Drag Fields into PivotTable Report in Excel 2007

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» Drag Fields into PivotTable Report in Excel 2007

CATEGORY: Excel Pivot Tables

VERSIONS: Microsoft Excel 2007

To drag fields into PivotTable report areas:
Choose and drag each field from the top box area in PivotTable Field List dialog box down into one of the four boxes below.

How to choose the right area to locate a field:

Choose and drag the Report Filter fields to Report Filter area, Report Filter fields are fields you will use later to filter and show the summarize report accordingly. In the screenshot below Invoice Number, Customer Name and Date are in Report Filter fields.

Choose and drag the detailed field(s) to Row Labels or to Column labels areas. In the screenshot below the Market field is in Row labels.

Choose and drag the numeric/values fields to Values area. In the screenshot below Quantity and Income fields are in Values area.

To use the classic PivotTable dragging option (used in earlier versions of Excel):

1. Select a cell in the PivotTable report.
2. Right click and select PivotTable Options -> Display tab -> Classic PivotTable Layout.

This option enables dragging of fields in the grid.

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