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#1
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I am unable to display the list of fields when creating Pivot Tables. The
only way I've found to set the table up is to click on the 'Layout' button in Step 3 of the Pivot Table Wizard. At that point I have what I need for the moment but I am unable to alter/edit the table. |
#2
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Unless you are using code, creating the pivot table with the Layout button,
in the pivot table wizard, is the easiest method I have found. Right click on the created pivot table, select the Pivot Table dropdown, and select Wizard. Select Back. Make sure the pivot table data range is correct. Make sure every column of data used in the pivot table has a header at the top of it and is included in the pivot table data range. Click Next. Click Layout and make sure the fields are in the correct location on the pivot table. Click on OK. Click Finish. Right click each field, check the field settings for each one, and make sure they are set to your specifications (Sum, Count, etc...). The data in the Data field must be numeric, except for the header, unless you are doing a count of text (names, states, etc...). Typically a pivot table is in a separate location from the data. You can not alter it since it is sort of like a picture of the data in the range used for the pivot table. You need to modify the data in the range then refresh the pivot table. If you are replacing the data with a pivot table, you should be able to edit the table itself. Creating a pivot table in this way does replace the existing data. Regards, Alan "Michelle" wrote in message ... I am unable to display the list of fields when creating Pivot Tables. The only way I've found to set the table up is to click on the 'Layout' button in Step 3 of the Pivot Table Wizard. At that point I have what I need for the moment but I am unable to alter/edit the table. |
#3
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Alan,
Thank you for your help. In the past I have been able to alter Pivot Tables after I've created them by changing the data I want displayed. I used to be able to drag and drop from the list of fields. Without that displayed, I cannot do this. It doesn't make sense that I would have to make these choices from the Wizard menu as that doesn't seem like an optimal solution. "R1C1" wrote: Unless you are using code, creating the pivot table with the Layout button, in the pivot table wizard, is the easiest method I have found. Right click on the created pivot table, select the Pivot Table dropdown, and select Wizard. Select Back. Make sure the pivot table data range is correct. Make sure every column of data used in the pivot table has a header at the top of it and is included in the pivot table data range. Click Next. Click Layout and make sure the fields are in the correct location on the pivot table. Click on OK. Click Finish. Right click each field, check the field settings for each one, and make sure they are set to your specifications (Sum, Count, etc...). The data in the Data field must be numeric, except for the header, unless you are doing a count of text (names, states, etc...). Typically a pivot table is in a separate location from the data. You can not alter it since it is sort of like a picture of the data in the range used for the pivot table. You need to modify the data in the range then refresh the pivot table. If you are replacing the data with a pivot table, you should be able to edit the table itself. Creating a pivot table in this way does replace the existing data. Regards, Alan "Michelle" wrote in message ... I am unable to display the list of fields when creating Pivot Tables. The only way I've found to set the table up is to click on the 'Layout' button in Step 3 of the Pivot Table Wizard. At that point I have what I need for the moment but I am unable to alter/edit the table. |
#4
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Set your pivot table up using named ranges and reference those names in the
pivot table rather than using an absolute range. As the named range expands or contracts with your data, so does the pivot table when it is refreshed. Regards, Alan "Michelle" wrote in message ... Alan, Thank you for your help. In the past I have been able to alter Pivot Tables after I've created them by changing the data I want displayed. I used to be able to drag and drop from the list of fields. Without that displayed, I cannot do this. It doesn't make sense that I would have to make these choices from the Wizard menu as that doesn't seem like an optimal solution. "R1C1" wrote: Unless you are using code, creating the pivot table with the Layout button, in the pivot table wizard, is the easiest method I have found. Right click on the created pivot table, select the Pivot Table dropdown, and select Wizard. Select Back. Make sure the pivot table data range is correct. Make sure every column of data used in the pivot table has a header at the top of it and is included in the pivot table data range. Click Next. Click Layout and make sure the fields are in the correct location on the pivot table. Click on OK. Click Finish. Right click each field, check the field settings for each one, and make sure they are set to your specifications (Sum, Count, etc...). The data in the Data field must be numeric, except for the header, unless you are doing a count of text (names, states, etc...). Typically a pivot table is in a separate location from the data. You can not alter it since it is sort of like a picture of the data in the range used for the pivot table. You need to modify the data in the range then refresh the pivot table. If you are replacing the data with a pivot table, you should be able to edit the table itself. Creating a pivot table in this way does replace the existing data. Regards, Alan "Michelle" wrote in message ... I am unable to display the list of fields when creating Pivot Tables. The only way I've found to set the table up is to click on the 'Layout' button in Step 3 of the Pivot Table Wizard. At that point I have what I need for the moment but I am unable to alter/edit the table. |
#5
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I forgot to mention the Pivot Table Field List toolbar. It is found on the
Pivot Table toolbar. You can drag and drop fields to and from the pivot table. You can modify a lot of the pivot table using the pivot table toolbar. I don't know of any other way to set the field data range, other than using the wizard, when the range is absolute. Again, using named ranges instead cures this problem. Regards, Alan "Michelle" wrote in message ... Alan, Thank you for your help. In the past I have been able to alter Pivot Tables after I've created them by changing the data I want displayed. I used to be able to drag and drop from the list of fields. Without that displayed, I cannot do this. It doesn't make sense that I would have to make these choices from the Wizard menu as that doesn't seem like an optimal solution. "R1C1" wrote: Unless you are using code, creating the pivot table with the Layout button, in the pivot table wizard, is the easiest method I have found. Right click on the created pivot table, select the Pivot Table dropdown, and select Wizard. Select Back. Make sure the pivot table data range is correct. Make sure every column of data used in the pivot table has a header at the top of it and is included in the pivot table data range. Click Next. Click Layout and make sure the fields are in the correct location on the pivot table. Click on OK. Click Finish. Right click each field, check the field settings for each one, and make sure they are set to your specifications (Sum, Count, etc...). The data in the Data field must be numeric, except for the header, unless you are doing a count of text (names, states, etc...). Typically a pivot table is in a separate location from the data. You can not alter it since it is sort of like a picture of the data in the range used for the pivot table. You need to modify the data in the range then refresh the pivot table. If you are replacing the data with a pivot table, you should be able to edit the table itself. Creating a pivot table in this way does replace the existing data. Regards, Alan "Michelle" wrote in message ... I am unable to display the list of fields when creating Pivot Tables. The only way I've found to set the table up is to click on the 'Layout' button in Step 3 of the Pivot Table Wizard. At that point I have what I need for the moment but I am unable to alter/edit the table. |
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