Welcome

Instructions for screen readers: Get more out of PivotTables. A simple PivotTable gives you an overall summary of your data, but sometimes
you need detailed answers to specific questions. That's where adding more column fields and row fields can help.
The instructions will indicate which cells to navigate to for use of a feature, or further reading.
To start, press CTRL+PAGE DOWN.

Get more out of PivotTables

A simple PivotTable gives you an overall summary of your data,
but sometimes you need detailed answers to specific questions.
That's where adding more column fields and row fields can help.

Let's go
GOOD TO KNOW >
Did you take the first tutorial? If not, go to File > New and find Make your first PivotTable.
Go back to top by pressing CTRL+HOME. To start the tour, press CTRL+PAGE DOWN.
GOOD TO
KNOW
Did you take the first
tutorial? If not, go to
File > New and find
Make your first
PivotTable.
In the first tutorial, we introduced you to the concept of a PivotTable. We also explained how a row field can be used as a con
In the first tutorial, we introduced you to the concept of a PivotTable. We
Cells H10 through I14 contain a PivotTable which summarizes the data in cells B8 to E16. The PivotTable has two columns: Buy
To explained
continue with thishow apress
tutorial, rowCTRL+PAGE
field canDOWN. beTo used
go to theas a condition
previous that breaks
sheet, press CTRL+PAGE UP. up a va
Give feedback on this tutorial

PivotTable
Date Buyer Type Amount
This exampl01-Jan Dad Gifts $95 The row field...
...breaks up15-Jan Mom Food $325 Buyer Sum of Amount
17-Jan Mom Tickets $250 Dad $220
21-Jan Dad Food $125 Kelly $270
02-Feb Mom Food $235 Mom $810
20-Feb Kelly Music $20 Total Result $1,300
25-Feb Kelly Tickets $125
25-Feb Kelly Sports $125
...breaks up the value field.

Previous
Feedback
 ld can be used as a condition that breaks up a value field.
ivotTable. We also
e has two columns: Buyer and Sum of Amount. The Buyer column contains the values Dad, Mom, Kelly, and Grand Total; The Sum of Amo
breaks up a value field.

the value field.

Next
d Total; The Sum of Amount column contains the values $220, $270, $810, and $1,300. The Buyer column is made up of a Row field, and th
up of a Row field, and the Sum of Amount column is made up of a Value field.
But when you first look at a PivotTable, you might find that you need more answers out of it.
WhenBut youwhen
first look you first look
at a PivotTable, at have
you might a PivotTable, youdidmight
questions like, "When find that
these purchases you
happen?", need
"What mor
did each pers
In this example, cells
answers outF11ofto G15
it. show the same two column PivotTable as before. The Buyer column is a Row field, and conta
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

What did each person

spend money on?

When did these purchases What did Mom buy that

happen? Buyer Sum of Amount
was so expensive?
Dad $220
Kelly $270
Mom $810
Total Result $1,300

Previous
Feedback
Date Buyer Type Amount
01-Jan Dad Gifts $95
15-Jan Mom Food $325
17-Jan Mom Tickets $250
21-Jan Dad Food $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125
25-Feb Kelly Sports $125
that you
happen?", need
"What more
did each person spend money on?", "What did Mom buy that was so expensive?".
olumn is a Row field, and contains the values Dad, Mom, Kelly, and Grand Total; The Sum of Amount column is the Value field, and contain
L+PAGE UP.

What did Mom buy that

was so expensive?

Next
s the Value field, and contains the values $220, $270, $810, and $1,300.
These are all good questions but for the moment, lets focus on just one question.
These
What did eachare
personall good
spend moneyquestions,
on? but for the moment let's focus on just one
Forquestion...
reference, cells F11 to G15 show the same two column PivotTable as before. The Buyer column is a Row field, and contain
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

What did each person

spend money on?

Buyer Sum of Amount

Dad $220
Kelly $270
Mom $810
Total Result $1,300

Previous
Feedback
Date Buyer Type Amount
01-Jan Dad Gifts $95
15-Jan Mom Food $325
17-Jan Mom Tickets $250
21-Jan Dad Food $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125
25-Feb Kelly Sports $125
focus on just one
umn is a Row field, and contains the values Dad, Mom, Kelly, and Grand Total; The Sum of Amount column is the Value field, and contains
L+PAGE UP.

Next
the Value field, and contains the values $220, $270, $810, and $1,300.
The last question we asked was "What did each person spend money on?"
We answered that question by adding a column field. As a result, the Pivo
We answered that question by adding a column field for Type. As a result, the PivotTable now has five new columns that show
Ournow has five
new PivotTable new
now goes columns
from that
cell C10 to I15, show for
with columns usBuyer,
theFood,
type ofSports,
Music, purchase made
Tickets, Gifts, byTota
and Grand ea
To person.
continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial
We added a column field here, which gave
us five new columns...

Sum of Amount Type

Buyer Food Music Sports Tickets Gifts Total Result
Dad $125 $95 $220
Kelly $20 $125 $125 $270
Mom $560 $250 $810
Total Result $685 $20 $125 $375 $95 $1,300

...and the value field is broken up even further.

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Feedback
Date Buyer Type Amount
01-Jan Dad Gifts $95
15-Jan Mom Food $325
17-Jan Mom Tickets $250
21-Jan Dad Food $125
02-Feb Mom Food $235
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125
25-Feb Kelly Sports $125
d. As a result, the PivotTable
now has five new columns that show us the type of purchase made by each person.
purchase
ports, made
Tickets, Gifts, byTotal.
and Grand each The Buyer and Grand Total are the same as before, and the new detail columns are in-between them
CTRL+PAGE UP.

Next
ail columns are in-between them.
If the PivotTable is hard to understand, try this: Read from the left, then from the top, and then down. In example below, Dad
If the PivotTable is hard to understand, try this: Read from the left, then f
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Givetop, and
feedback then
on this down. The example below is for Dad, but it would work for
tutorial
Mom too.

...spent this much on ...spent this much on ...spent a total of

Food: $125. Gifts: $95. $220.

Sum of Amount Type

Dad... Buyer Food Gifts Music Sports Tickets Total Result
Dad 125 95 220
Kelly 20 125 125 270
Mom 560 250 810
Total Result 685 95 20 125 375 1300

Previous
Feedback
Date Buyer Type Amount
01-Jan Dad Gifts 95
15-Jan Mom Food 325
17-Jan Mom Tickets 250
21-Jan Dad Food 125
02-Feb Mom Food 235
20-Feb Kelly Music 20
25-Feb Kelly Tickets 125
25-Feb Kelly Sports 125
dthen down. In example below, Dad is in cell C12, Food for $125 in cell D12, Gifts for $95 in cell E12, and a Grand Total of $220 in cell I12. R
from the left, then from the
CTRL+PAGE UP.
but it would work for Kelly or

nt a total of
$220.

Next
Grand Total of $220 in cell I12. Rows 13 and 14 show the details for Kelly and Mom, and row 15 shows the Grand Total.
Don't do this now but in a couple steps, you'll work with a PivotTable. The first thing you'll do is create detail in the Columns fi
How did
A PivotTable Fieldswe make
List image the
shows column
an arrow field?the
cursor dragging WeTypedragged the Type
field to the Columns area. field, down to t
To Columns
continue with this
areatutorial,
inpress
theCTRL+PAGE
PivotTableDOWN. Fields
To go to the previous sheet, press CTRL+PAGE UP.
list.
Give feedback on this tutorial

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reate detail in the Columns field. You'll do that by placing the Type field in the Columns field area.
pe field, down to the

Next
through
C17.
Navigate
to any of
those
cells.
Practice
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Search" edit
3. Press your arrow keys to select the Type field. Once selected, press SPACEBAR to add the Type field to the Rows area.
4. Press Tab to select
Click insidethe Type field. Press Enter,
the Do you then press
see the arrow keys to selectIn Move to Column Labels and press Enter to ad
the PivotTable
1
To continue with this tutorial,
PivotTable 2
below. press CTRL+PAGE DOWN.Fields
PivotTable To golist 3
to the previous Fields
sheet, press CTRL+PAGE
list, drag the UP.
Give feedback on this tutorial on the right? Good! Type field down to
(If you don't see it, the Columns area.
right-click the (Like we showed
PivotTable below you on the
and choose Show previous sheet.)
Field List.)

Buyer Sum of Amount

Dad 220
Kelly 270
Mom 810
Total Result 1300

Previous
Feedback
Date Buyer Type Amount
01-Jan Dad Gifts 95
15-Jan Mom Food 325
17-Jan Mom Tickets 250
21-Jan Dad Food 125
02-Feb Mom Food 235
20-Feb Kelly Music 20
25-Feb Kelly Tickets 125
25-Feb Kelly Sports 125
ox: "Search" edit
Type field to the Rows area.
lumn Labels and press
TheEnter to add the
PivotTable Type field to Columns area. Press SHIFT+F6 to exit the PivotTable Fields pane.
below
TRL+PAGE UP.
4 should automatically
expand to include those
six columns for Type.

Next
Let's review the PivotTable you just made, but this time we've added some special colors to differentiate the row, column, and
Let's review the PivotTable you just made, but this time we've added som
The row field goes from cell C10 to C13, and is shaded in yellow.
Thespecial
column fieldcolors. The
goes from cell colors
D9 to H10, andmake
is shadedit easy for you to see where the row, colu
in orange.
Thevalue fields
value field are
goes from cell located.
D11 to H13, and is shaded in blue.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial
Row field Column field

Sum of Amount Type

Buyer Food Gifts Music Sports
Dad 125 95
Kelly 20 125
Mom 560
Total Result 685 95 20 125

Value field

Previous
Feedback
Date Buyer Type Amount
01-Jan Dad Gifts 95
15-Jan Mom Food 325
17-Jan Mom Tickets 250
21-Jan Dad Food 125
02-Feb Mom Food 235
20-Feb Kelly Music 20
25-Feb Kelly Tickets 125
25-Feb Kelly Sports 125
differentiate the row, column, and value fields.
me we've added some
where the row, column, and

TRL+PAGE UP.

Tickets Total Result

220
125 270
250 810
375 1300

Next
Here's another way to think about it: The row field is on the left, and the column field at the top. Each of these provide a cond
Here's another way to think about it: The row field is on the left, and the
A conceptual image shows a 4-section rectangular area with the Row field on the bottom-left in yellow, the Column field on th
To field
continueat
withthe top. Each
this tutorial, of these
press CTRL+PAGE DOWN. provide
To go to theaprevious
condition to CTRL+PAGE
sheet, press the value UP. field, which
them
Give up.
feedback on this tutorial

...and the column field

provides a condition....

The row field provides

a condition.... ...and the value field
sums them up.

Previous
Feedback
Each of these provide a condition to the value field, which sums them up.
the left, and the column
ellow, the Column field on the top-right in orange, and the Value field on the bottom-right in blue.
value field, which sums

...and the column field

provides a condition....

...and the value field

sums them up.

Next
Think of it that way when using the fields list. The row field is on the left, and the column field at the top. Each of these provid
Think of it that way when using the fields list. The row field is on the left,
A conceptual image shows the PivotTable Field List displayed with the Row field on the bottom-left in yellow, the Column field
To column
continue withfield at the
this tutorial, press top. Each
CTRL+PAGE of To
DOWN. these
go to theprovide a condition
previous sheet, press CTRL+PAGE toUP.the value fie
sums
Give feedbackthem up.
on this tutorial

...and the column field

provides a condition....

The row field provides a

condition.... ...and the value field
sums them up.

Previous
Feedback
op. Each of these provide a condition to the value field, which sums them up.
is on the left, and the
yellow, the Column field on the top-right in orange, and the Value field on the bottom-right in blue.
o the value field, which

...and the column field

provides a condition....

...and the value field

sums them up.

Next
One thing to be aware of: If a column field adds a lot of columns to a PivotTable, it will make it very wide.
One
In this thing
example, to be aware
the PivotTable of:
now ranges Ifcell
from a C10
column
to X15, asfield adds
the column field a lot20ofnew
added columns toaalotPivo
columns. That's of col
To will
continue with thisittutorial,
make verypress CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
wide.
Give feedback on this tutorial

In this example, the column field added 20 new columns. That's a lot of colum
This will cause people to scroll a lot...

Sum of Amount Type

Buyer Books Food Fuel
Dad
Kelly $250
Mom $470 $74
Total Result $250 $470 $74

Previous
Feedback
Date Buyer Type Amount
17-Jan Dad Sports $1,000
17-Jan Dad Airfare $500
17-Jan Dad Taxes $500
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125
21-Jan Kelly Books $250
20-Feb Kelly Dining $20
25-Feb Kelly Clothes $125
21-Jan Kelly Music lessons $250
20-Feb Kelly Parking $20
25-Feb Kelly Electronics $125
1-Jan Mom Fuel $74
15-Jan Mom Food $235
21-Jan Mom Club dues $125
2-Feb Mom Food $235
1-Jan Mom Medical $74
15-Jan Mom Electricity $70
2-Feb Mom Dental $235
1-Jan Mom Auto insurance $74
15-Jan Mom Health insurance $70
2-Feb Mom Home insurance $235
 ke it very wide.
dt20
ofnew columns toaalotPivotTable,
columns. That's it cause people to scroll a lot...
of columns! This will
CTRL+PAGE UP.

20 new columns. That's a lot of columns!

ple to scroll a lot...

Music Sports Tickets Dining Electricity

$1,000
$20 $125 $20
$70
$20 $1,000 $125 $20 $70

Next
Medical Dental Taxes Auto insurance Parking
$500
$20
$74 $235 $74
$74 $235 $500 $74 $20
Electronics Airfare Clothes Music lessons Club dues
$500
$125 $125 $250
$125
$125 $500 $125 $250 $125
Health insurance Home insurance Total Result
$2,000
$935
$70 $235 $1,427
$70 $235 $4,362
There is an alternative to extra-wide PivotTables: you can use a second row field instead. A second row field will appear inden
In
GOOD But
this TO here's
KNOWtherean
example, alternative
is a PivotTable from cellto
D8 that:
to E32. ItYou
showscan useandaMom
Dad, Kelly, second row
as first row field
fields instead.
in column D. Then th
A second
EXCELsecond row field
SPEAK row makes a vertically-oriented
field will appear PivotTable
indentedrather than horizontal.
under theSome people
first row find field.
vertical PivotTables easer t
Sometimes people call a second row field a "secondary row field."
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Buyer Type Sum of Amount

First row field
Dad $2,000
Sports $1,000
Second row field Taxes $500 GOOD TO K
Airfare $500 A second row fie
First row field
Kelly $935 vertically-oriente
Books $250 than horizontal.
vertical PivotTab
Music $20 because they do
Tickets $125 scrolling from sid
Second row field Dining $20
Parking $20
Electronics $125
Clothes $125
First row field Music lessons $250
Mom $1,427EXCEL SPEA
Food $470Sometimes peopl
Fuel $74row field a "secon
Electricity $70
Medical $74
Second row field Dental $235
Auto insurance $74
Club dues $125
Health insurance $70
Home insurance $235
Total Result $4,362

Previous
Feedback
Date Buyer Type Amount
17-Jan Dad Sports $1,000
17-Jan Dad Airfare $500
17-Jan Dad Taxes $500
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125
21-Jan Kelly Books $250
20-Feb Kelly Dining $20
25-Feb Kelly Clothes $125
21-Jan Kelly Music lessons $250
20-Feb Kelly Parking $20
25-Feb Kelly Electronics $125
1-Jan Mom Fuel $74
15-Jan Mom Food $235
21-Jan Mom Club dues $125
2-Feb Mom Food $235
1-Jan Mom Medical $74
15-Jan Mom Electricity $70
2-Feb Mom Dental $235
1-Jan Mom Auto insurance $74
15-Jan Mom Health insurance $70
2-Feb Mom Home insurance $235
d row field will appear indented under the first row field.
ow
w field
fields instead.
in column D. Then theAspending types are beneath them as second row fields with items such as Sports, Airfare, Dining, etc.
d field.
vertical PivotTables easer to read because they don't require as much scrolling from side-to-side.

GOOD TO KNOW
A second row field makes a
vertically-oriented PivotTable rather
than horizontal. Some people find
vertical PivotTables easer to read
because they don't require as much
scrolling from side-to-side.

EXCEL SPEAK
Sometimes people call a second
row field a "secondary row field."

Next
rts, Airfare, Dining, etc.
On the next sheet you'll add a second row field. And you'll do that by placing the Type field under the Buyer field in the Rows fi
On theFields
A PivotTable next sheet
List image you'll
shows add
an arrow cursoradragging
second row
the Type fieldfield. And
to the Rows you'll do that by dra
area.
To the
continue with this
Type tutorial,
field underpress CTRL+PAGE
the Buyer DOWN.field.
To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

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Buyer field in the Rows field.
do that by dragging

Next
1. The PivotTable Area for this example is in cells B13 through C17. Navigate to any of those cells.
Practice
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Type words to search for" edit
3. Press your arrow keys to move to the Type field. Press SPACEBAR to add the Type field to the Rows area.
4. Press ESC keyinside
Click to exit the
PivotTable Fields pane.
1
To continue with this tutorial,
PivotTable 2 Do
below. press CTRL+PAGE
you see the
DOWN.Fields
PivotTable To golist 3 In
to the previous
the PivotTable
sheet, list,
Fields pressdrag
CTRL+PAGE
the
Give feedback on this tutorial on the right? Good! Type field down
(If you don't see it, and place it under
right-click the the Buyer field.
PivotTable below (Like we showed
and choose Show you on the previous
Field List). sheet).

Buyer Sum of Amount

Dad $2,000
Kelly $935
Mom $1,427
Total Result $4,362

Previous
Feedback
Date Buyer Type Amount
17-Jan Dad Sports $1,000
17-Jan Dad Airfare $500
17-Jan Dad Taxes $500
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125
21-Jan Kelly Books $250
20-Feb Kelly Dining $20
25-Feb Kelly Clothes $125
21-Jan Kelly Music lesso $250
20-Feb Kelly Parking $20
25-Feb Kelly Electronics $125
1-Jan Mom Fuel $74
15-Jan Mom Food $235
21-Jan Mom Club dues $125
2-Feb Mom Food $235
1-Jan Mom Medical $74
15-Jan Mom Electricity $70
2-Feb Mom Dental $235
1-Jan Mom Auto insura $74
15-Jan Mom Health insu $70
2-Feb Mom Home insur $235
ox: "Type words to search for" edit. Do not type anything, instead, tab once. NOTE: if the Field List doesn't launch, press ALT+JT, L again.
the Rows area.

Next
press ALT+JT, L again.
If you need to simplify the PivotTable, you can collapse the data for the second row field "up" and out of the way.
TheIfPivotTable
you need for this to simplify
example is in cells the PivotTable,
F7 to G31. Select cell F8 toyou can
choose collapse
the first row field forthe data
Dad. Next, forAlt+JT
press the> Ese
to
To row
continue with this
field "up"tutorial,
and press CTRL+PAGE
out of the DOWN.
way. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Buyer Type Sum of Amount

TRY THIS
Click the minus sign Dad $2,000
to collapse Dad's
data "up" and out of Sports $1,000
the way. Then click Taxes $500
the plus sign to bring Airfare $500
it back again.
Kelly $935
Books $250
Dining $20
Electronics $125
Music $20
Parking $20
Tickets $125
Clothes $125
Music lessons $250
Mom $1,427
Auto insurance $74
Dental $235
Electricity $70
Food $470
Fuel $74
Medical $74
Club dues $125
Health insurance $70
Home insurance $235
Total Result $4,362

Previous
Feedback
Date Buyer Type Amount
17-Jan Dad Sports $1,000
17-Jan Dad Airfare $500
17-Jan Dad Taxes $500
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125
21-Jan Kelly Books $250
20-Feb Kelly Dining $20
25-Feb Kelly Clothes $125
21-Jan Kelly Music lesso $250
20-Feb Kelly Parking $20
25-Feb Kelly Electronics $125
1-Jan Mom Fuel $74
15-Jan Mom Food $235
21-Jan Mom Club dues $125
2-Feb Mom Food $235
1-Jan Mom Medical $74
15-Jan Mom Electricity $70
2-Feb Mom Dental $235
1-Jan Mom Auto insura $74
15-Jan Mom Health insu $70
2-Feb Mom Home insur $235
nd out of the way.
rthe data
Dad. Next, forAlt+JT
press the> Esecond
to expand the second field, or X to collapse it.

Sum of Amount

Next
You can also collapse or expand the entire second row field, to simplify the PivotTable even more.
You
Here's thecan
Key also collapse or expand the entire second row field, to simplify th
Select the PivotTableeven
PivotTable data range from cells F7 to G31, then go to ALT+JT > P to collapse the entire group. Converseley, ALT+JT
more.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

HERE'S THE KEY Buyer Type Sum of Amount

Right-click Dad, and then Dad $2,000
click Expand/Collapse >
Collapse Entire Field. Sports $1,000
Taxes $500
To bring back the data, do
that again but click Expand Airfare $500
Entire Field. Kelly $935
Books $250
Dining $20
Electronics $125
Music $20
Parking $20
Tickets $125
Clothes $125
Music lessons $250
Mom $1,427
Auto insurance $74
Dental $235
Electricity $70
Food $470
Fuel $74
Medical $74
Club dues $125
Health insurance $70
Home insurance $235
Total Result $4,362

Previous
Feedback
Date Buyer Type Amount
17-Jan Dad Sports $1,000
17-Jan Dad Airfare $500
17-Jan Dad Taxes $500
20-Feb Kelly Music $20
25-Feb Kelly Tickets $125
21-Jan Kelly Books $250
20-Feb Kelly Dining $20
25-Feb Kelly Clothes $125
21-Jan Kelly Music lesso $250
20-Feb Kelly Parking $20
25-Feb Kelly Electronics $125
1-Jan Mom Fuel $74
15-Jan Mom Food $235
21-Jan Mom Club dues $125
2-Feb Mom Food $235
1-Jan Mom Medical $74
15-Jan Mom Electricity $70
2-Feb Mom Dental $235
1-Jan Mom Auto insura $74
15-Jan Mom Health insu $70
2-Feb Mom Home insur $235
field, to simplify the
e group. Converseley, ALT+JT > X will expand the entire group.

Sum of Amount

Next
You can also have more than one column field. They can also be collapsed or expanded.
TRYYou
The THIS canfor
PivotTable also havegoes
this example more than
from cells one
B13 to M19.column field.
In this case, we have aAnd thosein the
Type category column fieldswhic
Columns section,
Select
beFood in cell C14 and
collapsed orgoexpanded.
to ALT+JT > P to collapse the entire field. ALT+JT > X will expand it.
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial
TRY THIS
Click the minus sign next to Food, and the months under Food will
collapse "up" and out of the way. Click the plus sign to bring back the
months. (You can also collapse or expand the entire field like you did on
the previous sheet, by right-clicking.)

Sum of Amount Type Month

Food Food Result Utilities
Buyer Jan Feb Mar Apr Jan
Kelly $74 $74 $125 $125 $398
Dad $235 $235 $235 $74 $779
Mom $1,000
Total Result $309 $309 $360 $199 $1,177 $1,000

Previous
Feedback
Month Buyer Type Amount
Jan Kelly Food $74
Jan Dad Food $235
Jan Mom Utilities $1,000
Feb Kelly Food $74
Feb Dad Food $235
Feb Mom Utilities $1,000
Mar Kelly Food $125
Mar Dad Food $235
Mar Mom Utilities $20
Apr Kelly Food $125
Apr Dad Food $74
Apr Mom Utilities $70
ein the
column fieldswhich
Columns section, caninclude
alsoitems for Food and Utilities.

Food will
ing back the
like you did on

Utilities ResuTotal Result

Feb Mar Apr
$398
$779
$1,000 $20 $70 $2,090 $2,090
$1,000 $20 $70 $2,090 $3,267

Next
Something to keep in mind: If you need more detail, it's possible to add many more row fields or columns fields. In this examp
TheSomething
PivotTable
EXPERT TIP for thisto keep
example in from
ranges mind:cell D8Iftoyou need
E29, and more
has fields detail,
for Season, Buyer,it's possible
and Type in column to add
D, with Summo
Justmore
because row
you canfields
add a bunch
or of fields, doesn't
columns mean youIn
fields. should.
thisIn example,
this example, it works
there fine.are
But sometimes
three row too many
fiefi
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

First row field Season Buyer Type

Fall
Second row field
Mom
Insurance EXPERT TIP
Third row field Rent Just because you can add
Utilities fields, doesn't mean you s
this example, it works fine
Spring sometimes too many field
Dad their indentations, can ma
Insurance PivotTable too complicate
people to understand.
Rent
Utilities
Summer
Mom
Insurance
Rent
Utilities
Winter
Dad
Insurance
Rent
Utilities
Total Result

Previous
Feedback
Buyer Season Type Amount
Dad Winter Insurance $300
Dad Winter Rent $200
Dad Winter Utilities $400
Dad Winter Insurance $300
Dad Winter Rent $800
Dad Winter Utilities $400
Dad Winter Insurance $200
Dad Winter Rent $300
Dad Winter Utilities $450
Dad Winter Insurance $230
Dad Winter Rent $120
Dad Winter Utilities $400
Dad Spring Insurance $210
Dad Spring Rent $300
Dad Spring Utilities $400
Dad Spring Insurance $230
Dad Spring Rent $900
Dad Spring Utilities $300
Dad Spring Insurance $200
Dad Spring Rent $1,000
Dad Spring Utilities $220
Dad Spring Insurance $400
Dad Spring Rent $200
Dad Spring Utilities $400
Mom Summer Insurance $100
Mom Summer Rent $30
Mom Summer Utilities $123
Mom Summer Insurance $300
Mom Summer Rent $350
Mom Summer Utilities $230
Mom Summer Insurance $120
Mom Summer Rent $640
Mom Summer Utilities $530
Mom Summer Insurance $560
Mom Summer Rent $240
Mom Summer Utilities $250
Mom Fall Insurance $62
Mom Fall Rent $600
Mom Fall Utilities $340
Mom Fall Insurance $205
Mom Fall Rent $500
Mom Fall Utilities $403
Mom Fall Insurance $503
Mom Fall Rent $2,000
Mom Fall Utilities $140
Mom Fall Insurance $502
Mom Fall Rent $120
Mom Fall Utilities $50
or columns fields. In this example, there are three row fields.
s Type
nd possible
in column to add
D, with Summany
of Amount in column E.
fine.are
re But sometimes
three row too many fields, with all of their indentations, can make the PivotTable too complicated for other people to understa
fields.
L+PAGE UP.

Sum of Amount
$5,425
$5,425
EXPERT TIP $1,272
Just because you can add$3,220
a bunch of
fields, doesn't mean you should.
$933 In
this example, it works fine. But
sometimes too many fields,$4,760
with all of
$4,760
their indentations, can make the
PivotTable too complicated for other
$1,040
people to understand.
$2,400
$1,320
$3,473
$3,473
$1,080
$1,260
$1,133
$4,100
$4,100
$1,030
$1,420
$1,650
$17,758

Next
other people to understand.
Ready for more practice? Take a chance to review the data below in cells B7 to E55. When you're ready, go to the next sheet a
There's no need to review all the rows of data. Just review field names in the row 7. You'll be working with these on the next s
To continue with this tutorial, press CTRL+PAGE DOWN. To go to the previous sheet, press CTRL+PAGE UP.
Give feedback on this tutorial

Season Sales rep Product Units sold

Winter Jenny Oranges 300 LOOK HERE
Winter George Grapefruit 200 No need to read all the rows of data. Just look a
names in the first row. You'll be working with th
Winter Dave Apples 400 next sheet. When you're ready, scroll down and
Winter Jenny Bananas 300 Next.
Winter George Oranges 800
Winter Dave Grapefruit 400
Winter Jenny Apples 200
Winter George Bananas 300
Winter Dave Oranges 450
Winter Jenny Grapefruit 230
Winter George Apples 120
Winter Dave Bananas 400
Spring Jenny Beets 210
Spring George Potatoes 300
Spring Dave Lettuce 400
Spring Jenny Radishes 230
Spring George Beets 900
Spring Dave Potatoes 300
Spring Jenny Lettuce 200
Spring George Radishes 1000
Spring Dave Beets 220
Spring Jenny Potatoes 400
Spring George Lettuce 200
Spring Dave Radishes 400
Summer Jenny Blueberries 100
Summer George Strawberries 30
Summer Dave Grapes 123
Summer Jenny Pumpkins 300
Summer George Blueberries 350
Summer Dave Strawberries 230
Summer Jenny Grapes 120
Summer George Pumpkins 640
Summer Dave Blueberries 530
Summer Jenny Strawberries 560
Summer George Grapes 240
Summer Dave Pumpkins 250
Fall Jenny Squash 62
Fall George Zucchini 600
Fall Dave Apples 340
Fall Jenny Oranges 205
Fall George Squash 500
Fall Dave Zucchini 403
Fall Jenny Apples 503
Fall George Oranges 2000
Fall Dave Squash 140
Fall Jenny Zucchini 502
Fall George Apples 120
Fall Dave Oranges 50

Previous
Feedback
 're ready, go to the next sheet and you'll practice what you've learned so far.
working with these on the next sheet.
L+PAGE UP.

E
all the rows of data. Just look at the field
st row. You'll be working with these on the
n you're ready, scroll down and click
Next
Navigate
to any of
those
cells.

Practice
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Type words to search for" edit
3. Press your arrow keys to move to the Sales Rep field. Press SPACEBAR to add the Sales Rep field to the Rows area. If you wa
4. Determine
We who
made sold the most items in the
the Dofall,
you then
seemake
the a selection in cellInK8.
the field list, drag
1
To continue with this tutorial,
PivotTable 2
below press CTRL+PAGE DOWN.Fields
PivotTable To golist 3 the
to the previous sheet, pressrep
Sales CTRL+PAGE
field UP.
based on the
Give feedback on this tutorial on the right? Good! to either Rows or
previous sheet's (If you don't see it, Columns so that
data. Click right-click the you can answer:
anywhere inside PivotTable below Who sold the most
the PivotTable and choose Show during the fall?
below. Field List.)

Season Sum of Units sold

Fall 5425
Spring 4760
Summer 3473
Winter 4100
Total Result 17758

Previous
Feedback
ype words to search for" edit. Do not type anything, instead, tab once. NOTE: if the Field List doesn't launch, press ALT+JT, L again.
d to the Rows area. If you want to display Sales Rep details in the Columns area, use your Tab keys to move to the Sales Rep field in the Ro

4 Who sold the most

during the fall?

Pick one:

Next
 nch, press ALT+JT, L again.
ove to the Sales Rep field in the Row section, then press SPACEBAR, and select "Move to Column Labels". Press ESC key to exit PivotTable F
Press ESC key to exit PivotTable Fields pane.
named
"Sum of
Units
sold".

Practice
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Type words to search for" edit
3. Use your arrow and SPACEBAR keys to expand the example into a vertical PivotTable that has seasons on the left, and the sa
To continue withanywhere
Click this tutorial, press CTRL+PAGE
Do youDOWN. To go to the previous
see the Nowsheet,
dragpress
theCTRL+PAGE UP.
1
Give feedback onthe
inside this tutorial 2 PivotTable Fields 3 fields into place so
PivotTable below list on the right? that you make a
named Sum of Good! (If you don't vertical PivotTable
Units sold. see it, that has Seasons
right-click the on the left, and the
PivotTable and Sales reps
choose Show indented under the
Field List.) seasons.

Sum of Units sold

17758

Previous
Feedback
 e words to search for" edit. Do not type anything, instead, tab once. NOTE: if the Field List doesn't launch, press ALT+JT, L again.
asons on the left, and the sales reps indented under the seasons.Press ESC key to exit PivotTable Fields pane.

Next
h, press ALT+JT, L again.
the
PivotTable
named
"Sum of
Units
sold".
Practice
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Type words to search for" edit
3. Use your arrow and SPACEBAR keys to modify the example so that it shows each product in its own row, and each season in
To continue withanywhere
Click this tutorial, press CTRL+PAGE
Do youDOWN. To go to the previous
see the sheet,
Now press
drag theCTRL+PAGE UP.
1
Give feedback onthe
inside this tutorial 2 PivotTable Fields 3 fields into place so
PivotTable below list on the right? that the PivotTable
named Sum of Good! (If you don't shows each
Units sold. see it, product in its own
right-click the row, and each
PivotTable and season in its own
choose Show column.
Field List.)

Sum of Units sold

17758

Previous
Feedback
 e words to search for" edit. Do not type anything, instead, tab once. NOTE: if the Field List doesn't launch, press ALT+JT, L again.
wn row, and each season in its own column.

Next
h, press ALT+JT, L again.
1. Click cell B13 to activate the PivotTable named "Sum of Units sold".

Practice
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Type words to search for" edit
3. Use your Tab, arrow and SPACEBAR keys to modify the example so that it shows Sales Reps on the left with Seasons indente
To continue withanywhere
Click this tutorial, press CTRL+PAGE DOWN.
Do you see Tothego to the previous This
sheet,PivotTable
press CTRL+PAGE
is UP.
1
Give feedback on the
inside this tutorial 2 PivotTable Fields list 3 simply too wide.
PivotTable below. on the right? Good! Drag the fields into
(If you don't see it, place so that you
right-click the see each sales rep
PivotTable below on the left, and the
and choose Show seasons indented
Field List.) under each sales
rep.

Sales rep Season

Dave Dave Result George
Fall Spring Summer Winter Fall Spring
933 1320 1133 1650 5036 3220 2400

Previous
Feedback
 x: "Type words to search for" edit. Do not type anything, instead, tab once. NOTE: if the Field List doesn't launch, press ALT+JT, L again.
s on the left with Seasons indented beneath them.
TRL+PAGE UP.

George ResulJenny Jenny Result

Summer Winter Fall Spring Summer Winter
1260 1420 8300 1272 1040 1080 1030 4422

Next
unch, press ALT+JT, L again.

Total Result

17758
1. Click cell B13 to activate the PivotTable named "Sum of Units sold".
Practice
2. Press ALT+JT, L to launch the PivotTable Fields List. Focus will default to the Search text box: "Type words to search for" edit
3. Use your Tab, arrow and SPACEBAR keys to modify the example so that each Sales Reps has their own column fields with Se
4. Select cell I9 and
Click pick how many grapefruit
anywhere DoDave
you sold
see in winter.
the
1
To continue with the
inside 2
this tutorial, press CTRL+PAGE DOWN.Fields
PivotTable 3 Drag
To go to the previous
the fields into
sheet, press
position you UP.4
CTRL+PAGE
so that
In the winte
many grape
PivotTable below
Give feedback on this tutorial list on the right? can see: did Dave se
named Sum of Good! (If you don't • Each sales rep its
Units sold. see it, own column field.
right-click the • Seasons on the
PivotTable below left
and choose Show • Products
Field List.) indented under the
seasons.

Sum of Units sold

17758

Previous
Feedback
e words to search for" edit. Do not type anything, instead, tab once. NOTE: if the Field List doesn't launch, press ALT+JT, L again.
own column fields with Seasons on the left, and Products indented beneath them.
In the winter, how
many grapefruits
did Dave sell?

Pick one:

Next
ess ALT+JT, L again.
Good job. Aren't PivotTables great?
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