Part IV: Managing and Analyzing Data
Source data The data used to create a PivotTable. It can reside in a worksheet or an external database.
Subtotals A row or column that displays subtotals for detail cells in a row or column in a PivotTable. The
PivotTable in the figure displays subtotals for each branch, below the data. You can also display subtotals
above the data or hide subtotals. The label for a subtotal is the Item name that’s being totaled and the
word Tota l.
Table Filter A field that has a page orientation in the PivotTable, which is used to limit what data is sum-
marized. You can display one item, multiple items, or all items in a page field at one time. In the figure,
OpenedBy represents a page field that displays All (that is, not filtered).
Values area The cells in a PivotTable that contain the summary data. Excel offers several ways to sum-
marize the data (sum, average, count, and so on).
If you find that you’re making the same layout changes to PivotTables every time you create one, you can now
save certain layout options as your default. Choose File ➪ Options ➪ Data and click Edit Default Layout to
show the Edit Default Layout dialog box.
Here you can set certain options that all new PivotTables will inherit. Even easier, use the Import button
to set all the options automatically based on the PivotTable you specify.
Formatting the PivotTable
By default, PivotTables use General number formatting. To change the number format for
all data, right-click any value and choose Number Format from the shortcut menu. Then use
the Format Cells dialog box to change the number format for the displayed data.
You can apply any of several built-in styles to a PivotTable. Select any cell in the PivotTable
and then choose PivotTable Tools ➪ Design ➪ PivotTable Styles to select a style. Fine-tune
continued
