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Data

  • Example Pivot Table
  • Break down

1. Create the PivotTable
2. Refresh on open
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
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