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Pivot Table Data Field Layout

 

Arrange Multiple Data Fields in Excel 2010
Video: Arrange Data Fields in Excel 2010
Arrange Multiple Data Fields in Excel 2003
Video: Arrange Data Fields in Excel 2003
Rename Data Fields

Move a Pivot Field in Excel 2010

Download the zipped sample file for this tutorial

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Arrange Multiple Data Fields in Excel 2010

In Excel 2010 and Excel 2007, when you add multiple data fields to the table, by default the data headings are arranged horizontally.

pivot data horizontal 2010

It's easy to change the data to a vertical layout though, which was the default setting in older versions of Excel.

To change the data to a vertical layout, drag the Values button in the Pivot Table Field List, from the Column Labels area to the Row Labels area.

pivot data drag 2010

In most cases, the Values button should be positioned below the other fields in the Row Labels area.

pivot data row labels 2010

After you move the Values label to the Row Labels area, the data fields will be arranged vertically. This pivot table is in Tabular Form layout.

pivot data vertical tabular 2010

If the Report Layout is Compact Form, the data field headings are indented under the other Row headings.

pivot data vertical compact 2010

Video: Arrange Data Fields in Excel 2010

Watch a short video tutorial, to see how to move the data fields in Excel 2010:

Arrange Multiple Data Fields in Excel 2003

If you place two fields in the Data area of a Pivot Table, they might appear vertically arranged.

In the screen shot below, the Units and Total fields have been added to the data area in the Pivot Table Wizard.

pivot table layout

In the pivot table, the two data fields, Sum of Units and Sum of Total, appear in a single column, stacked vertically in the pivot table.

This layout makes it difficult to compare the Units sold for each product or to compare the total sales per product.

pivot data vertical

To make the data easier to read, you can rearrange the table layout. If you move the data fields into the pivot table's column area, each data field will appear in a single column.

To change the layout, follow these steps:

  1. In the pivot table, point to the grey button for the Data field
  2. Hold the left mouse button, and drag the Data button onto the cell which contains the word 'Total'
  3. Release the mouse button

drag pivot data

The Data fields will now be arranged horizontally, with each data field in a single column.

arrange pivot data

Video: Arrange Data Fields in Excel 2003

Watch a short video tutorial, to see how to move the data fields in Excel 2003:

Rename Data Fields

When you add fields to the Data area, they are renamed. For example, 'Units' becomes 'Sum of Units'. Instead of using these default names, you can change the field names to something shorter, or more descriptive, such as Units Sold.

Note: The typed name can't be the same as the original field name. For example, if the original field name is Units, you can't change 'Sum of Units' to 'Units'. However, you can type the original field name, and add a space character at the end, e.g. 'Units ' or at the beginning -- ' Units'

rename pivot fields

Change the Data Field Name

There are several ways to change the names, but the following is probably the easiest.

  1. Select the heading cell in the Pivot Table.
  2. Type a new heading.
  3. Press the Enter key.

Move a Pivot Field in Excel 2010

Drag a field button from one area in the Field List to another. For example, drag the Region field from the Row Labels area to the Column Labels area.

move a pivot field demo

Download the zipped sample file for this tutorial

    

Pivot Table Tutorials

Pivot Table Introduction 
Clear Old Items in Pivot Table
Create a Pivot Table in Excel 2007 
Custom Calculations 
Data Field Layout
Dynamic Data Source
FAQs - Pivot Tables
Field Settings
Filter Source Data  
Filters, Top 10 
Filters, Report Filters
GetPivotData Function
Grand Totals
Grouping Data
Layout, Excel 2007
Multiple Consolidation Ranges
Pivot Cache   
PivotTable Style
Printing a Pivot Table   
Protection  
Running Totals  
Show and Hide Items 
Sorting
Subtotals 
Summary Functions
Unique Item Count

Pivot Table Books

Beginning Pivot Tables (Excel 2007) 
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Pivot Tables Recipe Book (Excel 2007) 

Pivot Table Add-Ins

Pivot Power 
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Pivot Table Videos

Clear Old Items
Copy a Custom PivotTable Style
Create Pivot Table in Excel 2007
Create Pivot Table from Multiple Sheets
Data Field Layout
Date Filters, Add
GetPivotData
Group Data
Layout, Excel 2007
Report Filters, Add
Running Totals
Select Sections
Subtotals, Create Multiple
Top 10 Filters

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Last updated: December 3, 2012 11:33 AM