How to Modify Pivot Table Fields in Excel 2016 - dummies

How to Modify Pivot Table Fields in Excel 2016

By Greg Harvey

Pivot tables are much more dynamic than standard Excel 2016 data tables because they remain so easy to manipulate and modify. To modify the fields used in your pivot table, first you display the PivotTable Field List by following these steps:

  1. Click any of the pivot table’s cells.

    Excel adds the PivotTable Tools contextual tab with the Analyze and Design tabs to the Ribbon.

  2. Click the Analyze tab under the PivotTable Tools contextual tab to display its buttons on the Ribbon.

  3. Click the Field List button in the Show group.

    Excel displays the PivotTable Field List task pane, showing the fields that are currently in the pivot table, as well as to which areas they’re currently assigned. This task pane is usually displayed automatically when creating or selecting a Pivot Table, but if you do not see the task pane, click the Field List button.

After displaying the PivotTable Field List task pane, you can make any of the following modifications to the table’s fields:

  • To remove a field, drag its field name out of any of its drop zones (FILTERS, COLUMNS, ROWS, and VALUES) and, when the mouse pointer changes to an x, release the mouse button or click its check box in the Choose Fields to Add to Report list to remove its check mark.

  • To move an existing field to a new place in the table, drag its field name from its current drop zone to a new zone at the bottom of the task pane.

  • To add a field to the table, drag its field name from the Choose Fields to Add to Report list and drop the field in the desired drop zone. If all you want to do is add a field to the pivot table as an additional row field, you can do this by selecting the field’s check box in the Choose Fields to Add to Report list to add a check mark (you don’t have to drag it to the ROWS drop zone).