.

Removing fields from a PivotTable has no effect on the data in our original worksheet.

Change Data Source

To modify the data source in the PivotTable , first select a cell in the “PivotTable”.

Select the “Options” tab from the “PivotTable Tools”.
And click the “Change data source” button.

The “Change PivotTable Data Source” dialog appears.
If you want the new range on a different tab, select the tab.
Excel will figure out the range it should select.
If you agree, click the OK button.

If this is not the range you want, click the “Collapse” button, and click and drag over the Range.
If you are ready, click the OK button.

If the new range has the same column headings as the old, Excel will replace them.
If the range has other column titles, you’ll again need to set the row labels, column labels or values.

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 “PivotTable”.
Click the “Change data source” button.
In the dialog box, click the “Collapse” button
Select the second workbook by clicking the Windows Task Pane, select the Range.
Click the “Open” button.

The Range box now shows our workbook:
Limburg.xlsx
The worksheet:
Sheet1
And the range:
A2: B8

And click OK.
You now have your first “PivotTable” created with data from another workbook.

 

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