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In Excel 2010: Pivot Tables in Depth, author Curt Frye provides comprehensive, hands-on tutorials on Excel PivotTables, including more advanced techniques such as using macros and the new PowerPivot add-in. The course shows how to connect and consolidate data sources to power PivotTables, sort and filter records, display data in a PivotChart, print tables and charts, and also introduces the DAX language for performing advanced summaries in PowerPivot. Exercise files are included with the course.
Then you create a PivotTable in Excel Excel shows the number of PivotTable elements by default. You can show, hide, or in some cases move these elements to change the PivotTable configuration to your liking. For example one element of the PivotTable that's associated with the Ribbon are the options and the design of contextual tabs. If you want to hide those contextual tabs, you can click any cell outside of the PivotTable, and when you do in Excel takes those tabs off the Ribbon. If you want to bring them back, just click any cell in the PivotTable and the contextual tabs reappear.
You can also show or hide the PivotTable Field List task pane. So let's say for example that you have raised your PivotTable so that is fairly wide. So let's say that I have Company in the Row Labels area, and then I have Year and then Months in the Column Labels area and that means that my PivotTable is too wide to fit on the screen. If I want to hide the PivotTable Field List to allow more the data to appear on the screen, then I can go into the PivotTable Field List and click the close button to close it and display most of the data.
And if I want to display all of it than I can just change my zoom level. To do that, you get to the View Shortcuts toolbar at the bottom right corner of the program window and click the Zoom Out button. So just click it a couple of times. And now all of your data appears on the worksheet. Now, if you want to bring the field list task pane back, you can go up to the Options contextual tab and click the Field List button. And now you can pivot your PivotTable back into its original configuration. So we'll move Months to the bottom of the row area, Years above it, and Company over to the side, and then increase or zoom level back to 130% by clicking five times.
If you want, you can also show and hide the expand and contract buttons, which are here to the left of each of the row labels. So here I have the year 2009, and if I want to collapse all 2009, in other words not displayed within the worksheet, then I can click the collapse button, which looks like a minus, and collapse that data. If I want to expand it back out, you'll notice that the button has changed to look like a plus sign. Now it's an expand button. So I can click it and display all the data under 2009.
If you want to get rid of the expand and contract buttons entirely, then on the Options contextual tab, you can click the expand and contract or the plus/minus buttons, and when you do Excel hides them. If you want to bring them back, just click the button again and they reappear. if you want, you can also hide the field headers, which are the values of row labels and the column labels. Those are currently in cells B3 and A4. If you want to hide that text, on the Options tab you can click the Field Headers button.
and now there's a little more room inside of your PivotTable outline. If you want to bring those values back, you'll just click the Field Headers button again. And they reappear. The PivotTable Field List task pane, the expanding contract buttons, and field headers are all useful PivotTable components. But you don't have to use them. If you want toremove them from your PivotTable's current view you can do so by using the controls on the Options contextual tab on the Ribbon.
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