Page 10 of 13PREVNEXT

PivotTable I: Get started with PivotTable reports in Excel 2007

Click Play to see how to drag fields to build a PivotTable report.

As mentioned earlier in the lesson, if you prefer to build a PivotTable report by using the drag-and-drop method, as you could in previous versions of Excel, there is still a way to do that.

There are four boxes at the bottom of the PivotTable Field List. The boxes are called Report Filter, Row Labels, Column Labels, and Values. You can drag fields to this area.

Normally in Excel 2007 you add fields to the report layout from the field list either by selecting check boxes next to the field names, or by right-clicking the field and selecting a location from a menu. As you do so, the fields are automatically placed in the layout, and they are simultaneously placed in the appropriate box at the bottom of the list.

For example, as the Salesperson field is placed in the Row Labels area of the report layout, the Salesperson field name is also displayed in the Row Labels box at the bottom of the field list.

But if you prefer the drag-and-drop method, you can just drag fields from the top of the field list into the boxes at the bottom of the field list. The label at the top of each box tells you into which area of the report the field should go. For example, if you drag the Order Amount field to the Values box, that field will be in the Values area of the report. You can also drag the fields between the boxes to change locations in the report layout area, and you can drag fields out of the boxes to remove them from the report.

Click Play to see how to drag fields to build a PivotTable report.

Page 10 of 13PREVNEXT