Part II: Mastering Charts
Pivot Table Terminology
Understanding the terminology associated with pivot tables is the first step in mastering
this feature. Refer to the accompanying figure to get your bearings.
Column field: A field that has a column orientation in the pivot table. Each
item in the field occupies a column. In the figure, Customer represents a col-
umn field that contains two items (Existing and New). You can have nested
Data area: The cells in a pivot table that contain the summary data. Excel
offers several ways to summarize the data (sum, average, count, and so on).
In the figure, the Data area includes D6:F21.
Grand totals: A row or column that displays totals for all cells in a row or
column in a pivot table. You can specify that grand totals be calculated for
rows, columns, both, or neither. The pivot table in the figure shows grand
totals for both rows and columns.
Group: A collection of items treated as a single item. You can group items
manually or automatically (group dates into months, for example). The pivot
table in the figure does not have any defined groups.
Item: An element in a field that appears as a row or column header in a pivot
table. In the figure, Existing and New are items for the Customer field. The
Branch field has three items: Central, N. County, and Westside. AcctType has
four items: CD, Checking, IRA, and Savings.
Page field: A field that has a page orientation in the pivot table—similar to a
slice of a three-dimensional cube. You can display only one item (or all items)
in a page field at one time. In the figure, OpenedBy represents a page field that
displays the New Accts item; the pivot table shows data only for New Accts.