Locked lesson.
About this lesson
Determining the Field Well options you’d like to use to view your PivotTable data.
Lesson versions
Multiple versions of this lesson are available, choose the appropriate version for you:
2016, 2019/365.
Exercise files
Download the Excel workbook used in the video tutorial and try the lesson yourself.
Field Well Options.xlsx183.8 KB
Quick reference
Topic
Pivot Table Field Well Options.
Where/when to use the technique
Determining the Field Well options you’d like to use to view your PivotTable data.
PivotTable Field Well/List Options
Hiding/showing the field list
- Click the x in the top right of the Field List to dismiss it
- To restore it, either
- Right click the Pivot Table > Show Field List
- Excel 2010: PivotTable Tools > Options > Field List
- Excel 2013: PivotTable Tools > Analyze > Field List
Changing Field Well/List Views
- Click the icon next to the “Choose fields to add to report” line in the field well header
Fields Sections and Areas Section stacked
- Default option
- Fields listed on top
- PivotTable field areas listed in 2x2 grid underneath
Fields Sections and Areas Section side by side
- Fields listed on left side
- Areas sections listed in 1x4 grid on right side
Fields Sections only
- Only shows the fields list (not the areas section)
Areas Sections only (2 by 2)
- Only shows the areas section, stacked in a 2 by 2 grid
Areas Sections only (1 by 4)
- Only shows the 4 areas sections, stacked vertically
- 00:04 In this video, I'd like to talk a little bit about the PivotTable Field Well List,
- 00:08 and the different formats that it can take on.
- 00:11 And the reason for this is two fold.
- 00:12 Number one, because you'll see me use a variety of different formats on occasion
- 00:16 as we go through this course.
- 00:18 But also, to help you understand that there's some different options that you
- 00:21 have if you wanna try and
- 00:22 actually make things a little bit easier to use in certain circumstances.
- 00:26 The field well is the list that shows up on the right-hand
- 00:30 side when we're clicked inside a PivotTable somewhere.
- 00:33 And generally, it goes away when we click outside,
- 00:35 it comes back when we click inside the PivotTable, unless we've dismissed it.
- 00:40 Of course, at which point, when we click out and click back in,
- 00:43 we'll see the PivotTable tools tab will show up when we're in the PivotTables, but
- 00:46 the field well doesn't come back on.
- 00:48 And again, the easiest way to bring it back is just to right click and
- 00:51 say show field list and that will bring it back up, ready to go.
- 00:56 Now, one of the big challenges that happens with this list is that we have
- 00:59 very very small areas here.
- 01:01 Now depending on your screen resolution you may have a little bit bigger or
- 01:05 smaller than what I have showing here.
- 01:07 But the challenge is that when we start building a PivotTable,
- 01:11 it uses lots of different fields.
- 01:13 You can see that very quickly, if we take the chit dates, and I go and
- 01:17 throw hour underneath it.
- 01:18 And then I go and throw minute underneath that.
- 01:21 Suddenly we're lost down here.
- 01:23 We've got a little scroll bar that we've gotta work through this kinda postage
- 01:26 stamp to try to figure out what's going on.
- 01:29 Now, there's a couple of different views that we can use to actually
- 01:32 look at the field well differently.
- 01:33 So if we go and click on this icon up here we can show the two side-by-side.
- 01:40 This is one of my more favorite views.
- 01:43 I get a little bit more room.
- 01:44 I wish that these sections were actually collapsed a little bit.
- 01:46 Unfortunately, they're not.
- 01:48 We can drag this a little bit wider if we need it.
- 01:52 See, just a left-click and drag.
- 01:54 But it gives us a little bit more space to work with things which is kind of nice.
- 01:58 There's also a couple of other views here as well.
- 02:00 So that's the field and the section area side by side.
- 02:02 There is a field section only so you can see just the fields.
- 02:06 These are all the headers that come from your data source.
- 02:08 This one doesn't really add me a lot of value although
- 02:11 we can actually filter from some of these areas here if we wanted to, but
- 02:15 generally I don't ever find myself using this view.
- 02:17 It does does exist if you'd like it.
- 02:19 We also have the ability to go to, I'm gonna show you the Areas section only 2
- 02:24 by 2 and this will give you more room.
- 02:28 The problem is it's lacking the field well to pull on the different fields that
- 02:32 we're looking at.
- 02:32 Again though we can actually get a bigger view to see what things
- 02:36 are stacked up here.
- 02:37 So, if you are stuck in that little postage stamp
- 02:41 this will give you a way to jump in quickly and
- 02:43 see a little bit more room as to what's actually going on in here.
- 02:47 We can also show the area one by four which kind of stacks it this way.
- 02:51 So, it looks a little bit like the view that I had before that I like.
- 02:55 The side by side with the field section, it's just a little wider, but
- 02:59 it doesn't actually have the field list, so, there's a few different options for
- 03:03 you to actually look through in there.
- 03:05 The field section area stacked is Default.
- 03:09 I often find myself using this one here.
- 03:11 Now, there's one other option that I want to show you as well.
- 03:16 And that is, if I go back it's a little bit more obvious here,
- 03:18 although it does show on every view.
- 03:20 There is this option to defer layout update.
- 03:23 If I click this box, watch what happens to my PivotTable as I go back and
- 03:27 say you know what, maybe I don't want the date on here.
- 03:31 Well I pulled it off the PivotTable.
- 03:33 It's hard to see because we have such a small area.
- 03:34 Let's pull off minute as well.
- 03:37 You can see now I'm down to just POSChitHour in my columns, and
- 03:40 yet nothing's changed on my PivotTable, until I click update.
- 03:46 And then it actually updates it.
- 03:47 And then I can turn the deferred layout off.
- 03:49 This is really handy if you're working with really really large
- 03:53 data sets that might span over too many columns while you're trying set them up.
- 03:58 Or, if you haven't got the correct grouping levels on.
- 04:00 So deferred layout update can be quite handy to use.
- 04:03 So those are the general options that we have around the ways that we can look at
- 04:07 our PivotTable fields and views and the way that we can actually stop something
- 04:11 from updating if it's causing us some problems.
Lesson notes are only available for subscribers.