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Data
- Example Pivot Table
- Break down
1. Set up the data source
The data source needs to be a continuous block of cells with a header row with column names. The data source can be defined as an Area or a NamedRange. The column names become the
Here is a snapshot of the data for this tutorial:
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2.
3. After creating the PivotTable, always set RefreshOnOpen to true.
ExcelWriter does not have the ability to render a PivotTable, so any modifications made to a PivotTable will not take affect until the output file is opened in Excel and the PivotTable is refreshed. If RefreshOnOpen is true, Excel will refresh the PivotTable when the workbook opens, which will re-render the PivotTable.
4. Next, add PivotTableFields to the PivotTable. There are four types of PivotTableField: DataFields, RowLabels, ColumnLabels, and PageFields (or report filters).
To add
5. Adding data fields - calculated fields, naming conventions, changing the display name
3. Adding a pivot table field - row labels / column labels, source fields, naming convention, changing the display name
4. Adding a page field - behavior
5. CHECK
6. Other PivotTable properties - friendly error on value, empty value
7. Field properties, set row label
8. Summarize By
9. Show Value As
- Additional resources
- Answers post on CopySheet
- Modifying an existing PivotTable
- Documentation on creating an ExcelTemplate PivotTable
- PivotTable Glossary
- Answers post on how to set properties that aren't available
- Modifying an existing PivotTable