How to Add a Field to a Pivot Table

Step-by-Step Guide

1. 1

   Step 1: Launch Microsoft Excel.

   In a pivot table, the data is grouped and then arranged by the row and column fields.
   
   The data can then be filtered by a "Filter Report" field.
   
   Add a field to your pivot table to provide another method by which the data is organized. ,,, You can also reorder the fields in this section; doing so will provide a different display and grouping ​of the data. ,,, Click and drag the field name of your added field and drop it into your preferred section in the "Pivot Table Field List."
2. 2

   Step 2: Open the workbook file containing the source data and pivot table you'll be working with.

3. 3

   Step 3: Select the tab for the worksheet on which your pivot table is displayed by clicking it.

4. 4

   Step 4: Click inside the pivot table to force the Pivot Table Field List or Pivot Table Wizard to appear.

5. 5

   Step 5: Review the pivot table

6. 6

   Step 6: making note of the fields that have already been used as row labels and column labels.

7. 7

   Step 7: Compare the pivot table to the source data to ascertain which fields remain available to be used.

8. 8

   Step 8: Determine which field you would like to add to your pivot table.

9. 9

   Step 9: Decide how you would like your data to be arranged by that field.

10. 10

    Step 10: Drag the field you are adding and drop it into the "Row Labels" area.

11. 11

    Step 11: Reorder the row labels in this section and observe how your pivot table changes.

12. 12

    Step 12: Move the field into the "Column Labels" area and determine if this arrangement better suits your needs.

13. 13

    Step 13: Add a field to the "Report Filter" section and then click the arrow beside that filter in the pivot table.

14. 14

    Step 14: Review the values made available by this filter field to test this arrangement.

15. 15

    Step 15: Finalize your decision for the placement and arrangement of your newly added field.

Detailed Guide

About the Author