Step by Step - Getting Started Guide

Step 4 – Using the Pivot Table

How to Modify the Pivot Table Structure and Layout

The grid structure you defined while creating the view is not final, you can change it as you navigate through the data. To change the pivot table structure or layout, there are many options, listed as follows:

1. Point the mouse to the header of the grid row or column to change and click the ▼. An options menu appears.

a. Choosing Replace.. will swap fields, the selected field will go into the grid and the replaced field will appear as filter in the filter pane. For example, select Replace Measures with Store.  In the example below, the grid and chart now display the Gross Sales for each store.

 

b. Choosing Add will add (nest) another field to the grid and break down the data by the added field, for example, Merchandise.  In the example below, the grid and chart display each of the Measures fields broken down by Merchandise item:

 

c. Remove.. is available when there is more than one field nested. Once removing, the field would move back to the filter pane.

d. Show.. is available when a field has a hierarchy with more than one level. Show Years or Show Months for example, would expand your Time field to the desired granularity level.

e. Layout is for various ways of displaying a hierarchy:

• Select Layout and then click Show Parents. In the example below, the grid includes the All Merchandise field, which displays the total of all the Merchandise items. Note that the parent, All Merchandise, has a boxed minus sign. This enables drilling up the dimension.

• Select Layout and then click Flat.  In the example below, the grid and chart display the All Merchandise field only, without the breakdown by Merchandise item.

 

• Select Layout and then click Boxed With Parents.  In the example below, the grid and chart display the Merchandise field, with the breakdown by Merchandise item.

 

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