- Open a datasheet or form in PivotTable view.
- Do one or more of the following:
Add a field to the row, column, filter, or detail area
- If the field list is not visible, click Field List on the PivotTable toolbar.
- Use the scroll bars and the expand indicators ( and boxes) to find the field you want to add to the view.
- Click the field, and in the lower-right corner of the field list, do one of the following:
- To add the field to the row area, click Row Area.
- To add the field to the column area, click Column Area.
- To add the field to the filter area, click Filter Area.
- To add the field to the detail area, click Detail Data. To include only summarized values of a field, click Data Area.
- Click Add to.
You can add total fields to the detail area, but not to the row, column, or filter area.
- Open a datasheet or form in PivotTable view.
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Click the field that contains the values you want to summarize.
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On the PivotTable toolbar, click AutoCalc , and then click the summary function you want.
Add a calculated detail or total field
You can add a detail or total field that uses an expression to calculate data.
- Open a datasheet or form in PivotTable view.
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On the PivotTable toolbar, click Calculated Totals and Fields , and then do one of the following:
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To create a detail field, click Create Calculated Detail Field.
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To create a total field, click Create Calculated Total.
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In the Properties dialog box, type the expression you want on the Calculation tab, and then click Change.
To add field references, select a field that you want to use from the Insert Reference To box, and then click the Insert Reference To button.
Notes
- To edit the expression that is being used in a calculated field, select the field, edit the expression, and then click Change on the Calculation tab of the Properties dialog box. The field values will be automatically recalculated using the new expression.
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By default, total fields that summarize numeric data use the Sum summary function. Fields that summarize other types of data use the Count summary function.
Move a field to the row or column area
- Point to the field label of the field you want to move until the pointer changes to .
- Do one of the following:
- To make the field a row field, click and drag the field label to the row area on the left side of the view, until the pointer changes to .
- To make the field a column field, click and drag the field label to the column area near the top of the view, until the pointer changes to .
Move a field to the detail area
- Point to the field label of the field you want to move until the pointer changes to .
- Click and drag the field to the detail area at the bottom right of the view, until the pointer changes to .
Move a field to the filter area
- Point to the field label of the field you want to move until the pointer changes to .
- Click and drag the field to the filter area at the top of the PivotTable view, until the pointer changes to .
Move a row or column field to a higher or lower level (Change the column order of fields)
- Point to the field label of the field you want to move to a different level until the pointer changes to .
- Do one of the following:
- To move the field to a higher level, drag the field label toward the left and drop it where you want.
- To move the field to a lower level, drag the field label toward the right and drop it where you want.
When you remove a field from the layout of a PivotTable view, data from the field is no longer displayed but the field remains available in the field list for viewing.
- Click the field label of the field that you want to remove from the view.
- Press the DELETE key.
Note You can delete total fields and calculated detail fields from both the PivotTable view and the field list by right-clicking the field and then clicking Delete on the shortcut menu.
- Open a datasheet or form in PivotChart view.
- Do one or more of the following:
Add a field to the series, category, data, MultiChart, or filter area
- On the PivotChart toolbar, click Field List .
- Use the scroll bars and the expand indicators ( and boxes) to find the field you want to add to the chart.
- Click the field and drag it to the appropriate drop area on the chart: the series area, category area, data area, MultiChart area, or filter area.
You can add multiple fields to each location.
Notes
- As an alternative to dragging the field, you can select the area to which you want to add a field in the list at the bottom of the field list, and click Add to. If Add to becomes unavailable when you select the area where you want to put the field, the field you selected might not be available for use as a category, series, data, or filter field.
- You can add more than one field to an area on the chart. The placement of fields on the chart determines the hierarchical order in which the data is displayed. Outer fields can be expanded or collapsed to show more or less information in inner fields.
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The MultiChart area is available only if you have clicked Multiple Plots on the PivotChart toolbar.
Change the summary function for a data field
- Click the data field that contains the values you want to summarize.
- On the PivotChart toolbar, click AutoCalc , and then click the summary function you want.
- Open a datasheet or form in PivotChart view.
In the view, click the field you want to move, and then drag it until the pointer changes to represent the area where you want to move it.
This pointer Represents this area Series area Category area Filter area Data area MultiChart area - Release the mouse button.
Note The pointers shown above apply only when you're moving fields within the chart, not when you're adding fields from the field list.
When you remove a field from a chart, data from the field is no longer displayed, but the field remains available in the field list for viewing.
- Click the field label of the field that you want to remove from the chart.
- Drag the field toward the outside of the chart until the pointer changes to .