Wheaton Public Library - Excel Pivot Tables 2021
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Filter by Report – adds additional data fields to the Pivot Table in the form of a filter
• Drag fields to the Report Filter area
• The field appears at the top of the Pivot Table. Use the pull-down arrow to select individual items to filter.
• To remove the filter, click on the Report Filter at the top of the Pivot Table, and select
All.
Slicer – displays the contents of a field for easier or multiple filtering
• Go to PivotTable Tools Analyze →Filter → Insert Slicer
• Select one or more categories. The slicer displays in a box near the Pivot Table.
• Go to Slicer Tools → Options for additional formatting and display options
Charts - Go to Pivot Table Tools Analyze → Tools → Pivot Chart
• Choose a Chart Style and then click OK
o NOTE: the following styles are NOT available from a Pivot Table: XY (Scatter), Stock, TreeMap,
Sunburst, Histogram, Box & Whisker, and Waterfall.
• Charts can be changed automatically by adding or removing fields, changing the order of data fields,
or creating filters.
Chart Options
• Analyze – make the Chart simpler or more
complicated by collapsing or expanding by fields.
Also allows you to insert slicers and perform
calculations
• Design – Change Chart type, switch row/column,
change Chart styles (color schemes)
• Format – change the background color, the size,
and the formatting of the Chart
IF YOU HAVE QUESTIONS, FEEL FREE TO EMAIL
1
Microsoft. (2020). Overview of PivotTable and PivotChart reports. Retrieved February 14, 2020, from Microsoft Office:
https://support.office.com/en-us/article/Overview-of-PivotTable-and-PivotChart-reports-527c8fa3-02c0-445a-a2db-7794676bce96