Breadcrumbs

Pivot Table Components

Pivot Area

Pivot Table - Pivot Area Highlight(1).png

The pivot area displays the pivot table which contains various fields and label items as shown in the below image:

Pivot Table - Pivot Area Specifics.png


  • Filter Fields - The option(s) that will show up here are entirely based on the field(s) that are added into the "Filters" section of the Pivot Panel.

  • Column Fields - The option(s) that will show up here are entirely based on the field(s) that are added into the "Columns" section of the Pivot Panel.

  • Column Label Items - The labels of the option(s) selected in the "Columns" section of the Pivot Panel.

  • Value Fields - The option(s) that will show up here are entirely based on the field(s) that are added into the "Values" section of the Pivot Panel.

  • Row Fields - The option(s) that will show up here are entirely based on the field(s) that are added into the "Rows" section of the Pivot Panel.

  • Row Label Items - The labels of the option(s) selected in the "Rows" section of the Pivot Panel.

Pivot Panel

Pivot Table - Pivot Area Highlight(2).png


Pivot Panel Highlights.png


Pivot Table Fields

  • These are the available fields to use based on the data selected from your Excellentable.

Pivot Table Areas

  • Filters

    • Filters apply a calculation or restriction to the entire table.

  • Columns

    • When a field is chosen for the column area, only the unique values of the field are listed across the top.

  • Rows

    • When a field is chosen for the row area, it populates as the first column. Similar to the columns, all row labels are the unique values and duplicates are removed.

  • Values

    • Each value is kept in a pivot table cell and display the summarized information. The most common values are sum, average, minimum and maximum.

Pivot Table View Options

  • Defer Layout Update

    • Checking this selection off will defer any changes you make to the Pivot Table until you click the "Update" button.

  • View Selection

    • This allows the user to save views to the Pivot Table and change them with a simple button press.

    • To Save a View

      1. Set the Pivot Table up how you'd like it.

      2. Type in what you'd like to call the Pivot Table in the available field.

      3. Click the Plus Sign to add the View to your View options.

    • To Change a View

      1. Make sure a View has been saved before.

      2. Select the arrow to open the dropdown of previously saved Views.

      3. Select the View that you wish to view.

      4. Click the check mark to change the Pivot Table settings to the saved View.